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 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
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-40.2K- 16.4% |
$7.86M - $8.54M
|
205K
$42.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-40.6K- 11.38% |
$7.94M - $8.63M
|
316K
$65M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-43.3K- 2.54% |
$8.45M - $9.19M
|
1.66M
$341M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-44.4K- 90.87% |
$8.68M - $9.43M
|
4.46K
$916K
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-58.4K- 56.39% |
$11.4M - $12.4M
|
45.2K
$9.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-60.5K- 70.96% |
$11.8M - $12.9M
|
24.8K
$5.09M
|
|
|
Oct 07, 2025
Q3 2025
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-75.3K- 16.58% |
$14.7M - $16M
|
379K
$77.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-76.3K- 11.46% |
$14.9M - $16.2M
|
589K
$121M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-94.5K- 2.17% |
$18.5M - $20.1M
|
4.27M
$876M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-100K- 3.14% |
$19.6M - $21.3M
|
3.1M
$637M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-156K- 14.72% |
$30.6M - $33.2M
|
907K
$186M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-185K- 11.31% |
$36.1M - $39.2M
|
1.45M
$298M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-236K- 27.04% |
$46.2M - $50.2M
|
637K
$131M
|