Latest Institutional Transactions on Vanguard Small Cap Value ETF (VBR)
This table provides information on the latest institutional transactions involving Vanguard Small Cap Value ETF (VBR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-6.87K- 5.02% |
$1.36M - $1.49M
|
130K
$25.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
222+ 0.07% |
$43.8K - $48.2K
|
315K
$61.6M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
346+ 823.81% |
$68.3K - $75.2K
|
388
$75.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
3.52K+ 30.36% |
$694K - $764K
|
15.1K
$2.95M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-60- 2.72% |
$11.8K - $13K
|
2.15K
$420K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
7+ 0.61% |
$1.38K - $1.52K
|
1.16K
$227K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 1.1% |
$197 - $217
|
92
$18K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
383+ 0.65% |
$75.6K - $83.2K
|
58.9K
$11.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.76K+ 64.86% |
$347K - $382K
|
4.47K
$873K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-136- 9.83% |
$26.8K - $29.6K
|
1.25K
$244K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.31KNew |
$259K - $286K
|
1.31K
$257K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-2.08K- 5.13% |
$410K - $451K
|
38.4K
$7.49M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
12.6KNew |
$2.49M - $2.74M
|
12.6K
$2.46M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
8.17KNew |
$1.61M - $1.78M
|
8.17K
$1.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
1.45K+ 36.96% |
$285K - $314K
|
5.36K
$1.05M
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-735- 5.35% |
$145K - $160K
|
13K
$2.54M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-180- 0.71% |
$35.5K - $39.1K
|
25.2K
$4.93M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-31- 0.34% |
$6.12K - $6.74K
|
9.06K
$1.77M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-719- 64.37% |
$142K - $156K
|
398
$77.7K
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
5+ 0.27% |
$987 - $1.09K
|
1.83K
$358K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
7New |
$1.38K - $1.52K
|
7
$1.37K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
80+ 0.46% |
$15.8K - $17.4K
|
17.6K
$3.44M
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-782- 4.57% |
$154K - $170K
|
16.3K
$3.19M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2+ 0.18% |
$395 - $435
|
1.12K
$218K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-245- 4.98% |
$48.4K - $53.2K
|
4.68K
$913K
|
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
162+ 0.57% |
$32K - $35.2K
|
28.6K
$5.59M
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
6+ 0.12% |
$1.18K - $1.3K
|
4.93K
$963K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-3- 0.05% |
$592 - $652
|
5.74K
$1.12M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
3.98K+ 82.02% |
$786K - $866K
|
8.84K
$1.73M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-108- 4.21% |
$21.3K - $23.5K
|
2.46K
$479K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
473New |
$93.4K - $103K
|
473
$92.3K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
44.1K+ 8.1% |
$7.94M - $8.89M
|
588K
$115M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.84K- 10.18% |
$512K - $573K
|
25.1K
$4.9M
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
2+ 0.1% |
$360 - $403
|
2.01K
$392K
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.27K- 1.99% |
$228K - $256K
|
62.5K
$12.2M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-148- 1.45% |
$26.6K - $29.8K
|
10.1K
$1.97M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.33K- 19.09% |
$240K - $269K
|
5.65K
$1.1M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
BUY
|
- |
1.14KNew |
$205K - $230K
|
1.14K
$223K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-347- 0.53% |
$62.5K - $70K
|
65K
$12.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-198- 2.13% |
$35.6K - $39.9K
|
9.11K
$1.78M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.22M- 88.46% |
$219M - $245M
|
159K
$31M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
135KNew |
$24.4M - $27.3M
|
135K
$26.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.63KNew |
$1.19M - $1.34M
|
6.63K
$1.29M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
37+ 0.97% |
$6.66K - $7.46K
|
3.84K
$750K
|
|
|
Nov 20, 2024
Q3 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
267+ 11.5% |
$48.1K - $53.8K
|
2.59K
$505K
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
1.71K+ 34.43% |
$307K - $344K
|
6.67K
$1.3M
|
|
|
Nov 19, 2024
Q3 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-12- 0.53% |
$2.16K - $2.42K
|
2.26K
$442K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
9+ 1.37% |
$1.62K - $1.81K
|
667
$130K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-5.19K- 14.28% |
$935K - $1.05M
|
31.2K
$6.09M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
122New |
$22K - $24.6K
|
122
$23.8K
|
|