Ofc Financial Planning, LLC Vanguard Small Cap Value ETF Transaction History

Ofc Financial Planning, LLC

  • $101 Billion
  • Q3 2025

A detailed history of Ofc Financial Planning, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Ofc Financial Planning, LLC holds 8,713 shares of VBR stock, worth $1.79 Million. This represents 1.8% of its overall portfolio holdings.

Number of Shares
8,713
Previous 9,269 6.0%
Holding current value
$1.79 Million
Previous $1.81 Billion 0.61%
% of portfolio
1.8%
Previous 1.92%

Shares

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

Nov 13, 2025
SELL
$195.41 - $212.37 $108,647 - $118,077
-556 Reduced 6.0%
8,713 $1.82 Billion
Q2 2025

Aug 13, 2025
SELL
$162.76 - $195.77 $6,510 - $7,830
-40 Reduced 0.43%
9,269 $1.81 Billion
Q1 2025

May 14, 2025
BUY
$183.02 - $207.75 $24,158 - $27,423
132 Added 1.44%
9,309 $1.73 Billion
Q4 2024

Jan 23, 2025
BUY
$197.36 - $217.3 $1.81 Million - $1.99 Million
9,177 New
9,177 $1.82 Billion

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

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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