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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
170+ 2.07% |
$33.2K - $36.1K
|
8.37K
$1.72M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
165+ 0.69% |
$32.2K - $35K
|
24.2K
$4.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
160+ 3.47% |
$31.3K - $34K
|
4.77K
$981K
|
|
|
Nov 14, 2025
Q3 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
158+ 10.27% |
$30.9K - $33.6K
|
1.7K
$348K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
158+ 1.58% |
$30.9K - $33.6K
|
10.1K
$2.09M
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
156+ 5.82% |
$30.5K - $33.1K
|
2.84K
$583K
|
|
|
Oct 14, 2025
Q3 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
156+ 2.57% |
$30.5K - $33.1K
|
6.22K
$1.28M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
155+ 0.41% |
$30.3K - $32.9K
|
37.9K
$7.79M
|
|
|
Nov 04, 2025
Q3 2025
|
Performa LTD (Us), LLC
|
BUY
|
- |
153+ 0.2% |
$29.9K - $32.5K
|
77.5K
$15.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
152+ 2.18% |
$29.7K - $32.3K
|
7.12K
$1.46M
|
|
|
Oct 28, 2025
Q3 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
149+ 2.45% |
$29.1K - $31.6K
|
6.23K
$1.28M
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
148+ 5.9% |
$28.9K - $31.4K
|
2.66K
$546K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
147+ 14.24% |
$28.7K - $31.2K
|
1.18K
$242K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
146+ 5.51% |
$28.5K - $31K
|
2.79K
$574K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
146+ 6.16% |
$28.5K - $31K
|
2.52K
$517K
|
|
|
Nov 05, 2025
Q3 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
142+ 0.32% |
$27.7K - $30.2K
|
44.4K
$9.12M
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
141New |
$27.6K - $29.9K
|
141
$29K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
141+ 6.65% |
$27.6K - $29.9K
|
2.26K
$465K
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
140+ 10.91% |
$27.4K - $29.7K
|
1.42K
$292K
|
|
|
Nov 05, 2025
Q3 2025
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
139+ 12.18% |
$27.2K - $29.5K
|
1.28K
$263K
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
139+ 7.7% |
$27.2K - $29.5K
|
1.95K
$400K
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
138+ 8.4% |
$27K - $29.3K
|
1.78K
$366K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
135+ 3.51% |
$26.4K - $28.7K
|
3.98K
$817K
|
|
|
Oct 23, 2025
Q3 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
132+ 5.35% |
$25.8K - $28K
|
2.6K
$534K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
129+ 3.25% |
$25.2K - $27.4K
|
4.1K
$843K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
126+ 1.95% |
$24.6K - $26.8K
|
6.59K
$1.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
125+ 5.07% |
$24.4K - $26.5K
|
2.59K
$533K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
119+ 2.45% |
$23.3K - $25.3K
|
4.99K
$1.02M
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
118+ 0.72% |
$23.1K - $25.1K
|
16.5K
$3.38M
|
|
|
Nov 10, 2025
Q3 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
116+ 7.67% |
$22.7K - $24.6K
|
1.63K
$334K
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
116+ 4.46% |
$22.7K - $24.6K
|
2.72K
$558K
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
115+ 12.0% |
$22.5K - $24.4K
|
1.07K
$220K
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
113+ 5.89% |
$22.1K - $24K
|
2.03K
$418K
|
|
|
Nov 12, 2025
Q3 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
108+ 0.14% |
$21.1K - $22.9K
|
75.6K
$15.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
108+ 6.12% |
$21.1K - $22.9K
|
1.87K
$385K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
101+ 1.93% |
$19.7K - $21.4K
|
5.33K
$1.09M
|
|
|
Nov 13, 2025
Q3 2025
|
United Financial Planning Group LLC
Hauppauge, NY |
BUY
|
- |
97New |
$19K - $20.6K
|
97
$19.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
95+ 1.8% |
$18.6K - $20.2K
|
5.37K
$1.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
93+ 13.92% |
$18.2K - $19.8K
|
761
$156K
|
|
|
Nov 12, 2025
Q3 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
92+ 1.26% |
$18K - $19.5K
|
7.38K
$1.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
90+ 3.41% |
$17.6K - $19.1K
|
2.73K
$562K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
90+ 0.85% |
$17.6K - $19.1K
|
10.7K
$2.19M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
88+ 0.44% |
$17.2K - $18.7K
|
19.9K
$4.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
88+ 5.46% |
$17.2K - $18.7K
|
1.7K
$349K
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
88+ 2.76% |
$17.2K - $18.7K
|
3.28K
$674K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
86+ 330.77% |
$16.8K - $18.3K
|
112
$23K
|
|
|
Nov 04, 2025
Q3 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
86+ 0.67% |
$16.8K - $18.3K
|
12.9K
$2.66M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
85+ 18.52% |
$16.6K - $18.1K
|
544
$112K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
83+ 1.52% |
$16.2K - $17.6K
|
5.55K
$1.14M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
83+ 2.82% |
$16.2K - $17.6K
|
3.03K
$623K
|
|