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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
143K+ 3765.95% |
$28.9M - $30.3M
|
147K
$30.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
93.4K+ 6.12% |
$18.8M - $19.7M
|
1.62M
$333M
|
|
|
Jan 14, 2026
Q4 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
31.2KNew |
$6.28M - $6.58M
|
31.2K
$6.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Fluent Financial, LLC
|
BUY
|
- |
16.8KNew |
$3.38M - $3.55M
|
16.8K
$3.45M
|
|
|
Jan 15, 2026
Q4 2025
|
Powerhouse Assets LLC
Lincoln, MA |
BUY
|
- |
10.6KNew |
$2.14M - $2.24M
|
10.6K
$2.18M
|
|
|
Jan 12, 2026
Q4 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
10.5KNew |
$2.11M - $2.21M
|
10.5K
$2.15M
|
|
|
Jan 21, 2026
Q4 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
9.58K+ 28.91% |
$1.93M - $2.02M
|
42.7K
$8.78M
|
|
|
Jan 21, 2026
Q4 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
7.67K+ 1.99% |
$1.54M - $1.62M
|
394K
$80.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Genesis Financial Group, LLC
Paramus, NJ |
BUY
|
- |
6.7KNew |
$1.35M - $1.41M
|
6.7K
$1.38M
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
6.63K+ 27.96% |
$1.34M - $1.4M
|
30.4K
$6.24M
|
|
|
Jan 07, 2026
Q4 2025
|
Marotta Asset Management
|
BUY
|
- |
6.39K+ 4.64% |
$1.29M - $1.35M
|
144K
$29.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
4.78KNew |
$963K - $1.01M
|
4.78K
$982K
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
4.35K+ 8.76% |
$877K - $919K
|
54.1K
$11.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
3.65K+ 291.15% |
$735K - $771K
|
4.91K
$1.01M
|
|
|
Jan 13, 2026
Q4 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
3.16K+ 4.28% |
$636K - $667K
|
76.9K
$15.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.13K+ 71.72% |
$631K - $661K
|
7.5K
$1.54M
|
|
|
Jan 21, 2026
Q4 2025
|
Mayport, LLC
|
BUY
|
- |
3.05K+ 7.27% |
$614K - $644K
|
45K
$9.25M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
2.91K+ 12.97% |
$586K - $614K
|
25.3K
$5.21M
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.76K+ 1.3% |
$555K - $582K
|
216K
$44.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
2.68K+ 0.71% |
$539K - $565K
|
381K
$78.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
2.43K+ 6.48% |
$490K - $514K
|
40K
$8.21M
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
2.43K+ 59.44% |
$490K - $514K
|
6.53K
$1.34M
|
|
|
Jan 14, 2026
Q4 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
2.33K+ 4.06% |
$469K - $492K
|
59.6K
$12.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
2.24K+ 224.3% |
$452K - $474K
|
3.24K
$666K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.86K+ 5.13% |
$375K - $393K
|
38.2K
$7.85M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.84KNew |
$371K - $389K
|
1.84K
$379K
|
|
|
Jan 08, 2026
Q4 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
1.82K+ 5.29% |
$366K - $384K
|
36.2K
$7.43M
|
|
|
Jan 21, 2026
Q4 2025
|
Gpwm LLC
|
BUY
|
- |
1.77K+ 5.46% |
$357K - $374K
|
34.2K
$7.03M
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.76K+ 79.19% |
$354K - $371K
|
3.98K
$817K
|
|
|
Jan 21, 2026
Q4 2025
|
First United Bank & Trust
|
BUY
|
- |
1.72K+ 18.82% |
$346K - $362K
|
10.8K
$2.23M
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.63K+ 5.78% |
$328K - $344K
|
29.8K
$6.13M
|
|
|
Jan 21, 2026
Q4 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.57K+ 1.15% |
$316K - $332K
|
138K
$28.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Mor Wealth Management, LLC
Philadelphia, PA |
BUY
|
- |
1.56KNew |
$313K - $328K
|
1.56K
$319K
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.5KNew |
$303K - $318K
|
1.5K
$309K
|
|
|
Jan 21, 2026
Q4 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
1.49K+ 2.54% |
$300K - $315K
|
60.1K
$12.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.45K+ 9.46% |
$291K - $305K
|
16.7K
$3.44M
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.29K+ 6.86% |
$259K - $272K
|
20.1K
$4.12M
|
|
|
Jan 21, 2026
Q4 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.29K+ 6.14% |
$259K - $271K
|
22.2K
$4.57M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.23K+ 30850.0% |
$249K - $261K
|
1.24K
$254K
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.18K+ 1842.19% |
$237K - $249K
|
1.24K
$255K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
1.15K+ 21.39% |
$232K - $243K
|
6.54K
$1.34M
|
|
|
Jan 20, 2026
Q4 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.1KNew |
$221K - $232K
|
1.1K
$225K
|
|
|
Jan 21, 2026
Q4 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
1.07KNew |
$216K - $226K
|
1.07K
$220K
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.07K+ 29.32% |
$215K - $225K
|
4.71K
$967K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.05K+ 6.37% |
$211K - $221K
|
17.5K
$3.59M
|
|
|
Jan 16, 2026
Q4 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
994+ 39.62% |
$200K - $210K
|
3.5K
$720K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
969New |
$195K - $205K
|
969
$199K
|
|
|
Jan 12, 2026
Q4 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
957New |
$193K - $202K
|
957
$197K
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
947+ 24.6% |
$191K - $200K
|
4.8K
$986K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
938+ 6.39% |
$189K - $198K
|
15.6K
$3.21M
|
|