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 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
60New |
$11K - $12.5K
|
60
$12K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
59New |
$10.8K - $12.3K
|
59
$11.8K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
58+ 0.66% |
$10.6K - $12K
|
8.91K
$1.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
58+ 1.28% |
$10.6K - $12K
|
4.59K
$916K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
58+ 107.41% |
$10.6K - $12K
|
112
$22.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
57+ 2.18% |
$10.4K - $11.8K
|
2.67K
$534K
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
57+ 4.76% |
$10.4K - $11.8K
|
1.26K
$251K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
56New |
$10.2K - $11.6K
|
56
$11.2K
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
55New |
$10.1K - $11.4K
|
55
$11K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
54+ 3.04% |
$9.88K - $11.2K
|
1.83K
$366K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
53+ 0.45% |
$9.7K - $11K
|
11.9K
$2.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
51+ 0.83% |
$9.33K - $10.6K
|
6.16K
$1.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
47New |
$8.6K - $9.76K
|
47
$9.39K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
45+ 1.39% |
$8.24K - $9.35K
|
3.29K
$657K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
45+ 2.93% |
$8.24K - $9.35K
|
1.58K
$315K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
45+ 18.37% |
$8.24K - $9.35K
|
290
$57.9K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
41+ 25.31% |
$7.5K - $8.52K
|
203
$40.5K
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
40+ 0.39% |
$7.32K - $8.31K
|
10.2K
$2.03M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
37+ 2.05% |
$6.77K - $7.69K
|
1.84K
$368K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
36+ 0.83% |
$6.59K - $7.48K
|
4.39K
$876K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
35+ 0.8% |
$6.41K - $7.27K
|
4.42K
$882K
|
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
35+ 0.14% |
$6.41K - $7.27K
|
24.5K
$4.9M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
35+ 56.45% |
$6.41K - $7.27K
|
97
$19.4K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
34+ 1.12% |
$6.22K - $7.06K
|
3.06K
$611K
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
34+ 2.31% |
$6.22K - $7.06K
|
1.51K
$301K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
34+ 0.61% |
$6.22K - $7.06K
|
5.63K
$1.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
33+ 0.05% |
$6.04K - $6.86K
|
60.5K
$12.1M
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
33+ 0.54% |
$6.04K - $6.86K
|
6.13K
$1.23M
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
31+ 1.78% |
$5.67K - $6.44K
|
1.77K
$354K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
31+ 0.76% |
$5.67K - $6.44K
|
4.11K
$820K
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
30+ 2.0% |
$5.49K - $6.23K
|
1.53K
$305K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
29+ 9.03% |
$5.31K - $6.02K
|
350
$69.9K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
29+ 1.14% |
$5.31K - $6.02K
|
2.57K
$513K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
28+ 10.49% |
$5.12K - $5.82K
|
295
$58.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
28+ 0.99% |
$5.12K - $5.82K
|
2.86K
$570K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
27+ 1.51% |
$4.94K - $5.61K
|
1.82K
$363K
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
26+ 0.36% |
$4.76K - $5.4K
|
7.22K
$1.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
26+ 1.48% |
$4.76K - $5.4K
|
1.78K
$355K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
24+ 0.36% |
$4.39K - $4.99K
|
6.75K
$1.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
24+ 1.26% |
$4.39K - $4.99K
|
1.92K
$384K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
22New |
$4.03K - $4.57K
|
22
$4.39K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
22+ 2.03% |
$4.03K - $4.57K
|
1.11K
$221K
|
|
|
May 14, 2025
Q1 2025
|
Unconventional Investor, LLC
|
BUY
|
- |
21+ 0.69% |
$3.84K - $4.36K
|
3.07K
$614K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
21+ 0.97% |
$3.84K - $4.36K
|
2.18K
$435K
|
|
|
May 14, 2025
Q1 2025
|
Resolute Advisors LLC
|
BUY
|
- |
20+ 0.65% |
$3.66K - $4.16K
|
3.08K
$616K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
20+ 0.48% |
$3.66K - $4.16K
|
4.22K
$843K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
20+ 0.24% |
$3.66K - $4.16K
|
8.49K
$1.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
19New |
$3.48K - $3.95K
|
19
$3.79K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
19+ 0.69% |
$3.48K - $3.95K
|
2.79K
$557K
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
19+ 7.57% |
$3.48K - $3.95K
|
270
$53.9K
|