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 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-391- 6.37% |
$63.6K - $76.5K
|
5.74K
$1.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.04K+ 4.97% |
$332K - $399K
|
43.1K
$8.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
19+ 0.04% |
$3.09K - $3.72K
|
53.7K
$10.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
5+ 0.27% |
$814 - $979
|
1.83K
$372K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
40+ 0.26% |
$6.51K - $7.83K
|
15.4K
$3.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
49.8K+ 12.32% |
$8.1M - $9.75M
|
454K
$91.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.45K+ 5.92% |
$561K - $675K
|
61.7K
$12.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-21K- 26.56% |
$3.42M - $4.11M
|
58K
$11.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-25- 1.7% |
$4.07K - $4.89K
|
1.45K
$293K
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-20- 0.07% |
$3.26K - $3.92K
|
28.8K
$5.83M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.64KNew |
$266K - $320K
|
1.64K
$331K
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-318- 6.63% |
$51.8K - $62.3K
|
4.48K
$907K
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
SELL
|
- |
-185- 7.07% |
$30.1K - $36.2K
|
2.43K
$493K
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-89- 0.62% |
$14.5K - $17.4K
|
14.2K
$2.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-1.53K- 8.65% |
$249K - $300K
|
16.2K
$3.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-2.48K- 5.59% |
$404K - $486K
|
42K
$8.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
7.61K+ 2.56% |
$1.24M - $1.49M
|
305K
$61.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
15+ 0.89% |
$2.44K - $2.94K
|
1.69K
$343K
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
744+ 2.8% |
$121K - $146K
|
27.3K
$5.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.12KNew |
$182K - $219K
|
1.12K
$226K
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
15+ 0.14% |
$2.44K - $2.94K
|
10.6K
$2.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.1K+ 81.3% |
$179K - $215K
|
2.45K
$497K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-198- 3.52% |
$32.2K - $38.8K
|
5.43K
$1.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
165+ 0.85% |
$26.9K - $32.3K
|
19.5K
$3.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-747- 4.31% |
$122K - $146K
|
16.6K
$3.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-282- 11.17% |
$45.9K - $55.2K
|
2.24K
$454K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
3.47K+ 63.92% |
$564K - $679K
|
8.89K
$1.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Tenret CO LLC
|
SELL
|
- |
-3.11K- 12.03% |
$505K - $608K
|
22.7K
$4.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.46K+ 1.95% |
$237K - $286K
|
76.4K
$15.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
210+ 6.96% |
$34.2K - $41.1K
|
3.23K
$654K
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
1.88KNew |
$306K - $368K
|
1.88K
$381K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.04KNew |
$168K - $203K
|
1.04K
$210K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
387+ 14.51% |
$63K - $75.8K
|
3.05K
$619K
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-180- 1.25% |
$29.3K - $35.2K
|
14.2K
$2.88M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-4.17K- 16.87% |
$679K - $817K
|
20.6K
$4.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-7- 0.06% |
$1.14K - $1.37K
|
12.3K
$2.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.03K+ 6.32% |
$167K - $201K
|
17.3K
$3.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-3- 0.08% |
$488 - $587
|
3.93K
$797K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.85K+ 138.18% |
$302K - $363K
|
3.19K
$647K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
13+ 0.23% |
$2.12K - $2.55K
|
5.71K
$1.16M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-53- 96.36% |
$8.63K - $10.4K
|
2
$405
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-58- 1.03% |
$9.44K - $11.4K
|
5.55K
$1.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-21- 0.4% |
$3.42K - $4.11K
|
5.24K
$1.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-198- 2.74% |
$32.2K - $38.8K
|
7.04K
$1.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
2.83K+ 84.58% |
$460K - $553K
|
6.17K
$1.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-56- 3.67% |
$9.11K - $11K
|
1.47K
$298K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-442- 3.63% |
$71.9K - $86.5K
|
11.7K
$2.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-480- 5.53% |
$78.1K - $94K
|
8.2K
$1.66M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.38K+ 74.13% |
$225K - $271K
|
3.25K
$659K
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
1.48KNew |
$240K - $289K
|
1.48K
$299K
|