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 |
|---|---|---|---|---|---|---|---|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
1.82KNew |
$358K - $394K
|
1.82K
$340K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
69+ 2.4% |
$13.6K - $15K
|
2.94K
$551K
|
|
|
Mar 11, 2025
Q4 2024
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
1.67KNew |
$330K - $363K
|
1.67K
$313K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
10KNew |
$1.98M - $2.18M
|
10K
$1.88M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
10.1KNew |
$1.99M - $2.19M
|
10.1K
$1.89M
|
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
25.2KNew |
$4.96M - $5.47M
|
25.2K
$4.71M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
2.07KNew |
$409K - $450K
|
2.07K
$388K
|
|
|
Mar 05, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-49- 0.86% |
$9.67K - $10.6K
|
5.62K
$1.05M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
444+ 1.95% |
$87.6K - $96.5K
|
23.2K
$4.35M
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
2.87KNew |
$566K - $623K
|
2.87K
$537K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-135- 0.38% |
$26.6K - $29.3K
|
35.6K
$6.66M
|
|
|
Mar 03, 2025
Q4 2024
|
Fluent Financial, LLC
|
BUY
|
- |
7.39KNew |
$1.46M - $1.61M
|
7.39K
$1.38M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
290New |
$57.2K - $63K
|
290
$54.3K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
190New |
$37.5K - $41.3K
|
190
$35.6K
|
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-4.33M- 98.45% |
$855M - $941M
|
68.3K
$12.8M
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-657- 9.85% |
$130K - $143K
|
6.01K
$1.13M
|
|
|
Feb 26, 2025
Q4 2024
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
246KNew |
$48.6M - $53.5M
|
246K
$46.1M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
17+ 0.44% |
$3.36K - $3.69K
|
3.87K
$725K
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.19KNew |
$234K - $258K
|
1.19K
$222K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
5.27K+ 13.03% |
$1.04M - $1.15M
|
45.7K
$8.56M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.29K- 5.15% |
$255K - $281K
|
23.8K
$4.46M
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-5.17K- 19.75% |
$1.02M - $1.12M
|
21K
$3.93M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.08K- 32.02% |
$411K - $452K
|
4.42K
$827K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
434New |
$85.7K - $94.3K
|
434
$81.3K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-56- 0.72% |
$11.1K - $12.2K
|
7.75K
$1.45M
|
|
|
Feb 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
244+ 3.85% |
$48.2K - $53K
|
6.58K
$1.23M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.42K- 2.28% |
$281K - $309K
|
61.1K
$11.4M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
265New |
$52.3K - $57.6K
|
265
$49.6K
|
|
|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
121+ 2.43% |
$23.9K - $26.3K
|
5.1K
$954K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
275+ 19.83% |
$54.3K - $59.8K
|
1.66K
$311K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-467- 3.52% |
$92.2K - $101K
|
12.8K
$2.39M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-45- 1.77% |
$8.88K - $9.78K
|
2.5K
$469K
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
2.88KNew |
$569K - $627K
|
2.88K
$540K
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
17.3KNew |
$3.41M - $3.75M
|
17.3K
$3.23M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
6.67KNew |
$1.32M - $1.45M
|
6.67K
$1.25M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
583+ 1.87% |
$115K - $127K
|
31.8K
$5.95M
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
1.95KNew |
$385K - $424K
|
1.95K
$365K
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.69K+ 66.97% |
$334K - $368K
|
4.22K
$790K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
626+ 2.12% |
$124K - $136K
|
30.2K
$5.65M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
170+ 4.8% |
$33.6K - $36.9K
|
3.71K
$695K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
14+ 0.55% |
$2.76K - $3.04K
|
2.54K
$475K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
375+ 34.09% |
$74K - $81.5K
|
1.48K
$276K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
950+ 30.11% |
$187K - $206K
|
4.11K
$769K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
2.29KNew |
$451K - $497K
|
2.29K
$428K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-2.3K- 29.32% |
$454K - $500K
|
5.54K
$1.04M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.82% |
$197 - $217
|
123
$23K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
2.04K+ 179.04% |
$403K - $444K
|
3.18K
$596K
|
|
|
Feb 18, 2025
Q4 2024
|
Unconventional Investor, LLC
|
BUY
|
- |
16+ 0.53% |
$3.16K - $3.48K
|
3.05K
$571K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
192New |
$37.9K - $41.7K
|
192
$35.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-446- 2.95% |
$88K - $96.9K
|
14.6K
$2.74M
|