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 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
8.72K+ 100.58% |
$1.57M - $1.76M
|
17.4K
$3.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
SELL
|
- |
-1- 0.06% |
$180 - $202
|
1.58K
$325K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-541- 24.3% |
$97.4K - $109K
|
1.69K
$346K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-66.1K- 37.28% |
$11.9M - $13.3M
|
111K
$22.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-4.46K- 57.37% |
$802K - $898K
|
3.31K
$679K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
989+ 38.66% |
$178K - $199K
|
3.55K
$727K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-314- 2.88% |
$56.5K - $63.3K
|
10.6K
$2.17M
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.07KNew |
$192K - $215K
|
1.07K
$218K
|
|
|
Nov 01, 2024
Q3 2024
|
Resolute Advisors LLC
|
BUY
|
- |
30+ 0.99% |
$5.4K - $6.05K
|
3.05K
$625K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
2+ 0.04% |
$360 - $403
|
5.21K
$1.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
139K+ 3.78% |
$25.1M - $28.1M
|
3.82M
$783M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
51+ 1.91% |
$9.18K - $10.3K
|
2.72K
$557K
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
59+ 1.46% |
$10.6K - $11.9K
|
4.09K
$839K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.52K- 5.2% |
$274K - $307K
|
27.8K
$5.69M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-98- 0.42% |
$17.6K - $19.8K
|
23.1K
$4.74M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-19K- 72.44% |
$3.42M - $3.83M
|
7.24K
$1.48M
|
|
|
Nov 01, 2024
Q3 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-419- 0.75% |
$75.4K - $84.5K
|
55.4K
$11.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-84- 1.55% |
$15.1K - $16.9K
|
5.33K
$1.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
501+ 11.95% |
$90.2K - $101K
|
4.69K
$963K
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-119- 0.97% |
$21.4K - $24K
|
12.2K
$2.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-348- 0.26% |
$62.6K - $70.2K
|
132K
$27M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.02KNew |
$184K - $206K
|
1.02K
$209K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-70- 0.16% |
$12.6K - $14.1K
|
42.6K
$8.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
11+ 0.09% |
$1.98K - $2.22K
|
11.8K
$2.43M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-22.9K- 7.62% |
$4.13M - $4.62M
|
278K
$57M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
3.38K+ 36.55% |
$609K - $682K
|
12.6K
$2.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
1.08KNew |
$193K - $217K
|
1.08K
$220K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.86% |
$180 - $202
|
117
$24K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-8.56K- 48.09% |
$1.54M - $1.73M
|
9.24K
$1.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
321+ 1.19% |
$57.8K - $64.7K
|
27.4K
$5.62M
|
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
2.19K+ 36.27% |
$394K - $441K
|
8.23K
$1.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-162- 7.25% |
$29.2K - $32.7K
|
2.07K
$425K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-648- 15.49% |
$117K - $131K
|
3.54K
$725K
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
232+ 9.63% |
$41.8K - $46.8K
|
2.64K
$542K
|
|
|
Oct 31, 2024
Q3 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
177+ 3.88% |
$31.9K - $35.7K
|
4.74K
$971K
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
102+ 5.19% |
$18.4K - $20.6K
|
2.07K
$424K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1+ 0.03% |
$180 - $202
|
3.54K
$727K
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
420+ 2.37% |
$75.6K - $84.7K
|
18.1K
$3.72M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
549+ 43.54% |
$98.8K - $111K
|
1.81K
$371K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-1K- 4.41% |
$180K - $202K
|
21.7K
$4.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
150+ 0.94% |
$27K - $30.2K
|
16K
$3.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-46- 2.7% |
$8.28K - $9.27K
|
1.66K
$340K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
40+ 125.0% |
$7.2K - $8.06K
|
72
$14.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
68+ 0.45% |
$12.2K - $13.7K
|
15.1K
$3.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
1.03KNew |
$184K - $207K
|
1.03K
$210K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-227- 2.07% |
$40.9K - $45.8K
|
10.8K
$2.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-90- 0.5% |
$16.2K - $18.1K
|
18.1K
$3.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
24+ 0.18% |
$4.32K - $4.84K
|
13.7K
$2.81M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.94K+ 82.53% |
$529K - $593K
|
6.5K
$1.33M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-18- 8.26% |
$3.24K - $3.63K
|
200
$41K
|