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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
16New |
$2.93K - $3.32K
|
16
$3.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16+ 0.07% |
$2.93K - $3.32K
|
24K
$4.79M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
15+ 0.17% |
$2.75K - $3.12K
|
8.88K
$1.77M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
15+ 0.33% |
$2.75K - $3.12K
|
4.58K
$914K
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
14+ 0.36% |
$2.56K - $2.91K
|
3.94K
$787K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
13+ 0.7% |
$2.38K - $2.7K
|
1.87K
$373K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
13+ 0.21% |
$2.38K - $2.7K
|
6.07K
$1.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
13+ 0.98% |
$2.38K - $2.7K
|
1.34K
$267K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
12New |
$2.2K - $2.49K
|
12
$2.4K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
11+ 0.68% |
$2.01K - $2.29K
|
1.63K
$325K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
10+ 1.04% |
$1.83K - $2.08K
|
968
$193K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
10+ 0.08% |
$1.83K - $2.08K
|
12.7K
$2.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
10+ 0.68% |
$1.83K - $2.08K
|
1.49K
$297K
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
9+ 0.65% |
$1.65K - $1.87K
|
1.39K
$278K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
9+ 0.29% |
$1.65K - $1.87K
|
3.09K
$618K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
9+ 0.64% |
$1.65K - $1.87K
|
1.41K
$281K
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
9+ 0.69% |
$1.65K - $1.87K
|
1.32K
$264K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
9+ 0.28% |
$1.65K - $1.87K
|
3.2K
$639K
|
|
|
Apr 11, 2025
Q1 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
9+ 0.64% |
$1.65K - $1.87K
|
1.41K
$281K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
9+ 0.93% |
$1.65K - $1.87K
|
972
$194K
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
BUY
|
- |
8+ 0.56% |
$1.46K - $1.66K
|
1.44K
$287K
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
8+ 0.69% |
$1.46K - $1.66K
|
1.17K
$233K
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
BUY
|
- |
8+ 0.67% |
$1.46K - $1.66K
|
1.21K
$241K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
8+ 0.67% |
$1.46K - $1.66K
|
1.2K
$239K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
7+ 0.23% |
$1.28K - $1.45K
|
3.07K
$612K
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
7+ 0.65% |
$1.28K - $1.45K
|
1.09K
$218K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
7+ 0.62% |
$1.28K - $1.45K
|
1.14K
$228K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
7New |
$1.28K - $1.45K
|
7
$1.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
7New |
$1.28K - $1.45K
|
7
$1.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.44% |
$1.28K - $1.45K
|
1.59K
$318K
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
6+ 0.31% |
$1.1K - $1.25K
|
1.96K
$391K
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
6+ 0.05% |
$1.1K - $1.25K
|
12.9K
$2.57M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
6+ 0.54% |
$1.1K - $1.25K
|
1.12K
$223K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
6+ 0.47% |
$1.1K - $1.25K
|
1.29K
$258K
|
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
6+ 0.56% |
$1.1K - $1.25K
|
1.08K
$216K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
6+ 0.15% |
$1.1K - $1.25K
|
3.94K
$786K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
6+ 0.14% |
$1.1K - $1.25K
|
4.26K
$851K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
5+ 0.02% |
$915 - $1.04K
|
21K
$4.19M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
5+ 0.15% |
$915 - $1.04K
|
3.24K
$646K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
5+ 0.04% |
$915 - $1.04K
|
11.7K
$2.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
5+ 0.28% |
$915 - $1.04K
|
1.81K
$361K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
5+ 0.76% |
$915 - $1.04K
|
666
$133K
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
5+ 0.27% |
$915 - $1.04K
|
1.84K
$367K
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
4+ 0.08% |
$732 - $831
|
4.8K
$959K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
4+ 2.4% |
$732 - $831
|
171
$34.2K
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
BUY
|
- |
3+ 0.05% |
$549 - $623
|
6.67K
$1.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.08% |
$549 - $623
|
3.91K
$780K
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
3+ 0.26% |
$549 - $623
|
1.15K
$230K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
3+ 0.21% |
$549 - $623
|
1.4K
$280K
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
3+ 16.67% |
$549 - $623
|
21
$4.19K
|