Us Advisors Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History

Us Advisors Wealth Management, LLC

  • $290 Million
  • Q3 2025

A detailed history of Us Advisors Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 9,797 shares of VBR stock, worth $2.01 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
9,797
Previous 9,034 8.45%
Holding current value
$2.01 Million
Previous $1.76 Million 16.07%
% of portfolio
0.7%
Previous 0.65%

Shares

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

Nov 12, 2025
BUY
$195.41 - $212.37 $149,097 - $162,038
763 Added 8.45%
9,797 $2.04 Million
Q2 2025

Jul 22, 2025
SELL
$162.76 - $195.77 $66,243 - $79,678
-407 Reduced 4.31%
9,034 $1.76 Million
Q1 2025

May 06, 2025
BUY
$183.02 - $207.75 $206,995 - $234,965
1,131 Added 13.61%
9,441 $1.76 Million
Q4 2024

Jan 23, 2025
BUY
$197.36 - $217.3 $1.64 Million - $1.81 Million
8,310 New
8,310 $1.65 Million

Others Institutions Holding VBR

# of Institutions
1,795
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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