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 12, 2025
Q3 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
221+ 4.82% |
$43.2K - $46.9K
|
4.81K
$987K
|
|
|
Nov 12, 2025
Q3 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.66K- 3.7% |
$325K - $353K
|
43.3K
$8.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
390+ 0.16% |
$76.2K - $82.8K
|
239K
$49.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
18+ 0.91% |
$3.52K - $3.82K
|
1.99K
$408K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1.88K- 97.15% |
$367K - $398K
|
55
$11.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
20+ 0.49% |
$3.91K - $4.25K
|
4.06K
$834K
|
|
|
Nov 12, 2025
Q3 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-50- 0.37% |
$9.77K - $10.6K
|
13.5K
$2.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
224+ 1.06% |
$43.8K - $47.6K
|
21.4K
$4.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
2.23K+ 7.56% |
$436K - $474K
|
31.7K
$6.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
995New |
$194K - $211K
|
995
$204K
|
|
|
Nov 12, 2025
Q3 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-276- 24.42% |
$53.9K - $58.6K
|
854
$175K
|
|
|
Nov 12, 2025
Q3 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
8.39K+ 16.17% |
$1.64M - $1.78M
|
60.3K
$12.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
3KNew |
$586K - $637K
|
3K
$616K
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
268+ 0.72% |
$52.4K - $56.9K
|
37.7K
$7.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
663+ 1.29% |
$130K - $141K
|
52.2K
$10.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
62+ 1.56% |
$12.1K - $13.2K
|
4.04K
$830K
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-72- 1.81% |
$14.1K - $15.3K
|
3.9K
$800K
|
|
|
Nov 12, 2025
Q3 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
108+ 0.14% |
$21.1K - $22.9K
|
75.6K
$15.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.59K+ 0.93% |
$311K - $339K
|
173K
$35.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-10- 0.36% |
$1.95K - $2.12K
|
2.76K
$567K
|
|
|
Nov 12, 2025
Q3 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-3.98K- 96.23% |
$777K - $845K
|
156
$32.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.27K- 3.04% |
$1.03M - $1.12M
|
168K
$34.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
4+ 0.38% |
$782 - $849
|
1.06K
$218K
|
|
|
Nov 12, 2025
Q3 2025
|
Ballast Advisors LLC
|
BUY
|
- |
342New |
$66.8K - $72.6K
|
342
$70.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
228+ 20.77% |
$44.6K - $48.4K
|
1.33K
$272K
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
3.25K+ 65.92% |
$636K - $691K
|
8.19K
$1.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
14+ 0.41% |
$2.74K - $2.97K
|
3.41K
$700K
|
|
|
Nov 12, 2025
Q3 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
1+ 1.75% |
$195 - $212
|
58
$11.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Royce & Associates LP
|
BUY
|
- |
41.2KNew |
$8.05M - $8.75M
|
41.2K
$8.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.17K- 2.85% |
$424K - $461K
|
73.9K
$15.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
338+ 13.57% |
$66K - $71.8K
|
2.83K
$581K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-454- 6.09% |
$88.7K - $96.4K
|
7K
$1.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
160+ 3.47% |
$31.3K - $34K
|
4.77K
$981K
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-889- 9.49% |
$174K - $189K
|
8.48K
$1.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-603- 5.67% |
$118K - $128K
|
10K
$2.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
367+ 1.58% |
$71.7K - $77.9K
|
23.5K
$4.84M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.99KNew |
$389K - $422K
|
1.99K
$409K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.6K+ 88.28% |
$1.68M - $1.83M
|
18.3K
$3.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.23K+ 42.52% |
$240K - $261K
|
4.12K
$846K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
618+ 7.91% |
$121K - $131K
|
8.43K
$1.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
631+ 1.84% |
$123K - $134K
|
35K
$7.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
SELL
|
- |
-500- 2.14% |
$97.7K - $106K
|
22.9K
$4.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
946+ 8.27% |
$185K - $201K
|
12.4K
$2.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-345- 1.43% |
$67.4K - $73.3K
|
23.7K
$4.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-19- 1.35% |
$3.71K - $4.04K
|
1.39K
$285K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-2- 2.41% |
$391 - $425
|
81
$16.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
236+ 7.39% |
$46.1K - $50.1K
|
3.43K
$705K
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
7+ 0.19% |
$1.37K - $1.49K
|
3.76K
$772K
|
|
|
Nov 12, 2025
Q3 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-62- 71.26% |
$12.1K - $13.2K
|
25
$5.14K
|
|
|
Nov 12, 2025
Q3 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
495+ 3.68% |
$96.7K - $105K
|
13.9K
$2.86M
|
|