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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
362+ 29.12% |
$65.2K - $73K
|
1.61K
$332K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
359+ 4.73% |
$64.6K - $72.4K
|
7.94K
$1.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
351+ 0.51% |
$63.2K - $70.8K
|
69.7K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
336+ 10.07% |
$60.5K - $67.7K
|
3.67K
$759K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
329+ 0.78% |
$59.2K - $66.3K
|
42.4K
$8.77M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
321+ 1.19% |
$57.8K - $64.7K
|
27.4K
$5.66M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
319+ 0.72% |
$57.4K - $64.3K
|
44.8K
$9.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
310+ 6.96% |
$55.8K - $62.5K
|
4.77K
$985K
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
308+ 7.44% |
$55.4K - $62.1K
|
4.45K
$919K
|
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
302+ 0.71% |
$54.4K - $60.9K
|
42.9K
$8.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
301+ 10.59% |
$54.2K - $60.7K
|
3.14K
$650K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
300+ 0.75% |
$54K - $60.5K
|
40.3K
$8.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
290New |
$52.2K - $58.5K
|
290
$59.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
285New |
$51.3K - $57.5K
|
285
$58.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
280+ 18.88% |
$50.4K - $56.4K
|
1.76K
$364K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
276+ 0.88% |
$49.7K - $55.6K
|
31.7K
$6.54M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
275+ 0.92% |
$49.5K - $55.4K
|
30.1K
$6.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
271+ 0.44% |
$48.8K - $54.6K
|
62.3K
$12.9M
|
|
|
Nov 20, 2024
Q3 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
267+ 11.5% |
$48.1K - $53.8K
|
2.59K
$535K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
265+ 3.19% |
$47.7K - $53.4K
|
8.57K
$1.77M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
265+ 38.57% |
$47.7K - $53.4K
|
952
$197K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
260+ 1.28% |
$46.8K - $52.4K
|
20.6K
$4.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
259+ 8.45% |
$46.6K - $52.2K
|
3.33K
$687K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
255+ 1.43% |
$45.9K - $51.4K
|
18.1K
$3.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
252+ 12.67% |
$45.4K - $50.8K
|
2.24K
$463K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
251+ 9.52% |
$45.2K - $50.6K
|
2.89K
$597K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
248+ 149.4% |
$44.6K - $50K
|
414
$85.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
245+ 5.47% |
$44.1K - $49.4K
|
4.72K
$975K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
243+ 20.32% |
$43.7K - $49K
|
1.44K
$297K
|
|
|
Nov 07, 2024
Q3 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
240+ 4.07% |
$43.2K - $48.4K
|
6.14K
$1.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
232+ 9.63% |
$41.8K - $46.8K
|
2.64K
$546K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
231New |
$41.6K - $46.6K
|
231
$47.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
231New |
$41.6K - $46.6K
|
231
$47.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
230+ 13.82% |
$41.4K - $46.4K
|
1.89K
$391K
|
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
225+ 7.87% |
$40.5K - $45.4K
|
3.09K
$637K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
220+ 12.8% |
$39.6K - $44.4K
|
1.94K
$401K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
217+ 2.68% |
$39.1K - $43.7K
|
8.32K
$1.72M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
210+ 11.2% |
$37.8K - $42.3K
|
2.09K
$431K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
208+ 0.31% |
$37.4K - $41.9K
|
67K
$13.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
203+ 0.51% |
$36.5K - $40.9K
|
39.6K
$8.19M
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
203+ 0.25% |
$36.5K - $40.9K
|
79.9K
$16.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
200+ 1.55% |
$36K - $40.3K
|
13.1K
$2.71M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
200+ 1.61% |
$36K - $40.3K
|
12.7K
$2.62M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
197+ 0.82% |
$35.5K - $39.7K
|
24.1K
$4.99M
|
|
|
Oct 10, 2024
Q3 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
196+ 6.63% |
$35.3K - $39.5K
|
3.15K
$651K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
195+ 0.59% |
$35.1K - $39.3K
|
33.3K
$6.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
185+ 8.86% |
$33.3K - $37.3K
|
2.27K
$470K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
184+ 1.32% |
$33.1K - $37.1K
|
14.1K
$2.91M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
182+ 16.43% |
$32.8K - $36.7K
|
1.29K
$267K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
182+ 2.28% |
$32.8K - $36.7K
|
8.16K
$1.69M
|