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 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
9+ 0.2% |
$1.62K - $1.81K
|
4.4K
$902K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
55New |
$9.9K - $11.1K
|
55
$11.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-233- 0.61% |
$41.9K - $47K
|
37.8K
$7.75M
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
72+ 0.78% |
$13K - $14.5K
|
9.36K
$1.92M
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
1.7KNew |
$306K - $343K
|
1.7K
$349K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.5K+ 100.0% |
$271K - $303K
|
3.01K
$617K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-236- 4.14% |
$42.5K - $47.6K
|
5.47K
$1.12M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
120+ 3.08% |
$21.6K - $24.2K
|
4.02K
$824K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-865- 15.7% |
$156K - $174K
|
4.64K
$952K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-254- 0.76% |
$45.7K - $51.2K
|
33.3K
$6.83M
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
467New |
$84.1K - $94.1K
|
467
$95.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-482- 3.35% |
$86.8K - $97.2K
|
13.9K
$2.85M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-192- 2.36% |
$34.6K - $38.7K
|
7.93K
$1.63M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-2.75K- 22.48% |
$496K - $555K
|
9.5K
$1.95M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
220+ 12.8% |
$39.6K - $44.4K
|
1.94K
$398K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-10- 0.53% |
$1.8K - $2.02K
|
1.88K
$386K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
300+ 0.75% |
$54K - $60.5K
|
40.3K
$8.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.4K+ 101.59% |
$253K - $283K
|
2.78K
$571K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
28+ 0.65% |
$5.04K - $5.64K
|
4.37K
$896K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-35- 1.12% |
$6.3K - $7.06K
|
3.1K
$635K
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-2.28K- 23.63% |
$411K - $460K
|
7.37K
$1.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-44- 0.13% |
$7.92K - $8.87K
|
32.8K
$6.72M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
395+ 7.49% |
$71.1K - $79.6K
|
5.67K
$1.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
76+ 26.95% |
$13.7K - $15.3K
|
358
$73.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-175- 4.17% |
$31.5K - $35.3K
|
4.02K
$825K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-165- 15.49% |
$29.7K - $33.3K
|
900
$185K
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
141+ 0.25% |
$25.4K - $28.4K
|
56K
$11.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
151+ 0.34% |
$27.2K - $30.4K
|
45K
$9.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
351+ 0.51% |
$63.2K - $70.8K
|
69.7K
$14.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-3.64K- 6.56% |
$654K - $733K
|
51.8K
$10.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-345- 30.59% |
$62.1K - $69.6K
|
783
$161K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.25K+ 14.65% |
$404K - $453K
|
17.6K
$3.61M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.63K+ 2.09% |
$293K - $328K
|
79.3K
$16.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
5+ 50.0% |
$900 - $1.01K
|
15
$3.08K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
12New |
$2.16K - $2.42K
|
12
$2.46K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
900New |
$162K - $181K
|
900
$185K
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-2.1K- 2.93% |
$377K - $423K
|
69.5K
$14.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-215- 2.15% |
$38.7K - $43.3K
|
9.79K
$2.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-110- 0.66% |
$19.8K - $22.2K
|
16.7K
$3.42M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-663- 3.02% |
$119K - $134K
|
21.3K
$4.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-1.25K- 3.08% |
$225K - $252K
|
39.2K
$8.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-565- 43.56% |
$102K - $114K
|
732
$150K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.67K+ 843.94% |
$301K - $337K
|
1.87K
$383K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
285New |
$51.3K - $57.5K
|
285
$58.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.07KNew |
$193K - $216K
|
1.07K
$220K
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1.04KNew |
$187K - $210K
|
1.04K
$213K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
184+ 1.32% |
$33.1K - $37.1K
|
14.1K
$2.89M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.88KNew |
$339K - $379K
|
1.88K
$386K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.19% |
$180 - $202
|
533
$109K
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
80New |
$14.4K - $16.1K
|
80
$16.4K
|