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
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
12+ 0.09% |
$2.34K - $2.55K
|
13.1K
$2.69M
|
|
|
Nov 03, 2025
Q3 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
11+ 0.23% |
$2.15K - $2.34K
|
4.9K
$1.01M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
10+ 0.51% |
$1.95K - $2.12K
|
1.97K
$405K
|
|
|
Nov 10, 2025
Q3 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
10+ 0.92% |
$1.95K - $2.12K
|
1.1K
$226K
|
|
|
Nov 10, 2025
Q3 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
10+ 0.33% |
$1.95K - $2.12K
|
3.01K
$618K
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
BUY
|
- |
9+ 0.24% |
$1.76K - $1.91K
|
3.79K
$780K
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
9+ 0.19% |
$1.76K - $1.91K
|
4.82K
$991K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
9+ 0.91% |
$1.76K - $1.91K
|
998
$205K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
8+ 0.52% |
$1.56K - $1.7K
|
1.54K
$317K
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
7+ 0.06% |
$1.37K - $1.49K
|
12.3K
$2.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
7+ 0.26% |
$1.37K - $1.49K
|
2.66K
$547K
|
|
|
Nov 05, 2025
Q3 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
7+ 0.5% |
$1.37K - $1.49K
|
1.4K
$288K
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
7+ 0.19% |
$1.37K - $1.49K
|
3.76K
$772K
|
|
|
Oct 09, 2025
Q3 2025
|
Papp L Roy & Associates
|
BUY
|
- |
6+ 0.5% |
$1.17K - $1.27K
|
1.21K
$249K
|
|
|
Oct 14, 2025
Q3 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
6+ 0.43% |
$1.17K - $1.27K
|
1.41K
$290K
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
6+ 0.41% |
$1.17K - $1.27K
|
1.48K
$303K
|
|
|
Oct 16, 2025
Q3 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
6+ 0.13% |
$1.17K - $1.27K
|
4.78K
$983K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
6+ 0.39% |
$1.17K - $1.27K
|
1.54K
$317K
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
6+ 0.42% |
$1.17K - $1.27K
|
1.44K
$295K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6+ 0.02% |
$1.17K - $1.27K
|
31.2K
$6.41M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
6+ 0.61% |
$1.17K - $1.27K
|
992
$204K
|
|
|
Nov 13, 2025
Q3 2025
|
Evensky & Katz LLC
|
BUY
|
- |
6+ 0.43% |
$1.17K - $1.27K
|
1.4K
$288K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
5+ 0.21% |
$977 - $1.06K
|
2.38K
$489K
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
5+ 0.17% |
$977 - $1.06K
|
2.87K
$590K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
5+ 0.48% |
$977 - $1.06K
|
1.05K
$215K
|
|
|
Nov 05, 2025
Q3 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
5+ 3.38% |
$977 - $1.06K
|
153
$31.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
5+ 0.42% |
$977 - $1.06K
|
1.19K
$245K
|
|
|
Nov 12, 2025
Q3 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
5+ 0.29% |
$977 - $1.06K
|
1.73K
$355K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
4+ 0.1% |
$782 - $849
|
3.94K
$809K
|
|
|
Oct 14, 2025
Q3 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
4+ 0.17% |
$782 - $849
|
2.31K
$474K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
4+ 0.21% |
$782 - $849
|
1.89K
$388K
|
|
|
Oct 30, 2025
Q3 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
4+ 0.1% |
$782 - $849
|
4.1K
$841K
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
4+ 0.18% |
$782 - $849
|
2.25K
$462K
|
|
|
Nov 05, 2025
Q3 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
4+ 0.09% |
$782 - $849
|
4.32K
$888K
|
|
|
Nov 07, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4+ 0.0% |
$782 - $849
|
161K
$33M
|
|
|
Nov 12, 2025
Q3 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
4+ 0.38% |
$782 - $849
|
1.06K
$218K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3+ 0.07% |
$586 - $637
|
4.2K
$863K
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
3+ 0.14% |
$586 - $637
|
2.1K
$432K
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
3+ 0.06% |
$586 - $637
|
5.25K
$1.08M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
3+ 0.12% |
$586 - $637
|
2.48K
$510K
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
3+ 0.09% |
$586 - $637
|
3.47K
$712K
|
|
|
Oct 15, 2025
Q3 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
2+ 0.18% |
$391 - $425
|
1.1K
$226K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2+ 0.03% |
$391 - $425
|
7.93K
$1.63M
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
2+ 0.02% |
$391 - $425
|
8.71K
$1.79M
|
|
|
Oct 31, 2025
Q3 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
2+ 0.12% |
$391 - $425
|
1.65K
$340K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2+ 0.05% |
$391 - $425
|
3.84K
$790K
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2+ 0.62% |
$391 - $425
|
327
$67.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$391 - $425
|
2.5K
$514K
|
|
|
Nov 14, 2025
Q3 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
2+ 0.19% |
$391 - $425
|
1.03K
$211K
|
|
|
Nov 14, 2025
Q3 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2+ 0.46% |
$391 - $425
|
437
$89.8K
|