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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Marotta Asset Management
|
BUY
|
- |
6.39K+ 4.64% |
$1.29M - $1.35M
|
144K
$29.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
4.78KNew |
$963K - $1.01M
|
4.78K
$982K
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
4.35K+ 8.76% |
$877K - $919K
|
54.1K
$11.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.13K+ 71.72% |
$631K - $661K
|
7.5K
$1.54M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
2.91K+ 12.97% |
$586K - $614K
|
25.3K
$5.21M
|
|
|
Jan 08, 2026
Q4 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
2.68K+ 0.71% |
$539K - $565K
|
381K
$78.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
2.43K+ 6.48% |
$490K - $514K
|
40K
$8.21M
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
2.43K+ 59.44% |
$490K - $514K
|
6.53K
$1.34M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.86K+ 5.13% |
$375K - $393K
|
38.2K
$7.85M
|
|
|
Jan 08, 2026
Q4 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
1.82K+ 5.29% |
$366K - $384K
|
36.2K
$7.43M
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.76K+ 79.19% |
$354K - $371K
|
3.98K
$817K
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.29K+ 6.86% |
$259K - $272K
|
20.1K
$4.12M
|
|
|
Jan 07, 2026
Q4 2025
|
Bay Rivers Group
|
BUY
|
- |
901+ 3.85% |
$181K - $190K
|
24.3K
$5M
|
|
|
Jan 08, 2026
Q4 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
765+ 1.53% |
$154K - $162K
|
50.7K
$10.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
704+ 0.98% |
$142K - $149K
|
72.2K
$14.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
685+ 3.25% |
$138K - $145K
|
21.8K
$4.48M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
291+ 11.73% |
$58.6K - $61.4K
|
2.77K
$570K
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
276+ 9.24% |
$55.6K - $58.3K
|
3.26K
$671K
|
|
|
Jan 07, 2026
Q4 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
168+ 17.41% |
$33.8K - $35.5K
|
1.13K
$233K
|
|
|
Jan 09, 2026
Q4 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
146+ 0.64% |
$29.4K - $30.8K
|
22.8K
$4.69M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
133+ 10.95% |
$26.8K - $28.1K
|
1.35K
$277K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
125+ 1.5% |
$25.2K - $26.4K
|
8.45K
$1.74M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
95+ 1.57% |
$19.1K - $20.1K
|
6.15K
$1.26M
|
|
|
Jan 06, 2026
Q4 2025
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
92+ 0.31% |
$18.5K - $19.4K
|
29.5K
$6.05M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
64+ 1.17% |
$12.9K - $13.5K
|
5.55K
$1.14M
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
45New |
$9.06K - $9.5K
|
45
$9.25K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
42+ 0.23% |
$8.46K - $8.87K
|
18K
$3.71M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
37+ 2.0% |
$7.45K - $7.81K
|
1.88K
$387K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
32+ 2.95% |
$6.45K - $6.76K
|
1.12K
$229K
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
BUY
|
- |
27+ 1.73% |
$5.44K - $5.7K
|
1.59K
$327K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
16+ 0.43% |
$3.22K - $3.38K
|
3.75K
$770K
|
|
|
Jan 07, 2026
Q4 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
10+ 0.06% |
$2.01K - $2.11K
|
15.8K
$3.24M
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
9+ 0.78% |
$1.81K - $1.9K
|
1.17K
$240K
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
8+ 0.44% |
$1.61K - $1.69K
|
1.81K
$372K
|
|
|
Jan 06, 2026
Q4 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
4+ 0.41% |
$806 - $845
|
982
$202K
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3+ 0.07% |
$604 - $633
|
4.33K
$889K
|
|
|
Jan 08, 2026
Q4 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
3+ 0.14% |
$604 - $633
|
2.14K
$439K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2+ 0.16% |
$403 - $422
|
1.23K
$253K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1+ 0.01% |
$201 - $211
|
17.7K
$3.64M
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1+ 0.09% |
$201 - $211
|
1.16K
$239K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
209K+ 1.37% |
$40.9M - $44.4M
|
15.4M
$3.17B
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
190K+ 21.58% |
$37.1M - $40.4M
|
1.07M
$220M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
124K+ 1650.07% |
$24.3M - $26.4M
|
132K
$27.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
124K+ 62.13% |
$24.2M - $26.3M
|
323K
$66.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
100KNew |
$19.6M - $21.3M
|
100K
$20.6M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
87.9K+ 7.73% |
$17.2M - $18.7M
|
1.22M
$252M
|
|
|
Oct 24, 2025
Q3 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
84.3KNew |
$16.5M - $17.9M
|
84.3K
$17.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
81KNew |
$15.8M - $17.2M
|
81K
$16.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
78.2K+ 12.06% |
$15.3M - $16.6M
|
727K
$149M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
73.2K+ 9.01% |
$14.3M - $15.5M
|
885K
$182M
|
|