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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
232New |
$45.8K - $50.4K
|
232
$47.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 0.15% |
$197 - $217
|
673
$137K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
54+ 6.29% |
$10.7K - $11.7K
|
913
$186K
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-2.31K- 3.32% |
$455K - $501K
|
67.2K
$13.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
32+ 0.86% |
$6.32K - $6.95K
|
3.75K
$763K
|
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-13- 0.95% |
$2.57K - $2.82K
|
1.36K
$277K
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
2.05K+ 2.14% |
$404K - $445K
|
97.9K
$19.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
26+ 0.41% |
$5.13K - $5.65K
|
6.32K
$1.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.23K+ 2.18% |
$441K - $485K
|
105K
$21.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
3.82K+ 11.74% |
$754K - $830K
|
36.3K
$7.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
14.4KNew |
$2.85M - $3.14M
|
14.4K
$2.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-320- 10.18% |
$63.2K - $69.5K
|
2.82K
$574K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
350New |
$69.1K - $76.1K
|
350
$71.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-147- 0.58% |
$29K - $31.9K
|
25.1K
$5.1M
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.62K+ 19.04% |
$320K - $352K
|
10.1K
$2.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-386- 2.13% |
$76.2K - $83.9K
|
17.8K
$3.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
13+ 1.18% |
$2.57K - $2.82K
|
1.12K
$228K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
737+ 7.94% |
$145K - $160K
|
10K
$2.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
27.2K+ 2.11% |
$5.37M - $5.92M
|
1.31M
$267M
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
167+ 0.41% |
$33K - $36.3K
|
40.4K
$8.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
185New |
$36.5K - $40.2K
|
185
$37.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
943+ 1.53% |
$186K - $205K
|
62.7K
$12.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-15- 0.12% |
$2.96K - $3.26K
|
12.6K
$2.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
16.5K+ 4.44% |
$3.25M - $3.57M
|
387K
$78.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-46.1K- 12.49% |
$9.09M - $10M
|
323K
$65.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
873+ 5.14% |
$172K - $190K
|
17.9K
$3.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.12K+ 1.32% |
$813K - $895K
|
316K
$64.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-188- 5.32% |
$37.1K - $40.9K
|
3.35K
$681K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
57.2K+ 4.65% |
$11.3M - $12.4M
|
1.29M
$262M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.66K+ 2.61% |
$328K - $361K
|
65.3K
$13.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.26K+ 4.04% |
$249K - $274K
|
32.5K
$6.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
1.5KNew |
$296K - $326K
|
1.5K
$305K
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
7.94K+ 18.03% |
$1.57M - $1.72M
|
52K
$10.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
404New |
$79.7K - $87.8K
|
404
$82.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
9.37KNew |
$1.85M - $2.04M
|
9.37K
$1.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
4.05KNew |
$799K - $880K
|
4.05K
$823K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-486- 1.34% |
$95.9K - $106K
|
35.7K
$7.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
565New |
$112K - $123K
|
565
$115K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
78New |
$15.4K - $16.9K
|
78
$15.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-25.6K- 24.6% |
$5.05M - $5.56M
|
78.3K
$15.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
1.38KNew |
$272K - $299K
|
1.38K
$280K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
46.5K+ 6.5% |
$9.17M - $10.1M
|
762K
$155M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
169+ 6.91% |
$33.4K - $36.7K
|
2.62K
$532K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
6New |
$1.18K - $1.3K
|
6
$1.22K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.01KNew |
$200K - $220K
|
1.01K
$206K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-10- 3.92% |
$1.97K - $2.17K
|
245
$49.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2+ 1.82% |
$395 - $435
|
112
$22.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
480+ 15.08% |
$94.7K - $104K
|
3.66K
$745K
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
1.12KNew |
$222K - $244K
|
1.12K
$228K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
75.1K+ 11.74% |
$14.8M - $16.3M
|
715K
$145M
|