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 |
---|---|---|---|---|---|---|---|
Apr 14, 2025
Q1 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
203+ 0.57% |
$37.2K - $42.2K
|
35.6K
$7.11M
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
201+ 4.52% |
$36.8K - $41.8K
|
4.65K
$929K
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
200+ 14.44% |
$36.6K - $41.6K
|
1.59K
$317K
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
198+ 388.24% |
$36.2K - $41.1K
|
249
$49.7K
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
198+ 0.47% |
$36.2K - $41.1K
|
42K
$8.4M
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
196+ 4.28% |
$35.9K - $40.7K
|
4.77K
$953K
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
193+ 4.31% |
$35.3K - $40.1K
|
4.67K
$933K
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
192+ 16.24% |
$35.1K - $39.9K
|
1.37K
$274K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
192+ 7.06% |
$35.1K - $39.9K
|
2.91K
$581K
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
192+ 3.66% |
$35.1K - $39.9K
|
5.44K
$1.09M
|
|
Apr 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
192+ 0.41% |
$35.1K - $39.9K
|
47K
$9.39M
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
191New |
$35K - $39.7K
|
191
$38.1K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
190+ 15.47% |
$34.8K - $39.5K
|
1.42K
$283K
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
188+ 0.49% |
$34.4K - $39.1K
|
38.3K
$7.65M
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
185+ 2.55% |
$33.9K - $38.4K
|
7.43K
$1.48M
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
185+ 1.31% |
$33.9K - $38.4K
|
14.3K
$2.85M
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
180+ 2.43% |
$32.9K - $37.4K
|
7.58K
$1.51M
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
180+ 1.73% |
$32.9K - $37.4K
|
10.6K
$2.11M
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
179+ 2.67% |
$32.8K - $37.2K
|
6.88K
$1.37M
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
176+ 2.64% |
$32.2K - $36.6K
|
6.85K
$1.37M
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
175+ 87.5% |
$32K - $36.4K
|
375
$74.9K
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
BUY
|
- |
168+ 0.14% |
$30.7K - $34.9K
|
124K
$24.7M
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
165+ 1.81% |
$30.2K - $34.3K
|
9.29K
$1.86M
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
165+ 1.68% |
$30.2K - $34.3K
|
9.99K
$1.99M
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
164+ 1.86% |
$30K - $34.1K
|
9K
$1.8M
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
164+ 2.86% |
$30K - $34.1K
|
5.9K
$1.18M
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
162+ 5.51% |
$29.6K - $33.7K
|
3.1K
$620K
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
162+ 0.92% |
$29.6K - $33.7K
|
17.8K
$3.56M
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
159+ 1.1% |
$29.1K - $33K
|
14.6K
$2.92M
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
159+ 3180.0% |
$29.1K - $33K
|
164
$32.8K
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
158+ 12.84% |
$28.9K - $32.8K
|
1.39K
$277K
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
156+ 14.12% |
$28.6K - $32.4K
|
1.26K
$252K
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
150+ 8.11% |
$27.5K - $31.2K
|
2K
$399K
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
149+ 9.83% |
$27.3K - $31K
|
1.66K
$332K
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
148+ 6.42% |
$27.1K - $30.7K
|
2.45K
$490K
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
148+ 2.78% |
$27.1K - $30.7K
|
5.47K
$1.09M
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
140+ 0.67% |
$25.6K - $29.1K
|
20.9K
$4.18M
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
138+ 6.23% |
$25.3K - $28.7K
|
2.35K
$470K
|
|
May 14, 2025
Q1 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
132+ 1.44% |
$24.2K - $27.4K
|
9.31K
$1.86M
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
131+ 1.84% |
$24K - $27.2K
|
7.24K
$1.45M
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
130+ 12.25% |
$23.8K - $27K
|
1.19K
$238K
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
129+ 4.08% |
$23.6K - $26.8K
|
3.29K
$658K
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
129+ 6.81% |
$23.6K - $26.8K
|
2.02K
$404K
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
129+ 1.51% |
$23.6K - $26.8K
|
8.68K
$1.73M
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
124+ 1.29% |
$22.7K - $25.8K
|
9.71K
$1.94M
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
124+ 1.73% |
$22.7K - $25.8K
|
7.31K
$1.46M
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
119+ 0.46% |
$21.8K - $24.7K
|
26.3K
$5.24M
|
|
Apr 16, 2025
Q1 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
114+ 0.65% |
$20.9K - $23.7K
|
17.7K
$3.53M
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
111+ 3.5% |
$20.3K - $23.1K
|
3.28K
$656K
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
108+ 1.15% |
$19.8K - $22.4K
|
9.48K
$1.89M
|