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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
7.73K+ 241.04% |
$1.51M - $1.64M
|
10.9K
$2.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
7.6K+ 10.21% |
$1.49M - $1.61M
|
82.1K
$16.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.57K+ 2.28% |
$1.48M - $1.61M
|
339K
$69.7M
|
|
|
Oct 08, 2025
Q3 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
7.45K+ 44.73% |
$1.46M - $1.58M
|
24.1K
$4.95M
|
|
|
Dec 01, 2025
Q3 2025
|
Payne Capital Management, LLC
New York, NY |
BUY
|
- |
7.31K+ 13.78% |
$1.43M - $1.55M
|
60.4K
$12.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
7.23K+ 7.73% |
$1.41M - $1.54M
|
101K
$20.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.23K+ 45.21% |
$1.41M - $1.54M
|
23.2K
$4.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7.17K+ 64.82% |
$1.4M - $1.52M
|
18.2K
$3.75M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.1K+ 39.01% |
$1.39M - $1.51M
|
25.3K
$5.2M
|
|
|
Oct 08, 2025
Q3 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
6.98K+ 2.53% |
$1.36M - $1.48M
|
283K
$58.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
6.45K+ 1.7% |
$1.26M - $1.37M
|
386K
$79.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
5.74KNew |
$1.12M - $1.22M
|
5.74K
$1.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
5.7KNew |
$1.11M - $1.21M
|
5.7K
$1.17M
|
|
|
Nov 13, 2025
Q3 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
5.49K+ 19.25% |
$1.07M - $1.17M
|
34K
$6.99M
|
|
|
Oct 28, 2025
Q3 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
5.3K+ 50.28% |
$1.04M - $1.13M
|
15.8K
$3.26M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
5.29KNew |
$1.03M - $1.12M
|
5.29K
$1.09M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.23K+ 498.47% |
$1.02M - $1.11M
|
6.28K
$1.29M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5.22K+ 4.54% |
$1.02M - $1.11M
|
120K
$24.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Shuttleworth & CO
Powell, OH |
BUY
|
- |
5.14KNew |
$1.01M - $1.09M
|
5.14K
$1.06M
|
|
|
Nov 06, 2025
Q3 2025
|
Harpswell Capital Advisors, LLC
Yarmouth, ME |
BUY
|
- |
5.09KNew |
$994K - $1.08M
|
5.09K
$1.04M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.95K+ 33.57% |
$966K - $1.05M
|
19.7K
$4.04M
|
|
|
Oct 20, 2025
Q3 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
4.72K+ 1.55% |
$922K - $1M
|
310K
$63.6M
|
|
|
Nov 20, 2025
Q3 2025
|
True Wealth Financial Partners
|
BUY
|
- |
4.58K+ 5.16% |
$895K - $973K
|
93.4K
$19.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Strategic Advisors LLC
|
BUY
|
- |
4.56K+ 254.81% |
$890K - $968K
|
6.34K
$1.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
4.51K+ 362.14% |
$880K - $957K
|
5.75K
$1.18M
|
|
|
Nov 13, 2025
Q3 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
4.16K+ 23.53% |
$813K - $884K
|
21.8K
$4.49M
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
4.11KNew |
$804K - $873K
|
4.11K
$845K
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.83K+ 21.33% |
$748K - $813K
|
21.8K
$4.47M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.8K+ 2.06% |
$742K - $807K
|
188K
$38.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.74K+ 2.53% |
$731K - $794K
|
152K
$31.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.65K+ 14.87% |
$713K - $775K
|
28.2K
$5.79M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.57K+ 5.31% |
$697K - $757K
|
70.7K
$14.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3.43K+ 2.98% |
$670K - $728K
|
118K
$24.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
3.35KNew |
$655K - $712K
|
3.35K
$688K
|
|
|
Nov 10, 2025
Q3 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
3.33KNew |
$651K - $707K
|
3.33K
$684K
|
|
|
Nov 14, 2025
Q3 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
3.32KNew |
$649K - $705K
|
3.32K
$683K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.29K+ 8.88% |
$643K - $699K
|
40.4K
$8.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
3.25K+ 65.92% |
$636K - $691K
|
8.19K
$1.68M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
3.23KNew |
$630K - $685K
|
3.23K
$663K
|
|
|
Oct 03, 2025
Q3 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
3.17KNew |
$619K - $673K
|
3.17K
$651K
|
|
|
Nov 10, 2025
Q3 2025
|
Lansing Street Advisors
|
BUY
|
- |
3.14K+ 6.46% |
$613K - $666K
|
51.7K
$10.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Banc Trust CO
Lisle, IL |
BUY
|
- |
3.1KNew |
$606K - $658K
|
3.1K
$637K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.06K+ 7.5% |
$597K - $649K
|
43.8K
$9M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.03K+ 75.4% |
$591K - $642K
|
7.04K
$1.45M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.01K+ 13.12% |
$588K - $639K
|
25.9K
$5.33M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.01K+ 2.91% |
$587K - $638K
|
106K
$21.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
3KNew |
$586K - $637K
|
3K
$616K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.86K+ 87.01% |
$559K - $607K
|
6.15K
$1.26M
|
|
|
Oct 28, 2025
Q3 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
2.83KNew |
$553K - $601K
|
2.83K
$582K
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.83K+ 4.43% |
$553K - $601K
|
66.7K
$13.7M
|
|