N.E.W. Advisory Services LLC Vanguard Small Cap Value ETF Transaction History

N.E.W. Advisory Services LLC

$1.11 Billion
Q3 2025

A detailed history of N.E.W. Advisory Services LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 990 shares of VBR stock, worth $203,405. This represents 0.02% of its overall portfolio holdings.

Number of Shares

990

Previous 989 0.1%

Holding current value

$203,405

Previous $192,000 7.29%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$195.41 - $212.37 $195 - $212	1 Added 0.1%	990 $206,000
Q2 2025 Aug 18, 2025	SELL	$162.76 - $195.77 $69,824 - $83,985	-429 Reduced 30.25%	989 $192,000
Q1 2025 May 07, 2025	BUY	$183.02 - $207.75 $34,773 - $39,472	190 Added 15.47%	1,418 $264,000
Q4 2024 Jan 23, 2025	BUY	$197.36 - $217.3 $2,565 - $2,824	13 Added 1.07%	1,228 $243,000
Q3 2024 Oct 31, 2024	SELL	$179.99 - $201.6 $20,698 - $23,184	-115 Reduced 8.65%	1,215 $243,000

Q2 2024 Aug 02, 2024	BUY	$177.65 - $191.11 $236,274 - $254,176	1,330 New	1,330 $242,000

Others Institutions Holding VBR

# of Institutions

1,796

Shares Held

91.8M

Call Options Held

70.1K

Put Options Held

8.2K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of N.E.W. Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on N.E.W. Advisory Services LLC with notifications on news.

Account

N.E.W. Advisory Services LLC Vanguard Small Cap Value ETF Transaction History