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 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
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
165+ 0.69% |
$32.2K - $35K
|
24.2K
$4.98M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
155+ 0.41% |
$30.3K - $32.9K
|
37.9K
$7.79M
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
214+ 4.11% |
$41.8K - $45.4K
|
5.43K
$1.12M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-19.4K- 4.04% |
$3.79M - $4.12M
|
461K
$94.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-22- 1.2% |
$4.3K - $4.67K
|
1.82K
$374K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-47- 3.19% |
$9.18K - $9.98K
|
1.43K
$293K
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-37- 2.46% |
$7.23K - $7.86K
|
1.47K
$302K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
88+ 5.46% |
$17.2K - $18.7K
|
1.7K
$349K
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.26KNew |
$247K - $268K
|
1.26K
$259K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
5+ 0.48% |
$977 - $1.06K
|
1.05K
$215K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.1K+ 39.01% |
$1.39M - $1.51M
|
25.3K
$5.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
367+ 15.71% |
$71.7K - $77.9K
|
2.7K
$555K
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
503+ 6.03% |
$98.3K - $107K
|
8.84K
$1.82M
|
|
|
Oct 29, 2025
Q3 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-748- 60.23% |
$146K - $159K
|
494
$101K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-25- 17.48% |
$4.89K - $5.31K
|
118
$24.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-1.64K- 40.2% |
$321K - $349K
|
2.44K
$502K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
1.85K+ 1.44% |
$362K - $394K
|
131K
$26.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-33- 0.94% |
$6.45K - $7.01K
|
3.5K
$718K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-223- 2.02% |
$43.6K - $47.4K
|
10.8K
$2.22M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5.22K+ 4.54% |
$1.02M - $1.11M
|
120K
$24.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
864+ 1.75% |
$169K - $183K
|
50.3K
$10.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
16+ 1.21% |
$3.13K - $3.4K
|
1.33K
$274K
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.65K- 0.98% |
$322K - $350K
|
166K
$34.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6+ 0.02% |
$1.17K - $1.27K
|
31.2K
$6.41M
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
4.51K+ 362.14% |
$880K - $957K
|
5.75K
$1.18M
|
|
|
Oct 29, 2025
Q3 2025
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-3.32K- 2.82% |
$650K - $706K
|
115K
$23.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
SELL
|
- |
-3.38K- 32.04% |
$660K - $717K
|
7.16K
$1.47M
|
|
|
Oct 28, 2025
Q3 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
5.3K+ 50.28% |
$1.04M - $1.13M
|
15.8K
$3.26M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-1- 0.02% |
$195 - $212
|
4.33K
$890K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-3.31K- 42.58% |
$647K - $703K
|
4.47K
$917K
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
BUY
|
- |
2.58KNew |
$504K - $548K
|
2.58K
$530K
|
|