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
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
599+ 115.86% |
$117K - $127K
|
1.12K
$229K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
584+ 15.41% |
$114K - $124K
|
4.37K
$898K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
577+ 13.58% |
$113K - $123K
|
4.83K
$992K
|
|
|
Nov 06, 2025
Q3 2025
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
573+ 1.64% |
$112K - $122K
|
35.4K
$7.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
569+ 3.01% |
$111K - $121K
|
19.5K
$4M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
557+ 2.58% |
$109K - $118K
|
22.2K
$4.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
553+ 1.9% |
$108K - $117K
|
29.7K
$6.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
548+ 2.01% |
$107K - $116K
|
27.8K
$5.71M
|
|
|
Oct 16, 2025
Q3 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
538+ 1.09% |
$105K - $114K
|
49.9K
$10.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
530+ 2.16% |
$104K - $113K
|
25.1K
$5.15M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
526+ 4.62% |
$103K - $112K
|
11.9K
$2.44M
|
|
|
Oct 24, 2025
Q3 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
524+ 1.48% |
$102K - $111K
|
35.9K
$7.37M
|
|
|
Nov 03, 2025
Q3 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
511+ 4.99% |
$99.9K - $109K
|
10.8K
$2.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
509+ 1.06% |
$99.5K - $108K
|
48.6K
$9.99M
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
509+ 6.42% |
$99.5K - $108K
|
8.44K
$1.73M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
508+ 4.56% |
$99.3K - $108K
|
11.7K
$2.4M
|
|
|
Nov 13, 2025
Q3 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
508+ 1.48% |
$99.3K - $108K
|
34.9K
$7.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
507+ 8.95% |
$99.1K - $108K
|
6.17K
$1.27M
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
505+ 4.01% |
$98.7K - $107K
|
13.1K
$2.69M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
505+ 3.48% |
$98.7K - $107K
|
15K
$3.08M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
503+ 6.03% |
$98.3K - $107K
|
8.84K
$1.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
495+ 3.68% |
$96.7K - $105K
|
13.9K
$2.86M
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
491+ 2.98% |
$95.9K - $104K
|
16.9K
$3.48M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
491+ 5.53% |
$95.9K - $104K
|
9.37K
$1.92M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
BUY
|
- |
489+ 1.07% |
$95.6K - $104K
|
46.3K
$9.51M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
485+ 5.05% |
$94.8K - $103K
|
10.1K
$2.07M
|
|
|
Nov 06, 2025
Q3 2025
|
Echo45 Advisors LLC
|
BUY
|
- |
485+ 2.92% |
$94.8K - $103K
|
17.1K
$3.51M
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
BUY
|
- |
481+ 67.18% |
$94K - $102K
|
1.2K
$246K
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
471+ 24.22% |
$92K - $100K
|
2.42K
$496K
|
|
|
Oct 14, 2025
Q3 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
460+ 0.82% |
$89.9K - $97.7K
|
56.6K
$11.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
440New |
$86K - $93.4K
|
440
$90.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
432+ 4.04% |
$84.4K - $91.7K
|
11.1K
$2.28M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
428+ 41.04% |
$83.6K - $90.9K
|
1.47K
$302K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
413+ 2.07% |
$80.7K - $87.7K
|
20.4K
$4.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
408+ 2.58% |
$79.7K - $86.6K
|
16.2K
$3.33M
|
|
|
Oct 28, 2025
Q3 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
403+ 1.46% |
$78.8K - $85.6K
|
28K
$5.75M
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
402+ 1.49% |
$78.6K - $85.4K
|
27.3K
$5.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
401New |
$78.4K - $85.2K
|
401
$82.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
393+ 12.09% |
$76.8K - $83.5K
|
3.64K
$749K
|
|
|
Nov 05, 2025
Q3 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
390+ 24.56% |
$76.2K - $82.8K
|
1.98K
$406K
|
|
|
Nov 12, 2025
Q3 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
390+ 0.16% |
$76.2K - $82.8K
|
239K
$49.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
388+ 1.42% |
$75.8K - $82.4K
|
27.7K
$5.69M
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
385+ 34.53% |
$75.2K - $81.8K
|
1.5K
$308K
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
374+ 4.83% |
$73.1K - $79.4K
|
8.12K
$1.67M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
371+ 5.8% |
$72.5K - $78.8K
|
6.77K
$1.39M
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
368+ 3.31% |
$71.9K - $78.2K
|
11.5K
$2.36M
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
367+ 15.71% |
$71.7K - $77.9K
|
2.7K
$555K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
367+ 1.58% |
$71.7K - $77.9K
|
23.5K
$4.84M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
364+ 10.34% |
$71.1K - $77.3K
|
3.89K
$798K
|
|
|
Nov 12, 2025
Q3 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
363+ 0.13% |
$70.9K - $77.1K
|
281K
$57.8M
|