Latest Institutional Transactions on Vanguard Small Cap Value ETF (VBR)
This table provides information on the latest institutional transactions involving Vanguard Small Cap Value ETF (VBR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-3.55K- 11.66% |
$578K - $695K
|
26.9K
$5.45M
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.13KNew |
$183K - $220K
|
1.13K
$228K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-400- 2.62% |
$65.1K - $78.3K
|
14.9K
$3.01M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.62K- 6.55% |
$589K - $708K
|
51.6K
$10.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-43- 2.42% |
$7K - $8.42K
|
1.73K
$351K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-13- 0.7% |
$2.12K - $2.55K
|
1.86K
$376K
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
992+ 19.22% |
$161K - $194K
|
6.15K
$1.25M
|
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
159+ 1.0% |
$25.9K - $31.1K
|
16K
$3.25M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-10.6K- 56.92% |
$1.72M - $2.07M
|
7.99K
$1.62M
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-426- 25.54% |
$69.3K - $83.4K
|
1.24K
$252K
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
13+ 0.69% |
$2.12K - $2.55K
|
1.89K
$382K
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-755- 19.94% |
$123K - $148K
|
3.03K
$614K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-155- 0.93% |
$25.2K - $30.3K
|
16.5K
$3.33M
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
19+ 1900.0% |
$3.09K - $3.72K
|
20
$4.05K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-169- 2.52% |
$27.5K - $33.1K
|
6.53K
$1.32M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
752+ 12.21% |
$122K - $147K
|
6.91K
$1.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
16.2KNew |
$2.64M - $3.18M
|
16.2K
$3.29M
|
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.17% |
$326 - $392
|
1.15K
$234K
|
|
|
Jul 24, 2025
Q2 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-73- 2.04% |
$11.9K - $14.3K
|
3.5K
$710K
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-2.37K- 4.36% |
$386K - $465K
|
52.1K
$10.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
SELL
|
- |
-5.18K- 4.91% |
$843K - $1.01M
|
100K
$20.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
118+ 137.21% |
$19.2K - $23.1K
|
204
$41.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
5.59KNew |
$910K - $1.09M
|
5.59K
$1.13M
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-73- 3.01% |
$11.9K - $14.3K
|
2.35K
$477K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
10+ 0.23% |
$1.63K - $1.96K
|
4.3K
$870K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
779+ 34.84% |
$127K - $153K
|
3.02K
$611K
|
|
|
Jul 23, 2025
Q2 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-100- 0.73% |
$16.3K - $19.6K
|
13.6K
$2.74M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
16+ 0.4% |
$2.6K - $3.13K
|
4.01K
$813K
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-196- 1.04% |
$31.9K - $38.4K
|
18.7K
$3.79M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-686- 6.06% |
$112K - $134K
|
10.6K
$2.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-13- 2.58% |
$2.12K - $2.55K
|
490
$99.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
11.2K+ 29.18% |
$1.82M - $2.19M
|
49.5K
$10M
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
BUY
|
- |
2.94K+ 27.15% |
$479K - $576K
|
13.8K
$2.79M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
78New |
$12.7K - $15.3K
|
78
$15.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
61+ 9.64% |
$9.93K - $11.9K
|
694
$141K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-150- 5.27% |
$24.4K - $29.4K
|
2.69K
$546K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 1.2% |
$163 - $196
|
84
$17K
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
BUY
|
- |
204+ 2.05% |
$33.2K - $39.9K
|
10.2K
$2.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
146+ 12.21% |
$23.8K - $28.6K
|
1.34K
$272K
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
187+ 1.42% |
$30.4K - $36.6K
|
13.4K
$2.71M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
705+ 2.29% |
$115K - $138K
|
31.5K
$6.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
2.39K+ 91.1% |
$390K - $469K
|
5.02K
$1.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3+ 0.01% |
$488 - $587
|
27.6K
$5.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
30+ 0.15% |
$4.88K - $5.87K
|
20.6K
$4.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
204+ 0.7% |
$33.2K - $39.9K
|
29.2K
$5.91M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-258- 12.48% |
$42K - $50.5K
|
1.81K
$367K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-822- 32.61% |
$134K - $161K
|
1.7K
$344K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
7.3K+ 18.16% |
$1.19M - $1.43M
|
47.5K
$9.63M
|
|
|
Jul 23, 2025
Q2 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-78- 1.29% |
$12.7K - $15.3K
|
5.99K
$1.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-110- 4.26% |
$17.9K - $21.5K
|
2.48K
$501K
|