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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
178New |
$35.1K - $38.7K
|
178
$36.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
16.9KNew |
$3.34M - $3.67M
|
16.9K
$3.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
5.55KNew |
$1.09M - $1.21M
|
5.55K
$1.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
420New |
$82.9K - $91.3K
|
420
$86.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
10+ 5.26% |
$1.97K - $2.17K
|
200
$41.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-349- 22.8% |
$68.9K - $75.8K
|
1.18K
$243K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-191- 1.14% |
$37.7K - $41.5K
|
16.6K
$3.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
906New |
$179K - $197K
|
906
$186K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
1.03KNew |
$203K - $224K
|
1.03K
$212K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 2.94% |
$197 - $217
|
35
$7.19K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4- 7.14% |
$789 - $869
|
52
$10.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
1.17KNew |
$231K - $255K
|
1.17K
$241K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
347+ 120.49% |
$68.5K - $75.4K
|
635
$130K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-816- 1.28% |
$161K - $177K
|
62.8K
$12.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-32- 48.48% |
$6.32K - $6.95K
|
34
$6.99K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
28New |
$5.53K - $6.08K
|
28
$5.75K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
62New |
$12.2K - $13.5K
|
62
$12.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
1.03KNew |
$203K - $224K
|
1.03K
$212K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-5- 0.41% |
$987 - $1.09K
|
1.2K
$247K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-3- 3.19% |
$592 - $652
|
91
$18.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
716+ 25.85% |
$141K - $156K
|
3.49K
$716K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
70New |
$13.8K - $15.2K
|
70
$14.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-33- 2.28% |
$6.51K - $7.17K
|
1.42K
$291K
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
BUY
|
- |
237+ 2.28% |
$46.8K - $51.5K
|
10.7K
$2.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-37.3K- 99.73% |
$7.36M - $8.1M
|
100
$20.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.26KNew |
$249K - $274K
|
1.26K
$259K
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
1.02KNew |
$201K - $221K
|
1.02K
$209K
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-170- 5.37% |
$33.6K - $36.9K
|
2.99K
$615K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
20New |
$3.95K - $4.35K
|
20
$4.11K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
6+ 0.6% |
$1.18K - $1.3K
|
1.01K
$208K
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
7+ 0.56% |
$1.38K - $1.52K
|
1.25K
$257K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
214+ 10.66% |
$42.2K - $46.5K
|
2.22K
$457K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
225+ 24.51% |
$44.4K - $48.9K
|
1.14K
$235K
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1.06KNew |
$209K - $231K
|
1.06K
$218K
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-99- 1.03% |
$19.5K - $21.5K
|
9.54K
$1.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
34New |
$6.71K - $7.39K
|
34
$6.99K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
16+ 22.86% |
$3.16K - $3.48K
|
86
$17.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
5+ 0.45% |
$987 - $1.09K
|
1.1K
$227K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.04KNew |
$204K - $225K
|
1.04K
$213K
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-57- 3.46% |
$11.2K - $12.4K
|
1.59K
$326K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-83- 7.55% |
$16.4K - $18K
|
1.02K
$209K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-74- 4.68% |
$14.6K - $16.1K
|
1.51K
$310K
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
6+ 0.52% |
$1.18K - $1.3K
|
1.16K
$238K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
100+ 4.14% |
$19.7K - $21.7K
|
2.52K
$517K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
20New |
$3.95K - $4.35K
|
20
$4.11K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-433- 20.76% |
$85.5K - $94.1K
|
1.65K
$340K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
98New |
$19.3K - $21.3K
|
98
$20.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-17- 0.37% |
$3.36K - $3.69K
|
4.52K
$928K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
7+ 0.61% |
$1.38K - $1.52K
|
1.16K
$239K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 1.1% |
$197 - $217
|
92
$18.9K
|
|