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 21, 2025
Q3 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
977New |
$191K - $207K
|
977
$201K
|
|
|
Nov 05, 2025
Q3 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
977New |
$191K - $207K
|
977
$201K
|
|
|
Oct 23, 2025
Q3 2025
|
West Bancorporation Inc
|
BUY
|
- |
976New |
$191K - $207K
|
976
$201K
|
|
|
Oct 31, 2025
Q3 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
973New |
$190K - $207K
|
973
$200K
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
971New |
$190K - $206K
|
971
$200K
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
969New |
$189K - $206K
|
969
$199K
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
966New |
$189K - $205K
|
966
$198K
|
|
|
Oct 17, 2025
Q3 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
965New |
$189K - $205K
|
965
$198K
|
|
|
Oct 10, 2025
Q3 2025
|
Jvl Associates LLC
|
BUY
|
- |
963New |
$188K - $205K
|
963
$198K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
953+ 16.73% |
$186K - $202K
|
6.65K
$1.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
946+ 8.27% |
$185K - $201K
|
12.4K
$2.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
938+ 4.16% |
$183K - $199K
|
23.5K
$4.82M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
935+ 0.87% |
$183K - $199K
|
109K
$22.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
922+ 2.75% |
$180K - $196K
|
34.4K
$7.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
913+ 1.87% |
$178K - $194K
|
49.7K
$10.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
904+ 42.7% |
$177K - $192K
|
3.02K
$621K
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
901+ 0.77% |
$176K - $191K
|
118K
$24.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
888+ 58.81% |
$174K - $189K
|
2.4K
$493K
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
884+ 1.1% |
$173K - $188K
|
81.4K
$16.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
864+ 1.75% |
$169K - $183K
|
50.3K
$10.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
835+ 13.23% |
$163K - $177K
|
7.15K
$1.47M
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
829+ 9.97% |
$162K - $176K
|
9.14K
$1.88M
|
|
|
Oct 16, 2025
Q3 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
823+ 0.43% |
$161K - $175K
|
192K
$39.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
822+ 26.21% |
$161K - $175K
|
3.96K
$813K
|
|
|
Oct 08, 2025
Q3 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
821+ 4.57% |
$160K - $174K
|
18.8K
$3.86M
|
|
|
Oct 30, 2025
Q3 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
815+ 12.23% |
$159K - $173K
|
7.48K
$1.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
792+ 11.33% |
$155K - $168K
|
7.78K
$1.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
779+ 0.84% |
$152K - $165K
|
93.7K
$19.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
763+ 8.45% |
$149K - $162K
|
9.8K
$2.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
756New |
$148K - $161K
|
756
$155K
|
|
|
Oct 27, 2025
Q3 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
752+ 1.69% |
$147K - $160K
|
45.3K
$9.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
751+ 2.75% |
$147K - $159K
|
28K
$5.76M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
740+ 6.42% |
$145K - $157K
|
12.3K
$2.52M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
730+ 4.41% |
$143K - $155K
|
17.3K
$3.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Becker Capital Management Inc
|
BUY
|
- |
715+ 20.34% |
$140K - $152K
|
4.23K
$869K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
707+ 40.59% |
$138K - $150K
|
2.45K
$503K
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
698+ 2.71% |
$136K - $148K
|
26.5K
$5.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
BUY
|
- |
689+ 3.65% |
$135K - $146K
|
19.5K
$4.02M
|
|
|
Nov 10, 2025
Q3 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
677+ 13.35% |
$132K - $144K
|
5.75K
$1.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
663+ 1.29% |
$130K - $141K
|
52.2K
$10.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
631+ 1.84% |
$123K - $134K
|
35K
$7.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
631+ 29.61% |
$123K - $134K
|
2.76K
$567K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
627+ 6.4% |
$123K - $133K
|
10.4K
$2.14M
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
626+ 22.22% |
$122K - $133K
|
3.44K
$707K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
624New |
$122K - $133K
|
624
$128K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
618+ 7.91% |
$121K - $131K
|
8.43K
$1.73M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
614+ 8.88% |
$120K - $130K
|
7.53K
$1.55M
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
613+ 8.82% |
$120K - $130K
|
7.57K
$1.55M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
608+ 4.21% |
$119K - $129K
|
15.1K
$3.09M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
602+ 29.57% |
$118K - $128K
|
2.64K
$542K
|