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 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.35K- 54.44% |
$458K - $498K
|
1.96K
$411K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.37K- 3.35% |
$463K - $503K
|
68.3K
$14.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-2.39K- 4.59% |
$467K - $507K
|
49.7K
$10.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-2.41K- 5.73% |
$470K - $511K
|
39.6K
$8.29M
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-2.46K- 27.78% |
$481K - $523K
|
6.4K
$1.34M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.52K- 7.39% |
$493K - $536K
|
31.6K
$6.63M
|
|
|
Nov 05, 2025
Q3 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-2.58K- 0.81% |
$504K - $547K
|
314K
$65.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.75K- 7.1% |
$538K - $585K
|
36.1K
$7.56M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.85K- 60.22% |
$557K - $606K
|
1.88K
$395K
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-2.87K- 6.27% |
$561K - $610K
|
42.9K
$8.99M
|
|
|
Nov 06, 2025
Q3 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-2.9K- 15.11% |
$566K - $615K
|
16.3K
$3.41M
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-3.03K- 5.22% |
$593K - $644K
|
55K
$11.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.05K- 3.28% |
$597K - $648K
|
90.1K
$18.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.08K- 12.75% |
$602K - $655K
|
21.1K
$4.42M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.09K- 12.06% |
$603K - $656K
|
22.5K
$4.72M
|
|
|
Nov 05, 2025
Q3 2025
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-3.14K- 21.09% |
$613K - $666K
|
11.7K
$2.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-3.15K- 0.79% |
$616K - $669K
|
395K
$82.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-3.31K- 72.49% |
$646K - $702K
|
1.25K
$263K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-3.31K- 42.58% |
$647K - $703K
|
4.47K
$936K
|
|
|
Oct 29, 2025
Q3 2025
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-3.32K- 2.82% |
$650K - $706K
|
115K
$24M
|
|
|
Oct 27, 2025
Q3 2025
|
Jacobsen Capital Management
|
SELL
|
- |
-3.33K- 4.67% |
$651K - $708K
|
68.1K
$14.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
SELL
|
- |
-3.38K- 32.04% |
$660K - $717K
|
7.16K
$1.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3.39K- 3.83% |
$662K - $720K
|
85.1K
$17.8M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.49K- 29.23% |
$682K - $741K
|
8.45K
$1.77M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.85K- 1.06% |
$752K - $818K
|
358K
$75.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-3.85K- 2.6% |
$753K - $818K
|
145K
$30.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-3.87K- 13.3% |
$755K - $821K
|
25.2K
$5.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-3.98K- 96.23% |
$777K - $845K
|
156
$32.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.08K- 25.75% |
$797K - $866K
|
11.8K
$2.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-4.21K- 73.07% |
$822K - $894K
|
1.55K
$325K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.42K- 7.61% |
$863K - $938K
|
53.6K
$11.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-4.51K- 10.93% |
$881K - $957K
|
36.7K
$7.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-4.81K- 17.47% |
$939K - $1.02M
|
22.7K
$4.76M
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-4.89K- 6.4% |
$956K - $1.04M
|
71.5K
$15M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
SELL
|
- |
-5.01K- 2.46% |
$979K - $1.06M
|
199K
$41.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.04K- 13.27% |
$985K - $1.07M
|
33K
$6.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.27K- 3.04% |
$1.03M - $1.12M
|
168K
$35.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Jb Global.Com LLC
New York, NY |
SELL
|
- |
-5.71K- 10.91% |
$1.12M - $1.21M
|
46.7K
$9.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-5.78K- 4.09% |
$1.13M - $1.23M
|
135K
$28.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.86K- 3.32% |
$1.15M - $1.24M
|
171K
$35.7M
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-6.06K- 85.24% |
$1.18M - $1.29M
|
1.05K
$220K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6.13K- 2.24% |
$1.2M - $1.3M
|
268K
$56.1M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.33K- 0.77% |
$1.24M - $1.34M
|
815K
$171M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.69K- 0.47% |
$1.31M - $1.42M
|
1.43M
$300M
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-7.14K- 54.76% |
$1.4M - $1.52M
|
5.9K
$1.24M
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-7.17K- 99.94% |
$1.4M - $1.52M
|
4
$838
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-7.54K- 12.88% |
$1.47M - $1.6M
|
51K
$10.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-7.56K- 3.26% |
$1.48M - $1.61M
|
224K
$47M
|
|
|
Nov 14, 2025
Q3 2025
|
Brandes Investment Partners, LP
La Jolla, CA |
SELL
|
- |
-7.63K- 85.43% |
$1.49M - $1.62M
|
1.3K
$273K
|
|
|
Nov 07, 2025
Q3 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-7.92K- 8.47% |
$1.55M - $1.68M
|
85.5K
$17.9M
|