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 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
1+ 2.08% |
$147 - $170
|
49
$10.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1New |
$147 - $170
|
1
$207
|
|
| Q3 2022 | |||||||
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
26KNew |
$3.73M - $4.5M
|
26K
$5.37M
|
|
|
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
23.7KNew |
$3.4M - $4.1M
|
23.7K
$4.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
9.84K+ 837.07% |
$1.41M - $1.7M
|
11K
$2.28M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
8.78K+ 65.07% |
$1.26M - $1.52M
|
22.3K
$4.6M
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
6.22K+ 297.51% |
$891K - $1.07M
|
8.3K
$1.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
3.34K+ 195.1% |
$479K - $578K
|
5.06K
$1.04M
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
2.09KNew |
$300K - $362K
|
2.09K
$433K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
1.38K+ 19.91% |
$197K - $238K
|
8.28K
$1.71M
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
BUY
|
- |
1.37K+ 1.77% |
$197K - $237K
|
78.7K
$16.3M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
552New |
$79.2K - $95.4K
|
552
$114K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
360New |
$51.6K - $62.2K
|
360
$74.4K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
185New |
$26.5K - $32K
|
185
$38.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
130+ 0.24% |
$18.6K - $22.5K
|
53.7K
$11.1M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
125+ 0.85% |
$17.9K - $21.6K
|
14.9K
$3.08M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
120+ 96.0% |
$17.2K - $20.7K
|
245
$50.6K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
60New |
$8.6K - $10.4K
|
60
$12.4K
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
BUY
|
- |
60+ 2.06% |
$8.6K - $10.4K
|
2.98K
$615K
|
|
|
Oct 25, 2022
Q3 2022
|
Eidelman Virant Capital
|
BUY
|
- |
31+ 0.49% |
$4.45K - $5.36K
|
6.3K
$1.3M
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
26New |
$3.73K - $4.49K
|
26
$5.37K
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
9New |
$1.29K - $1.56K
|
9
$1.86K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
9+ 0.46% |
$1.29K - $1.56K
|
1.98K
$409K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
8+ 0.19% |
$1.15K - $1.38K
|
4.28K
$883K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6+ 2.25% |
$860 - $1.04K
|
273
$56.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.25% |
$430 - $519
|
1.19K
$246K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.36% |
$430 - $519
|
833
$172K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.45% |
$143 - $173
|
221
$45.7K
|
|
| Q2 2022 | |||||||
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
BUY
|
- |
36.3KNew |
$5.32M - $6.47M
|
36.3K
$7.5M
|
|
|
Jul 20, 2022
Q2 2022
|
Bullseye Investment Management, LLC
|
BUY
|
- |
19.2KNew |
$2.81M - $3.41M
|
19.2K
$3.96M
|
|
|
Nov 17, 2022
Q2 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
11.8KNew |
$1.74M - $2.11M
|
11.8K
$2.45M
|
|
|
Aug 08, 2022
Q2 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
8.87KNew |
$1.3M - $1.58M
|
8.87K
$1.83M
|
|
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
5.63KNew |
$826K - $1M
|
5.63K
$1.16M
|
|
|
Aug 11, 2022
Q2 2022
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
5.54KNew |
$813K - $988K
|
5.54K
$1.15M
|
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
5.49KNew |
$806K - $979K
|
5.49K
$1.14M
|
|
|
Jul 26, 2022
Q2 2022
|
Systelligence, LLC
|
BUY
|
- |
5.09K+ 18.41% |
$746K - $907K
|
32.7K
$6.76M
|
|
|
Aug 15, 2022
Q2 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
4.64KNew |
$680K - $827K
|
4.64K
$959K
|
|
|
Aug 08, 2022
Q2 2022
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
3.02KNew |
$444K - $539K
|
3.02K
$625K
|
|
|
Aug 01, 2022
Q2 2022
|
Pflug Koory, LLC
|
BUY
|
- |
2.78KNew |
$408K - $496K
|
2.78K
$575K
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
2.69K+ 8.94% |
$394K - $479K
|
32.7K
$6.77M
|
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
2.6KNew |
$381K - $463K
|
2.6K
$537K
|
|
|
Aug 08, 2022
Q2 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
2.12KNew |
$311K - $378K
|
2.12K
$438K
|
|
|
Aug 12, 2022
Q2 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
1.3K+ 37.53% |
$191K - $232K
|
4.77K
$985K
|
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.25KNew |
$183K - $223K
|
1.25K
$258K
|
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
BUY
|
- |
1.06K+ 1729.51% |
$155K - $188K
|
1.12K
$231K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
803New |
$118K - $143K
|
803
$166K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
729New |
$107K - $130K
|
729
$151K
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
400+ 19.02% |
$58.7K - $71.3K
|
2.5K
$517K
|
|
|
Aug 12, 2022
Q2 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
375+ 32.61% |
$55K - $66.8K
|
1.53K
$315K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
314New |
$46.1K - $56K
|
314
$64.9K
|
|