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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
14+ 19.44% |
$2.28K - $2.74K
|
86
$17.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
12+ 0.26% |
$1.95K - $2.35K
|
4.64K
$953K
|
|
|
Jul 28, 2025
Q2 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
1.63KNew |
$265K - $319K
|
1.63K
$335K
|
|
|
Jul 25, 2025
Q2 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-3- 0.1% |
$488 - $587
|
2.9K
$596K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
56.5KNew |
$9.19M - $11.1M
|
56.5K
$11.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
1+ 0.03% |
$163 - $196
|
3.63K
$745K
|
|
|
Jul 25, 2025
Q2 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-102- 7.54% |
$16.6K - $20K
|
1.25K
$257K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-3.29K- 27.5% |
$536K - $644K
|
8.68K
$1.78M
|
|
|
Jul 25, 2025
Q2 2025
|
St. Louis Trust CO
|
BUY
|
- |
837+ 17.71% |
$136K - $164K
|
5.56K
$1.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-35- 97.22% |
$5.7K - $6.85K
|
1
$205
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.26K- 15.54% |
$1.02M - $1.23M
|
34K
$6.99M
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-43- 2.42% |
$7K - $8.42K
|
1.73K
$356K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
19+ 1900.0% |
$3.09K - $3.72K
|
20
$4.11K
|
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.17% |
$326 - $392
|
1.15K
$237K
|
|
|
Jul 24, 2025
Q2 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-73- 2.04% |
$11.9K - $14.3K
|
3.5K
$720K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
118+ 137.21% |
$19.2K - $23.1K
|
204
$41.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
186+ 0.43% |
$30.3K - $36.4K
|
43.4K
$8.92M
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
263+ 128.92% |
$42.8K - $51.5K
|
467
$95.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
78New |
$12.7K - $15.3K
|
78
$16K
|
|
|
Jul 23, 2025
Q2 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
61+ 9.64% |
$9.93K - $11.9K
|
694
$143K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 1.2% |
$163 - $196
|
84
$17.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-258- 12.48% |
$42K - $50.5K
|
1.81K
$372K
|
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-16- 0.61% |
$2.6K - $3.13K
|
2.6K
$534K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
1.04KNew |
$169K - $203K
|
1.04K
$213K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-93- 0.65% |
$15.1K - $18.2K
|
14.3K
$2.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
811New |
$132K - $159K
|
811
$167K
|
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
122+ 7.59% |
$19.9K - $23.9K
|
1.73K
$355K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
125New |
$20.3K - $24.5K
|
125
$25.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Hillman CO
|
SELL
|
- |
-17.9K- 18.61% |
$2.92M - $3.51M
|
78.4K
$16.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-55- 0.56% |
$8.95K - $10.8K
|
9.78K
$2.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-39- 8.35% |
$6.35K - $7.64K
|
428
$87.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
19+ 7.04% |
$3.09K - $3.72K
|
289
$59.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-70- 1.95% |
$11.4K - $13.7K
|
3.53K
$724K
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-38- 2.59% |
$6.18K - $7.44K
|
1.43K
$293K
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
68+ 3.82% |
$11.1K - $13.3K
|
1.85K
$379K
|
|
|
Jul 21, 2025
Q2 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
1.11KNew |
$180K - $217K
|
1.11K
$228K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
6+ 0.4% |
$977 - $1.17K
|
1.49K
$306K
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-95- 2.72% |
$15.5K - $18.6K
|
3.4K
$699K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
156New |
$25.4K - $30.5K
|
156
$32.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
1.9K+ 118.05% |
$309K - $371K
|
3.5K
$720K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-125- 6.8% |
$20.3K - $24.5K
|
1.71K
$352K
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
280+ 20.96% |
$45.6K - $54.8K
|
1.62K
$332K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.28KNew |
$208K - $251K
|
1.28K
$263K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
208+ 70.27% |
$33.9K - $40.7K
|
504
$104K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-6- 0.22% |
$977 - $1.17K
|
2.78K
$572K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-20.1K- 61.32% |
$3.27M - $3.94M
|
12.7K
$2.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
15+ 0.89% |
$2.44K - $2.94K
|
1.69K
$347K
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.12KNew |
$182K - $219K
|
1.12K
$229K
|
|
|
Jul 16, 2025
Q2 2025
|
Tenret CO LLC
|
SELL
|
- |
-3.11K- 12.03% |
$505K - $608K
|
22.7K
$4.66M
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.03K+ 6.32% |
$167K - $201K
|
17.3K
$3.55M
|
|