Purchases and Sales Made in Q4 2025 in Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR) during Q4 2025. The information is specifically focused on institutions that hold shares of VANGUARD SMALL-CAP VALUE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
143K+ 3765.95% |
$28.9M - $30.3M
|
147K
$30.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
31.2KNew |
$6.28M - $6.58M
|
31.2K
$6.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Fluent Financial, LLC
|
BUY
|
- |
16.8KNew |
$3.38M - $3.55M
|
16.8K
$3.45M
|
|
|
Jan 15, 2026
Q4 2025
|
Powerhouse Assets LLC
Lincoln, MA |
BUY
|
- |
10.6KNew |
$2.14M - $2.24M
|
10.6K
$2.18M
|
|
|
Jan 12, 2026
Q4 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
10.5KNew |
$2.11M - $2.21M
|
10.5K
$2.15M
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
6.63K+ 27.96% |
$1.34M - $1.4M
|
30.4K
$6.24M
|
|
|
Jan 07, 2026
Q4 2025
|
Marotta Asset Management
|
BUY
|
- |
6.39K+ 4.64% |
$1.29M - $1.35M
|
144K
$29.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
5.1KNew |
$1.03M - $1.08M
|
5.1K
$1.05M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
4.78KNew |
$963K - $1.01M
|
4.78K
$982K
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
4.35K+ 8.76% |
$877K - $919K
|
54.1K
$11.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
3.65K+ 291.15% |
$735K - $771K
|
4.91K
$1.01M
|
|
|
Jan 13, 2026
Q4 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
3.16K+ 4.28% |
$636K - $667K
|
76.9K
$15.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.13K+ 71.72% |
$631K - $661K
|
7.5K
$1.54M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
2.91K+ 12.97% |
$586K - $614K
|
25.3K
$5.21M
|
|
|
Jan 08, 2026
Q4 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
2.68K+ 0.71% |
$539K - $565K
|
381K
$78.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
2.43K+ 6.48% |
$490K - $514K
|
40K
$8.21M
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
2.43K+ 59.44% |
$490K - $514K
|
6.53K
$1.34M
|
|
|
Jan 14, 2026
Q4 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
2.33K+ 4.06% |
$469K - $492K
|
59.6K
$12.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
2.24K+ 224.3% |
$452K - $474K
|
3.24K
$666K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.86K+ 5.13% |
$375K - $393K
|
38.2K
$7.85M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.84KNew |
$371K - $389K
|
1.84K
$379K
|
|
|
Jan 08, 2026
Q4 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
1.82K+ 5.29% |
$366K - $384K
|
36.2K
$7.43M
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.76K+ 79.19% |
$354K - $371K
|
3.98K
$817K
|
|
|
Jan 14, 2026
Q4 2025
|
Mor Wealth Management, LLC
Philadelphia, PA |
BUY
|
- |
1.56KNew |
$313K - $328K
|
1.56K
$319K
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.5KNew |
$303K - $318K
|
1.5K
$309K
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.45K+ 9.46% |
$291K - $305K
|
16.7K
$3.44M
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.29K+ 6.86% |
$259K - $272K
|
20.1K
$4.12M
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.18K+ 1842.19% |
$237K - $249K
|
1.24K
$255K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
1.15K+ 21.39% |
$232K - $243K
|
6.54K
$1.34M
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.07K+ 29.32% |
$215K - $225K
|
4.71K
$967K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.05K+ 6.37% |
$211K - $221K
|
17.5K
$3.59M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
969New |
$195K - $205K
|
969
$199K
|
|
|
Jan 12, 2026
Q4 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
957New |
$193K - $202K
|
957
$197K
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
947+ 24.6% |
$191K - $200K
|
4.8K
$986K
|
|
|
Jan 07, 2026
Q4 2025
|
Bay Rivers Group
|
BUY
|
- |
901+ 3.85% |
$181K - $190K
|
24.3K
$5M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
888+ 80.65% |
$179K - $188K
|
1.99K
$409K
|
|
|
Jan 14, 2026
Q4 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
786+ 1.99% |
$158K - $166K
|
40.3K
$8.29M
|
|
|
Jan 14, 2026
Q4 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
775+ 2.1% |
$156K - $164K
|
37.6K
$7.73M
|
|
|
Jan 08, 2026
Q4 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
765+ 1.53% |
$154K - $162K
|
50.7K
$10.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
722+ 41.28% |
$145K - $152K
|
2.47K
$508K
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
704+ 0.98% |
$142K - $149K
|
72.2K
$14.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
685+ 3.25% |
$138K - $145K
|
21.8K
$4.48M
|
|
|
Jan 13, 2026
Q4 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
646+ 12.57% |
$130K - $136K
|
5.79K
$1.19M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
643+ 7.28% |
$130K - $136K
|
9.48K
$1.95M
|
|
|
Jan 15, 2026
Q4 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
602+ 6.2% |
$121K - $127K
|
10.3K
$2.12M
|
|
|
Jan 14, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
494+ 9.68% |
$99.5K - $104K
|
5.6K
$1.15M
|
|
|
Jan 14, 2026
Q4 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
484+ 0.85% |
$97.5K - $102K
|
57.1K
$11.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
446+ 18.21% |
$89.8K - $94.2K
|
2.9K
$595K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
355+ 0.78% |
$71.5K - $75K
|
45.9K
$9.42M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
349+ 2.26% |
$70.3K - $73.7K
|
15.8K
$3.25M
|
|