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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
536+ 0.88% |
$106K - $116K
|
61.7K
$12.8M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
509+ 11.26% |
$100K - $111K
|
5.03K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
509+ 1.46% |
$100K - $111K
|
35.4K
$7.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
508+ 9.12% |
$100K - $110K
|
6.08K
$1.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
503+ 2.4% |
$99.3K - $109K
|
21.5K
$4.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
499+ 33.2% |
$98.5K - $108K
|
2K
$414K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
476+ 4.26% |
$93.9K - $103K
|
11.7K
$2.41M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
473New |
$93.4K - $103K
|
473
$97.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
461+ 3.14% |
$91K - $100K
|
15.1K
$3.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
444+ 1.95% |
$87.6K - $96.5K
|
23.2K
$4.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
430+ 1.79% |
$84.9K - $93.4K
|
24.5K
$5.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
425+ 21.46% |
$83.9K - $92.4K
|
2.41K
$497K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
399New |
$78.7K - $86.7K
|
399
$82.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
383+ 0.65% |
$75.6K - $83.2K
|
58.9K
$12.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
376+ 5.55% |
$74.2K - $81.7K
|
7.15K
$1.48M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
346+ 823.81% |
$68.3K - $75.2K
|
388
$80.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
325+ 1.83% |
$64.1K - $70.6K
|
18.1K
$3.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
322+ 26.99% |
$63.5K - $70K
|
1.52K
$313K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
308+ 4.34% |
$60.8K - $66.9K
|
7.4K
$1.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
291+ 1.41% |
$57.4K - $63.2K
|
20.9K
$4.31M
|
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
286+ 2.43% |
$56.4K - $62.1K
|
12K
$2.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
282+ 1.27% |
$55.7K - $61.3K
|
22.5K
$4.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
273+ 5.37% |
$53.9K - $59.3K
|
5.36K
$1.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
256+ 2.4% |
$50.5K - $55.6K
|
10.9K
$2.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
248+ 6.35% |
$48.9K - $53.9K
|
4.15K
$858K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
245+ 2.07% |
$48.4K - $53.2K
|
12.1K
$2.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
BUY
|
- |
237+ 2.28% |
$46.8K - $51.5K
|
10.7K
$2.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
227+ 1.53% |
$44.8K - $49.3K
|
15.1K
$3.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
225+ 24.51% |
$44.4K - $48.9K
|
1.14K
$236K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
222+ 0.07% |
$43.8K - $48.2K
|
315K
$65.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
215+ 5.54% |
$42.4K - $46.7K
|
4.09K
$846K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
214+ 10.66% |
$42.2K - $46.5K
|
2.22K
$459K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
200+ 1.33% |
$39.5K - $43.5K
|
15.2K
$3.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
190+ 2.07% |
$37.5K - $41.3K
|
9.38K
$1.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
186+ 12.29% |
$36.7K - $40.4K
|
1.7K
$351K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
183+ 16.94% |
$36.1K - $39.8K
|
1.26K
$261K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
177+ 0.92% |
$34.9K - $38.5K
|
19.5K
$4.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
172+ 4.9% |
$33.9K - $37.4K
|
3.68K
$761K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
162New |
$32K - $35.2K
|
162
$33.5K
|
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
162+ 0.57% |
$32K - $35.2K
|
28.6K
$5.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
159+ 5.14% |
$31.4K - $34.6K
|
3.26K
$673K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
157+ 1.13% |
$31K - $34.1K
|
14K
$2.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
151+ 12.69% |
$29.8K - $32.8K
|
1.34K
$277K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
151+ 1.97% |
$29.8K - $32.8K
|
7.82K
$1.62M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
150+ 16.48% |
$29.6K - $32.6K
|
1.06K
$219K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
142+ 1.7% |
$28K - $30.9K
|
8.47K
$1.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
129+ 0.35% |
$25.5K - $28K
|
36.8K
$7.6M
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
121+ 5.11% |
$23.9K - $26.3K
|
2.49K
$514K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
113+ 4.0% |
$22.3K - $24.6K
|
2.94K
$607K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
112+ 1.46% |
$22.1K - $24.3K
|
7.77K
$1.61M
|