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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
552New |
$79.2K - $95.4K
|
552
$113K
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
2.09KNew |
$300K - $362K
|
2.09K
$430K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
6.22K+ 297.51% |
$891K - $1.07M
|
8.3K
$1.7M
|
|
|
Oct 25, 2022
Q3 2022
|
Eidelman Virant Capital
|
BUY
|
- |
31+ 0.49% |
$4.45K - $5.36K
|
6.3K
$1.29M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
8+ 0.19% |
$1.15K - $1.38K
|
4.28K
$878K
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-644- 3.97% |
$92.3K - $111K
|
15.6K
$3.19M
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
185New |
$26.5K - $32K
|
185
$38K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
BUY
|
- |
1.37K+ 1.77% |
$197K - $237K
|
78.7K
$16.2M
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
26New |
$3.73K - $4.49K
|
26
$5.34K
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-5Closed |
$733 - $891
|
0
$0
|
|
|
Feb 28, 2024
Q2 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-104Closed |
$15.3K - $18.5K
|
0
$0
|
|
|
Nov 17, 2022
Q2 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
11.8KNew |
$1.74M - $2.11M
|
11.8K
$2.43M
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
15New |
$2.2K - $2.67K
|
15
$3.08K
|
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-53.3KClosed |
$7.81M - $9.49M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2+ 0.62% |
$293 - $356
|
327
$67.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
4.64KNew |
$680K - $827K
|
4.64K
$952K
|
|
|
Aug 15, 2022
Q2 2022
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-433Closed |
$63.5K - $77.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.29KClosed |
$189K - $230K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-1.21KClosed |
$177K - $215K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-125K- 68.3% |
$18.4M - $22.3M
|
58.1K
$11.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-3.27KClosed |
$479K - $582K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1K- 27.32% |
$147K - $178K
|
2.66K
$546K
|
|
|
Aug 15, 2022
Q2 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-1.18KClosed |
$173K - $211K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-553Closed |
$81.1K - $98.6K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.16KClosed |
$171K - $207K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
2.6KNew |
$381K - $463K
|
2.6K
$534K
|
|
|
Aug 15, 2022
Q2 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-3.69KClosed |
$541K - $657K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-21Closed |
$3.08K - $3.74K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-133K- 98.38% |
$19.6M - $23.8M
|
2.2K
$452K
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-8.86K- 46.51% |
$1.3M - $1.58M
|
10.2K
$2.09M
|
|
|
Aug 12, 2022
Q2 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
1.3K+ 37.53% |
$191K - $232K
|
4.77K
$979K
|
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-170- 9.76% |
$24.9K - $30.3K
|
1.57K
$323K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
231+ 2.29% |
$33.9K - $41.2K
|
10.3K
$2.12M
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.37KClosed |
$200K - $244K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
375+ 32.61% |
$55K - $66.8K
|
1.53K
$313K
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-213Closed |
$31.2K - $38K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-13.3KClosed |
$1.95M - $2.37M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-300Closed |
$44K - $53.5K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
5.54KNew |
$813K - $988K
|
5.54K
$1.14M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
55+ 1.52% |
$8.07K - $9.8K
|
3.67K
$752K
|
|
|
Aug 11, 2022
Q2 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-36Closed |
$5.28K - $6.42K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.07K- 18.32% |
$157K - $191K
|
4.78K
$981K
|
|
|
Aug 10, 2022
Q2 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
8+ 0.47% |
$1.17K - $1.43K
|
1.71K
$352K
|
|
|
Aug 10, 2022
Q2 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
25New |
$3.67K - $4.46K
|
25
$5.13K
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
2.69K+ 8.94% |
$394K - $479K
|
32.7K
$6.72M
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
45New |
$6.6K - $8.02K
|
45
$9.24K
|
|
|
Aug 08, 2022
Q2 2022
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
3.02KNew |
$444K - $539K
|
3.02K
$621K
|
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-1.23KClosed |
$180K - $219K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
8.87KNew |
$1.3M - $1.58M
|
8.87K
$1.82M
|
|