Waterford Advisors, LLC Vanguard Small Cap ETF Transaction History

Waterford Advisors, LLC

$289 Billion
Q3 2025

A detailed history of Waterford Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Waterford Advisors, LLC holds 3,729 shares of VB stock, worth $931,541. This represents 0.33% of its overall portfolio holdings.

Number of Shares

3,729

Previous 382,721 99.03%

Holding current value

$931,541

Previous $90.7 Million 945.47%

% of portfolio

0.33%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$237.58 - $259.17 $90 Million - $98.2 Million	-378,992 Reduced 99.03%	3,729 $948 Million
Q2 2025 Aug 14, 2025	BUY	$193.73 - $237.37 $73.4 Million - $90 Million	379,072 Added 10388.38%	382,721 $90.7 Million
Q1 2025 May 14, 2025	SELL	$217.89 - $252.64 $3,486 - $4,042	-16 Reduced 0.44%	3,649 $809,000
Q4 2024 Feb 14, 2025	SELL	$233.76 - $261.58 $30,856 - $34,528	-132 Reduced 3.48%	3,665 $880,000
Q4 2023 Feb 13, 2024	SELL	$175.26 - $215.9 $4,732 - $5,829	-27 Reduced 0.71%	3,797 $810,000

Q2 2023 Jul 31, 2023	SELL	$181.26 - $198.89 $4,894 - $5,370	-27 Reduced 0.7%	3,824 $761,000
Q1 2023 May 02, 2023	BUY	$179.51 - $208.76 $22,079 - $25,677	123 Added 3.3%	3,851 $730,000
Q4 2022 Feb 14, 2023	BUY	$172.82 - $196.57 $644,272 - $732,812	3,728 New	3,728 $684,000

Others Institutions Holding VB

# of Institutions

2,481

Shares Held

164M

Call Options Held

68.3K

Put Options Held

25.4K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

More about VB

Track This Portfolio

Portfolio Update

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

News

Stay updated on Waterford Advisors, LLC with notifications on news.

Account

Waterford Advisors, LLC Vanguard Small Cap ETF Transaction History