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 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
13+ 0.93% |
$2.34K - $2.62K
|
1.41K
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
13+ 0.42% |
$2.34K - $2.62K
|
3.15K
$650K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
13+ 0.42% |
$2.34K - $2.62K
|
3.08K
$636K
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
13+ 0.95% |
$2.34K - $2.62K
|
1.38K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
12+ 0.74% |
$2.16K - $2.42K
|
1.63K
$336K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
12New |
$2.16K - $2.42K
|
12
$2.48K
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
12+ 1.03% |
$2.16K - $2.42K
|
1.18K
$243K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
12New |
$2.16K - $2.42K
|
12
$2.48K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
12+ 0.87% |
$2.16K - $2.42K
|
1.39K
$288K
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
BUY
|
- |
12+ 1.02% |
$2.16K - $2.42K
|
1.19K
$247K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
12+ 0.83% |
$2.16K - $2.42K
|
1.46K
$303K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
11+ 0.09% |
$1.98K - $2.22K
|
11.8K
$2.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
11+ 0.17% |
$1.98K - $2.22K
|
6.49K
$1.34M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
10New |
$1.8K - $2.02K
|
10
$2.07K
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
10+ 0.12% |
$1.8K - $2.02K
|
8.43K
$1.74M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
10+ 0.73% |
$1.8K - $2.02K
|
1.39K
$286K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
9+ 1.37% |
$1.62K - $1.81K
|
667
$138K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
9New |
$1.62K - $1.81K
|
9
$1.86K
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
9+ 0.2% |
$1.62K - $1.81K
|
4.4K
$909K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
9+ 0.82% |
$1.62K - $1.81K
|
1.11K
$229K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
8+ 0.3% |
$1.44K - $1.61K
|
2.65K
$548K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
7+ 0.09% |
$1.26K - $1.41K
|
7.66K
$1.58M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
7+ 0.87% |
$1.26K - $1.41K
|
816
$169K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
6+ 23.08% |
$1.08K - $1.21K
|
32
$6.61K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
6New |
$1.08K - $1.21K
|
6
$1.24K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
6+ 0.12% |
$1.08K - $1.21K
|
4.96K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
5+ 0.43% |
$900 - $1.01K
|
1.17K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
5+ 0.2% |
$900 - $1.01K
|
2.53K
$522K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
5+ 50.0% |
$900 - $1.01K
|
15
$3.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 0.35% |
$720 - $806
|
1.14K
$235K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4+ 0.14% |
$720 - $806
|
2.91K
$600K
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
4+ 0.07% |
$720 - $806
|
6.05K
$1.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
4+ 0.29% |
$720 - $806
|
1.4K
$289K
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
4+ 0.33% |
$720 - $806
|
1.22K
$252K
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
4+ 0.01% |
$720 - $806
|
32.8K
$6.79M
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
3+ 0.23% |
$540 - $605
|
1.31K
$271K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
3+ 5.56% |
$540 - $605
|
57
$11.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
3+ 0.43% |
$540 - $605
|
694
$143K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.24% |
$360 - $403
|
820
$169K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2+ 0.21% |
$360 - $403
|
958
$198K
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
2+ 0.85% |
$360 - $403
|
236
$48.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
2+ 0.16% |
$360 - $403
|
1.22K
$252K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
2+ 0.04% |
$360 - $403
|
5.21K
$1.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
2+ 0.14% |
$360 - $403
|
1.39K
$287K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
2+ 0.93% |
$360 - $403
|
216
$44.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
2+ 0.02% |
$360 - $403
|
12.2K
$2.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.31% |
$180 - $202
|
320
$66.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1+ 2.86% |
$180 - $202
|
36
$7.44K
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1+ 0.04% |
$180 - $202
|
2.4K
$496K
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
1+ 0.04% |
$180 - $202
|
2.77K
$572K
|