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 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-17- 0.52% |
$2.54K - $3.09K
|
3.28K
$674K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
17New |
$2.54K - $3.09K
|
17
$3.49K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-117- 11.87% |
$17.5K - $21.3K
|
869
$179K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
9.61KNew |
$1.43M - $1.75M
|
9.61K
$1.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
12.4KNew |
$1.85M - $2.26M
|
12.4K
$2.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
1.27KNew |
$189K - $231K
|
1.27K
$261K
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
1.42KNew |
$212K - $258K
|
1.42K
$292K
|
|
|
Feb 14, 2024
Q4 2023
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-50.5K- 26.99% |
$7.53M - $9.18M
|
137K
$28.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
2.05KNew |
$306K - $373K
|
2.05K
$421K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
769New |
$115K - $140K
|
769
$158K
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
1.16KNew |
$172K - $210K
|
1.16K
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
4.55KNew |
$678K - $827K
|
4.55K
$934K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-4- 0.11% |
$597 - $728
|
3.7K
$760K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-22- 1.29% |
$3.28K - $4K
|
1.69K
$346K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Services & Investments, LLC
|
BUY
|
- |
1.19KNew |
$178K - $217K
|
1.19K
$244K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.38KNew |
$354K - $432K
|
2.38K
$488K
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
321+ 2.32% |
$47.9K - $58.4K
|
14.2K
$2.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
21.2K+ 96.07% |
$3.16M - $3.85M
|
43.2K
$8.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
7.17KNew |
$1.07M - $1.3M
|
7.17K
$1.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
38.8KNew |
$5.79M - $7.06M
|
38.8K
$7.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
385New |
$57.4K - $70K
|
385
$79.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.38KNew |
$206K - $251K
|
1.38K
$284K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
99+ 6.66% |
$14.8K - $18K
|
1.59K
$326K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-40- 46.51% |
$5.97K - $7.28K
|
46
$9.45K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
155+ 1.45% |
$23.1K - $28.2K
|
10.8K
$2.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
15KNew |
$2.24M - $2.73M
|
15K
$3.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
1KNew |
$149K - $182K
|
1K
$205K
|
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
1.2KNew |
$178K - $217K
|
1.2K
$246K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.71% |
$149 - $182
|
142
$29.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.26KNew |
$188K - $229K
|
1.26K
$258K
|
|
|
Feb 06, 2024
Q4 2023
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
1.84KNew |
$275K - $335K
|
1.84K
$378K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
799+ 1.65% |
$119K - $145K
|
49.2K
$10.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-39K- 92.01% |
$5.82M - $7.09M
|
3.38K
$695K
|
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-200- 33.33% |
$29.8K - $36.4K
|
400
$82.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
4New |
$597 - $728
|
4
$822
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-370- 20.25% |
$55.2K - $67.3K
|
1.46K
$299K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
156+ 0.64% |
$23.3K - $28.4K
|
24.6K
$5.06M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.02K- 25.59% |
$301K - $367K
|
5.87K
$1.21M
|
|
|
Jan 30, 2024
Q4 2023
|
Independent Family Office, LLC
|
BUY
|
- |
1.22KNew |
$182K - $221K
|
1.22K
$250K
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.12KNew |
$167K - $204K
|
1.12K
$231K
|
|
|
Jan 29, 2024
Q4 2023
|
Q3 Asset Management
|
BUY
|
- |
25.8KNew |
$3.85M - $4.7M
|
25.8K
$5.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-661- 9.76% |
$98.6K - $120K
|
6.11K
$1.26M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-220- 2.11% |
$32.8K - $40K
|
10.2K
$2.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Garland Capital Management Inc
|
BUY
|
- |
2+ 0.79% |
$298 - $364
|
254
$52.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-212- 9.28% |
$31.6K - $38.6K
|
2.07K
$426K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-17- 0.28% |
$2.54K - $3.09K
|
6.06K
$1.24M
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-1.2K- 16.38% |
$179K - $218K
|
6.12K
$1.26M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-33- 1.95% |
$4.92K - $6K
|
1.66K
$341K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
140New |
$20.9K - $25.5K
|
140
$28.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
28+ 2.01% |
$4.18K - $5.09K
|
1.42K
$292K
|
|