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 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
1+ 1.11% |
$180 - $202
|
91
$18.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 2.04% |
$180 - $202
|
50
$10.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.19% |
$180 - $202
|
533
$110K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.86% |
$180 - $202
|
117
$24.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1+ 0.03% |
$180 - $202
|
3.54K
$732K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1+ 0.02% |
$180 - $202
|
4.29K
$885K
|
|
|
Oct 25, 2024
Q3 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
1+ 1.79% |
$180 - $202
|
57
$11.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 0.52% |
$180 - $202
|
194
$40.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 0.93% |
$180 - $202
|
108
$22.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 1.23% |
$180 - $202
|
82
$16.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1New |
$180 - $202
|
1
$207
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1+ 4.0% |
$180 - $202
|
26
$5.37K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 1.96% |
$180 - $202
|
52
$10.7K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
16.2KNew |
$2.88M - $3.1M
|
16.2K
$3.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
15K+ 26.78% |
$2.66M - $2.86M
|
70.8K
$14.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
12.1KNew |
$2.14M - $2.31M
|
12.1K
$2.49M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
9.25K+ 39.77% |
$1.64M - $1.77M
|
32.5K
$6.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
4.69K+ 11.94% |
$834K - $897K
|
44K
$9.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
4.08K+ 308.39% |
$725K - $780K
|
5.4K
$1.12M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
3.48KNew |
$618K - $664K
|
3.48K
$718K
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
3.39KNew |
$603K - $649K
|
3.39K
$701K
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
3.17KNew |
$562K - $605K
|
3.17K
$654K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.8K+ 7.45% |
$498K - $536K
|
40.4K
$8.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.77KNew |
$491K - $528K
|
2.77K
$571K
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
2.64KNew |
$469K - $505K
|
2.64K
$546K
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
2.6KNew |
$462K - $497K
|
2.6K
$538K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.4K+ 157.0% |
$426K - $458K
|
3.93K
$811K
|
|
|
Aug 13, 2024
Q2 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
2.38KNew |
$424K - $456K
|
2.38K
$493K
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.7K+ 476.19% |
$302K - $325K
|
2.06K
$425K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.5KNew |
$266K - $286K
|
1.5K
$310K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.47K+ 25.68% |
$261K - $281K
|
7.18K
$1.48M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.19KNew |
$211K - $227K
|
1.19K
$246K
|
|
|
Jul 23, 2024
Q2 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
1.18KNew |
$210K - $226K
|
1.18K
$244K
|
|
|
Jul 19, 2024
Q2 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.12KNew |
$198K - $213K
|
1.12K
$231K
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
950+ 16.31% |
$169K - $182K
|
6.77K
$1.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
601+ 27.99% |
$107K - $115K
|
2.75K
$568K
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
582+ 111.07% |
$103K - $111K
|
1.11K
$229K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
502New |
$89.2K - $95.9K
|
502
$104K
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
459New |
$81.5K - $87.7K
|
459
$94.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
330+ 197.6% |
$58.6K - $63.1K
|
497
$103K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
315New |
$56K - $60.2K
|
315
$65.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
310+ 26.61% |
$55.1K - $59.2K
|
1.48K
$305K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
300New |
$53.3K - $57.3K
|
300
$62K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
252New |
$44.8K - $48.2K
|
252
$52.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
220+ 13.48% |
$39.1K - $42K
|
1.85K
$383K
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
163+ 2.64% |
$29K - $31.2K
|
6.33K
$1.31M
|
|
|
Jul 30, 2024
Q2 2024
|
St. Louis Trust CO
|
BUY
|
- |
136+ 2.96% |
$24.2K - $26K
|
4.73K
$977K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
109+ 153.52% |
$19.4K - $20.8K
|
180
$37.2K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
100New |
$17.8K - $19.1K
|
100
$20.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
83New |
$14.7K - $15.9K
|
83
$17.2K
|
|