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 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
97+ 0.63% |
$19K - $20.6K
|
15.5K
$3.18M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
SELL
|
- |
-5.01K- 2.46% |
$979K - $1.06M
|
199K
$40.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
46+ 1.04% |
$8.99K - $9.77K
|
4.48K
$921K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-832- 3.78% |
$163K - $177K
|
21.2K
$4.35M
|
|
|
Oct 14, 2025
Q3 2025
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-1.63K- 15.78% |
$318K - $346K
|
8.7K
$1.79M
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
1.02KNew |
$200K - $217K
|
1.02K
$210K
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
14+ 0.09% |
$2.74K - $2.97K
|
15.4K
$3.16M
|
|
|
Oct 14, 2025
Q3 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
3.93K+ 7.37% |
$768K - $835K
|
57.3K
$11.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-32- 1.83% |
$6.25K - $6.8K
|
1.72K
$353K
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-1.14K- 6.01% |
$223K - $243K
|
17.9K
$3.67M
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
979+ 1.41% |
$191K - $208K
|
70.6K
$14.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-15- 1.23% |
$2.93K - $3.19K
|
1.2K
$247K
|
|
|
Oct 14, 2025
Q3 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-22- 0.95% |
$4.3K - $4.67K
|
2.3K
$473K
|
|
|
Oct 14, 2025
Q3 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-277- 10.41% |
$54.1K - $58.8K
|
2.38K
$490K
|
|
|
Oct 14, 2025
Q3 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
1+ 0.02% |
$195 - $212
|
5.26K
$1.08M
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-309- 3.88% |
$60.4K - $65.6K
|
7.66K
$1.57M
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.25K- 6.93% |
$244K - $265K
|
16.8K
$3.45M
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-300- 8.11% |
$58.6K - $63.7K
|
3.4K
$698K
|
|
|
Oct 14, 2025
Q3 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-771- 6.86% |
$151K - $164K
|
10.5K
$2.15M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
33+ 0.32% |
$6.45K - $7.01K
|
10.2K
$2.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
6+ 0.43% |
$1.17K - $1.27K
|
1.41K
$290K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.75K- 7.1% |
$538K - $585K
|
36.1K
$7.41M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-32- 0.4% |
$6.25K - $6.8K
|
7.95K
$1.63M
|
|
|
Oct 14, 2025
Q3 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-483- 2.47% |
$94.4K - $103K
|
19K
$3.91M
|
|
|
Oct 14, 2025
Q3 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-292- 2.67% |
$57.1K - $62K
|
10.6K
$2.19M
|
|
|
Oct 14, 2025
Q3 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
156+ 2.57% |
$30.5K - $33.1K
|
6.22K
$1.28M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-301- 0.84% |
$58.8K - $63.9K
|
35.7K
$7.33M
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
58.3KNew |
$11.4M - $12.4M
|
58.3K
$12M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
969New |
$189K - $206K
|
969
$199K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
141+ 6.65% |
$27.6K - $29.9K
|
2.26K
$465K
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-31- 0.08% |
$6.06K - $6.58K
|
39K
$8.02M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-317- 10.61% |
$61.9K - $67.3K
|
2.67K
$549K
|
|
|
Oct 14, 2025
Q3 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
4+ 0.17% |
$782 - $849
|
2.31K
$474K
|
|
|
Oct 14, 2025
Q3 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
460+ 0.82% |
$89.9K - $97.7K
|
56.6K
$11.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Veery Capital, LLC
|
BUY
|
- |
1.69K+ 3.23% |
$330K - $359K
|
53.9K
$11.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-466- 7.65% |
$91.1K - $99K
|
5.62K
$1.16M
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-3.31K- 72.49% |
$646K - $702K
|
1.25K
$258K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-15- 0.27% |
$2.93K - $3.19K
|
5.54K
$1.14M
|
|
|
Oct 14, 2025
Q3 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
260+ 26.78% |
$50.8K - $55.2K
|
1.23K
$253K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-911- 4.43% |
$178K - $193K
|
19.7K
$4.04M
|
|
|
Oct 10, 2025
Q3 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-45- 1.55% |
$8.79K - $9.56K
|
2.86K
$587K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
102+ 11.78% |
$19.9K - $21.7K
|
968
$199K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-146- 1.34% |
$28.5K - $31K
|
10.7K
$2.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-162- 2.47% |
$31.7K - $34.4K
|
6.39K
$1.31M
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
206+ 1.17% |
$40.3K - $43.7K
|
17.9K
$3.67M
|
|
|
Oct 10, 2025
Q3 2025
|
Newton One Investments LLC
|
BUY
|
- |
17+ 0.17% |
$3.32K - $3.61K
|
10.2K
$2.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Jvl Associates LLC
|
BUY
|
- |
963New |
$188K - $205K
|
963
$198K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
4.28K+ 22.03% |
$837K - $910K
|
23.7K
$4.87M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
23+ 2.54% |
$4.49K - $4.88K
|
927
$190K
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
3.64KNew |
$711K - $773K
|
3.64K
$748K
|
|