Latest Institutional Purchases of Vanguard Small Cap Value ETF (VBR)
This list provides information on the latest institutional transactions involving Vanguard Small Cap Value ETF (VBR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
983KNew |
$194M - $214M
|
983K
$184M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
406K+ 1432.4% |
$80M - $88.1M
|
434K
$81.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
363K+ 42.14% |
$71.6M - $78.9M
|
1.22M
$229M
|
|
|
Feb 26, 2025
Q4 2024
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
246KNew |
$48.6M - $53.5M
|
246K
$46.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
181K+ 4.73% |
$35.7M - $39.3M
|
4M
$749M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
173K+ 10.78% |
$34.2M - $37.7M
|
1.78M
$333M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
170K+ 1545.51% |
$33.6M - $37M
|
181K
$33.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
146K+ 9.4% |
$28.7M - $31.6M
|
1.69M
$317M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
131KNew |
$25.8M - $28.4M
|
131K
$24.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
100K+ 2.67% |
$19.8M - $21.8M
|
3.86M
$722M
|
|
|
Feb 05, 2025
Q4 2024
|
University Of Maryland Foundation, Inc.
|
BUY
|
- |
94.6K+ 83.3% |
$18.7M - $20.6M
|
208K
$39M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
94.2K+ 5.78% |
$18.6M - $20.5M
|
1.72M
$322M
|
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
80.2KNew |
$15.8M - $17.4M
|
80.2K
$15M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
76.9K+ 30.61% |
$15.2M - $16.7M
|
328K
$61.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
75.1K+ 11.74% |
$14.8M - $16.3M
|
715K
$134M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
66.4K+ 69.77% |
$13.1M - $14.4M
|
162K
$30.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
57.2K+ 4.65% |
$11.3M - $12.4M
|
1.29M
$241M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
56KNew |
$11M - $12.2M
|
56K
$10.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
50.4K+ 573.54% |
$9.94M - $10.9M
|
59.2K
$11.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
46.8KNew |
$9.24M - $10.2M
|
46.8K
$8.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
46.5K+ 6.5% |
$9.17M - $10.1M
|
762K
$143M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
45.2K+ 129.04% |
$8.92M - $9.82M
|
80.2K
$15M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
38.6K+ 12.22% |
$7.62M - $8.39M
|
354K
$66.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
36.3KNew |
$7.16M - $7.88M
|
36.3K
$6.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
34.8K+ 15.08% |
$6.86M - $7.56M
|
265K
$49.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
33.9K+ 8.98% |
$6.69M - $7.36M
|
411K
$77M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
33.2K+ 8.57% |
$6.55M - $7.21M
|
420K
$78.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
33K+ 4.64% |
$6.5M - $7.16M
|
743K
$139M
|
|
|
Feb 03, 2025
Q4 2024
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
32.7KNew |
$6.46M - $7.11M
|
32.7K
$6.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
31K+ 30.31% |
$6.13M - $6.75M
|
133K
$25M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
30.7K+ 127.91% |
$6.06M - $6.67M
|
54.7K
$10.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
29.7K+ 34.73% |
$5.87M - $6.46M
|
115K
$21.6M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27.5K+ 4.11% |
$5.43M - $5.98M
|
697K
$130M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
27.2K+ 2.11% |
$5.37M - $5.92M
|
1.31M
$246M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
25.9K+ 4.4% |
$5.12M - $5.63M
|
614K
$115M
|
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
25.2KNew |
$4.96M - $5.47M
|
25.2K
$4.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
24K+ 7.79% |
$4.73M - $5.21M
|
331K
$62.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
22.5K+ 30.49% |
$4.44M - $4.89M
|
96.3K
$18M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
20.8KNew |
$4.1M - $4.52M
|
20.8K
$3.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.2K+ 926.81% |
$3.98M - $4.39M
|
22.4K
$4.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
19.9KNew |
$3.93M - $4.32M
|
19.9K
$3.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
19.6KNew |
$3.88M - $4.27M
|
19.6K
$3.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
18.4K+ 12.03% |
$3.64M - $4.01M
|
172K
$32.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
18.2K+ 87.88% |
$3.6M - $3.97M
|
39K
$7.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
18.1K+ 0.76% |
$3.57M - $3.93M
|
2.4M
$449M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
17.8KNew |
$3.52M - $3.88M
|
17.8K
$3.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
17.5K+ 175.74% |
$3.46M - $3.81M
|
27.5K
$5.14M
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
17.3KNew |
$3.41M - $3.75M
|
17.3K
$3.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
16.9KNew |
$3.34M - $3.67M
|
16.9K
$3.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
16.5K+ 4.44% |
$3.25M - $3.57M
|
387K
$72.5M
|