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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-87- 3.35% |
$15.9K - $18.1K
|
2.51K
$515K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-292- 13.87% |
$53.4K - $60.7K
|
1.81K
$372K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-7.67K- 11.49% |
$1.4M - $1.59M
|
59.1K
$12.1M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-20- 13.99% |
$3.66K - $4.16K
|
123
$25.3K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
2+ 0.19% |
$366 - $416
|
1.08K
$221K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
106+ 1325.0% |
$19.4K - $22K
|
114
$23.4K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-11- 0.44% |
$2.01K - $2.29K
|
2.47K
$507K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
17.3KNew |
$3.16M - $3.58M
|
17.3K
$3.55M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
324+ 6.79% |
$59.3K - $67.3K
|
5.1K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
1.25K+ 71.43% |
$229K - $260K
|
3K
$616K
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
6.2KNew |
$1.13M - $1.29M
|
6.2K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-160- 22.16% |
$29.3K - $33.2K
|
562
$115K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
204New |
$37.3K - $42.4K
|
204
$41.9K
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
17.2KNew |
$3.14M - $3.56M
|
17.2K
$3.53M
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
30+ 2.0% |
$5.49K - $6.23K
|
1.53K
$314K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.11% |
$183 - $208
|
914
$188K
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-60- 2.53% |
$11K - $12.5K
|
2.31K
$475K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.2K- 42.2% |
$402K - $457K
|
3.01K
$618K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
770New |
$141K - $160K
|
770
$158K
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
55New |
$10.1K - $11.4K
|
55
$11.3K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-28- 1.78% |
$5.12K - $5.82K
|
1.55K
$317K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
12New |
$2.2K - $2.49K
|
12
$2.47K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-67- 57.26% |
$12.3K - $13.9K
|
50
$10.3K
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.14K+ 105.87% |
$208K - $236K
|
2.21K
$454K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
59New |
$10.8K - $12.3K
|
59
$12.1K
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
2.51KNew |
$460K - $522K
|
2.51K
$516K
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-643- 10.46% |
$118K - $134K
|
5.51K
$1.13M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
41+ 25.31% |
$7.5K - $8.52K
|
203
$41.7K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
22+ 2.03% |
$4.03K - $4.57K
|
1.11K
$227K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-93- 7.44% |
$17K - $19.3K
|
1.16K
$238K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
70+ 4.01% |
$12.8K - $14.5K
|
1.82K
$373K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
185+ 2.55% |
$33.9K - $38.4K
|
7.43K
$1.53M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-104- 2.72% |
$19K - $21.6K
|
3.72K
$765K
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
1+ 0.03% |
$183 - $208
|
3.26K
$670K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
9+ 0.29% |
$1.65K - $1.87K
|
3.09K
$636K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 0.92% |
$183 - $208
|
110
$22.6K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1+ 0.24% |
$183 - $208
|
423
$86.9K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-5- 0.55% |
$915 - $1.04K
|
907
$186K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-261- 17.4% |
$47.8K - $54.2K
|
1.24K
$255K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-925- 27.95% |
$169K - $192K
|
2.39K
$490K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-11- 2.15% |
$2.01K - $2.29K
|
500
$103K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
76+ 158.33% |
$13.9K - $15.8K
|
124
$25.5K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-7- 0.44% |
$1.28K - $1.45K
|
1.58K
$325K
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-1.59K- 42.99% |
$290K - $329K
|
2.1K
$432K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2+ 0.96% |
$366 - $416
|
210
$43.1K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-4.39K- 56.5% |
$803K - $911K
|
3.38K
$694K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
6.32K+ 464.41% |
$1.16M - $1.31M
|
7.68K
$1.58M
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
82New |
$15K - $17K
|
82
$16.8K
|
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-67- 1.47% |
$12.3K - $13.9K
|
4.49K
$922K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-322- 50.23% |
$58.9K - $66.9K
|
319
$65.5K
|
|