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 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
363K+ 42.14% |
$71.6M - $78.9M
|
1.22M
$253M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
131KNew |
$25.8M - $28.4M
|
131K
$27M
|
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
80.2KNew |
$15.8M - $17.4M
|
80.2K
$16.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
46.8KNew |
$9.24M - $10.2M
|
46.8K
$9.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
24K+ 7.79% |
$4.73M - $5.21M
|
331K
$68.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
22.5K+ 30.49% |
$4.44M - $4.89M
|
96.3K
$19.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
20.8KNew |
$4.1M - $4.52M
|
20.8K
$4.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
17.5K+ 175.74% |
$3.46M - $3.81M
|
27.5K
$5.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
16.3KNew |
$3.22M - $3.55M
|
16.3K
$3.37M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
12.6KNew |
$2.49M - $2.74M
|
12.6K
$2.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.6KNew |
$2.3M - $2.53M
|
11.6K
$2.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.9K+ 14.48% |
$2.16M - $2.38M
|
86.6K
$17.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.8K+ 218.03% |
$2.13M - $2.34M
|
15.7K
$3.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
10.7KNew |
$2.11M - $2.32M
|
10.7K
$2.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
9.91KNew |
$1.95M - $2.15M
|
9.91K
$2.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
9.71K+ 31.36% |
$1.92M - $2.11M
|
40.7K
$8.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
9.18KNew |
$1.81M - $1.99M
|
9.18K
$1.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
8.63K+ 9.87% |
$1.7M - $1.88M
|
96.1K
$19.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8.58K+ 25.44% |
$1.69M - $1.86M
|
42.3K
$8.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
8.31KNew |
$1.64M - $1.81M
|
8.31K
$1.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
8.29K+ 7.03% |
$1.64M - $1.8M
|
126K
$26.1M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
8.17KNew |
$1.61M - $1.78M
|
8.17K
$1.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
8.05K+ 20.75% |
$1.59M - $1.75M
|
46.8K
$9.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
7.91K+ 82.44% |
$1.56M - $1.72M
|
17.5K
$3.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
7.46KNew |
$1.47M - $1.62M
|
7.46K
$1.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
7.34KNew |
$1.45M - $1.59M
|
7.34K
$1.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
6.78K+ 3.02% |
$1.34M - $1.47M
|
231K
$47.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
5.72K+ 4.67% |
$1.13M - $1.24M
|
128K
$26.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
5.47KNew |
$1.08M - $1.19M
|
5.47K
$1.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
5.45K+ 24.69% |
$1.08M - $1.18M
|
27.5K
$5.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
5.2KNew |
$1.03M - $1.13M
|
5.2K
$1.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
5.16KNew |
$1.02M - $1.12M
|
5.16K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.87K+ 14.24% |
$961K - $1.06M
|
39K
$8.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4.83K+ 291.43% |
$952K - $1.05M
|
6.48K
$1.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.62K+ 28.8% |
$912K - $1M
|
20.7K
$4.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4.58K+ 7.1% |
$904K - $995K
|
69.1K
$14.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
4.15K+ 6.02% |
$819K - $902K
|
73.2K
$15.1M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
3.98K+ 82.02% |
$786K - $866K
|
8.84K
$1.83M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.67K+ 7.19% |
$723K - $796K
|
54.6K
$11.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
3.52K+ 30.36% |
$694K - $764K
|
15.1K
$3.12M
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
3.37K+ 1.9% |
$665K - $732K
|
180K
$37.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.26K+ 30.68% |
$643K - $708K
|
13.9K
$2.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
3.08K+ 5.71% |
$607K - $668K
|
56.9K
$11.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
3.05K+ 4.09% |
$601K - $662K
|
77.5K
$16M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
2.91K+ 14.76% |
$575K - $633K
|
22.7K
$4.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
2.89KNew |
$570K - $628K
|
2.89K
$597K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.73K+ 14.24% |
$539K - $593K
|
21.9K
$4.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
2.48K+ 5.21% |
$489K - $538K
|
50K
$10.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
2.27KNew |
$448K - $493K
|
2.27K
$469K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.24K+ 141.78% |
$443K - $487K
|
3.83K
$790K
|