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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1K- 3.91% |
$151K - $166K
|
24.6K
$5.06M
|
|
| Q1 2023 | |||||||
|
Jul 03, 2024
Q1 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-1.63KClosed |
$244K - $289K
|
0
$0
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
80+ 0.52% |
$12K - $14.2K
|
15.5K
$3.18M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-284- 89.31% |
$42.7K - $50.5K
|
34
$6.99K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-27- 11.16% |
$4.06K - $4.8K
|
215
$44.2K
|
|
|
May 15, 2023
Q1 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
2.16KNew |
$324K - $383K
|
2.16K
$443K
|
|
|
May 15, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
SELL
|
- |
-1.74K- 15.92% |
$262K - $310K
|
9.21K
$1.89M
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
70New |
$10.5K - $12.4K
|
70
$14.4K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
1.55KNew |
$232K - $275K
|
1.55K
$318K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
21New |
$3.15K - $3.73K
|
21
$4.31K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
5+ 0.03% |
$751 - $888
|
18.3K
$3.76M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-168- 91.8% |
$25.2K - $29.9K
|
15
$3.08K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
200New |
$30K - $35.5K
|
200
$41.1K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
292New |
$43.9K - $51.9K
|
292
$60K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-455- 12.12% |
$68.4K - $80.8K
|
3.3K
$678K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
50+ 0.23% |
$7.51K - $8.88K
|
21.9K
$4.49M
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.48K+ 10.89% |
$222K - $263K
|
15.1K
$3.1M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
9New |
$1.35K - $1.6K
|
9
$1.85K
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
123+ 9.76% |
$18.5K - $21.9K
|
1.38K
$284K
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
48New |
$7.21K - $8.53K
|
48
$9.86K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.28KNew |
$492K - $582K
|
3.28K
$673K
|
|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
BUY
|
- |
1+ 0.02% |
$150 - $178
|
4.09K
$839K
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
6.66K+ 15.34% |
$1M - $1.18M
|
50K
$10.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-669- 14.14% |
$100K - $119K
|
4.06K
$835K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-105- 9.5% |
$15.8K - $18.7K
|
1K
$205K
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-7- 8.14% |
$1.05K - $1.24K
|
79
$16.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
SELL
|
- |
-721- 7.39% |
$108K - $128K
|
9.04K
$1.86M
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-2- 2.35% |
$300 - $355
|
83
$17.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
75New |
$11.3K - $13.3K
|
75
$15.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-29- 1.62% |
$4.36K - $5.15K
|
1.76K
$361K
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
7New |
$1.05K - $1.24K
|
7
$1.44K
|
|
|
Apr 20, 2023
Q1 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
26+ 1.5% |
$3.91K - $4.62K
|
1.76K
$362K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
121+ 0.19% |
$18.2K - $21.5K
|
64.9K
$13.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-123- 38.92% |
$18.5K - $21.9K
|
193
$39.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-30.7K- 69.6% |
$4.62M - $5.46M
|
13.4K
$2.76M
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
30.8KNew |
$4.63M - $5.47M
|
30.8K
$6.33M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
1.29KNew |
$193K - $229K
|
1.29K
$264K
|
|
| Q4 2022 | |||||||
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
2.72KNew |
$401K - $461K
|
2.72K
$559K
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
4.88KNew |
$719K - $828K
|
4.88K
$1M
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
192New |
$28.3K - $32.6K
|
192
$39.4K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
192KNew |
$28.3M - $32.6M
|
192K
$39.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
648New |
$95.4K - $110K
|
648
$133K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
2.37K+ 106.7% |
$349K - $402K
|
4.6K
$944K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
13New |
$1.91K - $2.2K
|
13
$2.67K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
7.76K+ 4.2% |
$1.14M - $1.31M
|
192K
$39.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
BUY
|
- |
14+ 35.9% |
$2.06K - $2.37K
|
53
$10.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
29New |
$4.27K - $4.92K
|
29
$5.96K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1+ 0.05% |
$147 - $170
|
1.84K
$379K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
99.1KNew |
$14.6M - $16.8M
|
99.1K
$20.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
135New |
$19.9K - $22.9K
|
135
$27.7K
|
|