San Luis Wealth Advisors LLC Vanguard Small Cap Value ETF Transaction History

San Luis Wealth Advisors LLC

  • $473 Million
  • Q4 2025

A detailed history of San Luis Wealth Advisors LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 44,546 shares of VBR stock, worth $9.15 Million. This represents 1.94% of its overall portfolio holdings.

Number of Shares
44,546
Previous 37,309 19.4%
Holding current value
$9.15 Million
Previous $7.79 Million 17.54%
% of portfolio
1.94%
Previous 1.75%

Shares

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

Jan 23, 2026
BUY
$201.42 - $211.15 $1.46 Million - $1.53 Million
7,237 Added 19.4%
44,546 $9.15 Million
Q3 2025

Nov 18, 2025
SELL
$195.41 - $212.37 $248,952 - $270,559
-1,274 Reduced 3.3%
37,309 $7.79 Million
Q2 2025

Jul 17, 2025
BUY
$162.76 - $195.77 $6.28 Million - $7.55 Million
38,583 New
38,583 $7.52 Million

Others Institutions Holding VBR

# of Institutions
1,802
Shares Held
91.6M
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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