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 07, 2025
Q3 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-14- 0.38% |
$2.74K - $2.97K
|
3.69K
$758K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-15- 1.23% |
$2.93K - $3.19K
|
1.2K
$247K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-15- 0.27% |
$2.93K - $3.19K
|
5.54K
$1.14M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-15- 1.83% |
$2.93K - $3.19K
|
803
$165K
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-16- 1.28% |
$3.13K - $3.4K
|
1.24K
$254K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-17- 0.25% |
$3.32K - $3.61K
|
6.79K
$1.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-18- 0.48% |
$3.52K - $3.82K
|
3.76K
$772K
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-19- 47.5% |
$3.71K - $4.04K
|
21
$4.31K
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-19- 1.35% |
$3.71K - $4.04K
|
1.39K
$285K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-19- 4.28% |
$3.71K - $4.04K
|
425
$87.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-20- 1.87% |
$3.91K - $4.25K
|
1.05K
$216K
|
|
|
Nov 13, 2025
Q3 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-20- 0.29% |
$3.91K - $4.25K
|
6.81K
$1.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-21- 0.8% |
$4.1K - $4.46K
|
2.61K
$537K
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-21- 0.2% |
$4.1K - $4.46K
|
10.5K
$2.16M
|
|
|
Nov 03, 2025
Q3 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-21- 1.07% |
$4.1K - $4.46K
|
1.94K
$398K
|
|
|
Nov 12, 2025
Q3 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-21- 0.62% |
$4.1K - $4.46K
|
3.38K
$695K
|
|
|
Oct 14, 2025
Q3 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-22- 0.95% |
$4.3K - $4.67K
|
2.3K
$473K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-22- 1.2% |
$4.3K - $4.67K
|
1.82K
$374K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-23- 9.09% |
$4.49K - $4.88K
|
230
$47.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Gate Pass Capital, LLC
Independence, OH |
SELL
|
- |
-23- 2.22% |
$4.49K - $4.88K
|
1.01K
$208K
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
SELL
|
- |
-23- 11.5% |
$4.49K - $4.88K
|
177
$36.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-24- 1.31% |
$4.69K - $5.1K
|
1.81K
$371K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-25- 2.42% |
$4.89K - $5.31K
|
1.01K
$208K
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-25- 0.35% |
$4.89K - $5.31K
|
7.15K
$1.47M
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-25- 17.48% |
$4.89K - $5.31K
|
118
$24.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Financial Counselors Inc
|
SELL
|
- |
-25- 0.19% |
$4.89K - $5.31K
|
13.1K
$2.7M
|
|
|
Nov 10, 2025
Q3 2025
|
American Money Management, LLC
|
SELL
|
- |
-27- 0.71% |
$5.28K - $5.73K
|
3.78K
$776K
|
|
|
Nov 14, 2025
Q3 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-28- 0.09% |
$5.47K - $5.95K
|
30.6K
$6.29M
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-29- 0.58% |
$5.67K - $6.16K
|
4.99K
$1.03M
|
|
|
Nov 07, 2025
Q3 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-29- 0.96% |
$5.67K - $6.16K
|
2.99K
$614K
|
|
|
Oct 15, 2025
Q3 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-30- 2.23% |
$5.86K - $6.37K
|
1.32K
$271K
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-30- 0.75% |
$5.86K - $6.37K
|
3.96K
$814K
|
|
|
Oct 28, 2025
Q3 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-30- 0.22% |
$5.86K - $6.37K
|
13.6K
$2.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-30- 0.51% |
$5.86K - $6.37K
|
5.82K
$1.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-30- 0.5% |
$5.86K - $6.37K
|
5.96K
$1.22M
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-31- 0.08% |
$6.06K - $6.58K
|
39K
$8.02M
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-31- 1.54% |
$6.06K - $6.58K
|
1.98K
$407K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-32- 1.83% |
$6.25K - $6.8K
|
1.72K
$353K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-32- 0.4% |
$6.25K - $6.8K
|
7.95K
$1.63M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-32- 0.76% |
$6.25K - $6.8K
|
4.17K
$856K
|
|
|
Nov 14, 2025
Q3 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-32- 0.46% |
$6.25K - $6.8K
|
6.96K
$1.43M
|
|
|
Oct 28, 2025
Q3 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-33- 1.31% |
$6.45K - $7.01K
|
2.49K
$512K
|
|
|
Oct 29, 2025
Q3 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-33- 0.94% |
$6.45K - $7.01K
|
3.5K
$718K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
SELL
|
- |
-34- 4.3% |
$6.64K - $7.22K
|
756
$155K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-36- 14.88% |
$7.03K - $7.65K
|
206
$42.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-36- 2.75% |
$7.03K - $7.65K
|
1.27K
$261K
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-37- 2.46% |
$7.23K - $7.86K
|
1.47K
$302K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
SELL
|
- |
-37- 1.52% |
$7.23K - $7.86K
|
2.4K
$492K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-37- 0.21% |
$7.23K - $7.86K
|
17.5K
$3.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-37- 6.64% |
$7.23K - $7.86K
|
520
$107K
|