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 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
730+ 4.41% |
$143K - $155K
|
17.3K
$3.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Becker Capital Management Inc
|
BUY
|
- |
715+ 20.34% |
$140K - $152K
|
4.23K
$869K
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
698+ 2.71% |
$136K - $148K
|
26.5K
$5.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
BUY
|
- |
689+ 3.65% |
$135K - $146K
|
19.5K
$4.02M
|
|
|
Nov 10, 2025
Q3 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
677+ 13.35% |
$132K - $144K
|
5.75K
$1.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
663+ 1.29% |
$130K - $141K
|
52.2K
$10.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
631+ 1.84% |
$123K - $134K
|
35K
$7.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
631+ 29.61% |
$123K - $134K
|
2.76K
$567K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
624New |
$122K - $133K
|
624
$128K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
618+ 7.91% |
$121K - $131K
|
8.43K
$1.73M
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
613+ 8.82% |
$120K - $130K
|
7.57K
$1.55M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
608+ 4.21% |
$119K - $129K
|
15.1K
$3.09M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
602+ 29.57% |
$118K - $128K
|
2.64K
$542K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
599+ 115.86% |
$117K - $127K
|
1.12K
$229K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
584+ 15.41% |
$114K - $124K
|
4.37K
$898K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
577+ 13.58% |
$113K - $123K
|
4.83K
$992K
|
|
|
Nov 06, 2025
Q3 2025
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
573+ 1.64% |
$112K - $122K
|
35.4K
$7.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
569+ 3.01% |
$111K - $121K
|
19.5K
$4M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
557+ 2.58% |
$109K - $118K
|
22.2K
$4.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
553+ 1.9% |
$108K - $117K
|
29.7K
$6.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
548+ 2.01% |
$107K - $116K
|
27.8K
$5.71M
|
|
|
Dec 05, 2025
Q3 2025
|
Vestwell Advisors, LLC
New York, NY |
BUY
|
- |
540+ 8.09% |
$106K - $115K
|
7.22K
$1.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
530+ 2.16% |
$104K - $113K
|
25.1K
$5.15M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
526+ 4.62% |
$103K - $112K
|
11.9K
$2.44M
|
|
|
Oct 24, 2025
Q3 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
524+ 1.48% |
$102K - $111K
|
35.9K
$7.37M
|
|
|
Nov 03, 2025
Q3 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
511+ 4.99% |
$99.9K - $109K
|
10.8K
$2.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
509+ 1.06% |
$99.5K - $108K
|
48.6K
$9.99M
|
|
|
Nov 13, 2025
Q3 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
508+ 1.48% |
$99.3K - $108K
|
34.9K
$7.18M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
508+ 4.56% |
$99.3K - $108K
|
11.7K
$2.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
507+ 8.95% |
$99.1K - $108K
|
6.17K
$1.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
495+ 3.68% |
$96.7K - $105K
|
13.9K
$2.86M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
491+ 5.53% |
$95.9K - $104K
|
9.37K
$1.92M
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
491+ 2.98% |
$95.9K - $104K
|
16.9K
$3.48M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
BUY
|
- |
489+ 1.07% |
$95.6K - $104K
|
46.3K
$9.51M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
485+ 5.05% |
$94.8K - $103K
|
10.1K
$2.07M
|
|
|
Nov 06, 2025
Q3 2025
|
Echo45 Advisors LLC
|
BUY
|
- |
485+ 2.92% |
$94.8K - $103K
|
17.1K
$3.51M
|
|
|
Nov 17, 2025
Q3 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
482+ 3.9% |
$94.2K - $102K
|
12.8K
$2.64M
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
BUY
|
- |
481+ 67.18% |
$94K - $102K
|
1.2K
$246K
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
471+ 24.22% |
$92K - $100K
|
2.42K
$496K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
440New |
$86K - $93.4K
|
440
$90.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
432+ 4.04% |
$84.4K - $91.7K
|
11.1K
$2.28M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
428+ 41.04% |
$83.6K - $90.9K
|
1.47K
$302K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
413+ 0.88% |
$80.7K - $87.7K
|
47.4K
$9.73M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
413+ 2.07% |
$80.7K - $87.7K
|
20.4K
$4.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
408+ 2.58% |
$79.7K - $86.6K
|
16.2K
$3.33M
|
|
|
Oct 28, 2025
Q3 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
403+ 1.46% |
$78.8K - $85.6K
|
28K
$5.75M
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
402+ 1.49% |
$78.6K - $85.4K
|
27.3K
$5.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
401New |
$78.4K - $85.2K
|
401
$82.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
393+ 12.09% |
$76.8K - $83.5K
|
3.64K
$749K
|
|
|
Nov 12, 2025
Q3 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
390+ 0.16% |
$76.2K - $82.8K
|
239K
$49.1M
|
|