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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-154Closed |
$25.5K - $28.1K
|
0
$0
|
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
3.55KNew |
$588K - $648K
|
3.55K
$728K
|
|
|
May 31, 2023
Q1 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-6KClosed |
$994K - $1.1M
|
0
$0
|
|
|
Aug 31, 2022
Q1 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-9.64KClosed |
$1.6M - $1.76M
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-267Closed |
$44.2K - $48.7K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
1.37KNew |
$227K - $250K
|
1.37K
$281K
|
|
|
May 16, 2022
Q1 2022
|
Athena Investment Management
|
BUY
|
- |
2KNew |
$331K - $365K
|
2K
$410K
|
|
|
May 16, 2022
Q1 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-1.98KClosed |
$328K - $361K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Css LLC
Chicago, IL |
SELL
|
- |
-29.7KClosed |
$4.91M - $5.42M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-318Closed |
$52.7K - $58.1K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-11.4KClosed |
$1.89M - $2.09M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-1.35KClosed |
$223K - $246K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-3Closed |
$497 - $548
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-33Closed |
$5.47K - $6.03K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
82New |
$13.6K - $15K
|
82
$16.8K
|
|
|
May 16, 2022
Q1 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-231Closed |
$38.3K - $42.2K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-271Closed |
$44.9K - $49.5K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
218New |
$36.1K - $39.8K
|
218
$44.8K
|
|
|
May 13, 2022
Q1 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-60Closed |
$9.94K - $11K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-12.1K- 14.05% |
$2.01M - $2.22M
|
74.3K
$15.3M
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-29Closed |
$4.8K - $5.29K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.12KClosed |
$186K - $205K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-14.9KClosed |
$2.47M - $2.72M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
200New |
$33.1K - $36.5K
|
200
$41.1K
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-1.26KClosed |
$208K - $230K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-401Closed |
$66.4K - $73.2K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-36- 18.85% |
$5.96K - $6.57K
|
155
$31.8K
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
BUY
|
- |
91New |
$15.1K - $16.6K
|
91
$18.7K
|
|
|
May 09, 2022
Q1 2022
|
Hyman Charles D
|
SELL
|
- |
-576- 3.47% |
$95.4K - $105K
|
16K
$3.29M
|
|
|
May 09, 2022
Q1 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-2.35KClosed |
$390K - $430K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-5.16KClosed |
$854K - $941K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-573Closed |
$94.9K - $105K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-13Closed |
$2.15K - $2.37K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-1.86KClosed |
$308K - $339K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
38.6KNew |
$6.4M - $7.05M
|
38.6K
$7.93M
|
|
|
May 02, 2022
Q1 2022
|
Strategic Equity Management
|
SELL
|
- |
-1.81KClosed |
$299K - $330K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-228Closed |
$37.8K - $41.6K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-140Closed |
$23.2K - $25.6K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-676Closed |
$112K - $123K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
210New |
$34.8K - $38.3K
|
210
$43.1K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-411Closed |
$68.1K - $75K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.89KClosed |
$312K - $344K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
40New |
$6.62K - $7.3K
|
40
$8.21K
|
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
BUY
|
- |
281+ 19.99% |
$46.5K - $51.3K
|
1.69K
$346K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-7- 2.24% |
$1.16K - $1.28K
|
305
$62.6K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-7- 2.24% |
$1.16K - $1.28K
|
305
$62.6K
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-22Closed |
$3.64K - $4.02K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-82- 4.22% |
$13.6K - $15K
|
1.86K
$382K
|
|
|
Apr 12, 2022
Q1 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
17New |
$2.82K - $3.1K
|
17
$3.49K
|
|
|
Apr 12, 2022
Q1 2022
|
Savior LLC
|
SELL
|
- |
-63Closed |
$10.4K - $11.5K
|
0
$0
|