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
|
Financial Advisors Network, Inc.
|
BUY
|
- |
1.32K+ 8.31% |
$257K - $279K
|
17.1K
$3.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
1.31KNew |
$255K - $277K
|
1.31K
$268K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.3K+ 9.27% |
$255K - $277K
|
15.4K
$3.16M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.26KNew |
$247K - $268K
|
1.26K
$259K
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.24K+ 29.35% |
$243K - $264K
|
5.47K
$1.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
1.24K+ 1.7% |
$241K - $262K
|
73.7K
$15.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.23K+ 42.52% |
$240K - $261K
|
4.12K
$846K
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
1.21KNew |
$235K - $256K
|
1.21K
$248K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
1.18K+ 11.94% |
$230K - $250K
|
11K
$2.27M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.18K+ 2.65% |
$230K - $250K
|
45.5K
$9.35M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
1.18K+ 1.61% |
$230K - $250K
|
74.2K
$15.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.16KNew |
$227K - $247K
|
1.16K
$239K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.15K+ 27.8% |
$224K - $244K
|
5.28K
$1.08M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
1.14K+ 0.46% |
$224K - $243K
|
248K
$50.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
1.12KNew |
$219K - $238K
|
1.12K
$230K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.12K+ 0.32% |
$219K - $238K
|
355K
$73M
|
|
|
Nov 07, 2025
Q3 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1.12KNew |
$218K - $237K
|
1.12K
$229K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.1KNew |
$215K - $234K
|
1.1K
$226K
|
|
|
Nov 03, 2025
Q3 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1.1KNew |
$215K - $233K
|
1.1K
$226K
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
1.09KNew |
$212K - $230K
|
1.09K
$223K
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.08K+ 38.94% |
$211K - $229K
|
3.85K
$791K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
1.07K+ 5.44% |
$210K - $228K
|
20.8K
$4.27M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.06KNew |
$208K - $226K
|
1.06K
$219K
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
BUY
|
- |
1.06K+ 8.67% |
$206K - $224K
|
13.2K
$2.72M
|
|
|
Oct 21, 2025
Q3 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
1.04K+ 2.86% |
$204K - $221K
|
37.5K
$7.71M
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
1.04K+ 2.06% |
$203K - $221K
|
51.5K
$10.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.04K+ 33.16% |
$203K - $221K
|
4.17K
$857K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.03K+ 12.7% |
$202K - $219K
|
9.16K
$1.88M
|
|
|
Nov 07, 2025
Q3 2025
|
Sageworth Trust CO
|
BUY
|
- |
1.03K+ 7.33% |
$201K - $219K
|
15.1K
$3.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
1.02KNew |
$200K - $217K
|
1.02K
$210K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.02K+ 48.25% |
$200K - $217K
|
3.14K
$645K
|
|
|
Oct 22, 2025
Q3 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.02KNew |
$199K - $216K
|
1.02K
$209K
|
|
|
Nov 10, 2025
Q3 2025
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
1.02KNew |
$198K - $216K
|
1.02K
$209K
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.01KNew |
$197K - $214K
|
1.01K
$207K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.01K+ 1.57% |
$197K - $214K
|
65.1K
$13.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
1.01KNew |
$196K - $213K
|
1.01K
$206K
|
|
|
Nov 07, 2025
Q3 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
1KNew |
$196K - $213K
|
1K
$206K
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1KNew |
$195K - $212K
|
1K
$205K
|
|
|
Nov 07, 2025
Q3 2025
|
United Bank
Vienna, VA |
BUY
|
- |
1KNew |
$195K - $212K
|
1K
$205K
|
|
|
Nov 12, 2025
Q3 2025
|
Manske Wealth Management
Houston, TX |
BUY
|
- |
996New |
$195K - $212K
|
996
$205K
|
|
|
Nov 12, 2025
Q3 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
995New |
$194K - $211K
|
995
$204K
|
|
|
Nov 13, 2025
Q3 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
995New |
$194K - $211K
|
995
$204K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
989+ 326.4% |
$193K - $210K
|
1.29K
$265K
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
988New |
$193K - $210K
|
988
$203K
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
984+ 2.74% |
$192K - $209K
|
36.9K
$7.57M
|
|
|
Oct 21, 2025
Q3 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
982New |
$192K - $209K
|
982
$202K
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
980+ 4.57% |
$192K - $208K
|
22.4K
$4.61M
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
979+ 1.41% |
$191K - $208K
|
70.6K
$14.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
978New |
$191K - $208K
|
978
$201K
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
978+ 6.19% |
$191K - $208K
|
16.8K
$3.45M
|