Summit Wealth & Retirement Planning, Inc. Vanguard Small Cap Value ETF Transaction History

Summit Wealth & Retirement Planning, Inc.

  • $389 Million
  • Q3 2025

A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 19,932 shares of VBR stock, worth $4.1 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
19,932
Previous 19,844 0.44%
Holding current value
$4.1 Million
Previous $3.87 Million 7.52%
% of portfolio
1.07%
Previous 1.09%

Shares

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

Nov 03, 2025
BUY
$195.41 - $212.37 $17,196 - $18,688
88 Added 0.44%
19,932 $4.16 Million
Q2 2025

Aug 06, 2025
BUY
$162.76 - $195.77 $25,065 - $30,148
154 Added 0.78%
19,844 $3.87 Million
Q1 2025

May 05, 2025
BUY
$183.02 - $207.75 $156,299 - $177,418
854 Added 4.53%
19,690 $3.67 Million
Q4 2024

Jan 28, 2025
BUY
$197.36 - $217.3 $1.79 Million - $1.97 Million
9,050 Added 92.48%
18,836 $3.73 Million
Q3 2024

Nov 01, 2024
BUY
$179.99 - $201.6 $747,858 - $837,648
4,155 Added 73.79%
9,786 $1.96 Million
Q2 2024

Aug 06, 2024
BUY
$177.65 - $191.11 $34,997 - $37,648
197 Added 3.63%
5,631 $1.03 Million
Q1 2024

May 09, 2024
BUY
$172.45 - $191.88 $239,533 - $266,521
1,389 Added 34.34%
5,434 $1.04 Million
Q4 2023

Feb 01, 2024
BUY
$149.18 - $181.94 $149 - $181
1 Added 0.02%
4,045 $727,000
Q3 2023

Oct 25, 2023
BUY
$157.33 - $174.39 $73,630 - $81,614
468 Added 13.09%
4,044 $644,000
Q2 2023

Jul 26, 2023
BUY
$150.74 - $165.4 $11,305 - $12,405
75 Added 2.14%
3,576 $591,000
Q1 2023

May 11, 2023
BUY
$150.22 - $177.69 $101,398 - $119,940
675 Added 23.89%
3,501 $555,000
Q4 2022

Feb 09, 2023
BUY
$147.25 - $169.54 $15,019 - $17,293
102 Added 3.74%
2,826 $449,000
Q3 2022

Nov 10, 2022
BUY
$143.4 - $172.87 $135,799 - $163,707
947 Added 53.29%
2,724 $391,000
Q2 2022

Aug 02, 2022
BUY
$146.67 - $178.24 $35,494 - $43,134
242 Added 15.77%
1,777 $266,000
Q1 2022

May 12, 2022
BUY
$165.62 - $182.58 $64,591 - $71,206
390 Added 34.06%
1,535 $270,000
Q4 2021

Feb 03, 2022
BUY
$168.72 - $185.72 $193,184 - $212,649
1,145 New
1,145 $205,000

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
Track This Portfolio

Track Summit Wealth & Retirement Planning, Inc. Portfolio

Follow Summit Wealth & Retirement Planning, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth & Retirement Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth & Retirement Planning, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email