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 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
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-568- 10.0% |
$92.4K - $111K
|
5.11K
$1.04M
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-14- 0.17% |
$2.28K - $2.74K
|
8.31K
$1.68M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
611+ 3.83% |
$99.4K - $120K
|
16.5K
$3.35M
|
|
|
Jul 02, 2025
Q2 2025
|
Jb Global.Com LLC
New York, NY |
SELL
|
- |
-20.8K- 28.47% |
$3.39M - $4.08M
|
52.4K
$10.6M
|
|
|
Jul 01, 2025
Q2 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
4.65K+ 7.97% |
$757K - $911K
|
63.1K
$12.8M
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
86+ 3.54% |
$14K - $16.8K
|
2.51K
$509K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
258+ 9.92% |
$42K - $50.5K
|
2.86K
$579K
|
|
| Q1 2025 | |||||||
|
Jul 16, 2025
Q1 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
10+ 0.66% |
$1.83K - $2.08K
|
1.53K
$310K
|
|
|
Jul 08, 2025
Q1 2025
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-655- 29.31% |
$120K - $136K
|
1.58K
$320K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
248New |
$45.4K - $51.5K
|
248
$50.2K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-25.5K- 80.43% |
$4.68M - $5.31M
|
6.22K
$1.26M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
78+ 2.66% |
$14.3K - $16.2K
|
3.01K
$611K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-210- 0.53% |
$38.4K - $43.6K
|
39.6K
$8.03M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
167K+ 14.62% |
$30.6M - $34.8M
|
1.31M
$266M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-208- 4.62% |
$38.1K - $43.2K
|
4.29K
$869K
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
6.42K+ 30.55% |
$1.17M - $1.33M
|
27.4K
$5.55M
|
|
|
May 23, 2025
Q1 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-294- 3.09% |
$53.8K - $61.1K
|
9.21K
$1.87M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.36K- 25.24% |
$1.35M - $1.53M
|
21.8K
$4.41M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
24.8K+ 928.49% |
$4.55M - $5.16M
|
27.5K
$5.57M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-34- 0.87% |
$6.22K - $7.06K
|
3.87K
$784K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
378+ 6.72% |
$69.2K - $78.5K
|
6.01K
$1.22M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
4.06K+ 16.43% |
$744K - $844K
|
28.8K
$5.83M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-139- 2.63% |
$25.4K - $28.9K
|
5.14K
$1.04M
|
|