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 21, 2025
Q2 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-600- 1.43% |
$97.7K - $117K
|
41.4K
$8.39M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
156New |
$25.4K - $30.5K
|
156
$31.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
3.24K+ 245.9% |
$528K - $634K
|
4.56K
$924K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-2.52K- 21.91% |
$411K - $494K
|
8.99K
$1.82M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-18.3K- 8.26% |
$2.98M - $3.59M
|
204K
$41.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
12.9K+ 211.09% |
$2.1M - $2.52M
|
19K
$3.84M
|
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
50+ 3.55% |
$8.14K - $9.79K
|
1.46K
$295K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
1.9K+ 118.05% |
$309K - $371K
|
3.5K
$710K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-8- 0.09% |
$1.3K - $1.57K
|
8.49K
$1.72M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-1.17K- 8.11% |
$190K - $228K
|
13.2K
$2.68M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
7.93KNew |
$1.29M - $1.55M
|
7.93K
$1.61M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-170- 4.67% |
$27.7K - $33.3K
|
3.47K
$703K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-600- 0.84% |
$97.7K - $117K
|
70.6K
$14.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-770- 8.8% |
$125K - $151K
|
7.98K
$1.62M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-26- 0.82% |
$4.23K - $5.09K
|
3.14K
$635K
|
|
|
Jul 18, 2025
Q2 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
32+ 0.09% |
$5.21K - $6.26K
|
35.2K
$7.13M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-28.5K- 7.46% |
$4.64M - $5.58M
|
354K
$71.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
1+ 0.02% |
$163 - $196
|
5.26K
$1.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-125- 6.8% |
$20.3K - $24.5K
|
1.71K
$347K
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
8.42KNew |
$1.37M - $1.65M
|
8.42K
$1.71M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-280- 4.0% |
$45.6K - $54.8K
|
6.72K
$1.36M
|
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-1.47K- 14.75% |
$239K - $287K
|
8.48K
$1.72M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-14.1K- 20.61% |
$2.29M - $2.76M
|
54.2K
$11M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
202+ 2.48% |
$32.9K - $39.5K
|
8.34K
$1.69M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.8K+ 30.26% |
$293K - $352K
|
7.75K
$1.57M
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
280+ 20.96% |
$45.6K - $54.8K
|
1.62K
$327K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
1.05KNew |
$170K - $205K
|
1.05K
$212K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-34- 0.33% |
$5.53K - $6.66K
|
10.2K
$2.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-3.31K- 11.49% |
$538K - $647K
|
25.5K
$5.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-42K- 30.0% |
$6.83M - $8.21M
|
97.9K
$19.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-3- 0.02% |
$488 - $587
|
17.8K
$3.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.28KNew |
$208K - $251K
|
1.28K
$259K
|
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
6.35K+ 13.5% |
$1.03M - $1.24M
|
53.4K
$10.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
208+ 70.27% |
$33.9K - $40.7K
|
504
$102K
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
38.6KNew |
$6.28M - $7.55M
|
38.6K
$7.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-14- 0.13% |
$2.28K - $2.74K
|
10.6K
$2.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
128+ 1.18% |
$20.8K - $25.1K
|
11K
$2.22M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-56- 1.32% |
$9.11K - $11K
|
4.2K
$851K
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-76- 4.18% |
$12.4K - $14.9K
|
1.74K
$353K
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-16.2K- 23.05% |
$2.64M - $3.17M
|
54.1K
$11M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.85KNew |
$301K - $362K
|
1.85K
$374K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
261+ 22.33% |
$42.5K - $51.1K
|
1.43K
$290K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
2.08KNew |
$339K - $408K
|
2.08K
$422K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
554+ 158.29% |
$90.2K - $108K
|
904
$183K
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
714+ 6.99% |
$116K - $140K
|
10.9K
$2.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-3- 1.17% |
$488 - $587
|
253
$51.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
10New |
$1.63K - $1.96K
|
10
$2.03K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-6- 0.22% |
$977 - $1.17K
|
2.78K
$564K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-20.1K- 61.32% |
$3.27M - $3.94M
|
12.7K
$2.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.26K+ 10.29% |
$368K - $443K
|
24.2K
$4.91M
|