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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.8KNew |
$547K - $595K
|
2.8K
$575K
|
|
|
Nov 13, 2025
Q3 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-463- 1.15% |
$90.5K - $98.3K
|
39.8K
$8.17M
|
|
|
Nov 13, 2025
Q3 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-574- 1.76% |
$112K - $122K
|
32K
$6.58M
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
BUY
|
- |
481+ 67.18% |
$94K - $102K
|
1.2K
$246K
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
4.11KNew |
$804K - $873K
|
4.11K
$845K
|
|
|
Nov 13, 2025
Q3 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.79K+ 11.0% |
$350K - $380K
|
18.1K
$3.71M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-100K- 3.14% |
$19.6M - $21.3M
|
3.1M
$637M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-56- 1.09% |
$10.9K - $11.9K
|
5.07K
$1.04M
|
|
|
Nov 13, 2025
Q3 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-20- 0.29% |
$3.91K - $4.25K
|
6.81K
$1.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
5.49K+ 19.25% |
$1.07M - $1.17M
|
34K
$6.99M
|
|
|
Nov 13, 2025
Q3 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-764- 50.76% |
$149K - $162K
|
741
$152K
|
|
|
Nov 13, 2025
Q3 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-11- 0.61% |
$2.15K - $2.34K
|
1.79K
$369K
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-328- 11.55% |
$64.1K - $69.7K
|
2.51K
$516K
|
|
|
Nov 13, 2025
Q3 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
215+ 1.19% |
$42K - $45.7K
|
18.2K
$3.74M
|
|
|
Nov 13, 2025
Q3 2025
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-107- 26.68% |
$20.9K - $22.7K
|
294
$60.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-430- 43.22% |
$84K - $91.3K
|
565
$116K
|
|
|
Nov 13, 2025
Q3 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
4.16K+ 23.53% |
$813K - $884K
|
21.8K
$4.49M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
25.4K+ 1.78% |
$4.97M - $5.4M
|
1.45M
$298M
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-71- 2.39% |
$13.9K - $15.1K
|
2.9K
$596K
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
24.6K+ 2170.57% |
$4.81M - $5.23M
|
25.8K
$5.29M
|
|
|
Nov 13, 2025
Q3 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-78- 3.68% |
$15.2K - $16.6K
|
2.04K
$420K
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
1.09KNew |
$212K - $230K
|
1.09K
$223K
|
|
|
Nov 13, 2025
Q3 2025
|
Compass Capital Management, Inc
|
BUY
|
- |
1.88KNew |
$367K - $399K
|
1.88K
$386K
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-110- 1.79% |
$21.5K - $23.4K
|
6.05K
$1.24M
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-446- 18.44% |
$87.2K - $94.7K
|
1.97K
$405K
|
|
|
Nov 13, 2025
Q3 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-70- 3.6% |
$13.7K - $14.9K
|
1.88K
$385K
|
|
|
Nov 13, 2025
Q3 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
3.35KNew |
$655K - $712K
|
3.35K
$688K
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-141- 1.11% |
$27.6K - $29.9K
|
12.6K
$2.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-938- 2.7% |
$183K - $199K
|
33.9K
$6.96M
|
|
|
Nov 13, 2025
Q3 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-126- 2.36% |
$24.6K - $26.8K
|
5.22K
$1.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-23.9K- 78.55% |
$4.67M - $5.08M
|
6.53K
$1.34M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-9.56K- 5.89% |
$1.87M - $2.03M
|
153K
$31.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
22.3K+ 18.46% |
$4.35M - $4.73M
|
143K
$29.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-5.78K- 4.09% |
$1.13M - $1.23M
|
135K
$27.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Resolute Advisors LLC
|
BUY
|
- |
15+ 0.49% |
$2.93K - $3.19K
|
3.1K
$636K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.36K+ 0.66% |
$461K - $501K
|
359K
$73.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2K- 1.97% |
$390K - $424K
|
99.5K
$20.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
2.2KNew |
$430K - $467K
|
2.2K
$452K
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
179+ 9.02% |
$35K - $38K
|
2.16K
$445K
|
|
|
Nov 13, 2025
Q3 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
995New |
$194K - $211K
|
995
$204K
|
|
|
Nov 13, 2025
Q3 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-556- 6.0% |
$109K - $118K
|
8.71K
$1.79M
|
|
|
Nov 13, 2025
Q3 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
388+ 1.42% |
$75.8K - $82.4K
|
27.7K
$5.69M
|
|
|
Nov 12, 2025
Q3 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-11.4K- 43.96% |
$2.22M - $2.41M
|
14.5K
$2.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
73K+ 9.33% |
$14.3M - $15.5M
|
855K
$176M
|
|
|
Nov 12, 2025
Q3 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
363+ 0.13% |
$70.9K - $77.1K
|
281K
$57.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
SELL
|
- |
-1- 4.76% |
$195 - $212
|
20
$4.11K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
408+ 2.58% |
$79.7K - $86.6K
|
16.2K
$3.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.16KNew |
$227K - $247K
|
1.16K
$239K
|
|
|
Nov 12, 2025
Q3 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-1.07K- 8.99% |
$209K - $228K
|
10.8K
$2.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
30+ 1.11% |
$5.86K - $6.37K
|
2.74K
$563K
|
|