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
|
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
|
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
|
Sound Income Strategies, LLC
|
BUY
|
- |
23+ 2.54% |
$4.49K - $4.88K
|
927
$190K
|
|
|
Oct 10, 2025
Q3 2025
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
1.51KNew |
$296K - $322K
|
1.51K
$311K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
37+ 0.09% |
$7.23K - $7.86K
|
43.1K
$8.86M
|
|
|
Oct 10, 2025
Q3 2025
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-1.76K- 5.56% |
$344K - $374K
|
29.9K
$6.15M
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-140- 0.79% |
$27.4K - $29.7K
|
17.6K
$3.62M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-80- 1.15% |
$15.6K - $17K
|
6.9K
$1.42M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-71- 2.32% |
$13.9K - $15.1K
|
2.98K
$613K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3+ 0.07% |
$586 - $637
|
4.2K
$863K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
4+ 0.1% |
$782 - $849
|
3.94K
$809K
|
|
|
Oct 09, 2025
Q3 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-169- 10.56% |
$33K - $35.9K
|
1.43K
$294K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
8+ 0.52% |
$1.56K - $1.7K
|
1.54K
$317K
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-506- 3.57% |
$98.9K - $107K
|
13.7K
$2.81M
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-2.87K- 6.27% |
$561K - $610K
|
42.9K
$8.82M
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
16+ 0.19% |
$3.13K - $3.4K
|
8.41K
$1.73M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
12New |
$2.34K - $2.55K
|
12
$2.47K
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-83- 9.22% |
$16.2K - $17.6K
|
817
$168K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-855- 21.44% |
$167K - $182K
|
3.13K
$644K
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-55- 0.82% |
$10.7K - $11.7K
|
6.66K
$1.37M
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
368+ 3.31% |
$71.9K - $78.2K
|
11.5K
$2.36M
|
|
|
Oct 09, 2025
Q3 2025
|
Papp L Roy & Associates
|
BUY
|
- |
6+ 0.5% |
$1.17K - $1.27K
|
1.21K
$249K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
707+ 40.59% |
$138K - $150K
|
2.45K
$503K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
505+ 3.48% |
$98.7K - $107K
|
15K
$3.08M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.37K- 3.35% |
$463K - $503K
|
68.3K
$14M
|
|
|
Oct 08, 2025
Q3 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
7.45K+ 44.73% |
$1.46M - $1.58M
|
24.1K
$4.95M
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-123- 49.2% |
$24K - $26.1K
|
127
$26.1K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-36- 14.88% |
$7.03K - $7.65K
|
206
$42.3K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
428+ 41.04% |
$83.6K - $90.9K
|
1.47K
$302K
|
|
|
Oct 08, 2025
Q3 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
6.98K+ 2.53% |
$1.36M - $1.48M
|
283K
$58.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-45- 0.61% |
$8.79K - $9.56K
|
7.33K
$1.51M
|
|
|
Oct 07, 2025
Q3 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
195+ 0.82% |
$38.1K - $41.4K
|
24K
$4.93M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-54- 1.22% |
$10.6K - $11.5K
|
4.36K
$896K
|
|