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 |
---|---|---|---|---|---|---|---|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
3.48K+ 6.43% |
$548K - $607K
|
57.6K
$11.7M
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
3.21K+ 4.92% |
$505K - $560K
|
68.5K
$14M
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.73KNew |
$272K - $302K
|
1.73K
$353K
|
|
Nov 08, 2023
Q3 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.64KNew |
$258K - $286K
|
1.64K
$334K
|
|
Nov 02, 2023
Q3 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
1.35KNew |
$213K - $236K
|
1.35K
$276K
|
|
Nov 08, 2023
Q3 2023
|
Claris Advisors, LLC
|
BUY
|
- |
1.32KNew |
$207K - $229K
|
1.32K
$268K
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
551+ 2.71% |
$86.7K - $96.1K
|
20.9K
$4.26M
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
500New |
$78.7K - $87.2K
|
500
$102K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
499New |
$78.5K - $87K
|
499
$102K
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
351+ 16.24% |
$55.2K - $61.2K
|
2.51K
$512K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
338New |
$53.2K - $58.9K
|
338
$68.9K
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
301New |
$47.4K - $52.5K
|
301
$61.4K
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
245+ 16.77% |
$38.5K - $42.7K
|
1.71K
$348K
|
|
Oct 27, 2023
Q3 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
200+ 200.0% |
$31.5K - $34.9K
|
300
$61.2K
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
133+ 37.46% |
$20.9K - $23.2K
|
488
$99.5K
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
120New |
$18.9K - $20.9K
|
120
$24.5K
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
111New |
$17.5K - $19.4K
|
111
$22.6K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
94New |
$14.8K - $16.4K
|
94
$19.2K
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
94New |
$14.8K - $16.4K
|
94
$19.2K
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
87+ 3.75% |
$13.7K - $15.2K
|
2.41K
$491K
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
84New |
$13.2K - $14.6K
|
84
$17.1K
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
79+ 3.13% |
$12.4K - $13.8K
|
2.6K
$531K
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
75New |
$11.8K - $13.1K
|
75
$15.3K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
24New |
$3.78K - $4.19K
|
24
$4.89K
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
9+ 1.38% |
$1.42K - $1.57K
|
659
$134K
|
|
Nov 09, 2023
Q3 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
5+ 0.04% |
$787 - $872
|
12.7K
$2.59M
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
5New |
$787 - $872
|
5
$1.02K
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$315 - $349
|
2.5K
$510K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1+ 0.51% |
$157 - $174
|
197
$40.2K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
91KNew |
$13.7M - $15M
|
91K
$18.6M
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
50.5KNew |
$7.61M - $8.35M
|
50.5K
$10.3M
|
|
Aug 11, 2023
Q2 2023
|
Granby Capital Management, LLC
|
BUY
|
- |
35KNew |
$5.28M - $5.79M
|
35K
$7.14M
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
15.4KNew |
$2.32M - $2.54M
|
15.4K
$3.13M
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
12K+ 23.45% |
$1.81M - $1.99M
|
63.3K
$12.9M
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
8.23K+ 1.34% |
$1.24M - $1.36M
|
623K
$127M
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
2.18KNew |
$329K - $361K
|
2.18K
$445K
|
|
Aug 03, 2023
Q2 2023
|
State Of Wisconsin Board Of Commissioners Of Public Lands
Madison, WI |
BUY
|
- |
2K+ 2.99% |
$301K - $331K
|
69K
$14.1M
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.9KNew |
$287K - $314K
|
1.9K
$388K
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
1.71KNew |
$258K - $283K
|
1.71K
$349K
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.53KNew |
$230K - $252K
|
1.53K
$311K
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.4KNew |
$211K - $231K
|
1.4K
$285K
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
BUY
|
- |
1.31KNew |
$198K - $217K
|
1.31K
$268K
|
|
Jul 28, 2023
Q2 2023
|
Resource Planning Group
|
BUY
|
- |
1.29KNew |
$194K - $213K
|
1.29K
$263K
|
|
Dec 01, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
1.26KNew |
$190K - $208K
|
1.26K
$257K
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
1.26KNew |
$189K - $208K
|
1.26K
$256K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
594New |
$89.5K - $98.2K
|
594
$121K
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
430+ 0.64% |
$64.8K - $71.1K
|
67.4K
$13.7M
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
275New |
$41.5K - $45.5K
|
275
$56.1K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
176New |
$26.5K - $29.1K
|
176
$35.9K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
95+ 12.04% |
$14.3K - $15.7K
|
884
$180K
|