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 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
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
69.7K+ 17.33% |
$13.6M - $14.8M
|
472K
$97M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
509+ 1.06% |
$99.5K - $108K
|
48.6K
$9.99M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
953+ 16.73% |
$186K - $202K
|
6.65K
$1.37M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-82- 0.13% |
$16K - $17.4K
|
61.6K
$12.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
116+ 4.46% |
$22.7K - $24.6K
|
2.72K
$558K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-1- 0.03% |
$195 - $212
|
3.67K
$754K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-444- 3.17% |
$86.8K - $94.3K
|
13.5K
$2.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
35+ 0.46% |
$6.84K - $7.43K
|
7.7K
$1.58M
|
|
|
Oct 23, 2025
Q3 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-1.25K- 17.46% |
$244K - $266K
|
5.91K
$1.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
17+ 30.36% |
$3.32K - $3.61K
|
73
$15K
|
|
|
Oct 23, 2025
Q3 2025
|
West Bancorporation Inc
|
BUY
|
- |
976New |
$191K - $207K
|
976
$201K
|
|
|
Oct 23, 2025
Q3 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-134- 2.39% |
$26.2K - $28.5K
|
5.48K
$1.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-283- 15.15% |
$55.3K - $60.1K
|
1.59K
$326K
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
350+ 1.8% |
$68.4K - $74.3K
|
19.8K
$4.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-780- 1.06% |
$152K - $166K
|
72.6K
$14.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-409- 2.64% |
$79.9K - $86.9K
|
15.1K
$3.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.03K+ 75.4% |
$591K - $642K
|
7.04K
$1.45M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
3+ 0.06% |
$586 - $637
|
5.25K
$1.08M
|
|
|
Oct 23, 2025
Q3 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-675- 2.68% |
$132K - $143K
|
24.5K
$5.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-25- 2.42% |
$4.89K - $5.31K
|
1.01K
$208K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
756New |
$148K - $161K
|
756
$155K
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-48- 1.96% |
$9.38K - $10.2K
|
2.4K
$493K
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
361+ 7.15% |
$70.5K - $76.7K
|
5.41K
$1.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-25- 0.35% |
$4.89K - $5.31K
|
7.15K
$1.47M
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
2+ 0.02% |
$391 - $425
|
8.71K
$1.79M
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
BUY
|
- |
30New |
$5.86K - $6.37K
|
30
$6.16K
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
40+ 0.45% |
$7.82K - $8.49K
|
8.95K
$1.84M
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-23- 9.09% |
$4.49K - $4.88K
|
230
$47.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
287+ 17.55% |
$56.1K - $61K
|
1.92K
$395K
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-289- 2.46% |
$56.5K - $61.4K
|
11.5K
$2.36M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-231- 9.33% |
$45.1K - $49.1K
|
2.24K
$461K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-272- 4.89% |
$53.2K - $57.8K
|
5.29K
$1.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
901+ 0.77% |
$176K - $191K
|
118K
$24.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
751+ 2.75% |
$147K - $159K
|
28K
$5.76M
|
|
|
Oct 23, 2025
Q3 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
132+ 5.35% |
$25.8K - $28K
|
2.6K
$534K
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-3- 0.1% |
$586 - $637
|
2.86K
$588K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
118+ 6.65% |
$23.1K - $25.1K
|
1.89K
$389K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-925- 6.4% |
$181K - $196K
|
13.5K
$2.78M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-76.3K- 11.46% |
$14.9M - $16.2M
|
589K
$121M
|
|
|
Oct 22, 2025
Q3 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.55K+ 8.28% |
$302K - $329K
|
20.3K
$4.16M
|
|