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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
BUY
|
- |
27+ 1.73% |
$5.44K - $5.7K
|
1.59K
$327K
|
|
|
Jan 09, 2026
Q4 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
146+ 0.64% |
$29.4K - $30.8K
|
22.8K
$4.69M
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
2.43K+ 59.44% |
$490K - $514K
|
6.53K
$1.34M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
2.91K+ 12.97% |
$586K - $614K
|
25.3K
$5.21M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2+ 0.16% |
$403 - $422
|
1.23K
$253K
|
|
|
Jan 09, 2026
Q4 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-51- 1.17% |
$10.3K - $10.8K
|
4.33K
$889K
|
|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-80- 1.66% |
$16.1K - $16.9K
|
4.73K
$971K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
64+ 1.17% |
$12.9K - $13.5K
|
5.55K
$1.14M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
133+ 10.95% |
$26.8K - $28.1K
|
1.35K
$277K
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-184- 3.68% |
$37.1K - $38.9K
|
4.82K
$990K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
95+ 1.57% |
$19.1K - $20.1K
|
6.15K
$1.26M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.42K- 9.49% |
$286K - $299K
|
13.5K
$2.78M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
42+ 0.23% |
$8.46K - $8.87K
|
18K
$3.71M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.82K- 1.26% |
$1.17M - $1.23M
|
455K
$93.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
SELL
|
- |
-65- 0.74% |
$13.1K - $13.7K
|
8.7K
$1.79M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.27K- 35.07% |
$256K - $268K
|
2.35K
$483K
|
|
|
Jan 08, 2026
Q4 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-47.4K- 7.71% |
$9.55M - $10M
|
568K
$117M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
32+ 2.95% |
$6.45K - $6.76K
|
1.12K
$229K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-226- 9.49% |
$45.5K - $47.7K
|
2.16K
$443K
|
|
|
Jan 08, 2026
Q4 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
765+ 1.53% |
$154K - $162K
|
50.7K
$10.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
2.68K+ 0.71% |
$539K - $565K
|
381K
$78.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
704+ 0.98% |
$142K - $149K
|
72.2K
$14.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-9.94K- 52.24% |
$2M - $2.1M
|
9.09K
$1.87M
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
SELL
|
- |
-80- 25.32% |
$16.1K - $16.9K
|
236
$48.5K
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
4.78KNew |
$963K - $1.01M
|
4.78K
$982K
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-119- 1.21% |
$24K - $25.1K
|
9.73K
$2M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-341- 5.02% |
$68.7K - $72K
|
6.45K
$1.32M
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-99.5K- 44.35% |
$20M - $21M
|
125K
$25.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3+ 0.07% |
$604 - $633
|
4.33K
$889K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
125+ 1.5% |
$25.2K - $26.4K
|
8.45K
$1.74M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-59- 2.77% |
$11.9K - $12.5K
|
2.07K
$426K
|
|
|
Jan 08, 2026
Q4 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-258- 0.63% |
$52K - $54.5K
|
40.7K
$8.37M
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
276+ 9.24% |
$55.6K - $58.3K
|
3.26K
$671K
|
|
|
Jan 08, 2026
Q4 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
3+ 0.14% |
$604 - $633
|
2.14K
$439K
|
|
|
Jan 08, 2026
Q4 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
1.82K+ 5.29% |
$366K - $384K
|
36.2K
$7.43M
|
|
|
Jan 07, 2026
Q4 2025
|
Bay Rivers Group
|
BUY
|
- |
901+ 3.85% |
$181K - $190K
|
24.3K
$5M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.86K+ 5.13% |
$375K - $393K
|
38.2K
$7.85M
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-66- 5.2% |
$13.3K - $13.9K
|
1.2K
$247K
|
|
|
Jan 07, 2026
Q4 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-9- 0.26% |
$1.81K - $1.9K
|
3.44K
$706K
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
4.35K+ 8.76% |
$877K - $919K
|
54.1K
$11.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-728- 7.49% |
$147K - $154K
|
8.99K
$1.85M
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-138- 5.28% |
$27.8K - $29.1K
|
2.48K
$509K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
37+ 2.0% |
$7.45K - $7.81K
|
1.88K
$387K
|
|
|
Jan 07, 2026
Q4 2025
|
Marotta Asset Management
|
BUY
|
- |
6.39K+ 4.64% |
$1.29M - $1.35M
|
144K
$29.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
9+ 0.78% |
$1.81K - $1.9K
|
1.17K
$240K
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-49- 3.45% |
$9.87K - $10.3K
|
1.37K
$282K
|
|
|
Jan 07, 2026
Q4 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-688- 4.45% |
$139K - $145K
|
14.8K
$3.04M
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
8+ 0.44% |
$1.61K - $1.69K
|
1.81K
$372K
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.29K+ 6.86% |
$259K - $272K
|
20.1K
$4.12M
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
2.43K+ 6.48% |
$490K - $514K
|
40K
$8.21M
|
|