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 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
373+ 4.77% |
$68.3K - $77.5K
|
8.2K
$1.52M
|
|
|
Apr 09, 2025
Q1 2025
|
Jb Global.Com LLC
New York, NY |
SELL
|
- |
-6.95K- 8.67% |
$1.27M - $1.44M
|
73.2K
$13.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-650- 71.12% |
$119K - $135K
|
264
$49K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
9+ 0.93% |
$1.65K - $1.87K
|
972
$180K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-8.15K- 24.78% |
$1.49M - $1.69M
|
24.7K
$4.59M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-97- 0.97% |
$17.8K - $20.2K
|
9.93K
$1.84M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
6+ 0.14% |
$1.1K - $1.25K
|
4.26K
$791K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
8+ 0.67% |
$1.46K - $1.66K
|
1.2K
$222K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
3+ 0.16% |
$549 - $623
|
1.86K
$345K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
196+ 3.98% |
$35.9K - $40.7K
|
5.13K
$951K
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-12- 0.56% |
$2.2K - $2.49K
|
2.14K
$398K
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-351- 0.63% |
$64.2K - $72.9K
|
55.3K
$10.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-44- 1.88% |
$8.05K - $9.14K
|
2.3K
$427K
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-418- 9.31% |
$76.5K - $86.8K
|
4.07K
$755K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
9.7KNew |
$1.78M - $2.02M
|
9.7K
$1.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
BUY
|
- |
2.32K+ 4.95% |
$425K - $482K
|
49.1K
$9.12M
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-1- 0.02% |
$183 - $208
|
4.43K
$822K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-106- 1.07% |
$19.4K - $22K
|
9.82K
$1.82M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
56+ 1.49% |
$10.2K - $11.6K
|
3.81K
$707K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-59- 2.81% |
$10.8K - $12.3K
|
2.04K
$379K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
35+ 56.45% |
$6.41K - $7.27K
|
97
$18K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-71- 0.47% |
$13K - $14.8K
|
15.1K
$2.8M
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
5+ 0.27% |
$915 - $1.04K
|
1.84K
$341K
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-2.88K- 17.64% |
$527K - $598K
|
13.4K
$2.49M
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
198+ 0.47% |
$36.2K - $41.1K
|
42K
$7.8M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
606+ 1.34% |
$111K - $126K
|
45.7K
$8.48M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.23K- 22.91% |
$225K - $255K
|
4.13K
$766K
|
|
|
Apr 04, 2025
Q1 2025
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-21.6K- 75.45% |
$3.95M - $4.49M
|
7.03K
$1.3M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-1.07K- 2.77% |
$195K - $222K
|
37.5K
$6.96M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-604- 1.57% |
$111K - $125K
|
37.8K
$7.01M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-9- 0.37% |
$1.65K - $1.87K
|
2.45K
$454K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-51- 28.18% |
$9.33K - $10.6K
|
130
$24.1K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-168- 11.48% |
$30.7K - $34.9K
|
1.3K
$241K
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
6.87K+ 5.28% |
$1.26M - $1.43M
|
137K
$25.4M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
26.9KNew |
$4.92M - $5.59M
|
26.9K
$4.99M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-861- 17.45% |
$158K - $179K
|
4.07K
$756K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.1K- 5.6% |
$385K - $437K
|
35.5K
$6.58M
|
|
| Q4 2024 | |||||||
|
Apr 16, 2025
Q4 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
3.41KNew |
$673K - $741K
|
3.41K
$633K
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.09KNew |
$609K - $671K
|
3.09K
$573K
|
|
|
Apr 09, 2025
Q4 2024
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
6.02KNew |
$1.19M - $1.31M
|
6.02K
$1.12M
|
|
|
Apr 09, 2025
Q4 2024
|
Compass Investment Advisers LLC
Portland, OR |
BUY
|
- |
1.08KNew |
$213K - $235K
|
1.08K
$200K
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1.06KNew |
$209K - $231K
|
1.06K
$197K
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-405K- 93.31% |
$79.9M - $88M
|
29K
$5.39M
|
|
|
Mar 28, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-5.72K- 50.43% |
$1.13M - $1.24M
|
5.62K
$1.04M
|
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
1.29KNew |
$254K - $279K
|
1.29K
$238K
|
|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
3.02KNew |
$596K - $656K
|
3.02K
$560K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
9.15KNew |
$1.81M - $1.99M
|
9.15K
$1.7M
|
|
|
Mar 18, 2025
Q4 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
213+ 1.21% |
$42K - $46.3K
|
17.8K
$3.3M
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-245- 6.91% |
$48.4K - $53.2K
|
3.3K
$613K
|
|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
1.82KNew |
$358K - $394K
|
1.82K
$337K
|
|