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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
34New |
$5.53K - $6.66K
|
34
$6.99K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
212New |
$34.5K - $41.5K
|
212
$43.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
120+ 190.48% |
$19.5K - $23.5K
|
183
$37.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
155New |
$25.2K - $30.3K
|
155
$31.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
28+ 2.02% |
$4.56K - $5.48K
|
1.42K
$291K
|
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
106+ 24.48% |
$17.3K - $20.8K
|
539
$111K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.88K+ 387.37% |
$1.28M - $1.54M
|
9.92K
$2.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
19.2K+ 25.81% |
$3.13M - $3.77M
|
93.8K
$19.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
SELL
|
- |
-330- 22.42% |
$53.7K - $64.6K
|
1.14K
$235K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-121- 41.58% |
$19.7K - $23.7K
|
170
$34.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
2.2KNew |
$358K - $431K
|
2.2K
$452K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-217- 11.78% |
$35.3K - $42.5K
|
1.63K
$334K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.25K- 35.14% |
$204K - $245K
|
2.31K
$475K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
7+ 0.43% |
$1.14K - $1.37K
|
1.63K
$335K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.82K+ 100.0% |
$297K - $357K
|
3.65K
$749K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-354- 14.15% |
$57.6K - $69.3K
|
2.15K
$441K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-4- 4.4% |
$651 - $783
|
87
$17.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
1.04KNew |
$170K - $204K
|
1.04K
$214K
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
SELL
|
- |
-29- 1.83% |
$4.72K - $5.68K
|
1.56K
$319K
|
|
|
Aug 06, 2025
Q2 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
215+ 12.57% |
$35K - $42.1K
|
1.93K
$396K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-17- 0.31% |
$2.77K - $3.33K
|
5.42K
$1.11M
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-124- 5.03% |
$20.2K - $24.3K
|
2.34K
$481K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-62- 83.78% |
$10.1K - $12.1K
|
12
$2.47K
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-69- 4.58% |
$11.2K - $13.5K
|
1.44K
$295K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
10+ 0.32% |
$1.63K - $1.96K
|
3.18K
$652K
|
|
|
Aug 05, 2025
Q2 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-7.48K- 8.85% |
$1.22M - $1.46M
|
77K
$15.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
BUY
|
- |
4.26KNew |
$694K - $834K
|
4.26K
$875K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1K- 39.06% |
$163K - $196K
|
1.56K
$321K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
50+ 0.2% |
$8.14K - $9.79K
|
24.7K
$5.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.6K+ 290.38% |
$260K - $313K
|
2.15K
$442K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.03KNew |
$167K - $201K
|
1.03K
$211K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-173- 36.19% |
$28.2K - $33.9K
|
305
$62.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-224- 67.07% |
$36.5K - $43.9K
|
110
$22.6K
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
SELL
|
- |
-1.15K- 25.61% |
$187K - $225K
|
3.34K
$685K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-261- 16.63% |
$42.5K - $51.1K
|
1.31K
$269K
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
20+ 9.76% |
$3.26K - $3.92K
|
225
$46.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Future You Wealth LLC
New York, NY |
SELL
|
- |
-1.01K- 5.9% |
$164K - $197K
|
16.1K
$3.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.7KNew |
$440K - $529K
|
2.7K
$555K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
703+ 23433.33% |
$114K - $138K
|
706
$145K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
650+ 246.21% |
$106K - $127K
|
914
$188K
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-42- 53.16% |
$6.84K - $8.22K
|
37
$7.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
94New |
$15.3K - $18.4K
|
94
$19.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
1.08KNew |
$176K - $211K
|
1.08K
$222K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-6.06K- 9.39% |
$987K - $1.19M
|
58.5K
$12M
|
|
|
Jul 29, 2025
Q2 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
1.03KNew |
$168K - $202K
|
1.03K
$212K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-27- 1.27% |
$4.39K - $5.29K
|
2.1K
$431K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
64+ 4.61% |
$10.4K - $12.5K
|
1.45K
$299K
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-100- 8.47% |
$16.3K - $19.6K
|
1.08K
$222K
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-167- 97.66% |
$27.2K - $32.7K
|
4
$822
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
10+ 0.56% |
$1.63K - $1.96K
|
1.8K
$369K
|
|