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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Villere St Denis J & CO LLC
|
BUY
|
- |
865+ 74.76% |
$149K - $166K
|
2.02K
$412K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
769+ 3.73% |
$133K - $148K
|
21.4K
$4.36M
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
688+ 59.01% |
$119K - $132K
|
1.85K
$378K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
447+ 19.07% |
$77.1K - $85.8K
|
2.79K
$569K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
285+ 17.08% |
$49.1K - $54.7K
|
1.95K
$398K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
248New |
$42.8K - $47.6K
|
248
$50.6K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
228New |
$39.3K - $43.7K
|
228
$46.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
192New |
$33.1K - $36.8K
|
192
$39.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
150+ 8.66% |
$25.9K - $28.8K
|
1.88K
$384K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
127+ 2.99% |
$21.9K - $24.4K
|
4.37K
$891K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
123+ 10.28% |
$21.2K - $23.6K
|
1.32K
$269K
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
111+ 5.11% |
$19.1K - $21.3K
|
2.28K
$465K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
106New |
$18.3K - $20.3K
|
106
$21.6K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
82New |
$14.1K - $15.7K
|
82
$16.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
79New |
$13.6K - $15.2K
|
79
$16.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
65New |
$11.2K - $12.5K
|
65
$13.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
61+ 1.91% |
$10.5K - $11.7K
|
3.25K
$663K
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
30+ 1.12% |
$5.17K - $5.76K
|
2.71K
$553K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
28+ 7.11% |
$4.83K - $5.37K
|
422
$86.1K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
22+ 2.14% |
$3.79K - $4.22K
|
1.05K
$214K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
19+ 0.08% |
$3.28K - $3.65K
|
24.1K
$4.92M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
13New |
$2.24K - $2.49K
|
13
$2.65K
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
12+ 0.3% |
$2.07K - $2.3K
|
3.97K
$810K
|
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
11+ 0.58% |
$1.9K - $2.11K
|
1.92K
$392K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
7+ 9.09% |
$1.21K - $1.34K
|
84
$17.1K
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
5+ 0.13% |
$862 - $959
|
3.89K
$794K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
5New |
$862 - $959
|
5
$1.02K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
3+ 0.49% |
$517 - $576
|
617
$126K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
2New |
$345 - $384
|
2
$408
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
1+ 0.03% |
$172 - $192
|
2.95K
$601K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
38.8KNew |
$5.79M - $7.06M
|
38.8K
$7.92M
|
|
|
Jan 29, 2024
Q4 2023
|
Q3 Asset Management
|
BUY
|
- |
25.8KNew |
$3.85M - $4.7M
|
25.8K
$5.27M
|
|
|
Jan 31, 2024
Q4 2023
|
University Of Maryland Foundation, Inc.
|
BUY
|
- |
22.4K+ 24.56% |
$3.34M - $4.07M
|
114K
$23.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
21.2K+ 96.07% |
$3.16M - $3.85M
|
43.2K
$8.81M
|
|
|
Feb 07, 2024
Q4 2023
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
15KNew |
$2.24M - $2.73M
|
15K
$3.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
12.4KNew |
$1.85M - $2.26M
|
12.4K
$2.53M
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
12.4KNew |
$1.85M - $2.26M
|
12.4K
$2.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
9.61KNew |
$1.43M - $1.75M
|
9.61K
$1.96M
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
7.9KNew |
$1.18M - $1.44M
|
7.9K
$1.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
7.17KNew |
$1.07M - $1.3M
|
7.17K
$1.46M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
6.22KNew |
$927K - $1.13M
|
6.22K
$1.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
5.86KNew |
$874K - $1.07M
|
5.86K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
4.55KNew |
$678K - $827K
|
4.55K
$927K
|
|
|
Jan 30, 2024
Q4 2023
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
2.72KNew |
$406K - $495K
|
2.72K
$555K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.38KNew |
$354K - $432K
|
2.38K
$485K
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
2.21KNew |
$330K - $402K
|
2.21K
$451K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
2.1KNew |
$313K - $381K
|
2.1K
$427K
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
2.05KNew |
$306K - $373K
|
2.05K
$418K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.92KNew |
$287K - $350K
|
1.92K
$392K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.92KNew |
$286K - $349K
|
1.92K
$391K
|
|