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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
139New |
$20.7K - $25.3K
|
139
$28.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
99+ 6.66% |
$14.8K - $18K
|
1.59K
$328K
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
75+ 2.04% |
$11.2K - $13.6K
|
3.75K
$776K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
41+ 4100.0% |
$6.12K - $7.46K
|
42
$8.68K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
28+ 2.01% |
$4.18K - $5.09K
|
1.42K
$294K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
21New |
$3.13K - $3.82K
|
21
$4.34K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
17New |
$2.54K - $3.09K
|
17
$3.51K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
12New |
$1.79K - $2.18K
|
12
$2.48K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
7New |
$1.04K - $1.27K
|
7
$1.45K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
6New |
$895 - $1.09K
|
6
$1.24K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
5New |
$746 - $910
|
5
$1.03K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
5+ 14.71% |
$746 - $910
|
39
$8.06K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
4New |
$597 - $728
|
4
$827
|
|
|
Jan 29, 2024
Q4 2023
|
Garland Capital Management Inc
|
BUY
|
- |
2+ 0.79% |
$298 - $364
|
254
$52.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.71% |
$149 - $182
|
142
$29.3K
|
|
| Q3 2023 | |||||||
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
46.2KNew |
$7.27M - $8.06M
|
46.2K
$9.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
8.19KNew |
$1.29M - $1.43M
|
8.19K
$1.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.52KNew |
$1.18M - $1.31M
|
7.52K
$1.55M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
3.48K+ 6.43% |
$548K - $607K
|
57.6K
$11.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
3.21K+ 4.92% |
$505K - $560K
|
68.5K
$14.2M
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.73KNew |
$272K - $302K
|
1.73K
$358K
|
|
|
Nov 08, 2023
Q3 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.64KNew |
$258K - $286K
|
1.64K
$338K
|
|
|
Nov 02, 2023
Q3 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
1.35KNew |
$213K - $236K
|
1.35K
$280K
|
|
|
Nov 08, 2023
Q3 2023
|
Claris Advisors, LLC
|
BUY
|
- |
1.32KNew |
$207K - $229K
|
1.32K
$272K
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
551+ 2.71% |
$86.7K - $96.1K
|
20.9K
$4.31M
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
500New |
$78.7K - $87.2K
|
500
$103K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
499New |
$78.5K - $87K
|
499
$103K
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
351+ 16.24% |
$55.2K - $61.2K
|
2.51K
$519K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
338New |
$53.2K - $58.9K
|
338
$69.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
301New |
$47.4K - $52.5K
|
301
$62.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
245+ 16.77% |
$38.5K - $42.7K
|
1.71K
$353K
|
|
|
Oct 27, 2023
Q3 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
200+ 200.0% |
$31.5K - $34.9K
|
300
$62K
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
133+ 37.46% |
$20.9K - $23.2K
|
488
$101K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
120New |
$18.9K - $20.9K
|
120
$24.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
111New |
$17.5K - $19.4K
|
111
$22.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
100+ 3.97% |
$15.7K - $17.4K
|
2.62K
$541K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
94New |
$14.8K - $16.4K
|
94
$19.4K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
94New |
$14.8K - $16.4K
|
94
$19.4K
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
87+ 3.75% |
$13.7K - $15.2K
|
2.41K
$497K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
84New |
$13.2K - $14.6K
|
84
$17.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
79+ 3.13% |
$12.4K - $13.8K
|
2.6K
$538K
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
75New |
$11.8K - $13.1K
|
75
$15.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
24New |
$3.78K - $4.19K
|
24
$4.96K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
9+ 1.38% |
$1.42K - $1.57K
|
659
$136K
|
|
|
Nov 09, 2023
Q3 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
5+ 0.04% |
$787 - $872
|
12.7K
$2.62M
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
5New |
$787 - $872
|
5
$1.03K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$315 - $349
|
2.5K
$517K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1+ 0.51% |
$157 - $174
|
197
$40.7K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
91KNew |
$13.7M - $15M
|
91K
$18.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
50.5KNew |
$7.61M - $8.35M
|
50.5K
$10.4M
|
|