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 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1- 7.14% |
$147 - $170
|
13
$2.68K
|
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.37KNew |
$202K - $232K
|
1.37K
$282K
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.01K- 43.93% |
$149K - $172K
|
1.29K
$266K
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
1+ 2.08% |
$147 - $170
|
49
$10.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-679- 13.75% |
$100K - $115K
|
4.26K
$876K
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Partners
Boston, MA |
SELL
|
- |
-371- 18.12% |
$54.6K - $62.9K
|
1.68K
$345K
|
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1New |
$147 - $170
|
1
$206
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-359- 16.36% |
$52.9K - $60.9K
|
1.84K
$378K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-11- 0.13% |
$1.62K - $1.86K
|
8.62K
$1.77M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.82KNew |
$268K - $308K
|
1.82K
$374K
|
|
|
Feb 03, 2023
Q4 2022
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-2.47K- 50.94% |
$363K - $418K
|
2.37K
$488K
|
|
|
Feb 02, 2023
Q4 2022
|
Quaker Wealth Management, LLC
|
BUY
|
- |
78+ 0.21% |
$11.5K - $13.2K
|
36.8K
$7.58M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-4.78K- 3.41% |
$704K - $811K
|
136K
$27.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
626+ 517.36% |
$92.2K - $106K
|
747
$154K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
134New |
$19.7K - $22.7K
|
134
$27.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
408New |
$60.1K - $69.2K
|
408
$84K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
11+ 0.14% |
$1.62K - $1.86K
|
7.91K
$1.63M
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-25- 0.44% |
$3.68K - $4.24K
|
5.72K
$1.18M
|
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
2.44KNew |
$359K - $414K
|
2.44K
$502K
|
|
|
Jan 27, 2023
Q4 2022
|
Asio Capital, LLC
|
BUY
|
- |
23New |
$3.39K - $3.9K
|
23
$4.73K
|
|
|
Jan 27, 2023
Q4 2022
|
Leisure Capital Management
|
BUY
|
- |
3.87KNew |
$570K - $656K
|
3.87K
$796K
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
6.47KNew |
$952K - $1.1M
|
6.47K
$1.33M
|
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.44KNew |
$506K - $583K
|
3.44K
$708K
|
|
|
Jan 25, 2023
Q4 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-342- 4.35% |
$50.4K - $58K
|
7.52K
$1.55M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
3.25K+ 68.54% |
$478K - $550K
|
7.98K
$1.64M
|
|
|
Jan 25, 2023
Q4 2022
|
Wealth Advisors, Inc.
|
BUY
|
- |
1.27KNew |
$187K - $215K
|
1.27K
$261K
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
8.58K+ 34.15% |
$1.26M - $1.45M
|
33.7K
$6.93M
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-192- 3.93% |
$28.3K - $32.6K
|
4.7K
$967K
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.41KNew |
$355K - $409K
|
2.41K
$496K
|
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-219- 7.06% |
$32.2K - $37.1K
|
2.88K
$593K
|
|
|
Jan 20, 2023
Q4 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
BUY
|
- |
200+ 14.29% |
$29.5K - $33.9K
|
1.6K
$329K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
20.2KNew |
$2.97M - $3.42M
|
20.2K
$4.15M
|
|
|
Jan 19, 2023
Q4 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
4.25KNew |
$626K - $721K
|
4.25K
$875K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
8.56KNew |
$1.26M - $1.45M
|
8.56K
$1.76M
|
|
|
Jan 19, 2023
Q4 2022
|
Keeler T Homas Management LLC
|
SELL
|
- |
-3.79K- 67.17% |
$559K - $643K
|
1.85K
$381K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
1.29KNew |
$190K - $218K
|
1.29K
$265K
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
43New |
$6.33K - $7.29K
|
43
$8.85K
|
|
|
Jan 18, 2023
Q4 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
5.36KNew |
$789K - $908K
|
5.36K
$1.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
101+ 439.13% |
$14.9K - $17.1K
|
124
$25.5K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
18New |
$2.65K - $3.05K
|
18
$3.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
223New |
$32.8K - $37.8K
|
223
$45.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
72New |
$10.6K - $12.2K
|
72
$14.8K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
37New |
$5.45K - $6.27K
|
37
$7.61K
|
|
| Q3 2022 | |||||||
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
9New |
$1.29K - $1.56K
|
9
$1.85K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-7.81K- 5.22% |
$1.12M - $1.35M
|
142K
$29.2M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
26KNew |
$3.73M - $4.5M
|
26K
$5.35M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-19- 9.05% |
$2.72K - $3.28K
|
191
$39.3K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
9+ 0.46% |
$1.29K - $1.56K
|
1.98K
$407K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
120+ 96.0% |
$17.2K - $20.7K
|
245
$50.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-933- 11.27% |
$134K - $161K
|
7.35K
$1.51M
|
|