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
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-812- 15.74% |
$146K - $164K
|
4.35K
$898K
|
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-10.7K- 29.1% |
$1.93M - $2.17M
|
26.2K
$5.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
12+ 0.74% |
$2.16K - $2.42K
|
1.63K
$336K
|
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
118+ 4.5% |
$21.2K - $23.8K
|
2.74K
$566K
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1.2K- 2.96% |
$216K - $242K
|
39.4K
$8.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.24% |
$360 - $403
|
820
$169K
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.23K+ 2.68% |
$402K - $450K
|
85.7K
$17.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
290New |
$52.2K - $58.5K
|
290
$59.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
48K+ 1722.68% |
$8.64M - $9.68M
|
50.8K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9.7K+ 27.83% |
$1.75M - $1.95M
|
44.5K
$9.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1.1K+ 58.98% |
$198K - $222K
|
2.97K
$613K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
1KNew |
$180K - $202K
|
1K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.56K- 26.23% |
$280K - $314K
|
4.38K
$905K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
131+ 2.47% |
$23.6K - $26.4K
|
5.43K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-321- 1.87% |
$57.8K - $64.7K
|
16.9K
$3.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1+ 2.86% |
$180 - $202
|
36
$7.44K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-60- 12.1% |
$10.8K - $12.1K
|
436
$90.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
36.2KNew |
$6.51M - $7.3M
|
36.2K
$7.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
231New |
$41.6K - $46.6K
|
231
$47.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.91K+ 1.36% |
$345K - $386K
|
143K
$29.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
280+ 18.88% |
$50.4K - $56.4K
|
1.76K
$364K
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
64+ 1.52% |
$11.5K - $12.9K
|
4.28K
$884K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
208+ 0.31% |
$37.4K - $41.9K
|
67K
$13.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
16.2K+ 7.72% |
$2.91M - $3.26M
|
226K
$46.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2+ 0.21% |
$360 - $403
|
958
$198K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-47- 1.59% |
$8.46K - $9.48K
|
2.91K
$602K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
14+ 0.33% |
$2.52K - $2.82K
|
4.21K
$869K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-671- 0.97% |
$121K - $135K
|
68.6K
$14.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-228- 8.13% |
$41K - $46K
|
2.58K
$532K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.17K- 0.23% |
$211K - $236K
|
513K
$106M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.58K+ 12.61% |
$284K - $318K
|
14.1K
$2.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.61KNew |
$289K - $324K
|
1.61K
$332K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.05K+ 3.47% |
$188K - $211K
|
31.2K
$6.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
12New |
$2.16K - $2.42K
|
12
$2.48K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
276+ 0.88% |
$49.7K - $55.6K
|
31.7K
$6.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
32.4K+ 4.75% |
$5.83M - $6.53M
|
715K
$148M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-237- 35.48% |
$42.7K - $47.8K
|
431
$89.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-12- 0.07% |
$2.16K - $2.42K
|
18.3K
$3.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1.07K+ 30.79% |
$193K - $216K
|
4.55K
$939K
|
|
|
Nov 13, 2024
Q3 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
53+ 67.95% |
$9.54K - $10.7K
|
131
$27.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-15- 1.07% |
$2.7K - $3.02K
|
1.38K
$286K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
32.4K+ 26.79% |
$5.83M - $6.53M
|
153K
$31.7M
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-8.94K- 2.87% |
$1.61M - $1.8M
|
302K
$62.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.6K- 7.41% |
$649K - $727K
|
45K
$9.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-553- 2.98% |
$99.5K - $111K
|
18K
$3.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.9K- 11.11% |
$2.49M - $2.79M
|
111K
$22.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.11K- 10.8% |
$199K - $223K
|
9.14K
$1.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-36- 0.45% |
$6.48K - $7.26K
|
7.91K
$1.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.24K- 9.66% |
$224K - $250K
|
11.6K
$2.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.5KNew |
$630K - $706K
|
3.5K
$723K
|