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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
93New |
$15.1K - $18.2K
|
93
$19.1K
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
86+ 3.54% |
$14K - $16.8K
|
2.51K
$517K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
78New |
$12.7K - $15.3K
|
78
$16K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
73New |
$11.9K - $14.3K
|
73
$15K
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
68+ 3.82% |
$11.1K - $13.3K
|
1.85K
$379K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
64+ 4.61% |
$10.4K - $12.5K
|
1.45K
$299K
|
|
|
Aug 13, 2025
Q2 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
63New |
$10.3K - $12.3K
|
63
$12.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
61+ 9.64% |
$9.93K - $11.9K
|
694
$143K
|
|
|
Jan 06, 2026
Q2 2025
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
54New |
$8.79K - $10.6K
|
54
$11.1K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
50+ 0.2% |
$8.14K - $9.79K
|
24.7K
$5.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
46+ 17.69% |
$7.49K - $9.01K
|
306
$62.9K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
41New |
$6.67K - $8.03K
|
41
$8.42K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
40+ 21.05% |
$6.51K - $7.83K
|
230
$47.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
34New |
$5.53K - $6.66K
|
34
$6.99K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
33+ 5.89% |
$5.37K - $6.46K
|
593
$122K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
31New |
$5.05K - $6.07K
|
31
$6.37K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
28+ 2.02% |
$4.56K - $5.48K
|
1.42K
$291K
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
BUY
|
- |
25+ 0.41% |
$4.07K - $4.89K
|
6.16K
$1.27M
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
20+ 9.76% |
$3.26K - $3.92K
|
225
$46.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
19+ 1900.0% |
$3.09K - $3.72K
|
20
$4.11K
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
19+ 7.04% |
$3.09K - $3.72K
|
289
$59.4K
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
14New |
$2.28K - $2.74K
|
14
$2.88K
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
14+ 19.44% |
$2.28K - $2.74K
|
86
$17.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
12+ 32.43% |
$1.95K - $2.35K
|
49
$10.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
12+ 0.26% |
$1.95K - $2.35K
|
4.64K
$953K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
10+ 0.32% |
$1.63K - $1.96K
|
3.18K
$652K
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
10+ 0.56% |
$1.63K - $1.96K
|
1.8K
$369K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
9+ 4.86% |
$1.46K - $1.76K
|
194
$39.9K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
7+ 0.43% |
$1.14K - $1.37K
|
1.63K
$335K
|
|
|
Aug 14, 2025
Q2 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
2+ 3.03% |
$326 - $392
|
68
$14K
|
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.17% |
$326 - $392
|
1.15K
$237K
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1New |
$163 - $196
|
1
$205
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
1+ 0.03% |
$163 - $196
|
3.63K
$745K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
26.9KNew |
$4.92M - $5.59M
|
26.9K
$5.53M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
17.3KNew |
$3.16M - $3.58M
|
17.3K
$3.55M
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
17.2KNew |
$3.14M - $3.56M
|
17.2K
$3.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
9.67KNew |
$1.77M - $2.01M
|
9.67K
$1.99M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
6.43KNew |
$1.18M - $1.34M
|
6.43K
$1.32M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
6.32K+ 464.41% |
$1.16M - $1.31M
|
7.68K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
6.2KNew |
$1.13M - $1.29M
|
6.2K
$1.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
6.15K+ 4.87% |
$1.13M - $1.28M
|
132K
$27.2M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
4.06KNew |
$744K - $844K
|
4.06K
$835K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
3.8K+ 210.06% |
$696K - $790K
|
5.61K
$1.15M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
2.53KNew |
$463K - $526K
|
2.53K
$520K
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
2.51KNew |
$460K - $522K
|
2.51K
$516K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.27KNew |
$416K - $472K
|
2.27K
$467K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.14KNew |
$391K - $444K
|
2.14K
$439K
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.06KNew |
$377K - $428K
|
2.06K
$423K
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
1.82KNew |
$332K - $377K
|
1.82K
$373K
|
|