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 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-40- 1.61% |
$7.82K - $8.49K
|
2.44K
$502K
|
|
|
Oct 21, 2025
Q3 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-973- 25.24% |
$190K - $207K
|
2.88K
$592K
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
55+ 0.86% |
$10.7K - $11.7K
|
6.45K
$1.33M
|
|
|
Oct 21, 2025
Q3 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-128- 0.46% |
$25K - $27.2K
|
27.8K
$5.72M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
SELL
|
- |
-1.23K- 1.23% |
$241K - $262K
|
99K
$20.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
393+ 12.09% |
$76.8K - $83.5K
|
3.64K
$749K
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.79K+ 241.02% |
$545K - $593K
|
3.95K
$811K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-9- 0.12% |
$1.76K - $1.91K
|
7.3K
$1.5M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-8.45K- 95.11% |
$1.65M - $1.8M
|
435
$89.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
982New |
$192K - $209K
|
982
$202K
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.08K+ 38.94% |
$211K - $229K
|
3.85K
$791K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
508+ 4.56% |
$99.3K - $108K
|
11.7K
$2.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-868- 10.24% |
$170K - $184K
|
7.61K
$1.56M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
9.34K+ 19.65% |
$1.82M - $1.98M
|
56.9K
$11.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-472- 6.05% |
$92.2K - $100K
|
7.33K
$1.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-209- 10.67% |
$40.8K - $44.4K
|
1.75K
$359K
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
7.03K+ 3.42% |
$1.37M - $1.49M
|
213K
$43.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.43K+ 5.66% |
$279K - $304K
|
26.7K
$5.48M
|
|
|
Oct 21, 2025
Q3 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-80- 1.76% |
$15.6K - $17K
|
4.47K
$918K
|
|
|
Oct 21, 2025
Q3 2025
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-909- 24.47% |
$178K - $193K
|
2.81K
$576K
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-118- 0.79% |
$23.1K - $25.1K
|
14.9K
$3.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
37+ 2.2% |
$7.23K - $7.86K
|
1.72K
$353K
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-820- 44.4% |
$160K - $174K
|
1.03K
$211K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
2.39K+ 12.94% |
$466K - $507K
|
20.8K
$4.28M
|
|
|
Oct 20, 2025
Q3 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
67+ 0.41% |
$13.1K - $14.2K
|
16.5K
$3.39M
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
491+ 2.98% |
$95.9K - $104K
|
16.9K
$3.48M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-759- 28.17% |
$148K - $161K
|
1.94K
$398K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
83+ 2.82% |
$16.2K - $17.6K
|
3.03K
$623K
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-40- 3.01% |
$7.82K - $8.49K
|
1.29K
$265K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2+ 0.03% |
$391 - $425
|
7.93K
$1.63M
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
228+ 9.58% |
$44.6K - $48.4K
|
2.61K
$536K
|
|
|
Oct 20, 2025
Q3 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-99- 0.9% |
$19.3K - $21K
|
10.9K
$2.23M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-87- 1.4% |
$17K - $18.5K
|
6.13K
$1.26M
|
|
|
Oct 20, 2025
Q3 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
1.83KNew |
$357K - $388K
|
1.83K
$375K
|
|
|
Oct 20, 2025
Q3 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-566- 1.62% |
$111K - $120K
|
34.4K
$7.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-813- 32.16% |
$159K - $173K
|
1.72K
$352K
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-499- 3.03% |
$97.5K - $106K
|
16K
$3.28M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-794- 5.4% |
$155K - $169K
|
13.9K
$2.86M
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
19New |
$3.71K - $4.04K
|
19
$3.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.38K+ 82.61% |
$269K - $293K
|
3.05K
$626K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.26% |
$195 - $212
|
379
$77.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
1.72KNew |
$335K - $364K
|
1.72K
$353K
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
100KNew |
$19.6M - $21.3M
|
100K
$20.6M
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
271+ 1.14% |
$53K - $57.6K
|
24.1K
$4.94M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-231- 14.97% |
$45.1K - $49.1K
|
1.31K
$270K
|
|
|
Oct 20, 2025
Q3 2025
|
Tfo Tdc, LLC
|
SELL
|
- |
-95- 3.55% |
$18.6K - $20.2K
|
2.58K
$531K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
28New |
$5.47K - $5.95K
|
28
$5.75K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
16New |
$3.13K - $3.4K
|
16
$3.29K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
SELL
|
- |
-161- 2.77% |
$31.5K - $34.2K
|
5.66K
$1.16M
|
|
|
Oct 20, 2025
Q3 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
4.72K+ 1.55% |
$922K - $1M
|
310K
$63.6M
|
|