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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-231- 0.63% |
$45.1K - $49.1K
|
36.2K
$7.43M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-152- 7.74% |
$29.7K - $32.3K
|
1.81K
$372K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
30.2K+ 225.21% |
$5.9M - $6.41M
|
43.6K
$8.96M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-79- 0.85% |
$15.4K - $16.8K
|
9.18K
$1.89M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
730+ 4.41% |
$143K - $155K
|
17.3K
$3.55M
|
|
|
Oct 31, 2025
Q3 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-928- 29.68% |
$181K - $197K
|
2.2K
$452K
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
SELL
|
- |
-702- 3.67% |
$137K - $149K
|
18.4K
$3.79M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-42- 2.03% |
$8.21K - $8.92K
|
2.03K
$416K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.49K- 29.23% |
$682K - $741K
|
8.45K
$1.74M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-57- 0.32% |
$11.1K - $12.1K
|
17.8K
$3.66M
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
16+ 0.92% |
$3.13K - $3.4K
|
1.75K
$360K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.23K+ 498.47% |
$1.02M - $1.11M
|
6.28K
$1.29M
|
|
|
Oct 31, 2025
Q3 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
973New |
$190K - $207K
|
973
$200K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
348+ 31.64% |
$68K - $73.9K
|
1.45K
$298K
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
148+ 5.9% |
$28.9K - $31.4K
|
2.66K
$546K
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.65KNew |
$517K - $562K
|
2.65K
$544K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
275+ 4.36% |
$53.7K - $58.4K
|
6.59K
$1.35M
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
1.21KNew |
$235K - $256K
|
1.21K
$248K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.87K+ 8.47% |
$366K - $398K
|
24K
$4.93M
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
402+ 1.49% |
$78.6K - $85.4K
|
27.3K
$5.61M
|
|
|
Oct 30, 2025
Q3 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
48+ 0.79% |
$9.38K - $10.2K
|
6.14K
$1.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
4+ 0.1% |
$782 - $849
|
4.1K
$841K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.09K- 12.06% |
$603K - $656K
|
22.5K
$4.63M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.53K- 15.28% |
$300K - $326K
|
8.5K
$1.75M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
1.14K+ 0.46% |
$224K - $243K
|
248K
$50.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-499- 5.91% |
$97.5K - $106K
|
7.95K
$1.63M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.85K- 60.22% |
$557K - $606K
|
1.88K
$387K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
95+ 1.8% |
$18.6K - $20.2K
|
5.37K
$1.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-53- 0.71% |
$10.4K - $11.3K
|
7.38K
$1.52M
|
|
|
Oct 30, 2025
Q3 2025
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
1.32K+ 2.7% |
$257K - $279K
|
50K
$10.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
300+ 0.28% |
$58.6K - $63.7K
|
106K
$21.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.65K+ 14.87% |
$713K - $775K
|
28.2K
$5.79M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
175+ 9.9% |
$34.2K - $37.2K
|
1.94K
$399K
|
|
|
Oct 30, 2025
Q3 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
11.8KNew |
$2.31M - $2.51M
|
11.8K
$2.42M
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
12+ 0.62% |
$2.34K - $2.55K
|
1.93K
$397K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
126+ 1.95% |
$24.6K - $26.8K
|
6.59K
$1.35M
|
|
|
Oct 30, 2025
Q3 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
815+ 12.23% |
$159K - $173K
|
7.48K
$1.54M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-923- 2.11% |
$180K - $196K
|
42.9K
$8.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-3.85K- 2.6% |
$753K - $818K
|
145K
$29.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
53New |
$10.4K - $11.3K
|
53
$10.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
SELL
|
- |
-4- 0.14% |
$782 - $849
|
2.79K
$572K
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-21- 0.2% |
$4.1K - $4.46K
|
10.5K
$2.16M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
138New |
$27K - $29.3K
|
138
$28.4K
|
|
|
Oct 30, 2025
Q3 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
1.54K+ 2.7% |
$301K - $327K
|
58.6K
$12M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.86K+ 87.01% |
$559K - $607K
|
6.15K
$1.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
273+ 4.44% |
$53.3K - $58K
|
6.43K
$1.32M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-77- 1.63% |
$15K - $16.4K
|
4.63K
$952K
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
5+ 0.17% |
$977 - $1.06K
|
2.87K
$590K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
47+ 0.27% |
$9.18K - $9.98K
|
17.2K
$3.54M
|
|
|
Oct 29, 2025
Q3 2025
|
Gate Pass Capital, LLC
Independence, OH |
SELL
|
- |
-23- 2.22% |
$4.49K - $4.88K
|
1.01K
$208K
|
|