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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
11.9K+ 55.87% |
$2.32M - $2.52M
|
33.1K
$6.81M
|
|
|
Oct 30, 2025
Q3 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
11.8KNew |
$2.31M - $2.51M
|
11.8K
$2.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.2K+ 2.54% |
$2.18M - $2.37M
|
452K
$92.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
10.9K+ 12.8% |
$2.13M - $2.32M
|
96.2K
$19.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
10.9KNew |
$2.12M - $2.31M
|
10.9K
$2.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
10.7K+ 5.26% |
$2.09M - $2.27M
|
214K
$44M
|
|
|
Nov 13, 2025
Q3 2025
|
Stonegate Management LLC
Lake Forest, IL |
BUY
|
- |
10.2KNew |
$1.99M - $2.17M
|
10.2K
$2.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
10KNew |
$1.95M - $2.12M
|
10K
$2.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.42K+ 3.16% |
$1.84M - $2M
|
307K
$63.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
9.34K+ 19.65% |
$1.82M - $1.98M
|
56.9K
$11.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.16K+ 2.91% |
$1.79M - $1.95M
|
324K
$66.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
8.99KNew |
$1.76M - $1.91M
|
8.99K
$1.85M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
8.94K+ 16.54% |
$1.75M - $1.9M
|
62.9K
$12.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.6K+ 88.28% |
$1.68M - $1.83M
|
18.3K
$3.77M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
8.59K+ 35.2% |
$1.68M - $1.82M
|
33K
$6.78M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
8.54K+ 65.13% |
$1.67M - $1.81M
|
21.7K
$4.45M
|
|
|
Nov 04, 2025
Q3 2025
|
Payne Capital LLC
Lake Oswego, OR |
BUY
|
- |
8.44KNew |
$1.65M - $1.79M
|
8.44K
$1.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
8.39K+ 16.17% |
$1.64M - $1.78M
|
60.3K
$12.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.06K+ 1.78% |
$1.58M - $1.71M
|
460K
$94.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
8K+ 1.03% |
$1.56M - $1.7M
|
786K
$161M
|
|
|
Nov 04, 2025
Q3 2025
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
7.82K+ 32.52% |
$1.53M - $1.66M
|
31.8K
$6.54M
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
7.73K+ 241.04% |
$1.51M - $1.64M
|
10.9K
$2.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
7.6K+ 10.21% |
$1.49M - $1.61M
|
82.1K
$16.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.57K+ 2.28% |
$1.48M - $1.61M
|
339K
$69.7M
|
|
|
Oct 08, 2025
Q3 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
7.45K+ 44.73% |
$1.46M - $1.58M
|
24.1K
$4.95M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
7.23K+ 7.73% |
$1.41M - $1.54M
|
101K
$20.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.23K+ 45.21% |
$1.41M - $1.54M
|
23.2K
$4.77M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
7.22K+ 33.17% |
$1.41M - $1.53M
|
29K
$5.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7.17K+ 64.82% |
$1.4M - $1.52M
|
18.2K
$3.75M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.1K+ 39.01% |
$1.39M - $1.51M
|
25.3K
$5.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
7.03K+ 3.42% |
$1.37M - $1.49M
|
213K
$43.7M
|
|
|
Oct 08, 2025
Q3 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
6.98K+ 2.53% |
$1.36M - $1.48M
|
283K
$58.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
6.45K+ 1.7% |
$1.26M - $1.37M
|
386K
$79.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
5.74KNew |
$1.12M - $1.22M
|
5.74K
$1.18M
|
|
|
Nov 13, 2025
Q3 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
5.49K+ 19.25% |
$1.07M - $1.17M
|
34K
$6.99M
|
|
|
Oct 28, 2025
Q3 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
5.3K+ 50.28% |
$1.04M - $1.13M
|
15.8K
$3.26M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
5.29KNew |
$1.03M - $1.12M
|
5.29K
$1.09M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.23K+ 498.47% |
$1.02M - $1.11M
|
6.28K
$1.29M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5.22K+ 4.54% |
$1.02M - $1.11M
|
120K
$24.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Harpswell Capital Advisors, LLC
Yarmouth, ME |
BUY
|
- |
5.09KNew |
$994K - $1.08M
|
5.09K
$1.04M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.95K+ 33.57% |
$966K - $1.05M
|
19.7K
$4.04M
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
4.94K+ 441.2% |
$965K - $1.05M
|
6.06K
$1.24M
|
|
|
Nov 10, 2025
Q3 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
4.73K+ 0.78% |
$925K - $1.01M
|
615K
$126M
|
|
|
Oct 20, 2025
Q3 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
4.72K+ 1.55% |
$922K - $1M
|
310K
$63.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Strategic Advisors LLC
|
BUY
|
- |
4.56K+ 254.81% |
$890K - $968K
|
6.34K
$1.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
4.51K+ 362.14% |
$880K - $957K
|
5.75K
$1.18M
|
|
|
Oct 16, 2025
Q3 2025
|
Marotta Asset Management
|
BUY
|
- |
4.45K+ 3.34% |
$869K - $944K
|
138K
$28.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
4.31K+ 7.04% |
$843K - $916K
|
65.6K
$13.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
4.28K+ 22.03% |
$837K - $910K
|
23.7K
$4.87M
|
|
|
Nov 13, 2025
Q3 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
4.16K+ 23.53% |
$813K - $884K
|
21.8K
$4.49M
|