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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-18- 0.55% |
$3.29K - $3.74K
|
3.24K
$601K
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
22.5K+ 9.14% |
$4.12M - $4.68M
|
269K
$49.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
366K+ 2221.97% |
$67M - $76M
|
383K
$71M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-1.73K- 4.07% |
$317K - $360K
|
40.8K
$7.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-1.64K- 31.46% |
$299K - $340K
|
3.56K
$661K
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
4.16K+ 2.31% |
$761K - $864K
|
184K
$34.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-60- 3.16% |
$11K - $12.5K
|
1.84K
$342K
|
|
|
Apr 14, 2025
Q1 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
82+ 0.6% |
$15K - $17K
|
13.7K
$2.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.44K- 63.66% |
$446K - $506K
|
1.39K
$258K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-5.14K- 2.31% |
$941K - $1.07M
|
217K
$40.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
19+ 7.57% |
$3.48K - $3.95K
|
270
$50.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-500- 17.69% |
$91.5K - $104K
|
2.33K
$432K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
90+ 0.57% |
$16.5K - $18.7K
|
15.9K
$2.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
41+ 0.44% |
$7.5K - $8.52K
|
9.42K
$1.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
421+ 1.14% |
$77.1K - $87.5K
|
37.2K
$6.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-1.33K- 10.23% |
$243K - $276K
|
11.7K
$2.17M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-157- 3.56% |
$28.7K - $32.6K
|
4.26K
$790K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.51K- 10.27% |
$825K - $936K
|
39.4K
$7.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.06% |
$183 - $208
|
1.81K
$336K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-179- 2.93% |
$32.8K - $37.2K
|
5.93K
$1.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-19- 0.34% |
$3.48K - $3.95K
|
5.51K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.02K+ 22.7% |
$186K - $211K
|
5.49K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-88- 5.17% |
$16.1K - $18.3K
|
1.61K
$300K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.15K- 6.55% |
$210K - $238K
|
16.4K
$3.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.8K- 11.27% |
$695K - $789K
|
29.9K
$5.55M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
5+ 0.76% |
$915 - $1.04K
|
666
$124K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-104K- 99.46% |
$19M - $21.6M
|
560
$104K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-609- 3.68% |
$111K - $127K
|
15.9K
$2.96M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-18- 0.31% |
$3.29K - $3.74K
|
5.84K
$1.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
43+ 2.02% |
$7.87K - $8.93K
|
2.18K
$404K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-8- 0.43% |
$1.46K - $1.66K
|
1.85K
$344K
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
203+ 0.77% |
$37.2K - $42.2K
|
26.5K
$4.92M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-15- 0.34% |
$2.75K - $3.12K
|
4.42K
$820K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-945- 6.81% |
$173K - $196K
|
12.9K
$2.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
3.03K+ 61.35% |
$554K - $629K
|
7.96K
$1.48M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-110- 1.52% |
$20.1K - $22.9K
|
7.12K
$1.32M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-32- 0.18% |
$5.86K - $6.65K
|
17.9K
$3.32M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-6K- 51.46% |
$1.1M - $1.25M
|
5.66K
$1.05M
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-36- 1.58% |
$6.59K - $7.48K
|
2.24K
$415K
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
34+ 2.31% |
$6.22K - $7.06K
|
1.51K
$280K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.11KNew |
$204K - $231K
|
1.11K
$207K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-47- 0.55% |
$8.6K - $9.76K
|
8.44K
$1.57M
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
SELL
|
- |
-1.88K- 11.1% |
$344K - $391K
|
15.1K
$2.79M
|
|
|
Apr 11, 2025
Q1 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
9+ 0.64% |
$1.65K - $1.87K
|
1.41K
$261K
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
156+ 14.12% |
$28.6K - $32.4K
|
1.26K
$234K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
655+ 5.26% |
$120K - $136K
|
13.1K
$2.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-373- 1.9% |
$68.3K - $77.5K
|
19.3K
$3.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
10+ 0.68% |
$1.83K - $2.08K
|
1.49K
$276K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.5K- 5.98% |
$275K - $312K
|
23.6K
$4.38M
|