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 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-150- 14.15% |
$24.4K - $29.4K
|
910
$184K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-106- 1.07% |
$17.3K - $20.8K
|
9.82K
$1.99M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.83K- 3.85% |
$298K - $359K
|
45.8K
$9.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-7.83K- 19.5% |
$1.27M - $1.53M
|
32.3K
$6.55M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
121+ 3.18% |
$19.7K - $23.7K
|
3.93K
$796K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.01K- 20.54% |
$165K - $198K
|
3.91K
$792K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
199+ 2.0% |
$32.4K - $39K
|
10.2K
$2.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
4.42K+ 11.42% |
$720K - $866K
|
43.2K
$8.74M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-111- 0.61% |
$18.1K - $21.7K
|
18.2K
$3.68M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
4.87KNew |
$792K - $953K
|
4.87K
$986K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
154K+ 46.98% |
$25M - $30.1M
|
480K
$97.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
1+ 0.09% |
$163 - $196
|
1.1K
$222K
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
115+ 1.36% |
$18.7K - $22.5K
|
8.55K
$1.73M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
164+ 3.25% |
$26.7K - $32.1K
|
5.21K
$1.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
121+ 1.79% |
$19.7K - $23.7K
|
6.9K
$1.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-106- 0.67% |
$17.3K - $20.8K
|
15.8K
$3.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
4.29K+ 7.74% |
$698K - $839K
|
59.6K
$12.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.75KNew |
$285K - $342K
|
1.75K
$354K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.99K- 1.88% |
$323K - $389K
|
104K
$21M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
70+ 4.87% |
$11.4K - $13.7K
|
1.51K
$305K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
413+ 19.7% |
$67.2K - $80.9K
|
2.51K
$508K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-10.1K- 34.27% |
$1.65M - $1.98M
|
19.4K
$3.94M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
276+ 1.58% |
$44.9K - $54K
|
17.8K
$3.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-2.85K- 24.68% |
$464K - $559K
|
8.71K
$1.76M
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
4.03K+ 63.97% |
$656K - $789K
|
10.3K
$2.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-743- 13.08% |
$121K - $145K
|
4.94K
$1M
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
325+ 1.39% |
$52.9K - $63.6K
|
23.8K
$4.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-43- 1.99% |
$7K - $8.42K
|
2.12K
$430K
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-2.51K- 19.74% |
$408K - $491K
|
10.2K
$2.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-1.17K- 28.72% |
$190K - $229K
|
2.9K
$588K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-16- 34.78% |
$2.6K - $3.13K
|
30
$6.08K
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-140- 1.73% |
$22.8K - $27.4K
|
7.97K
$1.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-28- 0.89% |
$4.56K - $5.48K
|
3.13K
$633K
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-2.46K- 4.19% |
$400K - $481K
|
56.2K
$11.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-26- 2.14% |
$4.23K - $5.09K
|
1.19K
$241K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
6+ 0.14% |
$977 - $1.17K
|
4.44K
$899K
|
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
3.79K+ 5.47% |
$617K - $742K
|
73.1K
$14.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
29+ 1.5% |
$4.72K - $5.68K
|
1.97K
$398K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-3.53K- 3.53% |
$575K - $692K
|
96.6K
$19.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
211+ 3.2% |
$34.3K - $41.3K
|
6.8K
$1.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2.71K- 1.15% |
$441K - $530K
|
232K
$47M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
597+ 12.9% |
$97.2K - $117K
|
5.23K
$1.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.91KNew |
$636K - $765K
|
3.91K
$792K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
418+ 5.14% |
$68K - $81.8K
|
8.56K
$1.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
77+ 3.77% |
$12.5K - $15.1K
|
2.12K
$429K
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-352- 1.0% |
$57.3K - $68.9K
|
34.9K
$7.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-207- 3.77% |
$33.7K - $40.5K
|
5.28K
$1.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-40- 1.1% |
$6.51K - $7.83K
|
3.59K
$727K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
303+ 13.93% |
$49.3K - $59.3K
|
2.48K
$502K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-100- 6.91% |
$16.3K - $19.6K
|
1.35K
$273K
|