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
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
103New |
$18.9K - $21.4K
|
103
$21.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
100+ 8.44% |
$18.3K - $20.8K
|
1.29K
$271K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
100New |
$18.3K - $20.8K
|
100
$21.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
88+ 977.78% |
$16.1K - $18.3K
|
97
$20.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Westhampton Capital, LLC
|
BUY
|
- |
84+ 2.37% |
$15.4K - $17.5K
|
3.62K
$764K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
82New |
$15K - $17K
|
82
$17.3K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
76+ 158.33% |
$13.9K - $15.8K
|
124
$26.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
76+ 4.98% |
$13.9K - $15.8K
|
1.6K
$338K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
70+ 4.01% |
$12.8K - $14.5K
|
1.82K
$383K
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
70New |
$12.8K - $14.5K
|
70
$14.8K
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
66+ 3.88% |
$12.1K - $13.7K
|
1.77K
$373K
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
66+ 4.8% |
$12.1K - $13.7K
|
1.44K
$304K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
60New |
$11K - $12.5K
|
60
$12.7K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
59New |
$10.8K - $12.3K
|
59
$12.4K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
58+ 0.66% |
$10.6K - $12K
|
8.91K
$1.88M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
56New |
$10.2K - $11.6K
|
56
$11.8K
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
55New |
$10.1K - $11.4K
|
55
$11.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
47New |
$8.6K - $9.76K
|
47
$9.91K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
41+ 25.31% |
$7.5K - $8.52K
|
203
$42.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
35+ 56.45% |
$6.41K - $7.27K
|
97
$20.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
34+ 0.61% |
$6.22K - $7.06K
|
5.63K
$1.19M
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
30+ 2.0% |
$5.49K - $6.23K
|
1.53K
$323K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
22+ 2.03% |
$4.03K - $4.57K
|
1.11K
$233K
|
|
|
May 14, 2025
Q1 2025
|
Unconventional Investor, LLC
|
BUY
|
- |
21+ 0.69% |
$3.84K - $4.36K
|
3.07K
$648K
|
|
|
May 14, 2025
Q1 2025
|
Resolute Advisors LLC
|
BUY
|
- |
20+ 0.65% |
$3.66K - $4.16K
|
3.08K
$650K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
19New |
$3.48K - $3.95K
|
19
$4.01K
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
16New |
$2.93K - $3.32K
|
16
$3.38K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
12New |
$2.2K - $2.49K
|
12
$2.53K
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
9+ 0.65% |
$1.65K - $1.87K
|
1.39K
$294K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
9+ 0.29% |
$1.65K - $1.87K
|
3.09K
$653K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
9+ 0.64% |
$1.65K - $1.87K
|
1.41K
$297K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
9+ 0.28% |
$1.65K - $1.87K
|
3.2K
$675K
|
|
|
Apr 11, 2025
Q1 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
9+ 0.64% |
$1.65K - $1.87K
|
1.41K
$296K
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
BUY
|
- |
8+ 0.67% |
$1.46K - $1.66K
|
1.21K
$255K
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
7+ 0.65% |
$1.28K - $1.45K
|
1.09K
$230K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
7New |
$1.28K - $1.45K
|
7
$1.48K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
7New |
$1.28K - $1.45K
|
7
$1.48K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.44% |
$1.28K - $1.45K
|
1.59K
$336K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
6+ 0.54% |
$1.1K - $1.25K
|
1.12K
$236K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
5+ 0.76% |
$915 - $1.04K
|
666
$140K
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
BUY
|
- |
3+ 0.05% |
$549 - $623
|
6.67K
$1.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
3+ 0.26% |
$549 - $623
|
1.17K
$246K
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
2+ 3.51% |
$366 - $416
|
59
$12.4K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
2+ 0.19% |
$366 - $416
|
1.08K
$227K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2+ 0.96% |
$366 - $416
|
210
$44.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.63% |
$366 - $416
|
319
$67.3K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
1+ 3.7% |
$183 - $208
|
28
$5.91K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 0.15% |
$183 - $208
|
668
$141K
|
|
|
May 15, 2025
Q1 2025
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
1+ 0.27% |
$183 - $208
|
370
$78K
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
1+ 0.06% |
$183 - $208
|
1.65K
$348K
|