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 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
402KNew |
$65.5M - $78.7M
|
402K
$81.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-1.52K- 7.27% |
$248K - $298K
|
19.4K
$3.93M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-37- 4.1% |
$6.02K - $7.24K
|
866
$175K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
502+ 3.9% |
$81.7K - $98.3K
|
13.4K
$2.71M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-50- 0.53% |
$8.14K - $9.79K
|
9.45K
$1.91M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-231- 5.48% |
$37.6K - $45.2K
|
3.99K
$808K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
192+ 9.04% |
$31.2K - $37.6K
|
2.32K
$469K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
465+ 10.97% |
$75.7K - $91K
|
4.71K
$953K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-587- 3.89% |
$95.5K - $115K
|
14.5K
$2.94M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-273- 4.53% |
$44.4K - $53.4K
|
5.76K
$1.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
236+ 11.01% |
$38.4K - $46.2K
|
2.38K
$482K
|
|
|
Jul 14, 2025
Q2 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-38.5K- 64.41% |
$6.26M - $7.53M
|
21.3K
$4.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
155+ 2.15% |
$25.2K - $30.3K
|
7.37K
$1.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-1.32K- 0.64% |
$215K - $259K
|
204K
$41.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
42+ 0.5% |
$6.84K - $8.22K
|
8.4K
$1.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
33+ 5.89% |
$5.37K - $6.46K
|
593
$120K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-186- 8.82% |
$30.3K - $36.4K
|
1.92K
$389K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
155+ 1.25% |
$25.2K - $30.3K
|
12.6K
$2.55M
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
3.99K+ 26.55% |
$649K - $781K
|
19K
$3.85M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
46+ 17.69% |
$7.49K - $9.01K
|
306
$62K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-500- 5.93% |
$81.4K - $97.9K
|
7.93K
$1.61M
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
281+ 7.47% |
$45.7K - $55K
|
4.04K
$819K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
2.23KNew |
$363K - $436K
|
2.23K
$451K
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
5+ 0.12% |
$814 - $979
|
4.05K
$821K
|
|
|
Jul 14, 2025
Q2 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-91- 2.06% |
$14.8K - $17.8K
|
4.34K
$879K
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-430- 3.69% |
$70K - $84.2K
|
11.2K
$2.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-1- 0.08% |
$163 - $196
|
1.28K
$260K
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
181+ 11.7% |
$29.5K - $35.4K
|
1.73K
$350K
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
791+ 3.89% |
$129K - $155K
|
21.1K
$4.28M
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
BUY
|
- |
391+ 1.67% |
$63.6K - $76.5K
|
23.8K
$4.82M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
11.1K+ 6.44% |
$1.81M - $2.18M
|
184K
$37.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
891+ 3.66% |
$145K - $174K
|
25.3K
$5.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
598+ 2.54% |
$97.3K - $117K
|
24.2K
$4.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-100- 17.89% |
$16.3K - $19.6K
|
459
$93K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
101+ 1.69% |
$16.4K - $19.8K
|
6.09K
$1.23M
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-1.51K- 3.08% |
$246K - $296K
|
47.6K
$9.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-578- 4.84% |
$94.1K - $113K
|
11.4K
$2.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.24K- 57.24% |
$527K - $634K
|
2.42K
$490K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
1.68KNew |
$274K - $329K
|
1.68K
$341K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-79- 2.44% |
$12.9K - $15.5K
|
3.16K
$640K
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
7.19K+ 2.68% |
$1.17M - $1.41M
|
276K
$55.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-150- 3.08% |
$24.4K - $29.4K
|
4.73K
$958K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-123- 5.9% |
$20K - $24.1K
|
1.96K
$398K
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-50- 4.04% |
$8.14K - $9.79K
|
1.19K
$240K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-381- 2.15% |
$62K - $74.6K
|
17.3K
$3.51M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
12.2K+ 33.95% |
$1.98M - $2.39M
|
48.1K
$9.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-276- 8.45% |
$44.9K - $54K
|
2.99K
$605K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-723- 5.07% |
$118K - $142K
|
13.5K
$2.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-544- 1.38% |
$88.5K - $106K
|
38.8K
$7.86M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-30.1K- 38.12% |
$4.89M - $5.89M
|
48.8K
$9.89M
|