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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2022
Q4 2021
|
Hartford Financial Management Inc.
|
SELL
|
- |
-336Closed |
$56.7K - $62.4K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Independence Bank Of Kentucky
|
SELL
|
- |
-8- 47.06% |
$1.35K - $1.49K
|
9
$1.85K
|
|
|
Jan 26, 2022
Q4 2021
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
2KNew |
$337K - $371K
|
2K
$411K
|
|
|
Jan 26, 2022
Q4 2021
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-1.59KClosed |
$268K - $295K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.75KNew |
$296K - $326K
|
1.75K
$360K
|
|
|
Jan 20, 2022
Q4 2021
|
Chicago Capital, LLC
|
SELL
|
- |
-108Closed |
$18.2K - $20.1K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-1.24KClosed |
$209K - $230K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-348- 23.5% |
$58.7K - $64.6K
|
1.13K
$233K
|
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.58KClosed |
$266K - $293K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
91+ 9.1% |
$14.8K - $16K
|
1.09K
$224K
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-233Closed |
$37.9K - $40.9K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-9.29KClosed |
$1.51M - $1.63M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-2.14KClosed |
$347K - $375K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-42.3KClosed |
$6.88M - $7.43M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.17KClosed |
$190K - $206K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-61.4KClosed |
$9.98M - $10.8M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
56New |
$9.11K - $9.84K
|
56
$11.5K
|
|
|
Nov 10, 2021
Q3 2021
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-21.3KClosed |
$3.46M - $3.74M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-12Closed |
$1.95K - $2.11K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-15.1KClosed |
$2.46M - $2.66M
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Arjuna Capital
|
SELL
|
- |
-207Closed |
$33.7K - $36.4K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Spc Financial, Inc.
|
SELL
|
- |
-97.8KClosed |
$15.9M - $17.2M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-60- 48.0% |
$9.76K - $10.5K
|
65
$13.4K
|
|
|
Nov 03, 2021
Q3 2021
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-1.52KClosed |
$248K - $268K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Davidson Investment Advisors
|
SELL
|
- |
-4.89KClosed |
$795K - $859K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-446Closed |
$72.5K - $78.4K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-1.45KClosed |
$235K - $254K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-35- 2.85% |
$5.69K - $6.15K
|
1.2K
$246K
|
|
|
Oct 26, 2021
Q3 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.23KClosed |
$363K - $392K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-1.86KClosed |
$303K - $327K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Essex Savings Bank
|
SELL
|
- |
-1.75KClosed |
$285K - $308K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-262- 88.22% |
$42.6K - $46K
|
35
$7.19K
|
|
|
Oct 14, 2021
Q3 2021
|
Money Design Co.,Ltd.
|
SELL
|
- |
-3.88KClosed |
$631K - $681K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-390Closed |
$63.4K - $68.5K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
SELL
|
- |
-92Closed |
$15K - $16.2K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-9.04KClosed |
$1.47M - $1.59M
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.7KClosed |
$439K - $474K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Piscataqua Savings Bank
|
SELL
|
- |
-59Closed |
$9.6K - $10.4K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
West Oak Capital, LLC
|
BUY
|
- |
19New |
$3.09K - $3.34K
|
19
$3.9K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-27Closed |
$4.49K - $4.88K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-3.19KClosed |
$531K - $576K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-631Closed |
$105K - $114K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-2.02KClosed |
$336K - $365K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-6.31KClosed |
$1.05M - $1.14M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
55New |
$9.16K - $9.94K
|
55
$11.3K
|
|
|
Aug 13, 2021
Q2 2021
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-1.66KClosed |
$276K - $300K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.68KClosed |
$612K - $665K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-521Closed |
$86.7K - $94.2K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-4.24KClosed |
$705K - $766K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-4.43KClosed |
$737K - $800K
|
0
$0
|
|