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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.53K+ 7.5% |
$636K - $712K
|
50.7K
$10.4M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-183- 0.56% |
$32.9K - $36.9K
|
32.3K
$6.62M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2.98K- 3.61% |
$536K - $600K
|
79.5K
$16.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
92+ 1.06% |
$16.6K - $18.5K
|
8.75K
$1.79M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
890+ 65.88% |
$160K - $179K
|
2.24K
$460K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
107+ 1.15% |
$19.3K - $21.6K
|
9.38K
$1.92M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
603+ 4.63% |
$109K - $122K
|
13.6K
$2.79M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
14K+ 6.15% |
$2.52M - $2.82M
|
241K
$49.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
55+ 0.32% |
$9.9K - $11.1K
|
17.3K
$3.56M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4+ 0.14% |
$720 - $806
|
2.91K
$596K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-802- 22.6% |
$144K - $162K
|
2.75K
$563K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
115New |
$20.7K - $23.2K
|
115
$23.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-400K- 80.68% |
$72M - $80.7M
|
95.8K
$19.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
50+ 1.82% |
$9K - $10.1K
|
2.8K
$574K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-142- 1.26% |
$25.6K - $28.6K
|
11.1K
$2.28M
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-7- 0.02% |
$1.26K - $1.41K
|
32.5K
$6.66M
|
|
|
Oct 29, 2024
Q3 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
1.92K+ 2.0% |
$345K - $387K
|
97.9K
$20.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
650+ 2.7% |
$117K - $131K
|
24.8K
$5.08M
|
|
|
Oct 29, 2024
Q3 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
1.95K+ 4.24% |
$351K - $393K
|
48K
$9.84M
|
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
153+ 0.23% |
$27.5K - $30.8K
|
67.9K
$13.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
51+ 0.36% |
$9.18K - $10.3K
|
14.3K
$2.93M
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
103+ 1.15% |
$18.5K - $20.8K
|
9.03K
$1.85M
|
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-250- 9.34% |
$45K - $50.4K
|
2.43K
$498K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-849- 42.92% |
$153K - $171K
|
1.13K
$232K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
265+ 38.57% |
$47.7K - $53.4K
|
952
$195K
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-24- 0.33% |
$4.32K - $4.84K
|
7.19K
$1.47M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-215- 8.47% |
$38.7K - $43.3K
|
2.32K
$476K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-275K- 74.06% |
$49.5M - $55.4M
|
96.2K
$19.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
585+ 1.73% |
$105K - $118K
|
34.5K
$7.07M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-93- 0.37% |
$16.7K - $18.7K
|
24.8K
$5.08M
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
203+ 0.25% |
$36.5K - $40.9K
|
79.9K
$16.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
785+ 43.25% |
$141K - $158K
|
2.6K
$533K
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-26- 1.45% |
$4.68K - $5.24K
|
1.77K
$363K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.11K+ 4.42% |
$1.46M - $1.64M
|
192K
$39.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-1- 0.01% |
$180 - $202
|
16K
$3.27M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.11K+ 2.3% |
$559K - $626K
|
138K
$28.4M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
381+ 2.92% |
$68.6K - $76.8K
|
13.4K
$2.75M
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
148+ 2.6% |
$26.6K - $29.8K
|
5.84K
$1.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
3.38KNew |
$608K - $681K
|
3.38K
$693K
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
1.48K+ 1.84% |
$265K - $297K
|
81.7K
$16.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
1.32KNew |
$238K - $267K
|
1.32K
$271K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-311- 2.6% |
$56K - $62.7K
|
11.6K
$2.38M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
52+ 2.43% |
$9.36K - $10.5K
|
2.19K
$449K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.12K- 5.99% |
$381K - $426K
|
33.2K
$6.81M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
173+ 46.13% |
$31.1K - $34.9K
|
548
$112K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.37K- 3.54% |
$247K - $277K
|
37.4K
$7.67M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.01K+ 5.86% |
$362K - $405K
|
36.3K
$7.44M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
210+ 11.2% |
$37.8K - $42.3K
|
2.09K
$428K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1+ 0.02% |
$180 - $202
|
4.29K
$879K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
1.04KNew |
$188K - $210K
|
1.04K
$214K
|