Latest Institutional Transactions on Vanguard Small Cap Value ETF (VBR)
This table provides information on the latest institutional transactions involving Vanguard Small Cap Value ETF (VBR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 08, 2025
Q3 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
177+ 3.76% |
$34.6K - $37.6K
|
4.88K
$1M
|
|
|
Dec 05, 2025
Q3 2025
|
Vestwell Advisors, LLC
New York, NY |
BUY
|
- |
540+ 8.09% |
$106K - $115K
|
7.22K
$1.48M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.58K+ 32.31% |
$504K - $548K
|
10.6K
$2.17M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
14.2K+ 1.79% |
$2.78M - $3.02M
|
809K
$166M
|
|
|
Dec 01, 2025
Q3 2025
|
Payne Capital Management, LLC
New York, NY |
BUY
|
- |
7.31K+ 13.78% |
$1.43M - $1.55M
|
60.4K
$12.4M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
211New |
$41.2K - $44.8K
|
211
$43.4K
|
|
|
Nov 24, 2025
Q3 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
25+ 0.89% |
$4.89K - $5.31K
|
2.84K
$584K
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1K+ 1.75% |
$196K - $213K
|
58.4K
$12M
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
52+ 2.48% |
$10.2K - $11K
|
2.15K
$442K
|
|
|
Nov 21, 2025
Q3 2025
|
Petix & Botte CO
|
SELL
|
- |
-700- 10.5% |
$137K - $149K
|
5.97K
$1.23M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.43K+ 15.21% |
$280K - $304K
|
10.9K
$2.23M
|
|
|
Nov 20, 2025
Q3 2025
|
Mayport, LLC
|
BUY
|
- |
855+ 2.08% |
$167K - $182K
|
42K
$8.62M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-417- 5.72% |
$81.5K - $88.6K
|
6.87K
$1.41M
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.71K- 43.27% |
$530K - $576K
|
3.56K
$731K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
13+ 0.44% |
$2.54K - $2.76K
|
2.95K
$606K
|
|
|
Nov 20, 2025
Q3 2025
|
True Wealth Financial Partners
|
BUY
|
- |
4.58K+ 5.16% |
$895K - $973K
|
93.4K
$19.2M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
25.9KNew |
$5.06M - $5.5M
|
25.9K
$5.33M
|
|
|
Nov 19, 2025
Q3 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-19- 1.22% |
$3.71K - $4.04K
|
1.54K
$317K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-11.1K- 53.81% |
$2.16M - $2.35M
|
9.51K
$1.95M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
87.9K+ 7.73% |
$17.2M - $18.7M
|
1.22M
$252M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.64K+ 2148.78% |
$516K - $561K
|
2.77K
$568K
|
|
|
Nov 19, 2025
Q3 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-3.48K- 25.25% |
$680K - $739K
|
10.3K
$2.12M
|
|
|
Nov 18, 2025
Q3 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1.27K- 3.3% |
$249K - $271K
|
37.3K
$7.67M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.76K+ 2.83% |
$344K - $374K
|
64.1K
$13.2M
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
4+ 0.27% |
$782 - $849
|
1.46K
$300K
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.44K- 51.08% |
$282K - $306K
|
1.38K
$284K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
228New |
$44.6K - $48.4K
|
228
$46.8K
|
|
|
Nov 17, 2025
Q3 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-10- 25.0% |
$1.95K - $2.12K
|
30
$6.16K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
36+ 2.53% |
$7.03K - $7.65K
|
1.46K
$300K
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1.42K- 3.73% |
$277K - $302K
|
36.7K
$7.54M
|
|
|
Nov 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
254+ 1.9% |
$49.6K - $53.9K
|
13.6K
$2.8M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.44K+ 11.85% |
$281K - $306K
|
13.6K
$2.79M
|
|
|
Nov 17, 2025
Q3 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-68- 2.49% |
$13.3K - $14.4K
|
2.66K
$547K
|
|
|
Nov 17, 2025
Q3 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-155- 8.89% |
$30.3K - $32.9K
|
1.59K
$326K
|
|
|
Nov 17, 2025
Q3 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
482+ 3.9% |
$94.2K - $102K
|
12.8K
$2.64M
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1- 0.85% |
$195 - $212
|
117
$24K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
146+ 5.51% |
$28.5K - $31K
|
2.79K
$574K
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
SELL
|
- |
-364- 11.64% |
$71.1K - $77.3K
|
2.76K
$568K
|
|
|
Nov 17, 2025
Q3 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-220- 7.18% |
$43K - $46.7K
|
2.85K
$585K
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-3.03K- 5.22% |
$593K - $644K
|
55K
$11.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-12- 0.66% |
$2.34K - $2.55K
|
1.81K
$371K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.9K+ 18.47% |
$2.52M - $2.74M
|
82.9K
$17M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.9K+ 3.63% |
$2.52M - $2.74M
|
368K
$75.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
577+ 13.58% |
$113K - $123K
|
4.83K
$992K
|
|
|
Nov 14, 2025
Q3 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-435- 27.05% |
$85K - $92.4K
|
1.17K
$241K
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-2K- 1.33% |
$392K - $426K
|
149K
$30.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
69+ 4.66% |
$13.5K - $14.7K
|
1.55K
$319K
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-141- 10.26% |
$27.6K - $29.9K
|
1.23K
$253K
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
36+ 1.46% |
$7.03K - $7.65K
|
2.5K
$514K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-37- 6.64% |
$7.23K - $7.86K
|
520
$107K
|
|