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 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
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-1.04K- 49.93% |
$203K - $221K
|
1.04K
$214K
|
|
|
Oct 22, 2025
Q3 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-155- 3.98% |
$30.3K - $32.9K
|
3.74K
$769K
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-139- 0.34% |
$27.2K - $29.5K
|
40.6K
$8.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
63+ 3.18% |
$12.3K - $13.4K
|
2.04K
$420K
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-149- 22.37% |
$29.1K - $31.6K
|
517
$106K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-32- 0.76% |
$6.25K - $6.8K
|
4.17K
$856K
|
|
|
Oct 22, 2025
Q3 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.52K- 10.73% |
$298K - $324K
|
12.7K
$2.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-8- 0.44% |
$1.56K - $1.7K
|
1.83K
$375K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-301- 2.28% |
$58.8K - $63.9K
|
12.9K
$2.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
7+ 0.26% |
$1.37K - $1.49K
|
2.66K
$547K
|
|
|
Oct 22, 2025
Q3 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
SELL
|
- |
-93- 2.06% |
$18.2K - $19.8K
|
4.42K
$908K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
3.23KNew |
$630K - $685K
|
3.23K
$663K
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.72K- 6.75% |
$336K - $365K
|
23.7K
$4.88M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
13.9K+ 23.06% |
$2.72M - $2.96M
|
74.3K
$15.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-529- 1.5% |
$103K - $112K
|
34.6K
$7.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-30- 0.75% |
$5.86K - $6.37K
|
3.96K
$814K
|
|
|
Oct 22, 2025
Q3 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-10- 0.96% |
$1.95K - $2.12K
|
1.04K
$213K
|
|
|
Oct 22, 2025
Q3 2025
|
Brickley Wealth Management
|
BUY
|
- |
55+ 0.04% |
$10.7K - $11.7K
|
124K
$25.5M
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
118+ 0.72% |
$23.1K - $25.1K
|
16.5K
$3.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.02KNew |
$199K - $216K
|
1.02K
$209K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
613+ 8.82% |
$120K - $130K
|
7.57K
$1.55M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-191- 4.09% |
$37.3K - $40.6K
|
4.48K
$920K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10.4K- 40.3% |
$2.03M - $2.21M
|
15.4K
$3.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
45+ 26.63% |
$8.79K - $9.56K
|
214
$44K
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
3+ 0.14% |
$586 - $637
|
2.1K
$432K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
6+ 0.39% |
$1.17K - $1.27K
|
1.54K
$317K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-436- 3.52% |
$85.2K - $92.6K
|
12K
$2.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-392- 9.9% |
$76.6K - $83.2K
|
3.57K
$733K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-930- 16.29% |
$182K - $198K
|
4.78K
$982K
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-18.7K- 86.09% |
$3.66M - $3.97M
|
3.02K
$621K
|
|
|
Oct 22, 2025
Q3 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
2.24K+ 6.84% |
$437K - $475K
|
34.9K
$7.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
530+ 2.16% |
$104K - $113K
|
25.1K
$5.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
93+ 13.92% |
$18.2K - $19.8K
|
761
$156K
|
|
|
Oct 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-1- 0.93% |
$195 - $212
|
106
$21.8K
|
|