Sherman Wealth Management LLC Vanguard Small Cap Value ETF Transaction History

Sherman Wealth Management LLC

  • $100 Billion
  • Q4 2025

A detailed history of Sherman Wealth Management LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Sherman Wealth Management LLC holds 5,103 shares of VBR stock, worth $1.05 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares
5,103
Holding current value
$1.05 Million
% of portfolio
1.06%

Shares

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

Jan 14, 2026
BUY
$201.42 - $211.15 $99,501 - $104,308
494 Added 9.68%
5,597 $1.19 Billion
Q4 2025

Jan 13, 2026
BUY
$201.42 - $211.15 $1.03 Million - $1.08 Million
5,103 New
5,103 $1.06 Billion

Others Institutions Holding VBR

# of Institutions
1,798
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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