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 22, 2025
Q3 2025
|
Wp Advisors, LLC
|
SELL
|
- |
-823- 6.44% |
$161K - $175K
|
11.9K
$2.45M
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-827- 32.0% |
$162K - $176K
|
1.76K
$361K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-828- 26.57% |
$162K - $176K
|
2.29K
$470K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-832- 3.78% |
$163K - $177K
|
21.2K
$4.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-853- 7.28% |
$167K - $181K
|
10.9K
$2.23M
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
SELL
|
- |
-854- 7.16% |
$167K - $181K
|
11.1K
$2.28M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-855- 21.44% |
$167K - $182K
|
3.13K
$644K
|
|
|
Oct 21, 2025
Q3 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-868- 10.24% |
$170K - $184K
|
7.61K
$1.56M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-884- 29.16% |
$173K - $188K
|
2.15K
$441K
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-889- 9.49% |
$174K - $189K
|
8.48K
$1.74M
|
|
|
Oct 21, 2025
Q3 2025
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-909- 24.47% |
$178K - $193K
|
2.81K
$576K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-911- 4.43% |
$178K - $193K
|
19.7K
$4.04M
|
|
|
Nov 10, 2025
Q3 2025
|
Manuka Financial, LLC
Richmond, VA |
SELL
|
- |
-912- 28.69% |
$178K - $194K
|
2.27K
$466K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-923- 2.11% |
$180K - $196K
|
42.9K
$8.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-925- 6.4% |
$181K - $196K
|
13.5K
$2.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-926- 4.53% |
$181K - $197K
|
19.5K
$4.01M
|
|
|
Oct 31, 2025
Q3 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-928- 29.68% |
$181K - $197K
|
2.2K
$452K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-930- 16.29% |
$182K - $198K
|
4.78K
$982K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-938- 2.7% |
$183K - $199K
|
33.9K
$6.96M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-942- 9.58% |
$184K - $200K
|
8.9K
$1.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-950- 12.78% |
$186K - $202K
|
6.48K
$1.33M
|
|
|
Oct 21, 2025
Q3 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-973- 25.24% |
$190K - $207K
|
2.88K
$592K
|
|
|
Nov 05, 2025
Q3 2025
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-980- 0.83% |
$192K - $208K
|
116K
$23.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-981- 2.91% |
$192K - $208K
|
32.8K
$6.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-985- 4.38% |
$192K - $209K
|
21.5K
$4.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-986- 1.13% |
$193K - $209K
|
86.2K
$17.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-998- 6.02% |
$195K - $212K
|
15.6K
$3.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.01K- 44.92% |
$197K - $214K
|
1.24K
$254K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.01K- 1.99% |
$197K - $214K
|
49.7K
$10.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.02K- 44.58% |
$199K - $217K
|
1.27K
$261K
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-1.04K- 49.93% |
$203K - $221K
|
1.04K
$214K
|
|
|
Nov 10, 2025
Q3 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.06K- 0.22% |
$208K - $226K
|
483K
$99.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-1.07K- 8.99% |
$209K - $228K
|
10.8K
$2.23M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-1.08K- 4.21% |
$210K - $229K
|
24.5K
$5.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.08K- 1.53% |
$210K - $229K
|
69K
$14.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-1.14K- 6.01% |
$223K - $243K
|
17.9K
$3.67M
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.16K- 2.25% |
$227K - $247K
|
50.5K
$10.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.17K- 7.86% |
$228K - $248K
|
13.7K
$2.81M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.17K- 8.75% |
$228K - $248K
|
12.2K
$2.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
SELL
|
- |
-1.23K- 1.23% |
$241K - $262K
|
99K
$20.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.25K- 6.93% |
$244K - $265K
|
16.8K
$3.45M
|
|
|
Oct 23, 2025
Q3 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-1.25K- 17.46% |
$244K - $266K
|
5.91K
$1.22M
|
|
|
Nov 06, 2025
Q3 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.32K- 2.21% |
$259K - $281K
|
58.5K
$12M
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.33K- 3.24% |
$260K - $282K
|
39.7K
$8.16M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.35K- 43.06% |
$264K - $287K
|
1.79K
$367K
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.43K- 5.03% |
$278K - $303K
|
26.9K
$5.53M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.47K- 40.41% |
$287K - $312K
|
2.17K
$445K
|
|
|
Nov 13, 2025
Q3 2025
|
Sepio Capital, LP
|
SELL
|
- |
-1.51K- 2.76% |
$295K - $321K
|
53.4K
$11M
|
|
|
Oct 22, 2025
Q3 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.52K- 10.73% |
$298K - $324K
|
12.7K
$2.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.53K- 15.28% |
$300K - $326K
|
8.5K
$1.75M
|