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, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.74K- 1.81% |
$344K - $379K
|
94.6K
$17.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-710- 0.96% |
$140K - $154K
|
73.1K
$13.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.56K- 23.42% |
$506K - $557K
|
8.38K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-135- 7.1% |
$26.6K - $29.3K
|
1.77K
$328K
|
|
|
Feb 14, 2025
Q4 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
346+ 264.12% |
$68.3K - $75.2K
|
477
$88.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
269+ 4.39% |
$53.1K - $58.5K
|
6.4K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-19.4K- 6.43% |
$3.84M - $4.23M
|
283K
$52.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.25K+ 1.55% |
$1.43M - $1.58M
|
474K
$87.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-492- 0.58% |
$97.1K - $107K
|
84.4K
$15.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-30K- 3.82% |
$5.92M - $6.52M
|
757K
$140M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.44KNew |
$284K - $312K
|
1.44K
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
1.1KNew |
$217K - $239K
|
1.1K
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
74+ 2.69% |
$14.6K - $16.1K
|
2.83K
$524K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-173- 9.18% |
$34.1K - $37.6K
|
1.71K
$318K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
49+ 1.84% |
$9.67K - $10.6K
|
2.71K
$503K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
76.9K+ 30.61% |
$15.2M - $16.7M
|
328K
$60.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-659- 22.23% |
$130K - $143K
|
2.31K
$428K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-30- 13.45% |
$5.92K - $6.52K
|
193
$35.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-108- 0.33% |
$21.3K - $23.5K
|
32.6K
$6.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.7K+ 66.27% |
$534K - $588K
|
6.78K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
146K+ 9.4% |
$28.7M - $31.6M
|
1.69M
$314M
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
3+ 20.0% |
$592 - $652
|
18
$3.34K
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1.17K+ 48.58% |
$230K - $253K
|
3.57K
$662K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.26K+ 7.21% |
$248K - $274K
|
18.7K
$3.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
32+ 100.0% |
$6.32K - $6.95K
|
64
$11.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3.1KNew |
$611K - $673K
|
3.1K
$575K
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-549- 1.39% |
$108K - $119K
|
38.8K
$7.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
72+ 0.22% |
$14.2K - $15.6K
|
32.8K
$6.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1+ 0.23% |
$197 - $217
|
432
$80.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
1.71K+ 86.5% |
$338K - $372K
|
3.69K
$685K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1+ 0.34% |
$197 - $217
|
291
$54K
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-864- 3.36% |
$171K - $188K
|
24.9K
$4.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
1.99KNew |
$393K - $432K
|
1.99K
$369K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
2.02KNew |
$398K - $438K
|
2.02K
$374K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
12KNew |
$2.37M - $2.6M
|
12K
$2.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
27New |
$5.33K - $5.87K
|
27
$5.01K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
9.07KNew |
$1.79M - $1.97M
|
9.07K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
6.71KNew |
$1.32M - $1.46M
|
6.71K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
11.1KNew |
$2.19M - $2.41M
|
11.1K
$2.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
1.43KNew |
$281K - $310K
|
1.43K
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
94New |
$18.6K - $20.4K
|
94
$17.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
100K+ 2.67% |
$19.8M - $21.8M
|
3.86M
$716M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
276+ 14.23% |
$54.5K - $60K
|
2.22K
$411K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
11.9K+ 9.19% |
$2.34M - $2.58M
|
141K
$26.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-302- 1.66% |
$59.6K - $65.6K
|
17.8K
$3.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
BUY
|
- |
1.2K+ 9.24% |
$237K - $261K
|
14.2K
$2.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
76+ 0.16% |
$15K - $16.5K
|
47.1K
$8.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
28+ 1.44% |
$5.53K - $6.08K
|
1.98K
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.85K+ 5.09% |
$365K - $402K
|
38.1K
$7.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
16.4K+ 9.94% |
$3.24M - $3.56M
|
181K
$33.7M
|