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 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
107+ 3.19% |
$19.6K - $22.2K
|
3.46K
$691K
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
BUY
|
- |
107+ 1.04% |
$19.6K - $22.2K
|
10.4K
$2.07M
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
106+ 1325.0% |
$19.4K - $22K
|
114
$22.8K
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
106+ 0.78% |
$19.4K - $22K
|
13.7K
$2.74M
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
104+ 6.56% |
$19K - $21.6K
|
1.69K
$338K
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
103+ 3.04% |
$18.9K - $21.4K
|
3.49K
$698K
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
103New |
$18.9K - $21.4K
|
103
$20.6K
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
101+ 5.01% |
$18.5K - $21K
|
2.12K
$423K
|
|
Apr 24, 2025
Q1 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
101+ 1.76% |
$18.5K - $21K
|
5.83K
$1.16M
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
101+ 2.38% |
$18.5K - $21K
|
4.35K
$869K
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
100+ 5.81% |
$18.3K - $20.8K
|
1.82K
$364K
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
100+ 0.12% |
$18.3K - $20.8K
|
86.9K
$17.4M
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
100+ 8.44% |
$18.3K - $20.8K
|
1.29K
$257K
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
100New |
$18.3K - $20.8K
|
100
$20K
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
94+ 0.74% |
$17.2K - $19.5K
|
12.7K
$2.54M
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
93+ 3.53% |
$17K - $19.3K
|
2.73K
$545K
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
92+ 6.67% |
$16.8K - $19.1K
|
1.47K
$294K
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
90+ 0.57% |
$16.5K - $18.7K
|
15.9K
$3.17M
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
89New |
$16.3K - $18.5K
|
89
$17.8K
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
88+ 977.78% |
$16.1K - $18.3K
|
97
$19.4K
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
87+ 7.07% |
$15.9K - $18.1K
|
1.32K
$263K
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
85+ 0.85% |
$15.6K - $17.7K
|
10.1K
$2.02M
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
85+ 3.79% |
$15.6K - $17.7K
|
2.33K
$465K
|
|
Apr 22, 2025
Q1 2025
|
Westhampton Capital, LLC
|
BUY
|
- |
84+ 2.37% |
$15.4K - $17.5K
|
3.62K
$724K
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
84+ 6.62% |
$15.4K - $17.5K
|
1.35K
$270K
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
83+ 0.59% |
$15.2K - $17.2K
|
14.1K
$2.81M
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
82New |
$15K - $17K
|
82
$16.4K
|
|
Apr 14, 2025
Q1 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
82+ 0.6% |
$15K - $17K
|
13.7K
$2.73M
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
78+ 2.66% |
$14.3K - $16.2K
|
3.01K
$602K
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
78+ 0.62% |
$14.3K - $16.2K
|
12.6K
$2.52M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
78+ 0.65% |
$14.3K - $16.2K
|
12.1K
$2.41M
|
|
Apr 16, 2025
Q1 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
78+ 0.4% |
$14.3K - $16.2K
|
19.4K
$3.87M
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
77+ 1.51% |
$14.1K - $16K
|
5.17K
$1.03M
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
76+ 158.33% |
$13.9K - $15.8K
|
124
$24.8K
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
76+ 4.98% |
$13.9K - $15.8K
|
1.6K
$320K
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
75+ 5.71% |
$13.7K - $15.6K
|
1.39K
$277K
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
73+ 0.51% |
$13.4K - $15.2K
|
14.4K
$2.88M
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
73+ 0.6% |
$13.4K - $15.2K
|
12.3K
$2.45M
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
72+ 2.33% |
$13.2K - $15K
|
3.16K
$631K
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
70+ 4.01% |
$12.8K - $14.5K
|
1.82K
$363K
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
70New |
$12.8K - $14.5K
|
70
$14K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
68+ 2.79% |
$12.4K - $14.1K
|
2.5K
$500K
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
68+ 12.04% |
$12.4K - $14.1K
|
633
$126K
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
66+ 3.88% |
$12.1K - $13.7K
|
1.77K
$353K
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
66+ 4.8% |
$12.1K - $13.7K
|
1.44K
$288K
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
66+ 4.52% |
$12.1K - $13.7K
|
1.53K
$305K
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
63New |
$11.5K - $13.1K
|
63
$12.6K
|
|
Apr 17, 2025
Q1 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
63+ 1.38% |
$11.5K - $13.1K
|
4.62K
$924K
|
|
May 13, 2025
Q1 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
60+ 4.01% |
$11K - $12.5K
|
1.56K
$311K
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
60+ 5.54% |
$11K - $12.5K
|
1.14K
$228K
|