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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
890+ 65.88% |
$160K - $179K
|
2.24K
$463K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
882+ 11.31% |
$159K - $178K
|
8.68K
$1.79M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
858+ 16.25% |
$154K - $173K
|
6.14K
$1.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
849+ 5.26% |
$153K - $171K
|
17K
$3.51M
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
BUY
|
- |
805+ 40.82% |
$145K - $162K
|
2.78K
$574K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
785+ 43.25% |
$141K - $158K
|
2.6K
$537K
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
755+ 59.92% |
$136K - $152K
|
2.02K
$416K
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
744New |
$134K - $150K
|
744
$154K
|
|
|
Nov 12, 2024
Q3 2024
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
740+ 1.21% |
$133K - $149K
|
61.7K
$12.8M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
740New |
$133K - $149K
|
740
$153K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
740+ 0.53% |
$133K - $149K
|
141K
$29.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
728+ 0.46% |
$131K - $147K
|
157K
$32.5M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
722+ 1.39% |
$130K - $146K
|
52.7K
$10.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
701+ 28.23% |
$126K - $141K
|
3.18K
$658K
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
650+ 2.7% |
$117K - $131K
|
24.8K
$5.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
645+ 6.22% |
$116K - $130K
|
11K
$2.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
642+ 22.13% |
$116K - $129K
|
3.54K
$732K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
618+ 7.06% |
$111K - $125K
|
9.37K
$1.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
606+ 1.66% |
$109K - $122K
|
37.2K
$7.68M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
603+ 4.63% |
$109K - $122K
|
13.6K
$2.82M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
595+ 29.97% |
$107K - $120K
|
2.58K
$533K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
590+ 12.09% |
$106K - $119K
|
5.47K
$1.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
585+ 1.73% |
$105K - $118K
|
34.5K
$7.12M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
575+ 12.28% |
$103K - $116K
|
5.26K
$1.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
554+ 4.09% |
$99.7K - $112K
|
14.1K
$2.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
553+ 5.03% |
$99.5K - $111K
|
11.5K
$2.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
549+ 43.54% |
$98.8K - $111K
|
1.81K
$374K
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
547+ 3.48% |
$98.5K - $110K
|
16.3K
$3.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
544New |
$97.9K - $110K
|
544
$112K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
531New |
$95.6K - $107K
|
531
$110K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
503+ 13.24% |
$90.5K - $101K
|
4.3K
$889K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
501+ 11.95% |
$90.2K - $101K
|
4.69K
$970K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
496+ 5.89% |
$89.3K - $100K
|
8.91K
$1.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
494+ 57.78% |
$88.9K - $99.6K
|
1.35K
$279K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
492+ 3.18% |
$88.6K - $99.2K
|
16K
$3.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
478+ 6.58% |
$86K - $96.4K
|
7.74K
$1.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
467New |
$84.1K - $94.1K
|
467
$96.5K
|
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
466+ 1.84% |
$83.9K - $93.9K
|
25.7K
$5.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
430+ 1.76% |
$77.4K - $86.7K
|
24.9K
$5.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
420+ 2.37% |
$75.6K - $84.7K
|
18.1K
$3.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
409+ 4.83% |
$73.6K - $82.5K
|
8.88K
$1.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
407New |
$73.3K - $82.1K
|
407
$84.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
402+ 20.23% |
$72.4K - $81K
|
2.39K
$494K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
399+ 11.74% |
$71.8K - $80.4K
|
3.8K
$785K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
395+ 7.49% |
$71.1K - $79.6K
|
5.67K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
382+ 1.48% |
$68.8K - $77K
|
26.2K
$5.41M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
381+ 2.92% |
$68.6K - $76.8K
|
13.4K
$2.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
371+ 2.06% |
$66.8K - $74.8K
|
18.4K
$3.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
368+ 1.47% |
$66.2K - $74.2K
|
25.5K
$5.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
363+ 14.86% |
$65.3K - $73.2K
|
2.81K
$580K
|