Latest Institutional Purchases of Vanguard Small Cap Value ETF (VBR)
This list provides information on the latest institutional transactions involving Vanguard Small Cap Value ETF (VBR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
154K+ 46.98% |
$25M - $30.1M
|
480K
$95.9M
|
|
|
Jul 07, 2025
Q2 2025
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
22.3K+ 317.68% |
$3.63M - $4.37M
|
29.4K
$5.86M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
12.2K+ 33.95% |
$1.98M - $2.39M
|
48.1K
$9.61M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
8.59K+ 10.12% |
$1.4M - $1.68M
|
93.5K
$18.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
8.03K+ 157.62% |
$1.31M - $1.57M
|
13.1K
$2.62M
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
7.19K+ 2.68% |
$1.17M - $1.41M
|
276K
$55.1M
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
5.09K+ 57.57% |
$828K - $996K
|
13.9K
$2.78M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
4.87KNew |
$792K - $953K
|
4.87K
$972K
|
|
|
Jul 01, 2025
Q2 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
4.65K+ 7.97% |
$757K - $911K
|
63.1K
$12.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
4.42K+ 11.42% |
$720K - $866K
|
43.2K
$8.62M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
4.29K+ 7.74% |
$698K - $839K
|
59.6K
$11.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
4.03K+ 63.97% |
$656K - $789K
|
10.3K
$2.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.91KNew |
$636K - $765K
|
3.91K
$781K
|
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
3.79K+ 5.47% |
$617K - $742K
|
73.1K
$14.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
3.08K+ 6.26% |
$501K - $603K
|
52.2K
$10.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.8K+ 158.51% |
$456K - $549K
|
4.57K
$913K
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
1.91K+ 9.15% |
$311K - $374K
|
22.8K
$4.55M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.75KNew |
$285K - $342K
|
1.75K
$349K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.74KNew |
$284K - $341K
|
1.74K
$348K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
1.68KNew |
$274K - $329K
|
1.68K
$336K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.65K+ 2.26% |
$268K - $322K
|
74.5K
$14.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.62K+ 4.74% |
$264K - $318K
|
35.9K
$7.16M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.22K+ 2.66% |
$198K - $238K
|
46.9K
$9.37M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
1.15KNew |
$187K - $225K
|
1.15K
$229K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.1KNew |
$179K - $215K
|
1.1K
$220K
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
1.04KNew |
$169K - $203K
|
1.04K
$208K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
727+ 1.15% |
$118K - $142K
|
64.1K
$12.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
688+ 46.74% |
$112K - $135K
|
2.16K
$431K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
685+ 1.81% |
$111K - $134K
|
38.5K
$7.68M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
611+ 3.83% |
$99.4K - $120K
|
16.5K
$3.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
597+ 12.9% |
$97.2K - $117K
|
5.23K
$1.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
418+ 5.14% |
$68K - $81.8K
|
8.56K
$1.71M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
413+ 19.7% |
$67.2K - $80.9K
|
2.51K
$501K
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
349+ 0.5% |
$56.8K - $68.3K
|
69.6K
$13.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
325+ 1.39% |
$52.9K - $63.6K
|
23.8K
$4.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
303+ 13.93% |
$49.3K - $59.3K
|
2.48K
$495K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
276+ 1.58% |
$44.9K - $54K
|
17.8K
$3.55M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
258+ 9.92% |
$42K - $50.5K
|
2.86K
$571K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
250New |
$40.7K - $48.9K
|
250
$49.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
229+ 1.52% |
$37.3K - $44.8K
|
15.3K
$3.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
211+ 3.2% |
$34.3K - $41.3K
|
6.8K
$1.36M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
188+ 2.0% |
$30.6K - $36.8K
|
9.61K
$1.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
184+ 4.49% |
$29.9K - $36K
|
4.28K
$854K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
165+ 4.63% |
$26.9K - $32.3K
|
3.73K
$745K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
164+ 3.25% |
$26.7K - $32.1K
|
5.21K
$1.04M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
144+ 2.05% |
$23.4K - $28.2K
|
7.17K
$1.43M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
130+ 2.54% |
$21.2K - $25.5K
|
5.26K
$1.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
121+ 3.18% |
$19.7K - $23.7K
|
3.93K
$785K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
121+ 1.79% |
$19.7K - $23.7K
|
6.9K
$1.38M
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
115+ 1.36% |
$18.7K - $22.5K
|
8.55K
$1.71M
|