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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
48+ 266.67% |
$8.64K - $9.68K
|
66
$13.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-288- 1.93% |
$51.8K - $58.1K
|
14.6K
$3.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-50- 2.58% |
$9K - $10.1K
|
1.89K
$390K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
17.8K+ 6.69% |
$3.21M - $3.59M
|
284K
$58.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-906- 6.41% |
$163K - $183K
|
13.2K
$2.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
243+ 20.32% |
$43.7K - $49K
|
1.44K
$297K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-14- 0.98% |
$2.52K - $2.82K
|
1.41K
$291K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-635- 8.15% |
$114K - $128K
|
7.16K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
882+ 11.31% |
$159K - $178K
|
8.68K
$1.79M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-572- 1.58% |
$103K - $115K
|
35.7K
$7.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
109K+ 7.19% |
$19.7M - $22M
|
1.63M
$336M
|
|
|
Nov 14, 2024
Q3 2024
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
7.18K+ 447.17% |
$1.29M - $1.45M
|
8.78K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.4K+ 3.57% |
$2.59M - $2.9M
|
417K
$86.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
301+ 10.59% |
$54.2K - $60.7K
|
3.14K
$650K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
3+ 5.56% |
$540 - $605
|
57
$11.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-196- 0.82% |
$35.3K - $39.5K
|
23.8K
$4.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
310+ 6.96% |
$55.8K - $62.5K
|
4.77K
$985K
|
|
|
Nov 14, 2024
Q3 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
29+ 0.56% |
$5.22K - $5.85K
|
5.2K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
28+ 0.05% |
$5.04K - $5.64K
|
51.3K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.08M- 74.49% |
$194M - $217M
|
369K
$76.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
BUY
|
- |
57+ 0.9% |
$10.3K - $11.5K
|
6.41K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.37KNew |
$247K - $277K
|
1.37K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
4.66K+ 3.89% |
$839K - $940K
|
125K
$25.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-9.13K- 16.06% |
$1.64M - $1.84M
|
47.7K
$9.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.6K+ 18.92% |
$2.26M - $2.53M
|
79K
$16.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-706- 12.95% |
$127K - $142K
|
4.75K
$981K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Financial Partners
|
SELL
|
- |
-5.32K- 5.96% |
$958K - $1.07M
|
84K
$17.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.81K- 15.29% |
$686K - $768K
|
21.1K
$4.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
19+ 0.3% |
$3.42K - $3.83K
|
6.34K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-24.4K- 3.51% |
$4.39M - $4.91M
|
669K
$138M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
38+ 0.68% |
$6.84K - $7.66K
|
5.61K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.87K+ 2.47% |
$697K - $781K
|
160K
$33.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
6.83K+ 7.07% |
$1.23M - $1.38M
|
103K
$21.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
21+ 0.33% |
$3.78K - $4.23K
|
6.31K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1.3KNew |
$234K - $262K
|
1.3K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.12K+ 165.79% |
$741K - $830K
|
6.6K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-136K- 3.54% |
$24.5M - $27.4M
|
3.7M
$764M
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1.38K+ 8.95% |
$248K - $278K
|
16.8K
$3.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
5+ 0.43% |
$900 - $1.01K
|
1.17K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-441- 6.71% |
$79.4K - $88.9K
|
6.13K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.8K- 0.87% |
$324K - $362K
|
205K
$42.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-2- 0.16% |
$360 - $403
|
1.28K
$265K
|
|
|
Nov 14, 2024
Q3 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
26+ 1.69% |
$4.68K - $5.24K
|
1.57K
$323K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
8.3K+ 3.09% |
$1.49M - $1.67M
|
277K
$57.2M
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.94K+ 5.62% |
$348K - $390K
|
36.4K
$7.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
136K+ 20.99% |
$24.6M - $27.5M
|
787K
$163M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
642+ 22.13% |
$116K - $129K
|
3.54K
$732K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-215- 4.91% |
$38.7K - $43.3K
|
4.16K
$860K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.02K+ 1.01% |
$543K - $608K
|
301K
$62.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.08K+ 2.84% |
$195K - $218K
|
39.3K
$8.12M
|