Purchases and Sales Made in Q4 2025 in Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR) during Q4 2025. The information is specifically focused on institutions that hold shares of VANGUARD SMALL-CAP VALUE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Marotta Asset Management
|
BUY
|
- |
6.39K+ 4.64% |
$1.29M - $1.35M
|
144K
$29.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
4.35K+ 8.76% |
$877K - $919K
|
54.1K
$11.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.13K+ 71.72% |
$631K - $661K
|
7.5K
$1.54M
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
2.43K+ 6.48% |
$490K - $514K
|
40K
$8.21M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.86K+ 5.13% |
$375K - $393K
|
38.2K
$7.85M
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.76K+ 79.19% |
$354K - $371K
|
3.98K
$817K
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.29K+ 6.86% |
$259K - $272K
|
20.1K
$4.12M
|
|
|
Jan 07, 2026
Q4 2025
|
Bay Rivers Group
|
BUY
|
- |
901+ 3.85% |
$181K - $190K
|
24.3K
$5M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
685+ 3.25% |
$138K - $145K
|
21.8K
$4.48M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
291+ 11.73% |
$58.6K - $61.4K
|
2.77K
$570K
|
|
|
Jan 07, 2026
Q4 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
168+ 17.41% |
$33.8K - $35.5K
|
1.13K
$233K
|
|
|
Jan 06, 2026
Q4 2025
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
92+ 0.31% |
$18.5K - $19.4K
|
29.5K
$6.05M
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
45New |
$9.06K - $9.5K
|
45
$9.25K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
37+ 2.0% |
$7.45K - $7.81K
|
1.88K
$387K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
16+ 0.43% |
$3.22K - $3.38K
|
3.75K
$770K
|
|
|
Jan 07, 2026
Q4 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
10+ 0.06% |
$2.01K - $2.11K
|
15.8K
$3.24M
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
9+ 0.78% |
$1.81K - $1.9K
|
1.17K
$240K
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
8+ 0.44% |
$1.61K - $1.69K
|
1.81K
$372K
|
|
|
Jan 06, 2026
Q4 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
4+ 0.41% |
$806 - $845
|
982
$202K
|
|
|
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
|
|
|
Jan 07, 2026
Q4 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-9- 0.26% |
$1.81K - $1.9K
|
3.44K
$706K
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-49- 3.45% |
$9.87K - $10.3K
|
1.37K
$282K
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-66- 5.2% |
$13.3K - $13.9K
|
1.2K
$247K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-78- 0.08% |
$15.7K - $16.5K
|
93.6K
$19.2M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-98- 1.47% |
$19.7K - $20.7K
|
6.59K
$1.35M
|
|
|
Jan 06, 2026
Q4 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-123- 0.46% |
$24.8K - $26K
|
26.4K
$5.42M
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-138- 5.28% |
$27.8K - $29.1K
|
2.48K
$509K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-190- 2.02% |
$38.3K - $40.1K
|
9.2K
$1.89M
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
SELL
|
- |
-202- 0.21% |
$40.7K - $42.7K
|
97K
$19.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-688- 4.45% |
$139K - $145K
|
14.8K
$3.04M
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-728- 7.49% |
$147K - $154K
|
8.99K
$1.85M
|
|
|
Jan 05, 2026
Q4 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-1.53K- 10.96% |
$307K - $322K
|
12.4K
$2.55M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.75K- 5.77% |
$352K - $370K
|
28.6K
$5.87M
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
SELL
|
- |
-1.83K- 4.74% |
$369K - $386K
|
36.7K
$7.55M
|
|