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
|
Becker Capital Management Inc
|
BUY
|
- |
715+ 20.34% |
$140K - $152K
|
4.23K
$869K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
135+ 3.51% |
$26.4K - $28.7K
|
3.98K
$817K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
68+ 0.35% |
$13.3K - $14.4K
|
19.4K
$3.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
507+ 8.95% |
$99.1K - $108K
|
6.17K
$1.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-252- 3.86% |
$49.2K - $53.5K
|
6.28K
$1.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.69K- 0.47% |
$1.31M - $1.42M
|
1.43M
$294M
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
763+ 8.45% |
$149K - $162K
|
9.8K
$2.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-56- 6.07% |
$10.9K - $11.9K
|
866
$178K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-9.04K- 6.47% |
$1.77M - $1.92M
|
131K
$26.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
277+ 6.94% |
$54.1K - $58.8K
|
4.27K
$878K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.57K+ 2.28% |
$1.48M - $1.61M
|
339K
$69.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.16K+ 2.91% |
$1.79M - $1.95M
|
324K
$66.5M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-87- 1.51% |
$17K - $18.5K
|
5.67K
$1.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
1.87K+ 3.92% |
$365K - $396K
|
49.4K
$10.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
15+ 0.43% |
$2.93K - $3.19K
|
3.54K
$728K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
599+ 115.86% |
$117K - $127K
|
1.12K
$229K
|
|
|
Nov 12, 2025
Q3 2025
|
Manske Wealth Management
Houston, TX |
BUY
|
- |
996New |
$195K - $212K
|
996
$205K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
10.9KNew |
$2.12M - $2.31M
|
10.9K
$2.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
2.37K+ 7.95% |
$464K - $504K
|
32.2K
$6.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
92+ 43.6% |
$18K - $19.5K
|
303
$62.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-21- 0.62% |
$4.1K - $4.46K
|
3.38K
$695K
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-3.15K- 0.79% |
$616K - $669K
|
395K
$81.1M
|
|
|
Nov 12, 2025
Q3 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-136- 1.34% |
$26.6K - $28.9K
|
10K
$2.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.26K+ 73.55% |
$442K - $480K
|
5.34K
$1.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
631+ 29.61% |
$123K - $134K
|
2.76K
$567K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.03K+ 12.7% |
$202K - $219K
|
9.16K
$1.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-2.04K- 65.15% |
$398K - $432K
|
1.09K
$224K
|
|
|
Nov 12, 2025
Q3 2025
|
American Wealth Advisors, LLC
Johns Creek, GA |
BUY
|
- |
13New |
$2.54K - $2.76K
|
13
$2.67K
|
|
|
Nov 12, 2025
Q3 2025
|
Truepoint, Inc.
|
BUY
|
- |
1.71K+ 7.98% |
$335K - $364K
|
23.2K
$4.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
92+ 1.26% |
$18K - $19.5K
|
7.38K
$1.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
2.83KNew |
$553K - $601K
|
2.83K
$581K
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
471+ 24.22% |
$92K - $100K
|
2.42K
$496K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
2.83KNew |
$553K - $601K
|
2.83K
$581K
|
|
|
Nov 12, 2025
Q3 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
2.41K+ 6.55% |
$472K - $513K
|
39.3K
$8.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$391 - $425
|
2.5K
$514K
|
|
|
Nov 12, 2025
Q3 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-200- 8.87% |
$39.1K - $42.5K
|
2.06K
$422K
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-765- 10.36% |
$149K - $162K
|
6.62K
$1.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
7.6K+ 10.21% |
$1.49M - $1.61M
|
82.1K
$16.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-950- 12.78% |
$186K - $202K
|
6.48K
$1.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-625- 13.63% |
$122K - $133K
|
3.96K
$814K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-87- 1.6% |
$17K - $18.5K
|
5.35K
$1.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
28.2KNew |
$5.51M - $5.99M
|
28.2K
$5.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
19.2K+ 15.19% |
$3.74M - $4.07M
|
145K
$29.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-30- 0.5% |
$5.86K - $6.37K
|
5.96K
$1.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
5+ 0.29% |
$977 - $1.06K
|
1.73K
$355K
|
|
|
Nov 12, 2025
Q3 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-140- 1.38% |
$27.4K - $29.7K
|
10K
$2.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-598- 2.87% |
$117K - $127K
|
20.2K
$4.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-322- 0.69% |
$62.9K - $68.4K
|
46.6K
$9.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
20+ 0.79% |
$3.91K - $4.25K
|
2.55K
$525K
|
|
|
Nov 12, 2025
Q3 2025
|
Planning Directions Inc
|
SELL
|
- |
-518- 7.3% |
$101K - $110K
|
6.58K
$1.35M
|
|