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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-3.12K- 50.27% |
$554K - $596K
|
3.09K
$633K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5New |
$888 - $956
|
5
$1.03K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
48New |
$8.53K - $9.17K
|
48
$9.84K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
300New |
$53.3K - $57.3K
|
300
$61.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-12- 8.57% |
$2.13K - $2.29K
|
128
$26.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
10+ 500.0% |
$1.78K - $1.91K
|
12
$2.46K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
109+ 153.52% |
$19.4K - $20.8K
|
180
$36.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-47.5K- 92.76% |
$8.45M - $9.09M
|
3.71K
$761K
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
3.39KNew |
$603K - $649K
|
3.39K
$696K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-48- 16.38% |
$8.53K - $9.17K
|
245
$50.2K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.9K- 51.49% |
$514K - $553K
|
2.73K
$559K
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
950+ 16.31% |
$169K - $182K
|
6.77K
$1.39M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
315New |
$56K - $60.2K
|
315
$64.6K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-510- 0.67% |
$90.6K - $97.5K
|
75.9K
$15.6M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
15New |
$2.66K - $2.87K
|
15
$3.08K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-58- 36.71% |
$10.3K - $11.1K
|
100
$20.5K
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-56- 23.63% |
$9.95K - $10.7K
|
181
$37.1K
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
BUY
|
- |
55New |
$9.77K - $10.5K
|
55
$11.3K
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-29- 0.77% |
$5K - $5.56K
|
3.73K
$765K
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
5+ 0.13% |
$862 - $959
|
3.89K
$798K
|
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-27- 1.71% |
$4.66K - $5.18K
|
1.55K
$318K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-14Closed |
$2.41K - $2.69K
|
0
$0
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-28.5KClosed |
$4.91M - $5.47M
|
0
$0
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
2New |
$345 - $384
|
2
$410
|
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
4.3K+ 135.82% |
$742K - $825K
|
7.47K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
6.2KNew |
$1.07M - $1.19M
|
6.2K
$1.27M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
1.9KNew |
$328K - $365K
|
1.9K
$390K
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-411- 68.39% |
$70.9K - $78.9K
|
190
$39K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
82New |
$14.1K - $15.7K
|
82
$16.8K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
106New |
$18.3K - $20.3K
|
106
$21.7K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.07KNew |
$185K - $205K
|
1.07K
$219K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-101- 35.07% |
$17.4K - $19.4K
|
187
$38.3K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
1.1KNew |
$190K - $211K
|
1.1K
$226K
|
|
|
May 15, 2024
Q1 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
2KNew |
$345K - $384K
|
2K
$410K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
9.68KNew |
$1.67M - $1.86M
|
9.68K
$1.99M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17KNew |
$2.93M - $3.26M
|
17K
$3.48M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-70- 4.2% |
$12.1K - $13.4K
|
1.6K
$327K
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
30+ 1.12% |
$5.17K - $5.76K
|
2.71K
$556K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.53K+ 2.08% |
$1.47M - $1.64M
|
419K
$85.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
25.6K+ 81.32% |
$4.41M - $4.91M
|
57.1K
$11.7M
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-109- 1.09% |
$18.8K - $20.9K
|
9.85K
$2.02M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.2KNew |
$2.1M - $2.34M
|
12.2K
$2.5M
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
3+ 0.49% |
$517 - $576
|
617
$127K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
248New |
$42.8K - $47.6K
|
248
$50.9K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-96- 46.38% |
$16.6K - $18.4K
|
111
$22.8K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-113- 9.55% |
$19.5K - $21.7K
|
1.07K
$219K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
769+ 3.73% |
$133K - $148K
|
21.4K
$4.39M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.23KNew |
$212K - $236K
|
1.23K
$252K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
2.62KNew |
$451K - $502K
|
2.62K
$537K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
22+ 2.14% |
$3.79K - $4.22K
|
1.05K
$215K
|
|