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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
209+ 1.45% |
$40.8K - $44.4K
|
14.6K
$3.01M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
27.6K+ 66.84% |
$5.39M - $5.86M
|
68.8K
$14.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
1.04K+ 2.06% |
$203K - $221K
|
51.5K
$10.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-339- 16.52% |
$66.2K - $72K
|
1.71K
$352K
|
|
|
Nov 05, 2025
Q3 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
7+ 0.5% |
$1.37K - $1.49K
|
1.4K
$288K
|
|
|
Nov 05, 2025
Q3 2025
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-3.14K- 21.09% |
$613K - $666K
|
11.7K
$2.41M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
158+ 1.58% |
$30.9K - $33.6K
|
10.1K
$2.09M
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3.43K+ 2.98% |
$670K - $728K
|
118K
$24.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
25.7K+ 89.4% |
$5.02M - $5.46M
|
54.4K
$11.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-2.58K- 0.81% |
$504K - $547K
|
314K
$64.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-83- 3.49% |
$16.2K - $17.6K
|
2.29K
$471K
|
|
|
Nov 05, 2025
Q3 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
977New |
$191K - $207K
|
977
$201K
|
|
|
Nov 05, 2025
Q3 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
193+ 1.87% |
$37.7K - $41K
|
10.5K
$2.16M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-679- 2.49% |
$133K - $144K
|
26.5K
$5.45M
|
|
|
Nov 05, 2025
Q3 2025
|
Spinnaker Trust
|
SELL
|
- |
-176- 0.48% |
$34.4K - $37.4K
|
36.6K
$7.52M
|
|
|
Nov 05, 2025
Q3 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
390+ 24.56% |
$76.2K - $82.8K
|
1.98K
$406K
|
|
|
Nov 05, 2025
Q3 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1+ 4.17% |
$195 - $212
|
25
$5.14K
|
|
|
Nov 05, 2025
Q3 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-355- 22.57% |
$69.4K - $75.4K
|
1.22K
$250K
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
12+ 0.33% |
$2.34K - $2.55K
|
3.65K
$750K
|
|
|
Nov 05, 2025
Q3 2025
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
139+ 12.18% |
$27.2K - $29.5K
|
1.28K
$263K
|
|
|
Nov 05, 2025
Q3 2025
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-36- 2.75% |
$7.03K - $7.65K
|
1.27K
$261K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
30+ 2.71% |
$5.86K - $6.37K
|
1.14K
$233K
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
196+ 13.67% |
$38.3K - $41.6K
|
1.63K
$335K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.74K+ 11.29% |
$534K - $581K
|
27K
$5.54M
|
|
|
Nov 05, 2025
Q3 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
13+ 0.09% |
$2.54K - $2.76K
|
14.3K
$2.94M
|
|
|
Nov 05, 2025
Q3 2025
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-980- 0.83% |
$192K - $208K
|
116K
$23.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-559- 11.71% |
$109K - $119K
|
4.22K
$866K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
904+ 42.7% |
$177K - $192K
|
3.02K
$621K
|
|
|
Nov 05, 2025
Q3 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-46- 0.51% |
$8.99K - $9.77K
|
8.9K
$1.83M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
147+ 14.24% |
$28.7K - $31.2K
|
1.18K
$242K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
22+ 0.7% |
$4.3K - $4.67K
|
3.17K
$650K
|
|
|
Nov 05, 2025
Q3 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
34+ 2.44% |
$6.64K - $7.22K
|
1.43K
$293K
|
|
|
Nov 05, 2025
Q3 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
4+ 0.09% |
$782 - $849
|
4.32K
$888K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
31+ 2.14% |
$6.06K - $6.58K
|
1.48K
$304K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.01K+ 13.12% |
$588K - $639K
|
25.9K
$5.33M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
584+ 15.41% |
$114K - $124K
|
4.37K
$898K
|
|
|
Nov 05, 2025
Q3 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
5+ 3.38% |
$977 - $1.06K
|
153
$31.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-232- 2.71% |
$45.3K - $49.3K
|
8.32K
$1.71M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
24+ 1.59% |
$4.69K - $5.1K
|
1.53K
$315K
|
|
|
Nov 05, 2025
Q3 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
346+ 3.26% |
$67.6K - $73.5K
|
11K
$2.25M
|
|
|
Nov 05, 2025
Q3 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
142+ 0.32% |
$27.7K - $30.2K
|
44.4K
$9.12M
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
351+ 4.35% |
$68.6K - $74.5K
|
8.43K
$1.73M
|
|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
1+ 0.03% |
$195 - $212
|
3.02K
$621K
|
|
|
Nov 05, 2025
Q3 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-119- 1.07% |
$23.3K - $25.3K
|
11K
$2.26M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
22.2K+ 200.98% |
$4.34M - $4.72M
|
33.3K
$6.84M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
90+ 0.85% |
$17.6K - $19.1K
|
10.7K
$2.19M
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.62K+ 7.78% |
$513K - $557K
|
36.3K
$7.47M
|
|
|
Nov 04, 2025
Q3 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
65+ 4.46% |
$12.7K - $13.8K
|
1.52K
$313K
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1.54K- 35.9% |
$301K - $327K
|
2.75K
$566K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-221- 4.15% |
$43.2K - $46.9K
|
5.11K
$1.05M
|
|