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 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
1.02KNew |
$201K - $221K
|
1.02K
$211K
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
9+ 0.49% |
$1.78K - $1.96K
|
1.83K
$378K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
248+ 6.35% |
$48.9K - $53.9K
|
4.15K
$858K
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-170- 5.37% |
$33.6K - $36.9K
|
2.99K
$619K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-55- 4.83% |
$10.9K - $12K
|
1.08K
$224K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
9.91KNew |
$1.95M - $2.15M
|
9.91K
$2.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
5.47KNew |
$1.08M - $1.19M
|
5.47K
$1.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
8New |
$1.58K - $1.74K
|
8
$1.65K
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
108+ 1.09% |
$21.3K - $23.5K
|
10K
$2.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-78- 1.42% |
$15.4K - $16.9K
|
5.43K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
48New |
$9.47K - $10.4K
|
48
$9.92K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
186+ 12.29% |
$36.7K - $40.4K
|
1.7K
$351K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-207- 8.72% |
$40.9K - $45K
|
2.17K
$448K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-358- 11.45% |
$70.7K - $77.8K
|
2.77K
$572K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
20New |
$3.95K - $4.35K
|
20
$4.13K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
7.34KNew |
$1.45M - $1.59M
|
7.34K
$1.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-8- 0.63% |
$1.58K - $1.74K
|
1.25K
$259K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
177+ 0.92% |
$34.9K - $38.5K
|
19.5K
$4.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.57KNew |
$309K - $341K
|
1.57K
$324K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
151+ 12.69% |
$29.8K - $32.8K
|
1.34K
$277K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-108- 7.58% |
$21.3K - $23.5K
|
1.32K
$272K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
282+ 1.27% |
$55.7K - $61.3K
|
22.5K
$4.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
499+ 33.2% |
$98.5K - $108K
|
2K
$414K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
7.91K+ 82.44% |
$1.56M - $1.72M
|
17.5K
$3.62M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
13+ 1.07% |
$2.57K - $2.82K
|
1.23K
$254K
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-837- 0.29% |
$165K - $182K
|
292K
$60.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
631+ 0.37% |
$125K - $137K
|
173K
$35.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-209- 0.7% |
$41.2K - $45.4K
|
29.6K
$6.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.88K- 42.04% |
$567K - $625K
|
3.96K
$819K
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
9.18KNew |
$1.81M - $1.99M
|
9.18K
$1.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
2.89KNew |
$570K - $628K
|
2.89K
$597K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
49+ 1.25% |
$9.67K - $10.6K
|
3.97K
$819K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4.58K+ 7.1% |
$904K - $995K
|
69.1K
$14.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-79- 5.86% |
$15.6K - $17.2K
|
1.27K
$262K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
12+ 0.45% |
$2.37K - $2.61K
|
2.66K
$550K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-25- 0.82% |
$4.93K - $5.43K
|
3.02K
$625K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-248- 3.89% |
$48.9K - $53.9K
|
6.12K
$1.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-884- 19.64% |
$174K - $192K
|
3.62K
$747K
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
20.8KNew |
$4.1M - $4.52M
|
20.8K
$4.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
747+ 5.58% |
$147K - $162K
|
14.1K
$2.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-947- 3.18% |
$187K - $206K
|
28.8K
$5.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
26+ 1.34% |
$5.13K - $5.65K
|
1.97K
$407K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
3+ 0.04% |
$592 - $652
|
8.22K
$1.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-11- 0.22% |
$2.17K - $2.39K
|
4.93K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-222- 6.14% |
$43.8K - $48.2K
|
3.39K
$701K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.6KNew |
$2.3M - $2.53M
|
11.6K
$2.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
27+ 0.17% |
$5.33K - $5.87K
|
15.8K
$3.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
7+ 0.54% |
$1.38K - $1.52K
|
1.31K
$271K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
256+ 2.4% |
$50.5K - $55.6K
|
10.9K
$2.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-331- 1.74% |
$65.3K - $71.9K
|
18.6K
$3.85M
|