Retirement Planning Group, LLC / Ny Vanguard Small Cap Value ETF Transaction History

Retirement Planning Group, LLC / Ny

  • $134 Billion
  • Q3 2025

A detailed history of Retirement Planning Group, LLC / Ny transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Retirement Planning Group, LLC / Ny holds 2,638 shares of VBR stock, worth $542,003. This represents 0.41% of its overall portfolio holdings.

Number of Shares
2,638
Previous 2,036 29.57%
Holding current value
$542,003
Previous $399 Million 38.64%
% of portfolio
0.41%
Previous 0.35%

Shares

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

Oct 27, 2025
BUY
$195.41 - $212.37 $117,636 - $127,846
602 Added 29.57%
2,638 $553 Million
Q2 2025

Jul 25, 2025
BUY
$162.76 - $195.77 $120,605 - $145,065
741 Added 57.22%
2,036 $399 Million
Q1 2025

Apr 22, 2025
BUY
$183.02 - $207.75 $237,010 - $269,036
1,295 New
1,295 $241 Million

Others Institutions Holding VBR

# of Institutions
1,800
Shares Held
91.3M
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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