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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
7+ 0.68% |
$1.14K - $1.37K
|
1.03K
$218K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
7+ 0.09% |
$1.14K - $1.37K
|
7.51K
$1.58M
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
6+ 0.4% |
$977 - $1.17K
|
1.49K
$315K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
6+ 0.14% |
$977 - $1.17K
|
4.44K
$936K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5+ 0.32% |
$814 - $979
|
1.56K
$329K
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
5+ 0.28% |
$814 - $979
|
1.81K
$381K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
5+ 0.27% |
$814 - $979
|
1.83K
$387K
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
5+ 0.12% |
$814 - $979
|
4.05K
$855K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4+ 1.14% |
$651 - $783
|
354
$74.7K
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
3+ 14.29% |
$488 - $587
|
24
$5.06K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
3+ 0.05% |
$488 - $587
|
6.09K
$1.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3+ 0.01% |
$488 - $587
|
27.6K
$5.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2+ 0.46% |
$326 - $392
|
435
$91.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
2+ 3.03% |
$326 - $392
|
68
$14.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 1.65% |
$326 - $392
|
123
$25.9K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$326 - $392
|
5.33K
$1.12M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2+ 0.18% |
$326 - $392
|
1.14K
$240K
|
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.17% |
$326 - $392
|
1.15K
$243K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1+ 0.03% |
$163 - $196
|
3.29K
$695K
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1New |
$163 - $196
|
1
$211
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$163 - $196
|
1.13K
$238K
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
1+ 0.03% |
$163 - $196
|
3.63K
$765K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 1.2% |
$163 - $196
|
84
$17.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
1+ 0.02% |
$163 - $196
|
5.26K
$1.11M
|
|
|
Jul 10, 2025
Q2 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
1+ 0.09% |
$163 - $196
|
1.1K
$231K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
34.7K+ 5.64% |
$6.34M - $7.2M
|
649K
$137M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
26.9KNew |
$4.92M - $5.59M
|
26.9K
$5.67M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
17.8KNew |
$3.26M - $3.7M
|
17.8K
$3.75M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
17.3KNew |
$3.16M - $3.58M
|
17.3K
$3.64M
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
17.2KNew |
$3.14M - $3.56M
|
17.2K
$3.62M
|
|
|
May 02, 2025
Q1 2025
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
BUY
|
- |
10.5KNew |
$1.93M - $2.19M
|
10.5K
$2.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
9.67KNew |
$1.77M - $2.01M
|
9.67K
$2.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
7.11K+ 21.06% |
$1.3M - $1.48M
|
40.9K
$8.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
6.43KNew |
$1.18M - $1.34M
|
6.43K
$1.36M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
6.32K+ 464.41% |
$1.16M - $1.31M
|
7.68K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
6.2KNew |
$1.13M - $1.29M
|
6.2K
$1.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
6.15K+ 4.87% |
$1.13M - $1.28M
|
132K
$27.9M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
4.78K+ 381.5% |
$876K - $994K
|
6.04K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
4.06KNew |
$744K - $844K
|
4.06K
$857K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
3.8K+ 210.06% |
$696K - $790K
|
5.61K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.75KNew |
$686K - $778K
|
3.75K
$790K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
3.23K+ 2.19% |
$590K - $670K
|
151K
$31.8M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
3KNew |
$549K - $623K
|
3K
$633K
|
|
|
May 15, 2025
Q1 2025
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
2.59K+ 181.4% |
$473K - $537K
|
4.01K
$846K
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
2.53KNew |
$463K - $526K
|
2.53K
$534K
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
2.51KNew |
$460K - $522K
|
2.51K
$530K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.5K+ 21.01% |
$458K - $519K
|
14.4K
$3.04M
|
|