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 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
15.5K+ 116.97% |
$3.02M - $3.28M
|
28.7K
$5.89M
|
|
|
Oct 28, 2025
Q3 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-30- 0.22% |
$5.86K - $6.37K
|
13.6K
$2.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
2.83KNew |
$553K - $601K
|
2.83K
$582K
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1KNew |
$195K - $212K
|
1K
$205K
|
|
|
Oct 28, 2025
Q3 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
403+ 1.46% |
$78.8K - $85.6K
|
28K
$5.75M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-296- 3.92% |
$57.8K - $62.9K
|
7.25K
$1.49M
|
|
|
Oct 28, 2025
Q3 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
149+ 2.45% |
$29.1K - $31.6K
|
6.23K
$1.28M
|
|
|
Oct 28, 2025
Q3 2025
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-10- 0.08% |
$1.95K - $2.12K
|
12.7K
$2.61M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-256- 0.57% |
$50K - $54.4K
|
44.8K
$9.21M
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
176+ 3.12% |
$34.4K - $37.4K
|
5.82K
$1.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-30.7K- 97.37% |
$6M - $6.52M
|
828
$170K
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
265+ 1.06% |
$51.8K - $56.3K
|
25.4K
$5.21M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
113+ 5.89% |
$22.1K - $24K
|
2.03K
$418K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-68- 0.91% |
$13.3K - $14.4K
|
7.44K
$1.53M
|
|
|
Oct 28, 2025
Q3 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
SELL
|
- |
-41- 0.77% |
$8.01K - $8.71K
|
5.31K
$1.09M
|
|
|
Oct 28, 2025
Q3 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-33- 1.31% |
$6.45K - $7.01K
|
2.49K
$512K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-73- 0.59% |
$14.3K - $15.5K
|
12.4K
$2.54M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1- 0.05% |
$195 - $212
|
1.99K
$410K
|
|
|
Oct 28, 2025
Q3 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
6.45K+ 1.7% |
$1.26M - $1.37M
|
386K
$79.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-828- 26.57% |
$162K - $176K
|
2.29K
$470K
|
|
|
Oct 28, 2025
Q3 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
34+ 0.16% |
$6.64K - $7.22K
|
20.7K
$4.25M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-205- 7.26% |
$40.1K - $43.5K
|
2.62K
$538K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
81KNew |
$15.8M - $17.2M
|
81K
$16.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-340- 1.05% |
$66.4K - $72.2K
|
32K
$6.57M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
85+ 18.52% |
$16.6K - $18.1K
|
544
$112K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-263- 2.75% |
$51.4K - $55.9K
|
9.29K
$1.91M
|
|
|
Oct 28, 2025
Q3 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-2.39K- 4.59% |
$467K - $507K
|
49.7K
$10.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
2.47K+ 15.26% |
$482K - $524K
|
18.6K
$3.83M
|
|
|
Oct 27, 2025
Q3 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
SELL
|
- |
-172- 11.51% |
$33.6K - $36.5K
|
1.32K
$272K
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.9K+ 4.4% |
$371K - $403K
|
45.1K
$9.26M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1+ 0.1% |
$195 - $212
|
990
$203K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.42K- 7.61% |
$863K - $938K
|
53.6K
$11M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-15- 1.83% |
$2.93K - $3.19K
|
803
$165K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
215+ 0.92% |
$42K - $45.7K
|
23.5K
$4.82M
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
SELL
|
CALL |
-200- 13.33% |
$39.1K - $42.5K
|
1.3K
$267K
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-111- 9.87% |
$21.7K - $23.6K
|
1.01K
$208K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
SELL
|
- |
-173- 0.46% |
$33.8K - $36.7K
|
37.4K
$7.69M
|
|
|
Oct 27, 2025
Q3 2025
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-791- 1.47% |
$155K - $168K
|
52.9K
$10.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-100- 7.82% |
$19.5K - $21.2K
|
1.18K
$242K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
129+ 3.25% |
$25.2K - $27.4K
|
4.1K
$843K
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
BUY
|
- |
123+ 1.37% |
$24K - $26.1K
|
9.12K
$1.87M
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
119+ 2.45% |
$23.3K - $25.3K
|
4.99K
$1.02M
|
|
|
Oct 27, 2025
Q3 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-57- 0.67% |
$11.1K - $12.1K
|
8.41K
$1.73M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
255+ 2.55% |
$49.8K - $54.2K
|
10.2K
$2.11M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
13+ 0.15% |
$2.54K - $2.76K
|
8.5K
$1.75M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
75+ 0.13% |
$14.7K - $15.9K
|
59.6K
$12.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.01K- 1.99% |
$197K - $214K
|
49.7K
$10.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
101+ 1.93% |
$19.7K - $21.4K
|
5.33K
$1.09M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
364+ 10.34% |
$71.1K - $77.3K
|
3.89K
$798K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6.13K- 2.24% |
$1.2M - $1.3M
|
268K
$55M
|
|