Peak Retirement Planning, Inc. Vanguard Small Cap Value ETF Transaction History

Peak Retirement Planning, Inc.

  • $355 Billion
  • Q3 2025

A detailed history of Peak Retirement Planning, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Peak Retirement Planning, Inc. holds 31,843 shares of VBR stock, worth $6.54 Million. This represents 1.87% of its overall portfolio holdings.

Number of Shares
31,843
Previous 24,028 32.52%
Holding current value
$6.54 Million
Previous $4.69 Billion 41.84%
% of portfolio
1.87%
Previous 1.89%

Shares

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

Nov 04, 2025
BUY
$195.41 - $212.37 $1.53 Million - $1.66 Million
7,815 Added 32.52%
31,843 $6.65 Billion
Q2 2025

Nov 04, 2025
BUY
$162.76 - $195.77 $171,874 - $206,733
1,056 Added 4.6%
24,028 $4.69 Billion
Q1 2025

Nov 04, 2025
BUY
$183.02 - $207.75 $1.05 Million - $1.19 Million
5,715 Added 33.12%
22,972 $4.28 Billion
Q4 2024

Feb 20, 2025
BUY
$197.36 - $217.3 $3.41 Million - $3.75 Million
17,257 New
17,257 $3.42 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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