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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Sageworth Trust CO
|
BUY
|
- |
1.03K+ 7.33% |
$201K - $219K
|
15.1K
$3.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1.12KNew |
$218K - $237K
|
1.12K
$229K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
78.2K+ 12.06% |
$15.3M - $16.6M
|
727K
$149M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
888+ 58.81% |
$174K - $189K
|
2.4K
$493K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
SELL
|
- |
-34- 4.3% |
$6.64K - $7.22K
|
756
$155K
|
|
|
Nov 07, 2025
Q3 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
20+ 0.81% |
$3.91K - $4.25K
|
2.48K
$510K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3.39K- 3.83% |
$662K - $720K
|
85.1K
$17.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
13+ 0.02% |
$2.54K - $2.76K
|
67.8K
$13.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-196- 4.69% |
$38.3K - $41.6K
|
3.98K
$818K
|
|
|
Nov 07, 2025
Q3 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-29- 0.96% |
$5.67K - $6.16K
|
2.99K
$614K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
353+ 1.09% |
$69K - $75K
|
32.8K
$6.73M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
989+ 326.4% |
$193K - $210K
|
1.29K
$265K
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-116- 3.56% |
$22.7K - $24.6K
|
3.15K
$646K
|
|
|
Nov 07, 2025
Q3 2025
|
United Bank
Vienna, VA |
BUY
|
- |
1KNew |
$195K - $212K
|
1K
$205K
|
|
|
Nov 07, 2025
Q3 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-14- 0.38% |
$2.74K - $2.97K
|
3.69K
$758K
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
141New |
$27.6K - $29.9K
|
141
$29K
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.32KNew |
$258K - $280K
|
1.32K
$271K
|
|
|
Nov 07, 2025
Q3 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-112- 5.56% |
$21.9K - $23.8K
|
1.9K
$391K
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
15+ 0.46% |
$2.93K - $3.19K
|
3.31K
$680K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
32New |
$6.25K - $6.8K
|
32
$6.57K
|
|
|
Nov 07, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4+ 0.0% |
$782 - $849
|
161K
$33M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
108+ 0.56% |
$21.1K - $22.9K
|
19.5K
$4.02M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
6+ 0.61% |
$1.17K - $1.27K
|
992
$204K
|
|
|
Nov 07, 2025
Q3 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-95- 4.04% |
$18.6K - $20.2K
|
2.26K
$464K
|
|
|
Nov 07, 2025
Q3 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-77- 4.15% |
$15K - $16.4K
|
1.78K
$365K
|
|
|
Nov 07, 2025
Q3 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
1.75K+ 10.06% |
$342K - $371K
|
19.1K
$3.93M
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.43K- 5.03% |
$278K - $303K
|
26.9K
$5.53M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
13+ 0.31% |
$2.54K - $2.76K
|
4.26K
$876K
|
|
|
Nov 07, 2025
Q3 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
77+ 1.23% |
$15K - $16.4K
|
6.34K
$1.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
1KNew |
$196K - $213K
|
1K
$206K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.47K- 40.41% |
$287K - $312K
|
2.17K
$445K
|
|
|
Nov 07, 2025
Q3 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-49- 1.68% |
$9.58K - $10.4K
|
2.87K
$590K
|
|
|
Nov 07, 2025
Q3 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-9- 0.17% |
$1.76K - $1.91K
|
5.27K
$1.08M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-116- 9.57% |
$22.7K - $24.6K
|
1.1K
$225K
|
|
|
Nov 07, 2025
Q3 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-7.92K- 8.47% |
$1.55M - $1.68M
|
85.5K
$17.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-998- 6.02% |
$195K - $212K
|
15.6K
$3.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Grange Capital, LLC
Beaverton, OR |
SELL
|
- |
-8- 0.15% |
$1.56K - $1.7K
|
5.35K
$1.1M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-60- 0.37% |
$11.7K - $12.7K
|
16.2K
$3.33M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
432+ 4.04% |
$84.4K - $91.7K
|
11.1K
$2.28M
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
156+ 5.82% |
$30.5K - $33.1K
|
2.84K
$583K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-58- 0.86% |
$11.3K - $12.3K
|
6.69K
$1.37M
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
7.73K+ 241.04% |
$1.51M - $1.64M
|
10.9K
$2.25M
|
|
|
Nov 07, 2025
Q3 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-252- 16.76% |
$49.2K - $53.5K
|
1.25K
$257K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-441- 25.96% |
$86.2K - $93.7K
|
1.26K
$258K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-425- 0.32% |
$83K - $90.3K
|
132K
$27.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
BUY
|
- |
1.06K+ 8.67% |
$206K - $224K
|
13.2K
$2.72M
|
|
|
Nov 07, 2025
Q3 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
69+ 1.45% |
$13.5K - $14.7K
|
4.83K
$992K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
180+ 3.94% |
$35.2K - $38.2K
|
4.75K
$975K
|
|
|
Nov 07, 2025
Q3 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-1.58K- 2.81% |
$310K - $336K
|
54.7K
$11.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
36+ 0.8% |
$7.03K - $7.65K
|
4.52K
$928K
|
|