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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q4 2022
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
1.31KNew |
$193K - $222K
|
1.31K
$246K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
1.29KNew |
$190K - $218K
|
1.29K
$242K
|
|
|
Jan 25, 2023
Q4 2022
|
Wealth Advisors, Inc.
|
BUY
|
- |
1.27KNew |
$187K - $215K
|
1.27K
$239K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
784New |
$115K - $133K
|
784
$148K
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
648New |
$95.4K - $110K
|
648
$122K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
626+ 517.36% |
$92.2K - $106K
|
747
$141K
|
|
|
Feb 14, 2023
Q4 2022
|
Forest Hill Capital, LLC
Little Rock, AR |
BUY
|
- |
600+ 9.52% |
$88.4K - $102K
|
6.9K
$1.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
408New |
$60.1K - $69.2K
|
408
$76.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
296New |
$43.6K - $50.2K
|
296
$55.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
223New |
$32.8K - $37.8K
|
223
$42K
|
|
|
Jan 20, 2023
Q4 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
BUY
|
- |
200+ 14.29% |
$29.5K - $33.9K
|
1.6K
$301K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
192New |
$28.3K - $32.6K
|
192
$36.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
143New |
$21.1K - $24.2K
|
143
$26.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
135New |
$19.9K - $22.9K
|
135
$25.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
134New |
$19.7K - $22.7K
|
134
$25.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
102+ 1.56% |
$15K - $17.3K
|
6.66K
$1.25M
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
101+ 439.13% |
$14.9K - $17.1K
|
124
$23.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Quaker Wealth Management, LLC
|
BUY
|
- |
78+ 0.21% |
$11.5K - $13.2K
|
36.8K
$6.93M
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
72New |
$10.6K - $12.2K
|
72
$13.6K
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
43New |
$6.33K - $7.29K
|
43
$8.09K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
37New |
$5.45K - $6.27K
|
37
$6.96K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
29New |
$4.27K - $4.92K
|
29
$5.46K
|
|
|
Jan 27, 2023
Q4 2022
|
Asio Capital, LLC
|
BUY
|
- |
23New |
$3.39K - $3.9K
|
23
$4.33K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
18New |
$2.65K - $3.05K
|
18
$3.39K
|
|
|
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
BUY
|
- |
14+ 35.9% |
$2.06K - $2.37K
|
53
$9.98K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
13New |
$1.91K - $2.2K
|
13
$2.45K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
11+ 0.14% |
$1.62K - $1.86K
|
7.91K
$1.49M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
8+ 36.36% |
$1.18K - $1.36K
|
30
$5.65K
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
2+ 0.12% |
$295 - $339
|
1.72K
$323K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1+ 0.05% |
$147 - $170
|
1.84K
$347K
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
1+ 2.08% |
$147 - $170
|
49
$9.22K
|
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1New |
$147 - $170
|
1
$188
|
|
| Q3 2022 | |||||||
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
26KNew |
$3.73M - $4.5M
|
26K
$4.89M
|
|
|
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
23.7KNew |
$3.4M - $4.1M
|
23.7K
$4.46M
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
9.84K+ 837.07% |
$1.41M - $1.7M
|
11K
$2.07M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
8.78K+ 65.07% |
$1.26M - $1.52M
|
22.3K
$4.19M
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
6.22K+ 297.51% |
$891K - $1.07M
|
8.3K
$1.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
3.34K+ 195.1% |
$479K - $578K
|
5.06K
$951K
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
2.09KNew |
$300K - $362K
|
2.09K
$394K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
1.38K+ 19.91% |
$197K - $238K
|
8.28K
$1.56M
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
BUY
|
- |
1.37K+ 1.77% |
$197K - $237K
|
78.7K
$14.8M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
552New |
$79.2K - $95.4K
|
552
$104K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
360New |
$51.6K - $62.2K
|
360
$67.8K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
185New |
$26.5K - $32K
|
185
$34.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
130+ 0.24% |
$18.6K - $22.5K
|
53.7K
$10.1M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
125+ 0.85% |
$17.9K - $21.6K
|
14.9K
$2.8M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
120+ 96.0% |
$17.2K - $20.7K
|
245
$46.1K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
60New |
$8.6K - $10.4K
|
60
$11.3K
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
BUY
|
- |
60+ 2.06% |
$8.6K - $10.4K
|
2.98K
$560K
|
|
|
Oct 25, 2022
Q3 2022
|
Eidelman Virant Capital
|
BUY
|
- |
31+ 0.49% |
$4.45K - $5.36K
|
6.3K
$1.19M
|
|