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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2022
|
Wealth Advisors, Inc.
|
BUY
|
- |
1.27KNew |
$187K - $215K
|
1.27K
$259K
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
8.58K+ 34.15% |
$1.26M - $1.45M
|
33.7K
$6.87M
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-192- 3.93% |
$28.3K - $32.6K
|
4.7K
$958K
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.41KNew |
$355K - $409K
|
2.41K
$491K
|
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-219- 7.06% |
$32.2K - $37.1K
|
2.88K
$588K
|
|
|
Jan 20, 2023
Q4 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
BUY
|
- |
200+ 14.29% |
$29.5K - $33.9K
|
1.6K
$326K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
20.2KNew |
$2.97M - $3.42M
|
20.2K
$4.12M
|
|
|
Jan 19, 2023
Q4 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
4.25KNew |
$626K - $721K
|
4.25K
$867K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
8.56KNew |
$1.26M - $1.45M
|
8.56K
$1.75M
|
|
|
Jan 19, 2023
Q4 2022
|
Keeler T Homas Management LLC
|
SELL
|
- |
-3.79K- 67.17% |
$559K - $643K
|
1.85K
$378K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
1.29KNew |
$190K - $218K
|
1.29K
$263K
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
43New |
$6.33K - $7.29K
|
43
$8.77K
|
|
|
Jan 18, 2023
Q4 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
5.36KNew |
$789K - $908K
|
5.36K
$1.09M
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
101+ 439.13% |
$14.9K - $17.1K
|
124
$25.3K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
18New |
$2.65K - $3.05K
|
18
$3.67K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
223New |
$32.8K - $37.8K
|
223
$45.5K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
72New |
$10.6K - $12.2K
|
72
$14.7K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
37New |
$5.45K - $6.27K
|
37
$7.55K
|
|
| Q3 2022 | |||||||
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
9New |
$1.29K - $1.56K
|
9
$1.84K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-7.81K- 5.22% |
$1.12M - $1.35M
|
142K
$28.9M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
26KNew |
$3.73M - $4.5M
|
26K
$5.3M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-19- 9.05% |
$2.72K - $3.28K
|
191
$39K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
9+ 0.46% |
$1.29K - $1.56K
|
1.98K
$403K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
120+ 96.0% |
$17.2K - $20.7K
|
245
$50K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-933- 11.27% |
$134K - $161K
|
7.35K
$1.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6+ 2.25% |
$860 - $1.04K
|
273
$55.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.25% |
$430 - $519
|
1.19K
$243K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
1.38K+ 19.91% |
$197K - $238K
|
8.28K
$1.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
3.34K+ 195.1% |
$479K - $578K
|
5.06K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
8.78K+ 65.07% |
$1.26M - $1.52M
|
22.3K
$4.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-139- 71.65% |
$19.9K - $24K
|
55
$11.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-34- 44.16% |
$4.88K - $5.88K
|
43
$8.77K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-646- 3.79% |
$92.6K - $112K
|
16.4K
$3.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-74- 83.15% |
$10.6K - $12.8K
|
15
$3.06K
|
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
130+ 0.24% |
$18.6K - $22.5K
|
53.7K
$10.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-30- 33.71% |
$4.3K - $5.19K
|
59
$12K
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-289- 16.96% |
$41.4K - $50K
|
1.42K
$289K
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
9.84K+ 837.07% |
$1.41M - $1.7M
|
11K
$2.25M
|
|
|
Nov 10, 2022
Q3 2022
|
True North Advisors, LLC
|
SELL
|
- |
-1.11K- 22.37% |
$159K - $192K
|
3.85K
$785K
|
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-5.81K- 76.94% |
$834K - $1.01M
|
1.74K
$355K
|
|
|
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
23.7KNew |
$3.4M - $4.1M
|
23.7K
$4.84M
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
360New |
$51.6K - $62.2K
|
360
$73.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.45% |
$143 - $173
|
221
$45.1K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-112- 17.61% |
$16.1K - $19.4K
|
524
$107K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-22- 0.42% |
$3.15K - $3.8K
|
5.19K
$1.06M
|
|
|
Nov 08, 2022
Q3 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-49.2K- 95.25% |
$7.06M - $8.51M
|
2.45K
$500K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-73- 20.8% |
$10.5K - $12.6K
|
278
$56.7K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
60New |
$8.6K - $10.4K
|
60
$12.2K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.36% |
$430 - $519
|
833
$170K
|
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-3- 0.43% |
$430 - $519
|
697
$142K
|
|