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 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
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
361+ 7.15% |
$70.5K - $76.7K
|
5.41K
$1.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
361+ 2.09% |
$70.5K - $76.7K
|
17.7K
$3.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
356+ 7.08% |
$69.6K - $75.6K
|
5.39K
$1.11M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
353+ 1.09% |
$69K - $75K
|
32.8K
$6.73M
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
351+ 4.35% |
$68.6K - $74.5K
|
8.43K
$1.73M
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
350+ 1.8% |
$68.4K - $74.3K
|
19.8K
$4.06M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
348+ 31.64% |
$68K - $73.9K
|
1.45K
$298K
|
|
|
Nov 05, 2025
Q3 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
346+ 3.26% |
$67.6K - $73.5K
|
11K
$2.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Ballast Advisors LLC
|
BUY
|
- |
342New |
$66.8K - $72.6K
|
342
$70.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
338+ 13.57% |
$66K - $71.8K
|
2.83K
$581K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
337+ 14.56% |
$65.9K - $71.6K
|
2.65K
$545K
|
|
|
Nov 10, 2025
Q3 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
336+ 2.01% |
$65.7K - $71.4K
|
17K
$3.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
334+ 0.87% |
$65.3K - $70.9K
|
38.7K
$7.96M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
319+ 17.66% |
$62.3K - $67.7K
|
2.13K
$437K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
317+ 0.76% |
$61.9K - $67.3K
|
42.1K
$8.65M
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
BUY
|
- |
316New |
$61.7K - $67.1K
|
316
$64.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
314+ 19.96% |
$61.4K - $66.7K
|
1.89K
$388K
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
310+ 12.75% |
$60.6K - $65.8K
|
2.74K
$563K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
302+ 7.11% |
$59K - $64.1K
|
4.55K
$935K
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
300+ 0.28% |
$58.6K - $63.7K
|
106K
$21.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
296+ 17.13% |
$57.8K - $62.9K
|
2.02K
$416K
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
288+ 8.64% |
$56.3K - $61.2K
|
3.62K
$744K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
287+ 17.55% |
$56.1K - $61K
|
1.92K
$395K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
279+ 17.79% |
$54.5K - $59.3K
|
1.85K
$379K
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
277+ 6.94% |
$54.1K - $58.8K
|
4.27K
$878K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
275+ 4.36% |
$53.7K - $58.4K
|
6.59K
$1.35M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
273+ 4.44% |
$53.3K - $58K
|
6.43K
$1.32M
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
271+ 1.14% |
$53K - $57.6K
|
24.1K
$4.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
268+ 0.72% |
$52.4K - $56.9K
|
37.7K
$7.74M
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
265+ 1.06% |
$51.8K - $56.3K
|
25.4K
$5.21M
|
|
|
Oct 14, 2025
Q3 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
260+ 26.78% |
$50.8K - $55.2K
|
1.23K
$253K
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
259New |
$50.6K - $55K
|
259
$53.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
255+ 2.55% |
$49.8K - $54.2K
|
10.2K
$2.11M
|
|
|
Nov 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
254+ 1.9% |
$49.6K - $53.9K
|
13.6K
$2.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
252+ 1.86% |
$49.2K - $53.5K
|
13.8K
$2.83M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
244+ 1.62% |
$47.7K - $51.8K
|
15.3K
$3.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
240+ 0.38% |
$46.9K - $51K
|
63.5K
$13.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
238+ 1.14% |
$46.5K - $50.5K
|
21.2K
$4.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
236+ 7.39% |
$46.1K - $50.1K
|
3.43K
$705K
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
235+ 6.6% |
$45.9K - $49.9K
|
3.8K
$780K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
235+ 2.58% |
$45.9K - $49.9K
|
9.35K
$1.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
232+ 6.07% |
$45.3K - $49.3K
|
4.05K
$833K
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
228+ 9.58% |
$44.6K - $48.4K
|
2.61K
$536K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
228+ 20.77% |
$44.6K - $48.4K
|
1.33K
$272K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
228New |
$44.6K - $48.4K
|
228
$46.8K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
228New |
$44.6K - $48.4K
|
228
$46.8K
|