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 06, 2025
Q3 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
224+ 16.42% |
$43.8K - $47.6K
|
1.59K
$326K
|
|
|
Nov 12, 2025
Q3 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
224+ 1.06% |
$43.8K - $47.6K
|
21.4K
$4.39M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
222+ 5.68% |
$43.4K - $47.1K
|
4.13K
$849K
|
|
|
Nov 12, 2025
Q3 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
221+ 4.82% |
$43.2K - $46.9K
|
4.81K
$987K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
217+ 2.77% |
$42.4K - $46.1K
|
8.04K
$1.65M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
215+ 0.92% |
$42K - $45.7K
|
23.5K
$4.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
215+ 1.19% |
$42K - $45.7K
|
18.2K
$3.74M
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
214+ 4.11% |
$41.8K - $45.4K
|
5.43K
$1.12M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
210+ 3.48% |
$41K - $44.6K
|
6.25K
$1.28M
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
209+ 1.45% |
$40.8K - $44.4K
|
14.6K
$3.01M
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
206+ 1.17% |
$40.3K - $43.7K
|
17.9K
$3.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
206+ 7.17% |
$40.3K - $43.7K
|
3.08K
$632K
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
196+ 13.67% |
$38.3K - $41.6K
|
1.63K
$335K
|
|
|
Oct 07, 2025
Q3 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
195+ 0.82% |
$38.1K - $41.4K
|
24K
$4.93M
|
|
|
Nov 05, 2025
Q3 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
193+ 1.87% |
$37.7K - $41K
|
10.5K
$2.16M
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
187+ 10.24% |
$36.5K - $39.7K
|
2.01K
$414K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
185+ 6.7% |
$36.2K - $39.3K
|
2.95K
$605K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
180+ 3.94% |
$35.2K - $38.2K
|
4.75K
$975K
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
179+ 9.02% |
$35K - $38K
|
2.16K
$445K
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
176+ 3.12% |
$34.4K - $37.4K
|
5.82K
$1.2M
|
|
|
Nov 06, 2025
Q3 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
176+ 8.25% |
$34.4K - $37.4K
|
2.31K
$475K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
175+ 9.9% |
$34.2K - $37.2K
|
1.94K
$399K
|
|
|
Nov 03, 2025
Q3 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
173+ 0.71% |
$33.8K - $36.7K
|
24.6K
$5.06M
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
171+ 0.61% |
$33.4K - $36.3K
|
28.3K
$5.82M
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
170+ 2.07% |
$33.2K - $36.1K
|
8.37K
$1.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
170+ 3.6% |
$33.2K - $36.1K
|
4.9K
$1.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
165+ 0.69% |
$32.2K - $35K
|
24.2K
$4.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
160+ 3.47% |
$31.3K - $34K
|
4.77K
$981K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
158+ 1.58% |
$30.9K - $33.6K
|
10.1K
$2.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
158+ 10.27% |
$30.9K - $33.6K
|
1.7K
$348K
|
|
|
Oct 14, 2025
Q3 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
156+ 2.57% |
$30.5K - $33.1K
|
6.22K
$1.28M
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
156+ 5.82% |
$30.5K - $33.1K
|
2.84K
$583K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
155+ 0.41% |
$30.3K - $32.9K
|
37.9K
$7.79M
|
|
|
Nov 04, 2025
Q3 2025
|
Performa LTD (Us), LLC
|
BUY
|
- |
153+ 0.2% |
$29.9K - $32.5K
|
77.5K
$15.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
152+ 2.18% |
$29.7K - $32.3K
|
7.12K
$1.46M
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
150+ 6.45% |
$29.3K - $31.9K
|
2.47K
$508K
|
|
|
Oct 28, 2025
Q3 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
149+ 2.45% |
$29.1K - $31.6K
|
6.23K
$1.28M
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
148+ 5.9% |
$28.9K - $31.4K
|
2.66K
$546K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
147+ 14.24% |
$28.7K - $31.2K
|
1.18K
$242K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
146+ 6.16% |
$28.5K - $31K
|
2.52K
$517K
|
|
|
Nov 05, 2025
Q3 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
142+ 0.32% |
$27.7K - $30.2K
|
44.4K
$9.12M
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
141+ 6.65% |
$27.6K - $29.9K
|
2.26K
$465K
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
141New |
$27.6K - $29.9K
|
141
$29K
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
140+ 10.91% |
$27.4K - $29.7K
|
1.42K
$292K
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
139+ 7.7% |
$27.2K - $29.5K
|
1.95K
$400K
|
|
|
Nov 05, 2025
Q3 2025
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
139+ 12.18% |
$27.2K - $29.5K
|
1.28K
$263K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
138New |
$27K - $29.3K
|
138
$28.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
138+ 8.4% |
$27K - $29.3K
|
1.78K
$366K
|
|
|
Oct 02, 2025
Q3 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
135+ 1.62% |
$26.4K - $28.7K
|
8.45K
$1.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
135+ 3.51% |
$26.4K - $28.7K
|
3.98K
$817K
|