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 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
402KNew |
$65.5M - $78.7M
|
402K
$83.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
341K+ 70.04% |
$55.4M - $66.7M
|
827K
$172M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
285K+ 128.82% |
$46.3M - $55.7M
|
506K
$105M
|
|
|
Aug 14, 2025
Q2 2025
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
250KNew |
$40.7M - $49M
|
250K
$51.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
206KNew |
$33.5M - $40.3M
|
206K
$42.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
186K+ 4.45% |
$30.2M - $36.4M
|
4.36M
$905M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
163K+ 22.64% |
$26.5M - $31.8M
|
881K
$183M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
154K+ 46.98% |
$25M - $30.1M
|
480K
$99.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
137K+ 419.52% |
$22.3M - $26.8M
|
170K
$35.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
112K+ 39.15% |
$18.2M - $21.9M
|
398K
$82.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
80.6KNew |
$13.1M - $15.8M
|
80.6K
$16.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
80.1K+ 1557.94% |
$13M - $15.7M
|
85.3K
$17.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
73.9K+ 83.51% |
$12M - $14.5M
|
162K
$33.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
56.5KNew |
$9.19M - $11.1M
|
56.5K
$11.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
49.9K+ 73.55% |
$8.13M - $9.78M
|
118K
$24.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
49.8K+ 12.32% |
$8.1M - $9.75M
|
454K
$94.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
49.4KNew |
$8.04M - $9.67M
|
49.4K
$10.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
49.1K+ 6.59% |
$7.99M - $9.62M
|
795K
$165M
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
48.9K+ 86.36% |
$7.95M - $9.57M
|
105K
$21.9M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
48.5K+ 6.27% |
$7.89M - $9.49M
|
822K
$171M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
47K+ 3.38% |
$7.64M - $9.19M
|
1.44M
$298M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
45.3K+ 11.57% |
$7.38M - $8.87M
|
437K
$90.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
42.8K+ 7.54% |
$6.97M - $8.38M
|
611K
$127M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
41.5K+ 3.0% |
$6.75M - $8.12M
|
1.43M
$296M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
38.6KNew |
$6.28M - $7.55M
|
38.6K
$8.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
37.9K+ 49.07% |
$6.16M - $7.41M
|
115K
$23.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
34.7K+ 8.03% |
$5.65M - $6.8M
|
467K
$97M
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
31.2KNew |
$5.07M - $6.1M
|
31.2K
$6.47M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
30.5KNew |
$4.96M - $5.96M
|
30.5K
$6.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
30.2K+ 161.45% |
$4.91M - $5.91M
|
48.9K
$10.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
29.6K+ 9.04% |
$4.82M - $5.79M
|
357K
$74.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
26.1K+ 95.32% |
$4.25M - $5.12M
|
53.6K
$11.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
25.6KNew |
$4.16M - $5.01M
|
25.6K
$5.31M
|
|
|
Aug 06, 2025
Q2 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
25.5K+ 7.2% |
$4.15M - $4.99M
|
380K
$78.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
25.1KNew |
$4.08M - $4.91M
|
25.1K
$5.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
24.5K+ 101.99% |
$3.99M - $4.8M
|
48.6K
$10.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
23.8K+ 135.71% |
$3.87M - $4.65M
|
41.3K
$8.56M
|
|
|
Aug 12, 2025
Q2 2025
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
BUY
|
- |
23.4KNew |
$3.81M - $4.58M
|
23.4K
$4.86M
|
|
|
Jul 07, 2025
Q2 2025
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
22.3K+ 317.68% |
$3.63M - $4.37M
|
29.4K
$6.09M
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
21.7KNew |
$3.54M - $4.25M
|
21.7K
$4.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
20.9KNew |
$3.4M - $4.09M
|
20.9K
$4.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.1K+ 4.78% |
$3.27M - $3.93M
|
440K
$91.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
19.2K+ 25.81% |
$3.13M - $3.77M
|
93.8K
$19.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
19.2KNew |
$3.13M - $3.77M
|
19.2K
$3.99M
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
18.8KNew |
$3.07M - $3.69M
|
18.8K
$3.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
18.3K+ 5.44% |
$2.98M - $3.59M
|
355K
$73.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.1K+ 3.72% |
$2.94M - $3.54M
|
504K
$105M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16.9K+ 3.89% |
$2.75M - $3.31M
|
452K
$93.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
16.7KNew |
$2.72M - $3.27M
|
16.7K
$3.46M
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
16.7KNew |
$2.71M - $3.26M
|
16.7K
$3.46M
|