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 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
68+ 3400.0% |
$13.3K - $14.4K
|
70
$14.4K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-7.17K- 99.94% |
$1.4M - $1.52M
|
4
$822
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
61New |
$11.9K - $13K
|
61
$12.5K
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
505+ 4.01% |
$98.7K - $107K
|
13.1K
$2.69M
|
|
|
Oct 07, 2025
Q3 2025
|
First Community Trust Na
|
BUY
|
- |
37New |
$7.23K - $7.86K
|
37
$7.6K
|
|
|
Oct 07, 2025
Q3 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-63- 5.31% |
$12.3K - $13.4K
|
1.12K
$231K
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-7- 0.19% |
$1.37K - $1.49K
|
3.72K
$765K
|
|
|
Oct 07, 2025
Q3 2025
|
Gpwm LLC
|
BUY
|
- |
70+ 0.22% |
$13.7K - $14.9K
|
32.5K
$6.67M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-100- 2.79% |
$19.5K - $21.2K
|
3.49K
$716K
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
SELL
|
- |
-493- 29.45% |
$96.3K - $105K
|
1.18K
$243K
|
|
|
Oct 07, 2025
Q3 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.31K+ 100.22% |
$452K - $491K
|
4.62K
$949K
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
984+ 2.74% |
$192K - $209K
|
36.9K
$7.57M
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
134+ 2.55% |
$26.2K - $28.5K
|
5.39K
$1.11M
|
|
|
Oct 06, 2025
Q3 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
SELL
|
- |
-1- 0.06% |
$195 - $212
|
1.54K
$317K
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
88+ 2.76% |
$17.2K - $18.7K
|
3.28K
$674K
|
|
|
Oct 06, 2025
Q3 2025
|
Jb Global.Com LLC
New York, NY |
SELL
|
- |
-5.71K- 10.91% |
$1.12M - $1.21M
|
46.7K
$9.59M
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
SELL
|
- |
-3- 0.06% |
$586 - $637
|
5.11K
$1.05M
|
|
|
Oct 03, 2025
Q3 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
3.17KNew |
$619K - $673K
|
3.17K
$651K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
40.1K+ 41.53% |
$7.84M - $8.52M
|
137K
$28.1M
|
|
|
Oct 03, 2025
Q3 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-3- 0.15% |
$586 - $637
|
2.03K
$416K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-50- 90.91% |
$9.77K - $10.6K
|
5
$1.03K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-139- 25.46% |
$27.2K - $29.5K
|
407
$83.6K
|
|
|
Oct 02, 2025
Q3 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
135+ 1.62% |
$26.4K - $28.7K
|
8.45K
$1.74M
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-63- 16.32% |
$12.3K - $13.4K
|
323
$66.4K
|
|
|
Oct 01, 2025
Q3 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
2.81K+ 4.46% |
$549K - $597K
|
65.9K
$13.5M
|
|
| Q2 2025 | |||||||
|
Jan 06, 2026
Q2 2025
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
54New |
$8.79K - $10.6K
|
54
$11.1K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.1K+ 3.72% |
$2.94M - $3.54M
|
504K
$103M
|
|
|
Nov 19, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
50+ 0.27% |
$8.14K - $9.79K
|
18.8K
$3.87M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-829- 9.07% |
$135K - $162K
|
8.31K
$1.71M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-371- 5.48% |
$60.4K - $72.6K
|
6.39K
$1.31M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-54- 0.87% |
$8.79K - $10.6K
|
6.16K
$1.27M
|
|
|
Sep 23, 2025
Q2 2025
|
Rs Crum Inc.
|
SELL
|
- |
-101- 2.32% |
$16.4K - $19.8K
|
4.25K
$872K
|
|
|
Sep 03, 2025
Q2 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-242- 10.69% |
$39.4K - $47.4K
|
2.02K
$415K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-863- 50.17% |
$140K - $169K
|
857
$176K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
41New |
$6.67K - $8.03K
|
41
$8.42K
|
|
|
Aug 20, 2025
Q2 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
180+ 6.6% |
$29.3K - $35.2K
|
2.91K
$597K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
73New |
$11.9K - $14.3K
|
73
$15K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-20- 28.57% |
$3.26K - $3.92K
|
50
$10.3K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-60- 2.36% |
$9.77K - $11.7K
|
2.49K
$511K
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
14New |
$2.28K - $2.74K
|
14
$2.88K
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.31K- 6.93% |
$214K - $257K
|
17.6K
$3.62M
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
177New |
$28.8K - $34.7K
|
177
$36.4K
|
|
|
Aug 15, 2025
Q2 2025
|
Wellington Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
2.61KNew |
$425K - $511K
|
2.61K
$537K
|
|
|
Aug 15, 2025
Q2 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
1.9KNew |
$309K - $372K
|
1.9K
$390K
|
|
|
Aug 14, 2025
Q2 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
SELL
|
- |
-53- 3.81% |
$8.63K - $10.4K
|
1.34K
$275K
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-21- 1.48% |
$3.42K - $4.11K
|
1.4K
$287K
|
|
|
Aug 14, 2025
Q2 2025
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
250KNew |
$40.7M - $49M
|
250K
$51.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
19.2KNew |
$3.13M - $3.77M
|
19.2K
$3.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
12+ 32.43% |
$1.95K - $2.35K
|
49
$10.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-3.29K- 23.93% |
$536K - $644K
|
10.5K
$2.15M
|
|