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 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
248+ 149.4% |
$44.6K - $50K
|
414
$85.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
30+ 15.54% |
$5.4K - $6.05K
|
223
$46.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-61- 41.5% |
$11K - $12.3K
|
86
$17.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
42K+ 2.68% |
$7.56M - $8.47M
|
1.61M
$332M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
3.75K+ 5.65% |
$676K - $757K
|
70.2K
$14.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.69K+ 7.74% |
$485K - $543K
|
37.5K
$7.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4.81K- 17.92% |
$866K - $971K
|
22K
$4.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
SELL
|
- |
-94- 2.85% |
$16.9K - $19K
|
3.2K
$662K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-26- 0.26% |
$4.68K - $5.24K
|
10.1K
$2.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.7K- 2.74% |
$3.54M - $3.96M
|
698K
$144M
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-5- 0.07% |
$900 - $1.01K
|
7.23K
$1.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-570- 46.61% |
$103K - $115K
|
653
$135K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.84K- 6.65% |
$332K - $372K
|
25.9K
$5.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
430+ 1.76% |
$77.4K - $86.7K
|
24.9K
$5.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.1K+ 2.96% |
$2.01M - $2.25M
|
387K
$80M
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
13+ 0.93% |
$2.34K - $2.62K
|
1.41K
$292K
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1+ 0.04% |
$180 - $202
|
2.4K
$496K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
494+ 57.78% |
$88.9K - $99.6K
|
1.35K
$279K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-459- 3.28% |
$82.6K - $92.5K
|
13.5K
$2.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-103- 6.28% |
$18.5K - $20.8K
|
1.54K
$318K
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
SELL
|
- |
-4- 0.08% |
$720 - $806
|
5.27K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Rs Crum Inc.
|
SELL
|
- |
-138- 3.02% |
$24.8K - $27.8K
|
4.43K
$916K
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
SELL
|
- |
-1.02K- 12.06% |
$183K - $205K
|
7.43K
$1.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.61K- 2.3% |
$289K - $324K
|
68.4K
$14.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-200- 0.57% |
$36K - $40.3K
|
35K
$7.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-186- 2.86% |
$33.5K - $37.5K
|
6.32K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-2.01K- 8.99% |
$362K - $405K
|
20.4K
$4.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
3.11K+ 35.47% |
$560K - $627K
|
11.9K
$2.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-5- 0.25% |
$900 - $1.01K
|
1.96K
$405K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
185+ 8.86% |
$33.3K - $37.3K
|
2.27K
$470K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28.9K+ 4.76% |
$5.2M - $5.82M
|
635K
$131M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
102+ 0.94% |
$18.4K - $20.6K
|
10.9K
$2.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.38K+ 14.18% |
$428K - $480K
|
19.2K
$3.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-96- 0.11% |
$17.3K - $19.4K
|
84.9K
$17.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-8.88K- 88.04% |
$1.6M - $1.79M
|
1.21K
$249K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.83K- 8.88% |
$330K - $370K
|
18.8K
$3.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
25New |
$4.5K - $5.04K
|
25
$5.17K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-344- 0.87% |
$61.9K - $69.4K
|
39.4K
$8.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
407New |
$73.3K - $82.1K
|
407
$84.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.56K+ 2.2% |
$640K - $717K
|
165K
$34.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-614- 0.59% |
$111K - $124K
|
104K
$21.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
155+ 9.69% |
$27.9K - $31.2K
|
1.75K
$362K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
990+ 4.16% |
$178K - $200K
|
24.8K
$5.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-250Closed |
$45K - $50.4K
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-72- 2.22% |
$13K - $14.5K
|
3.17K
$655K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
180+ 2.36% |
$32.4K - $36.3K
|
7.8K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
245+ 5.47% |
$44.1K - $49.4K
|
4.72K
$975K
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
3.45K+ 1.48% |
$621K - $696K
|
236K
$48.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.31K- 4.25% |
$236K - $265K
|
29.6K
$6.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-3K- 11.47% |
$541K - $605K
|
23.2K
$4.79M
|