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 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.01KNew |
$197K - $214K
|
1.01K
$207K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-9- 0.1% |
$1.76K - $1.91K
|
9.2K
$1.89M
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-38- 0.83% |
$7.43K - $8.07K
|
4.57K
$939K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
10.7K+ 5.26% |
$2.09M - $2.27M
|
214K
$44M
|
|
|
Nov 03, 2025
Q3 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-21- 1.07% |
$4.1K - $4.46K
|
1.94K
$398K
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-73- 0.72% |
$14.3K - $15.5K
|
10.1K
$2.07M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-130- 0.42% |
$25.4K - $27.6K
|
30.6K
$6.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
988New |
$193K - $210K
|
988
$203K
|
|
|
Nov 03, 2025
Q3 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1.1KNew |
$215K - $233K
|
1.1K
$226K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2+ 0.05% |
$391 - $425
|
3.84K
$790K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-173- 7.39% |
$33.8K - $36.7K
|
2.17K
$446K
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-664- 7.66% |
$130K - $141K
|
8.01K
$1.64M
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
626+ 22.22% |
$122K - $133K
|
3.44K
$707K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.4K+ 40.11% |
$273K - $297K
|
4.89K
$1M
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
19New |
$3.71K - $4.04K
|
19
$3.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
173+ 0.71% |
$33.8K - $36.7K
|
24.6K
$5.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-330- 35.95% |
$64.5K - $70.1K
|
588
$121K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
19+ 5.23% |
$3.71K - $4.04K
|
382
$78.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.06K+ 7.5% |
$597K - $649K
|
43.8K
$9M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
SELL
|
- |
-12- 1.04% |
$2.34K - $2.55K
|
1.14K
$235K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-305- 17.69% |
$59.6K - $64.8K
|
1.42K
$292K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-1- 0.07% |
$195 - $212
|
1.42K
$292K
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
65+ 5.04% |
$12.7K - $13.8K
|
1.36K
$278K
|
|
|
Nov 03, 2025
Q3 2025
|
Strategic Advisors LLC
|
BUY
|
- |
4.56K+ 254.81% |
$890K - $968K
|
6.34K
$1.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
319+ 17.66% |
$62.3K - $67.7K
|
2.13K
$437K
|
|
|
Nov 03, 2025
Q3 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-397- 8.86% |
$77.6K - $84.3K
|
4.08K
$839K
|
|
|
Nov 03, 2025
Q3 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
511+ 4.99% |
$99.9K - $109K
|
10.8K
$2.21M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1+ 0.07% |
$195 - $212
|
1.35K
$277K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
624New |
$122K - $133K
|
624
$128K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-537- 2.66% |
$105K - $114K
|
19.6K
$4.03M
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-827- 32.0% |
$162K - $176K
|
1.76K
$361K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.17K- 7.86% |
$228K - $248K
|
13.7K
$2.81M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
88+ 0.44% |
$17.2K - $18.7K
|
19.9K
$4.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Zeit Capital LLC
|
SELL
|
- |
-72- 0.3% |
$14.1K - $15.3K
|
24.2K
$4.98M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-814- 2.13% |
$159K - $173K
|
37.3K
$7.67M
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
4+ 0.18% |
$782 - $849
|
2.25K
$462K
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
978+ 6.19% |
$191K - $208K
|
16.8K
$3.45M
|
|
|
Nov 03, 2025
Q3 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-241- 11.42% |
$47.1K - $51.2K
|
1.87K
$384K
|
|
|
Nov 03, 2025
Q3 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
11+ 0.23% |
$2.15K - $2.34K
|
4.9K
$1.01M
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
1.71KNew |
$334K - $363K
|
1.71K
$351K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
83+ 1.52% |
$16.2K - $17.6K
|
5.55K
$1.14M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.85K- 1.06% |
$752K - $818K
|
358K
$73.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1+ 0.32% |
$195 - $212
|
317
$65.1K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
42+ 1.71% |
$8.21K - $8.92K
|
2.5K
$513K
|
|
|
Oct 31, 2025
Q3 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
2+ 0.12% |
$391 - $425
|
1.65K
$340K
|
|
|
Oct 31, 2025
Q3 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-11- 0.18% |
$2.15K - $2.34K
|
6.06K
$1.24M
|
|
|
Oct 31, 2025
Q3 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-431- 11.12% |
$84.2K - $91.5K
|
3.45K
$708K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
279+ 17.79% |
$54.5K - $59.3K
|
1.85K
$379K
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-58- 2.54% |
$11.3K - $12.3K
|
2.22K
$457K
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-473- 6.72% |
$92.4K - $100K
|
6.57K
$1.35M
|
|