Old North State Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History

Old North State Wealth Management, LLC

  • $213 Billion
  • Q4 2025

A detailed history of Old North State Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Old North State Wealth Management, LLC holds 1,831 shares of VBR stock, worth $376,197. This represents 0.18% of its overall portfolio holdings.

Number of Shares
1,831
Previous 1,816 0.83%
Holding current value
$376,197
Previous $380 Million 2.33%
% of portfolio
0.18%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
BUY
$201.42 - $211.15 $3,021 - $3,167
15 Added 0.83%
1,831 $389 Million
Q3 2025

Oct 17, 2025
SELL
$195.41 - $212.37 $12,310 - $13,379
-63 Reduced 3.35%
1,816 $380 Million
Q2 2025

Jul 16, 2025
BUY
$162.76 - $195.77 $305,826 - $367,851
1,879 New
1,879 $367 Million

Others Institutions Holding VBR

# of Institutions
1,800
Shares Held
91.7M
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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