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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
240+ 4.07% |
$43.2K - $48.4K
|
6.14K
$1.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
238+ 7.89% |
$42.8K - $48K
|
3.26K
$635K
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
232+ 9.63% |
$41.8K - $46.8K
|
2.64K
$516K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
231New |
$41.6K - $46.6K
|
231
$45.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
231New |
$41.6K - $46.6K
|
231
$45.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
231+ 4.08% |
$41.6K - $46.6K
|
5.9K
$1.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
230+ 13.82% |
$41.4K - $46.4K
|
1.89K
$370K
|
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
225+ 7.87% |
$40.5K - $45.4K
|
3.09K
$602K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
220+ 12.8% |
$39.6K - $44.4K
|
1.94K
$379K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
217+ 2.68% |
$39.1K - $43.7K
|
8.32K
$1.62M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
210+ 11.2% |
$37.8K - $42.3K
|
2.09K
$407K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
210New |
$37.8K - $42.3K
|
210
$41K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
208+ 0.31% |
$37.4K - $41.9K
|
67K
$13.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
203+ 0.51% |
$36.5K - $40.9K
|
39.6K
$7.74M
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
203+ 0.25% |
$36.5K - $40.9K
|
79.9K
$15.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
200+ 1.55% |
$36K - $40.3K
|
13.1K
$2.56M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
200+ 1.61% |
$36K - $40.3K
|
12.7K
$2.47M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
197+ 0.82% |
$35.5K - $39.7K
|
24.1K
$4.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
197+ 0.62% |
$35.5K - $39.7K
|
32.2K
$6.29M
|
|
|
Oct 10, 2024
Q3 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
196+ 6.63% |
$35.3K - $39.5K
|
3.15K
$615K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
195+ 0.59% |
$35.1K - $39.3K
|
33.3K
$6.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
186+ 14.01% |
$33.5K - $37.5K
|
1.51K
$296K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
185+ 8.86% |
$33.3K - $37.3K
|
2.27K
$444K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
184+ 1.32% |
$33.1K - $37.1K
|
14.1K
$2.75M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
182+ 16.43% |
$32.8K - $36.7K
|
1.29K
$252K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
182+ 2.28% |
$32.8K - $36.7K
|
8.16K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
180+ 2.36% |
$32.4K - $36.3K
|
7.8K
$1.52M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
179+ 2.72% |
$32.2K - $36.1K
|
6.77K
$1.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
177+ 3.88% |
$31.9K - $35.7K
|
4.74K
$925K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
173+ 46.13% |
$31.1K - $34.9K
|
548
$107K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
169+ 1.37% |
$30.4K - $34.1K
|
12.5K
$2.44M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
169+ 52.81% |
$30.4K - $34.1K
|
489
$95.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
168New |
$30.2K - $33.9K
|
168
$32.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
167+ 0.96% |
$30.1K - $33.7K
|
17.6K
$3.44M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
157+ 1.75% |
$28.3K - $31.7K
|
9.12K
$1.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
157+ 1.07% |
$28.3K - $31.7K
|
14.9K
$2.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
155+ 9.69% |
$27.9K - $31.2K
|
1.75K
$342K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
155+ 0.6% |
$27.9K - $31.2K
|
25.8K
$5.04M
|
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
153+ 0.23% |
$27.5K - $30.8K
|
67.9K
$13.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
151+ 0.34% |
$27.2K - $30.4K
|
45K
$8.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
150+ 0.94% |
$27K - $30.2K
|
16K
$3.13M
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
148+ 2.6% |
$26.6K - $29.8K
|
5.84K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
147+ 2.11% |
$26.5K - $29.6K
|
7.13K
$1.39M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
145+ 8.68% |
$26.1K - $29.2K
|
1.82K
$355K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
BUY
|
- |
143+ 1.22% |
$25.7K - $28.8K
|
11.8K
$2.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
141+ 0.25% |
$25.4K - $28.4K
|
56K
$10.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
141+ 1.87% |
$25.4K - $28.4K
|
7.67K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
139+ 2.82% |
$25K - $28K
|
5.07K
$990K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
136+ 4.97% |
$24.5K - $27.4K
|
2.87K
$561K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
132+ 0.21% |
$23.8K - $26.6K
|
63.6K
$12.4M
|