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 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
229+ 1.52% |
$37.3K - $44.8K
|
15.3K
$3.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.62K+ 4.74% |
$264K - $318K
|
35.9K
$7.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
184+ 4.49% |
$29.9K - $36K
|
4.28K
$867K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.8K+ 158.51% |
$456K - $549K
|
4.57K
$926K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.65K+ 2.26% |
$268K - $322K
|
74.5K
$15.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-510- 6.12% |
$83K - $99.8K
|
7.82K
$1.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.1KNew |
$179K - $215K
|
1.1K
$223K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-795- 19.26% |
$129K - $156K
|
3.33K
$675K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
21+ 0.14% |
$3.42K - $4.11K
|
15K
$3.05M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-3.44K- 56.62% |
$559K - $673K
|
2.63K
$533K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-18- 0.41% |
$2.93K - $3.52K
|
4.42K
$895K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-362- 21.28% |
$58.9K - $70.9K
|
1.34K
$271K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
727+ 1.15% |
$118K - $142K
|
64.1K
$13M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-21- 7.98% |
$3.42K - $4.11K
|
242
$49K
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
21+ 1.08% |
$3.42K - $4.11K
|
1.96K
$396K
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-149- 0.56% |
$24.3K - $29.2K
|
26.4K
$5.34M
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
688+ 46.74% |
$112K - $135K
|
2.16K
$438K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
50+ 4.49% |
$8.14K - $9.79K
|
1.16K
$236K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-25- 1.35% |
$4.07K - $4.89K
|
1.83K
$371K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-116- 4.76% |
$18.9K - $22.7K
|
2.32K
$470K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.88K- 8.13% |
$469K - $565K
|
32.6K
$6.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
7+ 0.09% |
$1.14K - $1.37K
|
7.51K
$1.52M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
19+ 0.08% |
$3.09K - $3.72K
|
23.2K
$4.71M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2.09K- 90.02% |
$341K - $410K
|
232
$47K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.74KNew |
$284K - $341K
|
1.74K
$353K
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
8.03K+ 157.62% |
$1.31M - $1.57M
|
13.1K
$2.66M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
144+ 2.05% |
$23.4K - $28.2K
|
7.17K
$1.45M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
31New |
$5.05K - $6.07K
|
31
$6.28K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-75- 57.69% |
$12.2K - $14.7K
|
55
$11.1K
|
|
|
Jul 07, 2025
Q2 2025
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
22.3K+ 317.68% |
$3.63M - $4.37M
|
29.4K
$5.95M
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
250New |
$40.7K - $48.9K
|
250
$50.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
130+ 2.54% |
$21.2K - $25.5K
|
5.26K
$1.06M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-70- 2.86% |
$11.4K - $13.7K
|
2.38K
$481K
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
3.08K+ 6.26% |
$501K - $603K
|
52.2K
$10.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
188+ 2.0% |
$30.6K - $36.8K
|
9.61K
$1.95M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
8.59K+ 10.12% |
$1.4M - $1.68M
|
93.5K
$19M
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
1.91K+ 9.15% |
$311K - $374K
|
22.8K
$4.62M
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-4.98K- 37.03% |
$810K - $974K
|
8.46K
$1.71M
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
1.04KNew |
$169K - $203K
|
1.04K
$210K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.22K+ 2.66% |
$198K - $238K
|
46.9K
$9.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
1.15KNew |
$187K - $225K
|
1.15K
$233K
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
5.09K+ 57.57% |
$828K - $996K
|
13.9K
$2.82M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
165+ 4.63% |
$26.9K - $32.3K
|
3.73K
$756K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
685+ 1.81% |
$111K - $134K
|
38.5K
$7.79M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-202- 0.34% |
$32.9K - $39.5K
|
58.9K
$11.9M
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-275- 1.08% |
$44.8K - $53.8K
|
25.2K
$5.1M
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
349+ 0.5% |
$56.8K - $68.3K
|
69.6K
$14.1M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-254- 6.24% |
$41.3K - $49.7K
|
3.82K
$774K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-3.94K- 2.88% |
$642K - $772K
|
133K
$27M
|