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
|
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
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-291- 7.72% |
$47.4K - $57K
|
3.48K
$705K
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
BUY
|
- |
25+ 0.41% |
$4.07K - $4.89K
|
6.16K
$1.25M
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-2.22K- 27.64% |
$362K - $435K
|
5.82K
$1.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-618- 8.14% |
$101K - $121K
|
6.98K
$1.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.07KNew |
$174K - $209K
|
1.07K
$216K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-5- 4.46% |
$814 - $979
|
107
$21.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
9+ 0.04% |
$1.46K - $1.76K
|
24.5K
$4.97M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.74KNew |
$282K - $340K
|
1.74K
$351K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-763- 0.81% |
$124K - $149K
|
92.9K
$18.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-351- 4.31% |
$57.1K - $68.7K
|
7.8K
$1.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
31+ 2.09% |
$5.05K - $6.07K
|
1.51K
$306K
|
|
|
Jul 16, 2025
Q2 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
278+ 12.7% |
$45.2K - $54.4K
|
2.47K
$500K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-52- 0.91% |
$8.46K - $10.2K
|
5.65K
$1.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
120+ 1.75% |
$19.5K - $23.5K
|
6.97K
$1.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.47K+ 124.05% |
$239K - $288K
|
2.66K
$538K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
3.66K+ 10.33% |
$595K - $716K
|
39.1K
$7.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-19- 0.71% |
$3.09K - $3.72K
|
2.65K
$538K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
1.4KNew |
$228K - $274K
|
1.4K
$283K
|
|
|
Jul 15, 2025
Q2 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
SELL
|
- |
-183- 10.91% |
$29.8K - $35.8K
|
1.5K
$303K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-5.67K- 6.02% |
$922K - $1.11M
|
88.5K
$17.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
956+ 37.77% |
$156K - $187K
|
3.49K
$706K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-12- 13.95% |
$1.95K - $2.35K
|
74
$15K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1KNew |
$163K - $196K
|
1K
$203K
|