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
|
Crestone Asset Management LLC
|
BUY
|
- |
87+ 3.75% |
$13.7K - $15.2K
|
2.41K
$447K
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
84New |
$13.2K - $14.6K
|
84
$15.6K
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
79+ 3.13% |
$12.4K - $13.8K
|
2.6K
$483K
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
75New |
$11.8K - $13.1K
|
75
$13.9K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
24New |
$3.78K - $4.19K
|
24
$4.45K
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
9+ 1.38% |
$1.42K - $1.57K
|
659
$122K
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
5New |
$787 - $872
|
5
$928
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$315 - $349
|
2.5K
$464K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1+ 0.51% |
$157 - $174
|
197
$36.6K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
91KNew |
$13.7M - $15M
|
91K
$16.9M
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
50.5KNew |
$7.61M - $8.35M
|
50.5K
$9.37M
|
|
Aug 11, 2023
Q2 2023
|
Granby Capital Management, LLC
|
BUY
|
- |
35KNew |
$5.28M - $5.79M
|
35K
$6.5M
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
15.4KNew |
$2.32M - $2.54M
|
15.4K
$2.85M
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
12K+ 23.45% |
$1.81M - $1.99M
|
63.3K
$11.7M
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
8.23K+ 1.34% |
$1.24M - $1.36M
|
623K
$116M
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
2.18KNew |
$329K - $361K
|
2.18K
$405K
|
|
Aug 03, 2023
Q2 2023
|
State Of Wisconsin Board Of Commissioners Of Public Lands
Madison, WI |
BUY
|
- |
2K+ 2.99% |
$301K - $331K
|
69K
$12.8M
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
1.71KNew |
$258K - $283K
|
1.71K
$318K
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.53KNew |
$230K - $252K
|
1.53K
$283K
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.4KNew |
$211K - $231K
|
1.4K
$259K
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
BUY
|
- |
1.31KNew |
$198K - $217K
|
1.31K
$243K
|
|
Jul 28, 2023
Q2 2023
|
Resource Planning Group
|
BUY
|
- |
1.29KNew |
$194K - $213K
|
1.29K
$239K
|
|
Dec 01, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
1.26KNew |
$190K - $208K
|
1.26K
$233K
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
1.26KNew |
$189K - $208K
|
1.26K
$233K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
594New |
$89.5K - $98.2K
|
594
$110K
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
430+ 0.64% |
$64.8K - $71.1K
|
67.4K
$12.5M
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
275New |
$41.5K - $45.5K
|
275
$51K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
176New |
$26.5K - $29.1K
|
176
$32.7K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
95+ 12.04% |
$14.3K - $15.7K
|
884
$164K
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
75New |
$11.3K - $12.4K
|
75
$13.9K
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
56New |
$8.44K - $9.26K
|
56
$10.4K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
41+ 40.2% |
$6.18K - $6.78K
|
143
$26.5K
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
35New |
$5.28K - $5.79K
|
35
$6.5K
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
15New |
$2.26K - $2.48K
|
15
$2.78K
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
10New |
$1.51K - $1.65K
|
10
$1.86K
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
9+ 0.49% |
$1.36K - $1.49K
|
1.85K
$343K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
7New |
$1.06K - $1.16K
|
7
$1.3K
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
4New |
$603 - $662
|
4
$742
|
|
Jul 28, 2023
Q2 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 0.61% |
$151 - $165
|
166
$30.8K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.12% |
$151 - $165
|
864
$160K
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1+ 0.05% |
$151 - $165
|
1.84K
$341K
|
|
Q1 2023 | |||||||
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
30.8KNew |
$4.63M - $5.47M
|
30.8K
$5.72M
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
6.66K+ 15.34% |
$1M - $1.18M
|
50K
$9.29M
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
5.5K+ 247.52% |
$825K - $976K
|
7.72K
$1.43M
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.28KNew |
$492K - $582K
|
3.28K
$608K
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.29KNew |
$343K - $406K
|
2.29K
$424K
|
|
May 15, 2023
Q1 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
2.16KNew |
$324K - $383K
|
2.16K
$400K
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
1.55KNew |
$232K - $275K
|
1.55K
$287K
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.48K+ 10.89% |
$222K - $263K
|
15.1K
$2.8M
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
1.29KNew |
$193K - $229K
|
1.29K
$239K
|