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 16, 2025
Q1 2025
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
2.48K+ 9.44% |
$454K - $515K
|
28.7K
$6.06M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
2.38K+ 11.24% |
$436K - $494K
|
23.6K
$4.97M
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.27KNew |
$416K - $472K
|
2.27K
$479K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.14KNew |
$391K - $444K
|
2.14K
$451K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
2.12KNew |
$389K - $441K
|
2.12K
$448K
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.06KNew |
$377K - $428K
|
2.06K
$435K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.06K+ 27.91% |
$376K - $427K
|
9.42K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
1.82KNew |
$332K - $377K
|
1.82K
$383K
|
|
|
May 15, 2025
Q1 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
1.58KNew |
$289K - $328K
|
1.58K
$333K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.36KNew |
$248K - $282K
|
1.36K
$286K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.29K+ 28.08% |
$235K - $267K
|
5.86K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
1.25K+ 71.43% |
$229K - $260K
|
3K
$633K
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.14K+ 105.87% |
$208K - $236K
|
2.21K
$466K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.13KNew |
$206K - $234K
|
1.13K
$238K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.11KNew |
$202K - $230K
|
1.11K
$233K
|
|
|
Apr 16, 2025
Q1 2025
|
Bts Asset Management, Inc.
|
BUY
|
- |
1.1KNew |
$200K - $227K
|
1.1K
$231K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
1.09KNew |
$200K - $227K
|
1.09K
$231K
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
1.07K+ 10.61% |
$195K - $222K
|
11.1K
$2.35M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.05K+ 31.03% |
$193K - $219K
|
4.45K
$938K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.04K+ 85.94% |
$190K - $216K
|
2.25K
$474K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
989New |
$181K - $205K
|
989
$209K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
770New |
$141K - $160K
|
770
$162K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
769+ 12.83% |
$141K - $160K
|
6.77K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
700New |
$128K - $145K
|
700
$148K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
633New |
$116K - $132K
|
633
$134K
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
601+ 15.76% |
$110K - $125K
|
4.42K
$931K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
566New |
$104K - $118K
|
566
$119K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
500New |
$91.5K - $104K
|
500
$105K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
350+ 32.53% |
$64.1K - $72.7K
|
1.43K
$301K
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
345New |
$63.1K - $71.7K
|
345
$72.8K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
324+ 6.79% |
$59.3K - $67.3K
|
5.1K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
316New |
$57.8K - $65.6K
|
316
$66.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
292+ 310.64% |
$53.4K - $60.7K
|
386
$81.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
291+ 10.08% |
$53.3K - $60.5K
|
3.18K
$671K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
262+ 5.13% |
$48K - $54.4K
|
5.37K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
250+ 19.31% |
$45.8K - $51.9K
|
1.55K
$326K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
248New |
$45.4K - $51.5K
|
248
$52.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
246+ 10.89% |
$45K - $51.1K
|
2.5K
$528K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
204New |
$37.3K - $42.4K
|
204
$43K
|
|
|
Apr 14, 2025
Q1 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
203+ 0.57% |
$37.2K - $42.2K
|
35.6K
$7.51M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
193+ 4.31% |
$35.3K - $40.1K
|
4.67K
$985K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
192+ 16.24% |
$35.1K - $39.9K
|
1.37K
$290K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
191New |
$35K - $39.7K
|
191
$40.3K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
185+ 2.55% |
$33.9K - $38.4K
|
7.43K
$1.57M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
180+ 2.43% |
$32.9K - $37.4K
|
7.58K
$1.6M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
175+ 87.5% |
$32K - $36.4K
|
375
$79.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
159+ 3180.0% |
$29.1K - $33K
|
164
$34.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
156+ 14.12% |
$28.6K - $32.4K
|
1.26K
$266K
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
148+ 2.78% |
$27.1K - $30.7K
|
5.47K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
106+ 1325.0% |
$19.4K - $22K
|
114
$24K
|