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 07, 2026
Q4 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
10+ 0.06% |
$2.01K - $2.11K
|
15.8K
$3.24M
|
|
|
Jan 14, 2026
Q4 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
9+ 0.3% |
$1.81K - $1.9K
|
3K
$615K
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
9+ 0.23% |
$1.81K - $1.9K
|
3.95K
$811K
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
9+ 0.78% |
$1.81K - $1.9K
|
1.17K
$240K
|
|
|
Jan 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
8+ 0.19% |
$1.61K - $1.69K
|
4.33K
$889K
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
8+ 0.44% |
$1.61K - $1.69K
|
1.81K
$372K
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
7+ 0.06% |
$1.41K - $1.48K
|
12.3K
$2.52M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
7+ 0.35% |
$1.41K - $1.48K
|
1.98K
$407K
|
|
|
Jan 14, 2026
Q4 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
6+ 0.14% |
$1.21K - $1.27K
|
4.21K
$865K
|
|
|
Jan 12, 2026
Q4 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
6+ 0.43% |
$1.21K - $1.27K
|
1.42K
$291K
|
|
|
Jan 16, 2026
Q4 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
5+ 0.3% |
$1.01K - $1.06K
|
1.7K
$348K
|
|
|
Jan 13, 2026
Q4 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
5+ 0.08% |
$1.01K - $1.06K
|
6.14K
$1.26M
|
|
|
Jan 14, 2026
Q4 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
4+ 3.45% |
$806 - $845
|
120
$24.7K
|
|
|
Jan 06, 2026
Q4 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
4+ 0.41% |
$806 - $845
|
982
$202K
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3+ 0.24% |
$604 - $633
|
1.24K
$255K
|
|
|
Jan 15, 2026
Q4 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
3+ 0.31% |
$604 - $633
|
976
$201K
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3+ 0.07% |
$604 - $633
|
4.33K
$889K
|
|
|
Jan 08, 2026
Q4 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
3+ 0.14% |
$604 - $633
|
2.14K
$439K
|
|
|
Jan 15, 2026
Q4 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
2+ 0.01% |
$403 - $422
|
20.6K
$4.23M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
2+ 0.08% |
$403 - $422
|
2.48K
$509K
|
|
|
Jan 13, 2026
Q4 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
2+ 0.12% |
$403 - $422
|
1.66K
$340K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2+ 0.16% |
$403 - $422
|
1.23K
$253K
|
|
|
Jan 15, 2026
Q4 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 1.92% |
$201 - $211
|
53
$10.9K
|
|
|
Jan 14, 2026
Q4 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1+ 0.08% |
$201 - $211
|
1.22K
$250K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$201 - $211
|
16.6K
$3.41M
|
|
|
Jan 12, 2026
Q4 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
1+ 0.05% |
$201 - $211
|
1.93K
$396K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1+ 0.01% |
$201 - $211
|
17.7K
$3.64M
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1+ 0.09% |
$201 - $211
|
1.16K
$239K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
209K+ 1.37% |
$40.9M - $44.4M
|
15.4M
$3.17B
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
190K+ 21.58% |
$37.1M - $40.4M
|
1.07M
$220M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
124K+ 1650.07% |
$24.3M - $26.4M
|
132K
$27.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
124K+ 62.13% |
$24.2M - $26.3M
|
323K
$66.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
100KNew |
$19.6M - $21.3M
|
100K
$20.6M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
87.9K+ 7.73% |
$17.2M - $18.7M
|
1.22M
$252M
|
|
|
Oct 24, 2025
Q3 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
84.3KNew |
$16.5M - $17.9M
|
84.3K
$17.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
81KNew |
$15.8M - $17.2M
|
81K
$16.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
78.2K+ 12.06% |
$15.3M - $16.6M
|
727K
$149M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
73.2K+ 9.01% |
$14.3M - $15.5M
|
885K
$182M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
73K+ 9.33% |
$14.3M - $15.5M
|
855K
$176M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
69.7K+ 17.33% |
$13.6M - $14.8M
|
472K
$97M
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
58.3KNew |
$11.4M - $12.4M
|
58.3K
$12M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
50.6KNew |
$9.89M - $10.8M
|
50.6K
$10.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
43.8K+ 2.96% |
$8.57M - $9.31M
|
1.53M
$314M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
43.3K+ 5.55% |
$8.46M - $9.19M
|
824K
$169M
|
|
|
Nov 12, 2025
Q3 2025
|
Royce & Associates LP
|
BUY
|
- |
41.2KNew |
$8.05M - $8.75M
|
41.2K
$8.47M
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
40.1K+ 41.53% |
$7.84M - $8.52M
|
137K
$28.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
31.5K+ 272.98% |
$6.16M - $6.7M
|
43.1K
$8.85M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
30.2K+ 225.21% |
$5.9M - $6.41M
|
43.6K
$8.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
28.2KNew |
$5.51M - $5.99M
|
28.2K
$5.79M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
27.6K+ 66.84% |
$5.39M - $5.86M
|
68.8K
$14.1M
|
|