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 27, 2025
Q4 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
1.12KNew |
$220K - $242K
|
1.12K
$230K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-109- 2.23% |
$21.5K - $23.7K
|
4.78K
$987K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
190+ 11.16% |
$37.5K - $41.3K
|
1.89K
$391K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-310- 3.35% |
$61.2K - $67.4K
|
8.95K
$1.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.6K+ 16.05% |
$315K - $347K
|
11.5K
$2.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-265- 6.03% |
$52.3K - $57.6K
|
4.13K
$853K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-25.3K- 2.99% |
$5M - $5.51M
|
822K
$170M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
1.03KNew |
$203K - $224K
|
1.03K
$213K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
3.08K+ 5.71% |
$607K - $668K
|
56.9K
$11.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
43+ 3.04% |
$8.49K - $9.34K
|
1.46K
$301K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
6+ 0.56% |
$1.18K - $1.3K
|
1.08K
$224K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-26- 0.38% |
$5.13K - $5.65K
|
6.85K
$1.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
8+ 0.24% |
$1.58K - $1.74K
|
3.34K
$690K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-5- 0.41% |
$987 - $1.09K
|
1.2K
$249K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-3- 3.19% |
$592 - $652
|
91
$18.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
733+ 2.55% |
$145K - $159K
|
29.5K
$6.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-5- 0.09% |
$987 - $1.09K
|
5.86K
$1.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
716+ 25.85% |
$141K - $156K
|
3.49K
$720K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
70New |
$13.8K - $15.2K
|
70
$14.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
16+ 0.29% |
$3.16K - $3.48K
|
5.45K
$1.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-9- 0.16% |
$1.78K - $1.96K
|
5.54K
$1.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
949+ 7.5% |
$187K - $206K
|
13.6K
$2.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-963- 6.18% |
$190K - $209K
|
14.6K
$3.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
380+ 7.54% |
$75K - $82.6K
|
5.42K
$1.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
161+ 1.6% |
$31.8K - $35K
|
10.3K
$2.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-348- 3.49% |
$68.7K - $75.6K
|
9.63K
$1.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-33- 2.28% |
$6.51K - $7.17K
|
1.42K
$293K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
17+ 0.14% |
$3.36K - $3.69K
|
12.2K
$2.52M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
7+ 0.46% |
$1.38K - $1.52K
|
1.53K
$317K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
788+ 2.02% |
$156K - $171K
|
39.7K
$8.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
11+ 2.2% |
$2.17K - $2.39K
|
511
$106K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
27+ 0.4% |
$5.33K - $5.87K
|
6.7K
$1.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
142+ 1.7% |
$28K - $30.9K
|
8.47K
$1.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-113- 0.65% |
$22.3K - $24.6K
|
17.3K
$3.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.53K- 41.33% |
$301K - $332K
|
2.17K
$448K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-2- 0.09% |
$395 - $435
|
2.15K
$444K
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-303- 0.44% |
$59.8K - $65.8K
|
68.4K
$14.1M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
612+ 17.06% |
$121K - $133K
|
4.2K
$868K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 0.2% |
$197 - $217
|
490
$101K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
461+ 3.14% |
$91K - $100K
|
15.1K
$3.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
5.72K+ 4.67% |
$1.13M - $1.24M
|
128K
$26.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
70+ 0.94% |
$13.8K - $15.2K
|
7.55K
$1.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2- 0.11% |
$395 - $435
|
1.79K
$370K
|
|
|
Jan 24, 2025
Q4 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
1.74K+ 7.09% |
$343K - $378K
|
26.3K
$5.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.1% |
$197 - $217
|
1.04K
$215K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-103- 3.79% |
$20.3K - $22.4K
|
2.62K
$541K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
308+ 4.34% |
$60.8K - $66.9K
|
7.4K
$1.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
17+ 0.11% |
$3.36K - $3.69K
|
14.9K
$3.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-71- 1.48% |
$14K - $15.4K
|
4.73K
$977K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-272- 18.98% |
$53.7K - $59.1K
|
1.16K
$240K
|