Valmark Advisers, Inc. Vanguard Small Cap Value ETF Transaction History

Valmark Advisers, Inc.

  • $7.6 Billion
  • Q3 2025

A detailed history of Valmark Advisers, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Valmark Advisers, Inc. holds 2,244 shares of VBR stock, worth $461,052. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,244
Previous 2,475 9.33%
Holding current value
$461,052
Previous $482,000 2.9%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 23, 2025
SELL
$195.41 - $212.37 $45,139 - $49,057
-231 Reduced 9.33%
2,244 $468,000
Q2 2025

Jul 23, 2025
SELL
$162.76 - $195.77 $17,903 - $21,534
-110 Reduced 4.26%
2,475 $482,000
Q1 2025

Apr 22, 2025
SELL
$183.02 - $207.75 $604,149 - $685,782
-3,301 Reduced 56.08%
2,585 $481,000
Q4 2024

Jan 30, 2025
SELL
$197.36 - $217.3 $1.03 Million - $1.13 Million
-5,205 Reduced 46.93%
5,886 $1.17 Million
Q3 2024

Oct 25, 2024
BUY
$179.99 - $201.6 $1.61 Million - $1.81 Million
8,955 Added 419.24%
11,091 $2.23 Million
Q2 2024

Jul 31, 2024
BUY
$177.65 - $191.11 $34,819 - $37,457
196 Added 10.1%
2,136 $389,000
Q1 2024

May 03, 2024
BUY
$172.45 - $191.88 $11,899 - $13,239
69 Added 3.69%
1,940 $372,000
Q4 2023

Feb 02, 2024
SELL
$149.18 - $181.94 $100,845 - $122,991
-676 Reduced 26.54%
1,871 $336,000
Q3 2023

Nov 07, 2023
SELL
$157.33 - $174.39 $112,018 - $124,165
-712 Reduced 21.85%
2,547 $406,000
Q2 2023

Aug 02, 2023
SELL
$150.74 - $165.4 $946,948 - $1.04 Million
-6,282 Reduced 65.84%
3,259 $539,000
Q1 2023

May 01, 2023
SELL
$150.22 - $177.69 $1.03 Million - $1.22 Million
-6,857 Reduced 41.82%
9,541 $1.51 Million
Q4 2022

Feb 06, 2023
SELL
$147.25 - $169.54 $531,867 - $612,378
-3,612 Reduced 18.05%
16,398 $2.6 Million
Q3 2022

Nov 02, 2022
BUY
$143.4 - $172.87 $2.87 Million - $3.46 Million
20,010 New
20,010 $2.87 Million
Q2 2022

Aug 01, 2022
SELL
$146.67 - $178.24 $204,457 - $248,466
-1,394 Closed
0 $0
Q1 2022

May 10, 2022
BUY
$165.62 - $182.58 $39,251 - $43,271
237 Added 20.48%
1,394 $245,000
Q4 2021

Feb 02, 2022
BUY
$168.72 - $185.72 $195,209 - $214,878
1,157 New
1,157 $207,000
Q2 2021

Aug 06, 2021
SELL
$166.46 - $180.76 $4.12 Million - $4.48 Million
-24,763 Closed
0 $0
Q1 2021

May 04, 2021
BUY
$139.89 - $172.72 $2.87 Million - $3.55 Million
20,536 Added 485.83%
24,763 $4.1 Million
Q4 2020

Feb 03, 2021
BUY
$111.89 - $142.79 $472,959 - $603,573
4,227 New
4,227 $601,000
Q2 2018

Aug 07, 2018
SELL
N/A
-3,507 Closed
0 $0
Q1 2018

May 07, 2018
SELL
N/A
-3,467 Reduced 49.71%
3,507 $454,000
Q4 2017

Feb 09, 2018
BUY
N/A
6,974
6,974 $926,000

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 Valmark Advisers, Inc. Portfolio

Follow Valmark Advisers, 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 Valmark Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valmark Advisers, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email