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
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
2+ 0.84% |
$391 - $425
|
240
$49.3K
|
|
|
Oct 09, 2025
Q3 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
1+ 0.05% |
$195 - $212
|
1.93K
$396K
|
|
|
Oct 14, 2025
Q3 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
1+ 0.02% |
$195 - $212
|
5.26K
$1.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.26% |
$195 - $212
|
379
$77.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1+ 0.08% |
$195 - $212
|
1.23K
$253K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.08% |
$195 - $212
|
1.24K
$255K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1+ 0.1% |
$195 - $212
|
990
$203K
|
|
|
Oct 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1+ 0.32% |
$195 - $212
|
317
$65.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1+ 0.07% |
$195 - $212
|
1.35K
$277K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.09% |
$195 - $212
|
1.15K
$237K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1+ 0.51% |
$195 - $212
|
196
$40.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1+ 4.17% |
$195 - $212
|
25
$5.14K
|
|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
1+ 0.03% |
$195 - $212
|
3.02K
$621K
|
|
|
Nov 10, 2025
Q3 2025
|
Lake Street Financial LLC
|
BUY
|
- |
1+ 0.03% |
$195 - $212
|
3.73K
$767K
|
|
|
Nov 12, 2025
Q3 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
1+ 1.75% |
$195 - $212
|
58
$11.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1+ 0.06% |
$195 - $212
|
1.67K
$344K
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1+ 0.03% |
$195 - $212
|
3.75K
$770K
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 06, 2025
Q3 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
SELL
|
- |
-1- 0.06% |
$195 - $212
|
1.54K
$317K
|
|
|
Oct 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-1- 0.93% |
$195 - $212
|
106
$21.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-1- 0.03% |
$195 - $212
|
3.67K
$754K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$195 - $212
|
5.07K
$1.04M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-1- 0.02% |
$195 - $212
|
4.33K
$890K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1- 0.05% |
$195 - $212
|
1.99K
$410K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-1- 0.07% |
$195 - $212
|
1.42K
$292K
|
|
|
Nov 12, 2025
Q3 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
SELL
|
- |
-1- 4.76% |
$195 - $212
|
20
$4.11K
|
|
|
Nov 13, 2025
Q3 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1- 0.03% |
$195 - $212
|
3.69K
$759K
|
|
|
Nov 14, 2025
Q3 2025
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-1- 0.27% |
$195 - $212
|
369
$75.8K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1- 0.85% |
$195 - $212
|
117
$24K
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-2- 0.14% |
$391 - $425
|
1.42K
$292K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-2- 2.41% |
$391 - $425
|
81
$16.6K
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
SELL
|
- |
-3- 0.06% |
$586 - $637
|
5.11K
$1.05M
|
|
|
Oct 03, 2025
Q3 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-3- 0.15% |
$586 - $637
|
2.03K
$416K
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-3- 0.1% |
$586 - $637
|
2.86K
$588K
|
|
|
Nov 06, 2025
Q3 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-3- 0.02% |
$586 - $637
|
13.6K
$2.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-4- 0.04% |
$782 - $849
|
9.1K
$1.87M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
SELL
|
- |
-4- 0.14% |
$782 - $849
|
2.79K
$572K
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-5- 0.11% |
$977 - $1.06K
|
4.57K
$939K
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-5- 0.09% |
$977 - $1.06K
|
5.84K
$1.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-5- 0.44% |
$977 - $1.06K
|
1.13K
$231K
|
|
|
Nov 14, 2025
Q3 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-5- 15.15% |
$977 - $1.06K
|
28
$5.75K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-6- 0.53% |
$1.17K - $1.27K
|
1.13K
$233K
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-7- 0.19% |
$1.37K - $1.49K
|
3.72K
$765K
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-8- 0.44% |
$1.56K - $1.7K
|
1.83K
$375K
|
|
|
Nov 07, 2025
Q3 2025
|
Grange Capital, LLC
Beaverton, OR |
SELL
|
- |
-8- 0.15% |
$1.56K - $1.7K
|
5.35K
$1.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-9- 0.12% |
$1.76K - $1.91K
|
7.3K
$1.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-9- 0.17% |
$1.76K - $1.91K
|
5.26K
$1.08M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-9- 0.1% |
$1.76K - $1.91K
|
9.2K
$1.89M
|
|
|
Nov 07, 2025
Q3 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-9- 0.17% |
$1.76K - $1.91K
|
5.27K
$1.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Binnacle Investments Inc
Urbandale, IA |
SELL
|
- |
-9- 0.49% |
$1.76K - $1.91K
|
1.83K
$375K
|