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 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
180+ 2.36% |
$32.4K - $36.3K
|
7.8K
$1.61M
|
|
Oct 31, 2024
Q3 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
177+ 3.88% |
$31.9K - $35.7K
|
4.74K
$979K
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
173+ 46.13% |
$31.1K - $34.9K
|
548
$113K
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
169+ 1.37% |
$30.4K - $34.1K
|
12.5K
$2.59M
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
168New |
$30.2K - $33.9K
|
168
$34.7K
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
157+ 1.75% |
$28.3K - $31.7K
|
9.12K
$1.88M
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
155+ 9.69% |
$27.9K - $31.2K
|
1.75K
$362K
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
155+ 0.6% |
$27.9K - $31.2K
|
25.8K
$5.34M
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
153+ 0.23% |
$27.5K - $30.8K
|
67.9K
$14M
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
151+ 0.34% |
$27.2K - $30.4K
|
45K
$9.3M
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
150+ 0.94% |
$27K - $30.2K
|
16K
$3.31M
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
148+ 2.6% |
$26.6K - $29.8K
|
5.84K
$1.21M
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
147+ 2.11% |
$26.5K - $29.6K
|
7.13K
$1.47M
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
145+ 8.68% |
$26.1K - $29.2K
|
1.82K
$375K
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
141+ 0.25% |
$25.4K - $28.4K
|
56K
$11.6M
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
139+ 2.82% |
$25K - $28K
|
5.07K
$1.05M
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
136+ 4.97% |
$24.5K - $27.4K
|
2.87K
$593K
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
132+ 0.21% |
$23.8K - $26.6K
|
63.6K
$13.1M
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
131+ 2.47% |
$23.6K - $26.4K
|
5.43K
$1.12M
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
127+ 2.89% |
$22.9K - $25.6K
|
4.53K
$935K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
122New |
$22K - $24.6K
|
122
$25.2K
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
120+ 3.08% |
$21.6K - $24.2K
|
4.02K
$830K
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
120New |
$21.6K - $24.2K
|
120
$24.8K
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
119+ 0.85% |
$21.4K - $24K
|
14.1K
$2.92M
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
118+ 4.5% |
$21.2K - $23.8K
|
2.74K
$566K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
115New |
$20.7K - $23.2K
|
115
$23.8K
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
110+ 95.65% |
$19.8K - $22.2K
|
225
$46.5K
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
110+ 6.39% |
$19.8K - $22.2K
|
1.83K
$378K
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
107+ 1.15% |
$19.3K - $21.6K
|
9.38K
$1.94M
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
105+ 12.24% |
$18.9K - $21.2K
|
963
$199K
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
103+ 1.15% |
$18.5K - $20.8K
|
9.03K
$1.87M
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
102+ 0.94% |
$18.4K - $20.6K
|
10.9K
$2.26M
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
102+ 5.19% |
$18.4K - $20.6K
|
2.07K
$427K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
96+ 3.04% |
$17.3K - $19.4K
|
3.25K
$672K
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
93+ 2.47% |
$16.7K - $18.7K
|
3.86K
$797K
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
92+ 1.06% |
$16.6K - $18.5K
|
8.75K
$1.81M
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
87+ 0.31% |
$15.7K - $17.5K
|
28.5K
$5.88M
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
84New |
$15.1K - $16.9K
|
84
$17.4K
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
80New |
$14.4K - $16.1K
|
80
$16.5K
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
77+ 4.04% |
$13.9K - $15.5K
|
1.99K
$410K
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
77New |
$13.9K - $15.5K
|
77
$15.9K
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
76+ 26.95% |
$13.7K - $15.3K
|
358
$74K
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
75+ 0.78% |
$13.5K - $15.1K
|
9.71K
$2.01M
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
72+ 0.78% |
$13K - $14.5K
|
9.36K
$1.93M
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
68+ 0.45% |
$12.2K - $13.7K
|
15.1K
$3.12M
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
66+ 0.87% |
$11.9K - $13.3K
|
7.65K
$1.58M
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
64+ 1.52% |
$11.5K - $12.9K
|
4.28K
$884K
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
62+ 1.24% |
$11.2K - $12.5K
|
5.04K
$1.04M
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
61+ 1.77% |
$11K - $12.3K
|
3.5K
$723K
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
59+ 1.46% |
$10.6K - $11.9K
|
4.09K
$846K
|