Lutz Financial Services LLC Vanguard Small Cap ETF Transaction History

Lutz Financial Services LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Lutz Financial Services LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Lutz Financial Services LLC holds 2,541 shares of VB stock, worth $634,767. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,541
Previous 2,537 0.16%
Holding current value
$634,767
Previous $601,000 7.49%
% of portfolio
0.05%
Previous 0.05%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$237.58 - $259.17 $950 - $1,036
4 Added 0.16%
2,541 $646,000
Q1 2025

May 07, 2025
SELL
$217.89 - $252.64 $229,873 - $266,535
-1,055 Reduced 29.37%
2,537 $562,000
Q3 2024

Oct 29, 2024
SELL
$214.77 - $237.72 $5,154 - $5,705
-24 Reduced 0.66%
3,592 $852,000
Q3 2023

Nov 03, 2023
SELL
$186.24 - $208.75 $220,321 - $246,951
-1,183 Reduced 24.65%
3,616 $683,000
Q1 2023

May 01, 2023
SELL
$179.51 - $208.76 $116,322 - $135,276
-648 Reduced 11.9%
4,799 $909,000
Q3 2022

Oct 21, 2022
SELL
$170.45 - $206.62 $4,261 - $5,165
-25 Reduced 0.46%
5,447 $931,000
Q2 2022

Jul 20, 2022
BUY
$170.7 - $214.67 $934,070 - $1.17 Million
5,472 New
5,472 $964,000

Others Institutions Holding VB

# of Institutions
2,482
Shares Held
164M
Call Options Held
68.3K
Put Options Held
26.1K
View Full List

About VANGUARD SMALL-CAP ETF

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  • Ticker VB
  • Sector ETFs
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More about VB
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