Purchases and Sales Made in Q3 2025 in Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
209K+ 1.37% |
$40.9M - $44.4M
|
15.4M
$3.24B
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
190K+ 21.58% |
$37.1M - $40.4M
|
1.07M
$224M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
124K+ 1650.07% |
$24.3M - $26.4M
|
132K
$27.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
124K+ 62.13% |
$24.2M - $26.3M
|
323K
$67.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
100KNew |
$19.6M - $21.3M
|
100K
$21M
|
|
|
Oct 24, 2025
Q3 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
84.3KNew |
$16.5M - $17.9M
|
84.3K
$17.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
81KNew |
$15.8M - $17.2M
|
81K
$17M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
78.2K+ 12.06% |
$15.3M - $16.6M
|
727K
$152M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
73.2K+ 9.01% |
$14.3M - $15.5M
|
885K
$186M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
73K+ 9.33% |
$14.3M - $15.5M
|
855K
$179M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
69.7K+ 17.33% |
$13.6M - $14.8M
|
472K
$98.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
58.3KNew |
$11.4M - $12.4M
|
58.3K
$12.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
50.6KNew |
$9.89M - $10.8M
|
50.6K
$10.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
43.8K+ 2.96% |
$8.57M - $9.31M
|
1.53M
$320M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
43.3K+ 5.55% |
$8.46M - $9.19M
|
824K
$173M
|
|
|
Nov 12, 2025
Q3 2025
|
Royce & Associates LP
|
BUY
|
- |
41.2KNew |
$8.05M - $8.75M
|
41.2K
$8.64M
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
40.1K+ 41.53% |
$7.84M - $8.52M
|
137K
$28.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
30.2K+ 225.21% |
$5.9M - $6.41M
|
43.6K
$9.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
28.2KNew |
$5.51M - $5.99M
|
28.2K
$5.91M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
27.6K+ 66.84% |
$5.39M - $5.86M
|
68.8K
$14.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
26.5K+ 1209.27% |
$5.18M - $5.62M
|
28.7K
$6.01M
|
|
|
Nov 05, 2025
Q3 2025
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
25.7K+ 89.4% |
$5.02M - $5.46M
|
54.4K
$11.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
25.4K+ 1.78% |
$4.97M - $5.4M
|
1.45M
$304M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
25.3KNew |
$4.94M - $5.37M
|
25.3K
$5.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
24.6K+ 2170.57% |
$4.81M - $5.23M
|
25.8K
$5.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
24K+ 8287.24% |
$4.7M - $5.1M
|
24.3K
$5.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
22.7K+ 96.73% |
$4.43M - $4.81M
|
46.1K
$9.66M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
22.3K+ 18.46% |
$4.35M - $4.73M
|
143K
$29.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
22.2K+ 200.98% |
$4.34M - $4.72M
|
33.3K
$6.98M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
22.1K+ 17954.47% |
$4.32M - $4.69M
|
22.2K
$4.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
22.1K+ 11.73% |
$4.31M - $4.69M
|
210K
$44M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
19.2K+ 15.19% |
$3.74M - $4.07M
|
145K
$30.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
19.1KNew |
$3.73M - $4.05M
|
19.1K
$4M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
19KNew |
$3.72M - $4.04M
|
19K
$3.99M
|
|
|
Nov 06, 2025
Q3 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
17.5KNew |
$3.42M - $3.72M
|
17.5K
$3.67M
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
16.4K+ 3.52% |
$3.21M - $3.49M
|
484K
$101M
|
|
|
Nov 12, 2025
Q3 2025
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
BUY
|
- |
15.8KNew |
$3.09M - $3.36M
|
15.8K
$3.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
15.6K+ 109.95% |
$3.04M - $3.3M
|
29.7K
$6.22M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
15.5K+ 116.97% |
$3.02M - $3.28M
|
28.7K
$6.01M
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
15K+ 27.71% |
$2.93M - $3.19M
|
69.1K
$14.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
14.1K+ 25.46% |
$2.76M - $3M
|
69.6K
$14.6M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
13.9K+ 23.06% |
$2.72M - $2.96M
|
74.3K
$15.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
13.1K+ 13.11% |
$2.56M - $2.79M
|
113K
$23.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.9K+ 18.47% |
$2.52M - $2.74M
|
82.9K
$17.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.9K+ 3.63% |
$2.52M - $2.74M
|
368K
$77M
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
12.5K+ 1087.35% |
$2.44M - $2.65M
|
13.6K
$2.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
12.3K+ 2.82% |
$2.41M - $2.62M
|
449K
$94.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
11.9K+ 55.87% |
$2.32M - $2.52M
|
33.1K
$6.94M
|
|
|
Oct 30, 2025
Q3 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
11.8KNew |
$2.31M - $2.51M
|
11.8K
$2.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.2K+ 2.54% |
$2.18M - $2.37M
|
452K
$94.6M
|