Schwallier Wealth Management LLC Vanguard Small Cap Value ETF Transaction History

Schwallier Wealth Management LLC

$160 Billion
Q3 2025

A detailed history of Schwallier Wealth Management LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 5,693 shares of VBR stock, worth $1.17 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

5,693

Previous 5,719 0.45%

Holding current value

$1.17 Million

Previous $1.12 Billion 6.54%

% of portfolio

0.74%

Previous 0.68%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$195.41 - $212.37 $5,080 - $5,521	-26 Reduced 0.45%	5,693 $1.19 Billion
Q2 2025 Aug 14, 2025	BUY	$162.76 - $195.77 $78,450 - $94,361	482 Added 9.2%	5,719 $1.12 Billion
Q1 2025 Aug 14, 2025	SELL	$183.02 - $207.75 $111,459 - $126,519	-609 Reduced 10.42%	5,237 $976 Million
Q4 2024 Feb 14, 2025	SELL	$197.36 - $217.3 $58,813 - $64,755	-298 Reduced 4.85%	5,846 $1.16 Billion
Q3 2024 Nov 07, 2024	BUY	$179.99 - $201.6 $43,197 - $48,384	240 Added 4.07%	6,144 $1.23 Billion

Q2 2024 Aug 13, 2024	SELL	$177.65 - $191.11 $77,810 - $83,706	-438 Reduced 6.91%	5,904 $1.08 Billion
Q1 2024 May 14, 2024	SELL	$172.45 - $191.88 $157,791 - $175,570	-915 Reduced 12.61%	6,342 $1.22 Billion
Q4 2023 Feb 14, 2024	BUY	$149.18 - $181.94 $1.08 Million - $1.32 Million	7,257 New	7,257 $1.31 Billion

Others Institutions Holding VBR

# of Institutions

1,797

Shares Held

91.8M

Call Options Held

70.1K

Put Options Held

8.2K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Schwallier Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schwallier Wealth Management LLC with notifications on news.

Account

Schwallier Wealth Management LLC Vanguard Small Cap Value ETF Transaction History