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 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.42K- 7.61% |
$863K - $938K
|
53.6K
$11M
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-4.51K- 10.93% |
$881K - $957K
|
36.7K
$7.55M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-4.81K- 17.47% |
$939K - $1.02M
|
22.7K
$4.66M
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-4.89K- 6.4% |
$956K - $1.04M
|
71.5K
$14.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
SELL
|
- |
-5.01K- 2.46% |
$979K - $1.06M
|
199K
$40.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.04K- 13.27% |
$985K - $1.07M
|
33K
$6.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.27K- 3.04% |
$1.03M - $1.12M
|
168K
$34.5M
|
|
|
Oct 06, 2025
Q3 2025
|
Jb Global.Com LLC
New York, NY |
SELL
|
- |
-5.71K- 10.91% |
$1.12M - $1.21M
|
46.7K
$9.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-5.78K- 4.09% |
$1.13M - $1.23M
|
135K
$27.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.86K- 3.32% |
$1.15M - $1.24M
|
171K
$35M
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-6.06K- 85.24% |
$1.18M - $1.29M
|
1.05K
$216K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6.13K- 2.24% |
$1.2M - $1.3M
|
268K
$55M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.33K- 0.77% |
$1.24M - $1.34M
|
815K
$167M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.69K- 0.47% |
$1.31M - $1.42M
|
1.43M
$294M
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-7.14K- 54.76% |
$1.4M - $1.52M
|
5.9K
$1.21M
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-7.17K- 99.94% |
$1.4M - $1.52M
|
4
$822
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-7.54K- 12.88% |
$1.47M - $1.6M
|
51K
$10.5M
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-7.56K- 3.26% |
$1.48M - $1.61M
|
224K
$46.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Brandes Investment Partners, LP
La Jolla, CA |
SELL
|
- |
-7.63K- 85.43% |
$1.49M - $1.62M
|
1.3K
$267K
|
|
|
Nov 07, 2025
Q3 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-7.92K- 8.47% |
$1.55M - $1.68M
|
85.5K
$17.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-8.1K- 13.22% |
$1.58M - $1.72M
|
53.1K
$10.9M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-8.45K- 95.11% |
$1.65M - $1.8M
|
435
$89.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-8.7K- 95.6% |
$1.7M - $1.85M
|
400
$82.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-8.85K- 5.22% |
$1.73M - $1.88M
|
161K
$33M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-8.94K- 42.17% |
$1.75M - $1.9M
|
12.3K
$2.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-9.01K- 4.43% |
$1.76M - $1.91M
|
194K
$39.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-9.04K- 6.47% |
$1.77M - $1.92M
|
131K
$26.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-9.56K- 5.89% |
$1.87M - $2.03M
|
153K
$31.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10.4K- 40.3% |
$2.03M - $2.21M
|
15.4K
$3.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-10.7K- 37.29% |
$2.1M - $2.28M
|
18.1K
$3.71M
|
|
|
Nov 12, 2025
Q3 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-11.4K- 43.96% |
$2.22M - $2.41M
|
14.5K
$2.98M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-11.9K- 88.46% |
$2.32M - $2.52M
|
1.55K
$318K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-12.4K- 1.67% |
$2.41M - $2.62M
|
727K
$149M
|
|
|
Nov 13, 2025
Q3 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-12.5K- 4.07% |
$2.44M - $2.65M
|
294K
$60.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-12.6K- 4.71% |
$2.47M - $2.68M
|
255K
$52.5M
|
|
|
Nov 14, 2025
Q3 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-13.3K- 4.21% |
$2.6M - $2.82M
|
303K
$62.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-13.6K- 25.34% |
$2.65M - $2.88M
|
40K
$8.22M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-13.9K- 57.43% |
$2.72M - $2.96M
|
10.3K
$2.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-16.1K- 99.94% |
$3.15M - $3.43M
|
9
$1.85K
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-16.2KClosed |
$3.17M - $3.45M
|
0
$0
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-18.7K- 86.09% |
$3.66M - $3.97M
|
3.02K
$621K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-19.4K- 4.04% |
$3.79M - $4.12M
|
461K
$94.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-19.5K- 5.14% |
$3.81M - $4.14M
|
360K
$73.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19.9K- 3.95% |
$3.89M - $4.23M
|
484K
$99.4M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-23.2K- 6.21% |
$4.52M - $4.92M
|
350K
$71.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-23.9K- 78.55% |
$4.67M - $5.08M
|
6.53K
$1.34M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-30.7K- 97.37% |
$6M - $6.52M
|
828
$170K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-32.1K- 8.4% |
$6.27M - $6.81M
|
350K
$71.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-33K- 1.82% |
$6.44M - $7M
|
1.78M
$365M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-34.7K- 0.9% |
$6.79M - $7.38M
|
3.83M
$787M
|