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 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
3+ 0.26% |
$549 - $623
|
1.17K
$233K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
3+ 0.16% |
$549 - $623
|
1.86K
$371K
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
2+ 3.51% |
$366 - $416
|
59
$11.8K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2+ 0.46% |
$366 - $416
|
436
$87.1K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
2+ 0.19% |
$366 - $416
|
1.08K
$215K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2+ 0.05% |
$366 - $416
|
3.68K
$735K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2+ 0.96% |
$366 - $416
|
210
$41.9K
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
2+ 0.12% |
$366 - $416
|
1.68K
$335K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.63% |
$366 - $416
|
319
$63.7K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
1+ 3.7% |
$183 - $208
|
28
$5.59K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 0.15% |
$183 - $208
|
668
$133K
|
|
|
May 15, 2025
Q1 2025
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
1+ 0.27% |
$183 - $208
|
370
$73.9K
|
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1+ 0.03% |
$183 - $208
|
3.76K
$751K
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
1+ 0.06% |
$183 - $208
|
1.65K
$330K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 1.37% |
$183 - $208
|
74
$14.8K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1+ 0.23% |
$183 - $208
|
433
$86.5K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1+ 0.09% |
$183 - $208
|
1.13K
$225K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1+ 0.42% |
$183 - $208
|
238
$47.5K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.11% |
$183 - $208
|
914
$183K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1New |
$183 - $208
|
1
$200
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1+ 0.06% |
$183 - $208
|
1.72K
$344K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1+ 0.02% |
$183 - $208
|
4.11K
$820K
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
1+ 0.03% |
$183 - $208
|
3.26K
$652K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 0.92% |
$183 - $208
|
110
$22K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1+ 0.24% |
$183 - $208
|
423
$84.5K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1+ 0.03% |
$183 - $208
|
3.3K
$658K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 1.22% |
$183 - $208
|
83
$16.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1+ 0.04% |
$183 - $208
|
2.32K
$464K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 0.2% |
$183 - $208
|
491
$98.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1+ 0.08% |
$183 - $208
|
1.23K
$245K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.04% |
$183 - $208
|
2.44K
$488K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 0.52% |
$183 - $208
|
194
$38.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1+ 0.03% |
$183 - $208
|
3.5K
$698K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1+ 0.07% |
$183 - $208
|
1.39K
$278K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
1+ 0.03% |
$183 - $208
|
3.73K
$745K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
239K+ 49.22% |
$47.2M - $52M
|
725K
$145M
|
|
|
Feb 05, 2025
Q4 2024
|
University Of Maryland Foundation, Inc.
|
BUY
|
- |
94.6K+ 83.3% |
$18.7M - $20.6M
|
208K
$41.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
56KNew |
$11M - $12.2M
|
56K
$11.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
24K+ 7.79% |
$4.73M - $5.21M
|
331K
$66.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
19.9KNew |
$3.93M - $4.32M
|
19.9K
$3.97M
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
17.3KNew |
$3.41M - $3.75M
|
17.3K
$3.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
16.9KNew |
$3.34M - $3.67M
|
16.9K
$3.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
15.3K+ 42.13% |
$3.02M - $3.33M
|
51.7K
$10.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
13.5K+ 9.97% |
$2.67M - $2.93M
|
149K
$29.8M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
12.6KNew |
$2.49M - $2.74M
|
12.6K
$2.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
11.6K+ 99.49% |
$2.28M - $2.51M
|
23.2K
$4.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
11.6KNew |
$2.28M - $2.51M
|
11.6K
$2.31M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
10KNew |
$1.98M - $2.18M
|
10K
$2M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
9.52KNew |
$1.88M - $2.07M
|
9.52K
$1.9M
|
|