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 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
139+ 7.7% |
$27.2K - $29.5K
|
1.95K
$400K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
17+ 0.62% |
$3.32K - $3.61K
|
2.76K
$567K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-573- 5.64% |
$112K - $122K
|
9.58K
$1.97M
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-5- 0.11% |
$977 - $1.06K
|
4.57K
$939K
|
|
|
Oct 17, 2025
Q3 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
2.69KNew |
$525K - $571K
|
2.69K
$552K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
5.29KNew |
$1.03M - $1.12M
|
5.29K
$1.09M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-402- 81.87% |
$78.6K - $85.4K
|
89
$18.3K
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-155- 1.16% |
$30.3K - $32.9K
|
13.2K
$2.72M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
935+ 0.87% |
$183K - $199K
|
109K
$22.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
1.18K+ 11.94% |
$230K - $250K
|
11K
$2.27M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-13.9K- 57.43% |
$2.72M - $2.96M
|
10.3K
$2.12M
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
108+ 6.12% |
$21.1K - $22.9K
|
1.87K
$385K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
SELL
|
- |
-113- 7.42% |
$22.1K - $24K
|
1.41K
$290K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.81K+ 9.54% |
$353K - $384K
|
20.8K
$4.27M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-232- 0.81% |
$45.3K - $49.3K
|
28.5K
$5.86M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
17+ 850.0% |
$3.32K - $3.61K
|
19
$3.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-63- 3.35% |
$12.3K - $13.4K
|
1.82K
$373K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
10KNew |
$1.95M - $2.12M
|
10K
$2.05M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.93K+ 3.56% |
$377K - $410K
|
56.2K
$11.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
614+ 8.88% |
$120K - $130K
|
7.53K
$1.55M
|
|
|
Oct 16, 2025
Q3 2025
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-455- 5.4% |
$88.9K - $96.6K
|
7.97K
$1.64M
|
|
|
Oct 16, 2025
Q3 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
823+ 0.43% |
$161K - $175K
|
192K
$39.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.35K- 43.06% |
$264K - $287K
|
1.79K
$367K
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-598- 10.69% |
$117K - $127K
|
5K
$1.03M
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.16K- 2.25% |
$227K - $247K
|
50.5K
$10.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
971New |
$190K - $206K
|
971
$200K
|
|
|
Oct 16, 2025
Q3 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-4- 0.04% |
$782 - $849
|
9.1K
$1.87M
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
7+ 0.06% |
$1.37K - $1.49K
|
12.3K
$2.52M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-697- 4.32% |
$136K - $148K
|
15.4K
$3.17M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-85- 1.03% |
$16.6K - $18.1K
|
8.18K
$1.68M
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-305- 21.62% |
$59.6K - $64.8K
|
1.11K
$227K
|
|
|
Oct 16, 2025
Q3 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
6+ 0.13% |
$1.17K - $1.27K
|
4.78K
$983K
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
310+ 12.75% |
$60.6K - $65.8K
|
2.74K
$563K
|
|
|
Oct 16, 2025
Q3 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
58+ 1.34% |
$11.3K - $12.3K
|
4.4K
$903K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-65- 3.5% |
$12.7K - $13.8K
|
1.79K
$368K
|
|
|
Oct 16, 2025
Q3 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
SELL
|
- |
-139- 9.89% |
$27.2K - $29.5K
|
1.27K
$260K
|
|
|
Oct 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-166- 8.95% |
$32.4K - $35.3K
|
1.69K
$347K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-679- 19.51% |
$133K - $144K
|
2.8K
$575K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
337+ 14.56% |
$65.9K - $71.6K
|
2.65K
$545K
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-58- 1.36% |
$11.3K - $12.3K
|
4.19K
$862K
|
|
|
Oct 16, 2025
Q3 2025
|
Olio Financial Planning
|
SELL
|
- |
-450- 2.94% |
$87.9K - $95.6K
|
14.8K
$3.05M
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-460- 1.58% |
$89.9K - $97.7K
|
28.7K
$5.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-205- 0.81% |
$40.1K - $43.5K
|
25.1K
$5.16M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-201- 7.38% |
$39.3K - $42.7K
|
2.52K
$518K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-816- 6.47% |
$159K - $173K
|
11.8K
$2.42M
|
|
|
Oct 15, 2025
Q3 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-30- 2.23% |
$5.86K - $6.37K
|
1.32K
$271K
|
|
|
Oct 15, 2025
Q3 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-2.41K- 5.73% |
$470K - $511K
|
39.6K
$8.13M
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
28+ 280.0% |
$5.47K - $5.95K
|
38
$7.81K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-884- 29.16% |
$173K - $188K
|
2.15K
$441K
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
15K+ 27.71% |
$2.93M - $3.19M
|
69.1K
$14.2M
|
|