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 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-79- 2.19% |
$15.4K - $16.8K
|
3.53K
$724K
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
BUY
|
- |
66+ 0.92% |
$12.9K - $14K
|
7.25K
$1.49M
|
|
|
Oct 27, 2025
Q3 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
296+ 17.13% |
$57.8K - $62.9K
|
2.02K
$416K
|
|
|
Oct 27, 2025
Q3 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
238+ 1.14% |
$46.5K - $50.5K
|
21.2K
$4.35M
|
|
|
Oct 27, 2025
Q3 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
28+ 0.63% |
$5.47K - $5.95K
|
4.44K
$913K
|
|
|
Oct 27, 2025
Q3 2025
|
Jacobsen Capital Management
|
SELL
|
- |
-3.33K- 4.67% |
$651K - $708K
|
68.1K
$14M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
5+ 0.21% |
$977 - $1.06K
|
2.38K
$489K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-1.65K- 0.61% |
$323K - $351K
|
268K
$55.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
526+ 4.62% |
$103K - $112K
|
11.9K
$2.44M
|
|
|
Oct 27, 2025
Q3 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-257- 1.59% |
$50.2K - $54.6K
|
15.9K
$3.27M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$195 - $212
|
5.07K
$1.04M
|
|
|
Oct 27, 2025
Q3 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
752+ 1.69% |
$147K - $160K
|
45.3K
$9.31M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
46+ 0.85% |
$8.99K - $9.77K
|
5.49K
$1.13M
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
6+ 0.42% |
$1.17K - $1.27K
|
1.44K
$295K
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-14- 0.36% |
$2.74K - $2.97K
|
3.89K
$799K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
602+ 29.57% |
$118K - $128K
|
2.64K
$542K
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-9- 0.17% |
$1.76K - $1.91K
|
5.26K
$1.08M
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
48+ 4.35% |
$9.38K - $10.2K
|
1.15K
$236K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.08% |
$195 - $212
|
1.24K
$255K
|
|
|
Oct 24, 2025
Q3 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
84.3KNew |
$16.5M - $17.9M
|
84.3K
$17.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
524+ 1.48% |
$102K - $111K
|
35.9K
$7.37M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-398- 0.42% |
$77.8K - $84.5K
|
94K
$19.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-7.54K- 12.88% |
$1.47M - $1.6M
|
51K
$10.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-55- 11.22% |
$10.7K - $11.7K
|
435
$89.4K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-251- 0.37% |
$49K - $53.3K
|
68K
$14M
|
|
|
Oct 24, 2025
Q3 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
1.37K+ 20.03% |
$268K - $292K
|
8.23K
$1.69M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.06KNew |
$208K - $226K
|
1.06K
$219K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
822+ 26.21% |
$161K - $175K
|
3.96K
$813K
|
|
|
Oct 24, 2025
Q3 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
75+ 0.36% |
$14.7K - $15.9K
|
20.9K
$4.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-136- 10.13% |
$26.6K - $28.9K
|
1.21K
$248K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2K+ 8.49% |
$390K - $424K
|
25.5K
$5.25M
|
|
|
Oct 24, 2025
Q3 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
2.1K+ 4.54% |
$411K - $446K
|
48.4K
$9.95M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-61- 2.03% |
$11.9K - $13K
|
2.95K
$606K
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.8K+ 2.06% |
$742K - $807K
|
188K
$38.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
43.8K+ 2.96% |
$8.57M - $9.31M
|
1.53M
$314M
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-110- 2.93% |
$21.5K - $23.4K
|
3.64K
$749K
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
150+ 6.45% |
$29.3K - $31.9K
|
2.47K
$508K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-188- 16.21% |
$36.7K - $39.9K
|
972
$200K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
4+ 0.21% |
$782 - $849
|
1.89K
$388K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
302+ 7.11% |
$59K - $64.1K
|
4.55K
$935K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
10+ 0.51% |
$1.95K - $2.12K
|
1.97K
$405K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
740+ 6.42% |
$145K - $157K
|
12.3K
$2.52M
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
1.95KNew |
$380K - $413K
|
1.95K
$400K
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-16.2KClosed |
$3.17M - $3.45M
|
0
$0
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-167- 1.42% |
$32.6K - $35.5K
|
11.6K
$2.37M
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
171+ 0.61% |
$33.4K - $36.3K
|
28.3K
$5.82M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
22.1K+ 17954.47% |
$4.32M - $4.69M
|
22.2K
$4.56M
|
|
|
Oct 23, 2025
Q3 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-981- 2.91% |
$192K - $208K
|
32.8K
$6.73M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
966New |
$189K - $205K
|
966
$198K
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-268- 0.86% |
$52.4K - $56.9K
|
30.9K
$6.35M
|
|