Wetherby Asset Management Inc Vanguard Small Cap Value ETF Transaction History

Wetherby Asset Management Inc

  • $2.38 Billion
  • Q3 2025

A detailed history of Wetherby Asset Management Inc transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Wetherby Asset Management Inc holds 1,808 shares of VBR stock, worth $371,471. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,808
Previous 1,820 0.66%
Holding current value
$371,471
Previous $354,000 6.5%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 14, 2025
SELL
$195.41 - $212.37 $2,344 - $2,548
-12 Reduced 0.66%
1,808 $377,000
Q2 2025

Aug 14, 2025
BUY
$162.76 - $195.77 $296,223 - $356,301
1,820 New
1,820 $354,000
Q1 2024

May 15, 2024
BUY
$172.45 - $191.88 $184,521 - $205,311
1,070 New
1,070 $205,000
Q3 2022

Nov 14, 2022
BUY
$143.4 - $172.87 $698,358 - $841,876
4,870 New
4,870 $698,000
Q1 2018

May 04, 2018
SELL
N/A
-1,166 Closed
0 $0
Q3 2017

Nov 13, 2017
BUY
N/A
1,166
1,166 $149,000

Others Institutions Holding VBR

# of Institutions
1,797
Shares Held
91.8M
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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