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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.11K+ 9.06% |
$412K - $448K
|
25.4K
$5.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
116New |
$22.7K - $24.6K
|
116
$23.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
SELL
|
- |
-573- 0.24% |
$112K - $122K
|
236K
$48.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.01K- 44.92% |
$197K - $214K
|
1.24K
$254K
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-5- 0.09% |
$977 - $1.06K
|
5.84K
$1.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.02K- 44.58% |
$199K - $217K
|
1.27K
$261K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.81K+ 3.17% |
$354K - $385K
|
59K
$12.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Kdt Advisors, LLC
New York, NY |
SELL
|
- |
-360- 8.98% |
$70.3K - $76.5K
|
3.65K
$750K
|
|
|
Nov 10, 2025
Q3 2025
|
Lake Street Financial LLC
|
BUY
|
- |
1+ 0.03% |
$195 - $212
|
3.73K
$767K
|
|
|
Nov 10, 2025
Q3 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-206- 4.16% |
$40.3K - $43.7K
|
4.74K
$974K
|
|
|
Nov 10, 2025
Q3 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
677+ 13.35% |
$132K - $144K
|
5.75K
$1.18M
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-346- 22.17% |
$67.6K - $73.5K
|
1.22K
$250K
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
SELL
|
- |
-126- 0.31% |
$24.6K - $26.8K
|
40.4K
$8.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-177- 0.72% |
$34.6K - $37.6K
|
24.5K
$5.03M
|
|
|
Nov 10, 2025
Q3 2025
|
Wrapmanager Inc
|
SELL
|
- |
-2.31K- 57.18% |
$451K - $490K
|
1.73K
$355K
|
|
|
Nov 10, 2025
Q3 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-437- 1.0% |
$85.4K - $92.8K
|
43.2K
$8.87M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
235+ 2.58% |
$45.9K - $49.9K
|
9.35K
$1.92M
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-664- 20.15% |
$130K - $141K
|
2.63K
$541K
|
|
|
Nov 10, 2025
Q3 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
3.33KNew |
$651K - $707K
|
3.33K
$684K
|
|
|
Nov 10, 2025
Q3 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
336+ 2.01% |
$65.7K - $71.4K
|
17K
$3.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-2.46K- 27.78% |
$481K - $523K
|
6.4K
$1.31M
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-4.51K- 10.93% |
$881K - $957K
|
36.7K
$7.55M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.74K+ 2.53% |
$731K - $794K
|
152K
$31.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
1.02KNew |
$198K - $216K
|
1.02K
$209K
|
|
|
Nov 10, 2025
Q3 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-1.77K- 1.31% |
$345K - $375K
|
133K
$27.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Lansing Street Advisors
|
BUY
|
- |
3.14K+ 6.46% |
$613K - $666K
|
51.7K
$10.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
8K+ 1.03% |
$1.56M - $1.7M
|
786K
$161M
|
|
|
Nov 10, 2025
Q3 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
2.46K+ 19.95% |
$480K - $522K
|
14.8K
$3.03M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-354- 3.64% |
$69.2K - $75.2K
|
9.37K
$1.93M
|
|
|
Nov 10, 2025
Q3 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
116+ 7.67% |
$22.7K - $24.6K
|
1.63K
$334K
|
|
|
Nov 10, 2025
Q3 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.06K- 0.22% |
$208K - $226K
|
483K
$99.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-395- 2.45% |
$77.2K - $83.9K
|
15.7K
$3.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Bonfire Financial
Colorado Springs, CO |
SELL
|
- |
-173- 10.84% |
$33.8K - $36.7K
|
1.42K
$292K
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2+ 0.62% |
$391 - $425
|
327
$67.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
43.3K+ 5.55% |
$8.46M - $9.19M
|
824K
$169M
|
|
|
Nov 07, 2025
Q3 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-20- 1.87% |
$3.91K - $4.25K
|
1.05K
$216K
|
|
|
Nov 07, 2025
Q3 2025
|
Sageworth Trust CO
|
BUY
|
- |
1.03K+ 7.33% |
$201K - $219K
|
15.1K
$3.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1.12KNew |
$218K - $237K
|
1.12K
$229K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-2.17K- 11.65% |
$424K - $460K
|
16.4K
$3.38M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
78.2K+ 12.06% |
$15.3M - $16.6M
|
727K
$149M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
888+ 58.81% |
$174K - $189K
|
2.4K
$493K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
SELL
|
- |
-34- 4.3% |
$6.64K - $7.22K
|
756
$155K
|
|
|
Nov 07, 2025
Q3 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
20+ 0.81% |
$3.91K - $4.25K
|
2.48K
$510K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3.39K- 3.83% |
$662K - $720K
|
85.1K
$17.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
13+ 0.02% |
$2.54K - $2.76K
|
67.8K
$13.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-196- 4.69% |
$38.3K - $41.6K
|
3.98K
$818K
|
|
|
Nov 07, 2025
Q3 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-29- 0.96% |
$5.67K - $6.16K
|
2.99K
$614K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
353+ 1.09% |
$69K - $75K
|
32.8K
$6.73M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
989+ 326.4% |
$193K - $210K
|
1.29K
$265K
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-116- 3.56% |
$22.7K - $24.6K
|
3.15K
$646K
|
|