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 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
24+ 0.97% |
$4.69K - $5.1K
|
2.49K
$512K
|
|
|
Nov 06, 2025
Q3 2025
|
Unconventional Investor, LLC
|
BUY
|
- |
23+ 0.75% |
$4.49K - $4.88K
|
3.1K
$636K
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
22New |
$4.3K - $4.67K
|
22
$4.52K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
22+ 0.7% |
$4.3K - $4.67K
|
3.17K
$650K
|
|
|
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
|
Pinnacle Associates LTD
|
BUY
|
- |
20+ 0.79% |
$3.91K - $4.25K
|
2.55K
$525K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
20+ 6.35% |
$3.91K - $4.25K
|
335
$68.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
20+ 0.81% |
$3.91K - $4.25K
|
2.48K
$510K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
19New |
$3.71K - $4.04K
|
19
$3.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
19+ 5.23% |
$3.71K - $4.04K
|
382
$78.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
19New |
$3.71K - $4.04K
|
19
$3.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
18+ 0.04% |
$3.52K - $3.82K
|
46.6K
$9.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
18+ 0.91% |
$3.52K - $3.82K
|
1.99K
$408K
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
17+ 30.36% |
$3.32K - $3.61K
|
73
$15K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
17+ 850.0% |
$3.32K - $3.61K
|
19
$3.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
16+ 0.92% |
$3.13K - $3.4K
|
1.75K
$360K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
16+ 1.21% |
$3.13K - $3.4K
|
1.33K
$274K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
16New |
$3.13K - $3.4K
|
16
$3.29K
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
16+ 0.19% |
$3.13K - $3.4K
|
8.41K
$1.73M
|
|
|
Nov 13, 2025
Q3 2025
|
Resolute Advisors LLC
|
BUY
|
- |
15+ 0.49% |
$2.93K - $3.19K
|
3.1K
$636K
|
|
|
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 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
15+ 0.46% |
$2.93K - $3.19K
|
3.31K
$680K
|
|
|
Nov 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
14+ 0.41% |
$2.74K - $2.97K
|
3.41K
$700K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
13+ 0.44% |
$2.54K - $2.76K
|
2.95K
$606K
|
|
|
Nov 12, 2025
Q3 2025
|
American Wealth Advisors, LLC
Johns Creek, GA |
BUY
|
- |
13New |
$2.54K - $2.76K
|
13
$2.67K
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
13+ 0.02% |
$2.54K - $2.76K
|
67.8K
$13.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
13+ 0.31% |
$2.54K - $2.76K
|
4.26K
$876K
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
13+ 0.15% |
$2.54K - $2.76K
|
8.5K
$1.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
12+ 0.09% |
$2.34K - $2.55K
|
13.1K
$2.69M
|
|
|
Nov 06, 2025
Q3 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
12+ 0.2% |
$2.34K - $2.55K
|
5.87K
$1.21M
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
12+ 0.33% |
$2.34K - $2.55K
|
3.65K
$750K
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
12+ 0.62% |
$2.34K - $2.55K
|
1.93K
$397K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
12New |
$2.34K - $2.55K
|
12
$2.47K
|
|
|
Nov 03, 2025
Q3 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
11+ 0.23% |
$2.15K - $2.34K
|
4.9K
$1.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
10+ 0.92% |
$1.95K - $2.12K
|
1.1K
$226K
|
|
|
Nov 10, 2025
Q3 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
10+ 0.33% |
$1.95K - $2.12K
|
3.01K
$618K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
10+ 0.51% |
$1.95K - $2.12K
|
1.97K
$405K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
9+ 0.91% |
$1.76K - $1.91K
|
998
$205K
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
9+ 0.19% |
$1.76K - $1.91K
|
4.82K
$991K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
8+ 0.52% |
$1.56K - $1.7K
|
1.54K
$317K
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
7+ 0.19% |
$1.37K - $1.49K
|
3.76K
$772K
|
|
|
Nov 05, 2025
Q3 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
7+ 0.5% |
$1.37K - $1.49K
|
1.4K
$288K
|
|
|
Nov 13, 2025
Q3 2025
|
Evensky & Katz LLC
|
BUY
|
- |
6+ 0.43% |
$1.17K - $1.27K
|
1.4K
$288K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
6+ 0.61% |
$1.17K - $1.27K
|
992
$204K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6+ 0.02% |
$1.17K - $1.27K
|
31.2K
$6.41M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
6+ 0.39% |
$1.17K - $1.27K
|
1.54K
$317K
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
6+ 0.41% |
$1.17K - $1.27K
|
1.48K
$303K
|
|
|
Oct 09, 2025
Q3 2025
|
Papp L Roy & Associates
|
BUY
|
- |
6+ 0.5% |
$1.17K - $1.27K
|
1.21K
$249K
|
|
|
Nov 12, 2025
Q3 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
5+ 0.29% |
$977 - $1.06K
|
1.73K
$355K
|
|
|
Nov 05, 2025
Q3 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
5+ 3.38% |
$977 - $1.06K
|
153
$31.4K
|
|