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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-8.82K- 12.22% |
$1.61M - $1.83M
|
63.3K
$11.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-206- 3.31% |
$37.7K - $42.8K
|
6.01K
$1.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.44% |
$1.28K - $1.45K
|
1.59K
$295K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
149+ 9.83% |
$27.3K - $31K
|
1.66K
$309K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
100+ 8.44% |
$18.3K - $20.8K
|
1.29K
$238K
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-8.1K- 57.16% |
$1.48M - $1.68M
|
6.07K
$1.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
140+ 0.67% |
$25.6K - $29.1K
|
20.9K
$3.89M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
100New |
$18.3K - $20.8K
|
100
$18.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
3+ 0.26% |
$549 - $623
|
1.17K
$216K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
28+ 1.31% |
$5.12K - $5.82K
|
2.16K
$402K
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
345+ 6.47% |
$63.1K - $71.7K
|
5.68K
$1.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-111- 8.04% |
$20.3K - $23.1K
|
1.27K
$236K
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-125- 7.25% |
$22.9K - $26K
|
1.6K
$297K
|
|
|
Apr 10, 2025
Q1 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
614+ 11.22% |
$112K - $128K
|
6.09K
$1.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
SELL
|
- |
-602- 2.5% |
$110K - $125K
|
23.4K
$4.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-469- 3.16% |
$85.8K - $97.4K
|
14.4K
$2.67M
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
BUY
|
- |
8+ 0.67% |
$1.46K - $1.66K
|
1.21K
$224K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
125+ 6.9% |
$22.9K - $26K
|
1.94K
$359K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
545+ 8.41% |
$99.7K - $113K
|
7.03K
$1.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-300- 7.64% |
$54.9K - $62.3K
|
3.63K
$673K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
185+ 1.31% |
$33.9K - $38.4K
|
14.3K
$2.65M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
1+ 0.03% |
$183 - $208
|
3.73K
$692K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-342- 6.17% |
$62.6K - $71.1K
|
5.2K
$965K
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-25- 1.7% |
$4.58K - $5.19K
|
1.45K
$269K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
34+ 0.61% |
$6.22K - $7.06K
|
5.63K
$1.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
37+ 0.81% |
$6.77K - $7.69K
|
4.63K
$859K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.53K- 2.73% |
$280K - $318K
|
54.5K
$10.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
238+ 3.01% |
$43.6K - $49.4K
|
8.14K
$1.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-3.12K- 6.14% |
$571K - $648K
|
47.6K
$8.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-4.43K- 2.11% |
$811K - $920K
|
205K
$38.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
6.15K+ 4.87% |
$1.13M - $1.28M
|
132K
$24.6M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
2.58K+ 91.05% |
$473K - $537K
|
5.42K
$1.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
2.53KNew |
$463K - $526K
|
2.53K
$470K
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
70New |
$12.8K - $14.5K
|
70
$13K
|
|
|
Apr 09, 2025
Q1 2025
|
Ervin Investment Management, LLC
|
SELL
|
- |
-167- 0.68% |
$30.6K - $34.7K
|
24.4K
$4.52M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-122- 6.16% |
$22.3K - $25.3K
|
1.86K
$345K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
989New |
$181K - $205K
|
989
$184K
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
405+ 1.2% |
$74.1K - $84.1K
|
34.2K
$6.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
195+ 8.11% |
$35.7K - $40.5K
|
2.6K
$483K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
1.25K+ 26.11% |
$229K - $259K
|
6.03K
$1.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
3.49K+ 1.51% |
$638K - $725K
|
235K
$43.5M
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
19+ 0.38% |
$3.48K - $3.95K
|
5.05K
$937K
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-596- 8.65% |
$109K - $124K
|
6.3K
$1.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-170- 6.52% |
$31.1K - $35.3K
|
2.44K
$452K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-22K- 40.25% |
$4.02M - $4.57M
|
32.6K
$6.06M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-333- 85.82% |
$60.9K - $69.2K
|
55
$10.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
155+ 1.9% |
$28.4K - $32.2K
|
8.33K
$1.55M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
172+ 5.07% |
$31.5K - $35.7K
|
3.57K
$662K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.93K+ 9.0% |
$354K - $401K
|
23.4K
$4.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
373+ 4.77% |
$68.3K - $77.5K
|
8.2K
$1.52M
|