Latest Institutional Purchases of Vanguard Small Cap Value ETF (VBR)
This list provides information on the latest institutional transactions involving Vanguard Small Cap Value ETF (VBR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
12.6KNew |
$2.49M - $2.74M
|
12.6K
$2.46M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
8.17KNew |
$1.61M - $1.78M
|
8.17K
$1.6M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
3.98K+ 82.02% |
$786K - $866K
|
8.84K
$1.73M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
3.52K+ 30.36% |
$694K - $764K
|
15.1K
$2.95M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.76K+ 64.86% |
$347K - $382K
|
4.47K
$873K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
1.45K+ 36.96% |
$285K - $314K
|
5.36K
$1.05M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.31KNew |
$259K - $286K
|
1.31K
$257K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
473New |
$93.4K - $103K
|
473
$92.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
383+ 0.65% |
$75.6K - $83.2K
|
58.9K
$11.5M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
346+ 823.81% |
$68.3K - $75.2K
|
388
$75.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
222+ 0.07% |
$43.8K - $48.2K
|
315K
$61.6M
|
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
162+ 0.57% |
$32K - $35.2K
|
28.6K
$5.59M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
80+ 0.46% |
$15.8K - $17.4K
|
17.6K
$3.44M
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
7+ 0.61% |
$1.38K - $1.52K
|
1.16K
$227K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
7New |
$1.38K - $1.52K
|
7
$1.37K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
6+ 0.12% |
$1.18K - $1.3K
|
4.93K
$963K
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
5+ 0.27% |
$987 - $1.09K
|
1.83K
$358K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2+ 0.18% |
$395 - $435
|
1.12K
$218K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 1.1% |
$197 - $217
|
92
$18K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.65M+ 9.84% |
$297M - $333M
|
18.4M
$3.6B
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.34M+ 655.63% |
$242M - $271M
|
1.55M
$302M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
139K+ 3.78% |
$25.1M - $28.1M
|
3.82M
$745M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
136K+ 20.99% |
$24.6M - $27.5M
|
787K
$154M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
135KNew |
$24.4M - $27.3M
|
135K
$26.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
109K+ 7.19% |
$19.7M - $22M
|
1.63M
$318M
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
108K+ 291.89% |
$19.4M - $21.7M
|
145K
$28.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
102K+ 7.59% |
$18.4M - $20.6M
|
1.45M
$283M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
92.2K+ 29.44% |
$16.6M - $18.6M
|
405K
$79.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
80.3K+ 6.98% |
$14.4M - $16.2M
|
1.23M
$240M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
73.1K+ 10310.01% |
$13.2M - $14.7M
|
73.8K
$14.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
71KNew |
$12.8M - $14.3M
|
71K
$13.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
55.3K+ 825.1% |
$9.96M - $11.2M
|
62K
$12.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
52.2KNew |
$9.4M - $10.5M
|
52.2K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
48K+ 1722.68% |
$8.64M - $9.68M
|
50.8K
$9.92M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
44.1K+ 8.1% |
$7.94M - $8.89M
|
588K
$115M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
42K+ 2.68% |
$7.56M - $8.47M
|
1.61M
$314M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
40.4K+ 4.92% |
$7.26M - $8.14M
|
861K
$168M
|
|
|
Oct 28, 2024
Q3 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
37.3K+ 37291.0% |
$6.71M - $7.52M
|
37.4K
$7.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
36.3KNew |
$6.54M - $7.33M
|
36.3K
$7.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
36.2KNew |
$6.51M - $7.3M
|
36.2K
$7.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
32.4K+ 26.79% |
$5.83M - $6.53M
|
153K
$29.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
32.4K+ 4.75% |
$5.83M - $6.53M
|
715K
$140M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
30.3K+ 1.29% |
$5.46M - $6.11M
|
2.38M
$465M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28.9K+ 4.76% |
$5.2M - $5.82M
|
635K
$124M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
25.1KNew |
$4.52M - $5.07M
|
25.1K
$4.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
25.1KNew |
$4.52M - $5.07M
|
25.1K
$4.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
24.5K+ 7.07% |
$4.41M - $4.94M
|
371K
$72.4M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
22.2K+ 11.38% |
$3.99M - $4.47M
|
217K
$42.4M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
21.5K+ 7.51% |
$3.87M - $4.33M
|
307K
$60M
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
18.7K+ 22.35% |
$3.37M - $3.78M
|
103K
$20M
|
|