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 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
1.07K+ 5.44% |
$210K - $228K
|
20.8K
$4.27M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.06KNew |
$208K - $226K
|
1.06K
$219K
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
BUY
|
- |
1.06K+ 8.67% |
$206K - $224K
|
13.2K
$2.72M
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
1.04K+ 2.06% |
$203K - $221K
|
51.5K
$10.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.04K+ 33.16% |
$203K - $221K
|
4.17K
$857K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.03K+ 12.7% |
$202K - $219K
|
9.16K
$1.88M
|
|
|
Nov 07, 2025
Q3 2025
|
Sageworth Trust CO
|
BUY
|
- |
1.03K+ 7.33% |
$201K - $219K
|
15.1K
$3.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
1.02KNew |
$200K - $217K
|
1.02K
$210K
|
|
|
Oct 22, 2025
Q3 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.02KNew |
$199K - $216K
|
1.02K
$209K
|
|
|
Nov 10, 2025
Q3 2025
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
1.02KNew |
$198K - $216K
|
1.02K
$209K
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.01KNew |
$197K - $214K
|
1.01K
$207K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.01K+ 1.57% |
$197K - $214K
|
65.1K
$13.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
1.01KNew |
$196K - $213K
|
1.01K
$206K
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1K+ 1.75% |
$196K - $213K
|
58.4K
$12M
|
|
|
Nov 07, 2025
Q3 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
1KNew |
$196K - $213K
|
1K
$206K
|
|
|
Nov 07, 2025
Q3 2025
|
United Bank
Vienna, VA |
BUY
|
- |
1KNew |
$195K - $212K
|
1K
$205K
|
|
|
Nov 12, 2025
Q3 2025
|
Manske Wealth Management
Houston, TX |
BUY
|
- |
996New |
$195K - $212K
|
996
$205K
|
|
|
Nov 13, 2025
Q3 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
995New |
$194K - $211K
|
995
$204K
|
|
|
Nov 12, 2025
Q3 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
995New |
$194K - $211K
|
995
$204K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
989+ 326.4% |
$193K - $210K
|
1.29K
$265K
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
988New |
$193K - $210K
|
988
$203K
|
|
|
Oct 21, 2025
Q3 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
982New |
$192K - $209K
|
982
$202K
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
978+ 6.19% |
$191K - $208K
|
16.8K
$3.45M
|
|
|
Nov 05, 2025
Q3 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
977New |
$191K - $207K
|
977
$201K
|
|
|
Oct 23, 2025
Q3 2025
|
West Bancorporation Inc
|
BUY
|
- |
976New |
$191K - $207K
|
976
$201K
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
971New |
$190K - $206K
|
971
$200K
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
969New |
$189K - $206K
|
969
$199K
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
966New |
$189K - $205K
|
966
$198K
|
|
|
Oct 10, 2025
Q3 2025
|
Jvl Associates LLC
|
BUY
|
- |
963New |
$188K - $205K
|
963
$198K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
953+ 16.73% |
$186K - $202K
|
6.65K
$1.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
946+ 8.27% |
$185K - $201K
|
12.4K
$2.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
938+ 4.16% |
$183K - $199K
|
23.5K
$4.82M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
935+ 0.87% |
$183K - $199K
|
109K
$22.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
922+ 2.75% |
$180K - $196K
|
34.4K
$7.07M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
904+ 42.7% |
$177K - $192K
|
3.02K
$621K
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
901+ 0.77% |
$176K - $191K
|
118K
$24.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
888+ 58.81% |
$174K - $189K
|
2.4K
$493K
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
884+ 1.1% |
$173K - $188K
|
81.4K
$16.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
864+ 1.75% |
$169K - $183K
|
50.3K
$10.3M
|
|
|
Nov 20, 2025
Q3 2025
|
Mayport, LLC
|
BUY
|
- |
855+ 2.08% |
$167K - $182K
|
42K
$8.62M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
850+ 0.56% |
$166K - $181K
|
154K
$31.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
835+ 13.23% |
$163K - $177K
|
7.15K
$1.47M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
822+ 26.21% |
$161K - $175K
|
3.96K
$813K
|
|
|
Oct 30, 2025
Q3 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
815+ 12.23% |
$159K - $173K
|
7.48K
$1.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
792+ 11.33% |
$155K - $168K
|
7.78K
$1.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
763+ 8.45% |
$149K - $162K
|
9.8K
$2.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
756New |
$148K - $161K
|
756
$155K
|
|
|
Oct 27, 2025
Q3 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
752+ 1.69% |
$147K - $160K
|
45.3K
$9.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
751+ 2.75% |
$147K - $159K
|
28K
$5.76M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
740+ 6.42% |
$145K - $157K
|
12.3K
$2.52M
|
|