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 12, 2025
Q3 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
2.23K+ 7.56% |
$436K - $474K
|
31.7K
$6.52M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.11K+ 9.06% |
$412K - $448K
|
25.4K
$5.22M
|
|
|
Oct 24, 2025
Q3 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
2.1K+ 4.54% |
$411K - $446K
|
48.4K
$9.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.08K+ 52.05% |
$406K - $442K
|
6.07K
$1.25M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2K+ 8.49% |
$390K - $424K
|
25.5K
$5.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
2KNew |
$390K - $424K
|
2K
$410K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.99KNew |
$389K - $422K
|
1.99K
$409K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.95KNew |
$381K - $414K
|
1.95K
$401K
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
1.95KNew |
$380K - $413K
|
1.95K
$400K
|
|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.94K+ 1.77% |
$379K - $412K
|
112K
$22.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.94K+ 15.2% |
$379K - $412K
|
14.7K
$3.02M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.93K+ 3.56% |
$377K - $410K
|
56.2K
$11.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Community Bank, N.A.
|
BUY
|
- |
1.91K+ 190.5% |
$372K - $405K
|
2.91K
$597K
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.9K+ 4.4% |
$371K - $403K
|
45.1K
$9.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Compass Capital Management, Inc
|
BUY
|
- |
1.88KNew |
$367K - $399K
|
1.88K
$386K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.87K+ 8.47% |
$366K - $398K
|
24K
$4.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
1.87K+ 3.92% |
$365K - $396K
|
49.4K
$10.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.86K+ 7.85% |
$364K - $395K
|
25.6K
$5.25M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
1.85K+ 1.44% |
$362K - $394K
|
131K
$26.8M
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.83KNew |
$358K - $389K
|
1.83K
$377K
|
|
|
Oct 20, 2025
Q3 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
1.83KNew |
$357K - $388K
|
1.83K
$375K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.82K+ 0.72% |
$355K - $386K
|
256K
$52.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.81K+ 3.17% |
$354K - $385K
|
59K
$12.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.81K+ 9.54% |
$353K - $384K
|
20.8K
$4.27M
|
|
|
Nov 13, 2025
Q3 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.79K+ 11.0% |
$350K - $380K
|
18.1K
$3.71M
|
|
|
Nov 07, 2025
Q3 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
1.75K+ 10.06% |
$342K - $371K
|
19.1K
$3.93M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.74K+ 13.15% |
$340K - $370K
|
15K
$3.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
1.72KNew |
$335K - $364K
|
1.72K
$353K
|
|
|
Nov 12, 2025
Q3 2025
|
Truepoint, Inc.
|
BUY
|
- |
1.71K+ 7.98% |
$335K - $364K
|
23.2K
$4.76M
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
1.71KNew |
$334K - $363K
|
1.71K
$351K
|
|
|
Oct 14, 2025
Q3 2025
|
Veery Capital, LLC
|
BUY
|
- |
1.69K+ 3.23% |
$330K - $359K
|
53.9K
$11.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.68K+ 6.45% |
$328K - $356K
|
27.7K
$5.69M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.61K+ 9.84% |
$314K - $341K
|
18K
$3.69M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.59K+ 0.93% |
$311K - $339K
|
173K
$35.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
1.59K+ 52.34% |
$310K - $337K
|
4.62K
$950K
|
|
|
Oct 22, 2025
Q3 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.55K+ 8.28% |
$302K - $329K
|
20.3K
$4.16M
|
|
|
Oct 30, 2025
Q3 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
1.54K+ 2.7% |
$301K - $327K
|
58.6K
$12M
|
|
|
Oct 10, 2025
Q3 2025
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
1.51KNew |
$296K - $322K
|
1.51K
$311K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.51K+ 52.8% |
$295K - $320K
|
4.37K
$897K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.48K+ 8.91% |
$288K - $313K
|
18K
$3.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.43K+ 5.66% |
$279K - $304K
|
26.7K
$5.48M
|
|
|
Oct 15, 2025
Q3 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
1.4K+ 43.23% |
$274K - $298K
|
4.64K
$954K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.4K+ 40.11% |
$273K - $297K
|
4.89K
$1M
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
1.38K+ 2.32% |
$270K - $293K
|
61K
$12.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.38K+ 82.61% |
$269K - $293K
|
3.05K
$626K
|
|
|
Oct 24, 2025
Q3 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
1.37K+ 20.03% |
$268K - $292K
|
8.23K
$1.69M
|
|
|
Nov 06, 2025
Q3 2025
|
Stegner Investment Associates Inc.
|
BUY
|
- |
1.35KNew |
$263K - $286K
|
1.35K
$277K
|
|
|
Nov 10, 2025
Q3 2025
|
Dearborn Partners LLC
|
BUY
|
- |
1.34KNew |
$262K - $284K
|
1.34K
$275K
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.32KNew |
$258K - $280K
|
1.32K
$271K
|
|
|
Oct 30, 2025
Q3 2025
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
1.32K+ 2.7% |
$257K - $279K
|
50K
$10.3M
|