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 |
|---|---|---|---|---|---|---|---|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
86+ 3.54% |
$14K - $16.8K
|
2.51K
$502K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
77+ 3.77% |
$12.5K - $15.1K
|
2.12K
$423K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
70+ 4.87% |
$11.4K - $13.7K
|
1.51K
$301K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
50+ 4.49% |
$8.14K - $9.79K
|
1.16K
$232K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
31New |
$5.05K - $6.07K
|
31
$6.19K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
29+ 1.5% |
$4.72K - $5.68K
|
1.97K
$392K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
21+ 0.14% |
$3.42K - $4.11K
|
15K
$3M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
21+ 1.08% |
$3.42K - $4.11K
|
1.96K
$391K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
19+ 0.08% |
$3.09K - $3.72K
|
23.2K
$4.64M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
7+ 0.09% |
$1.14K - $1.37K
|
7.51K
$1.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
6+ 0.14% |
$977 - $1.17K
|
4.44K
$886K
|
|
|
Jul 10, 2025
Q2 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
1+ 0.09% |
$163 - $196
|
1.1K
$219K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
366K+ 2221.97% |
$67M - $76M
|
383K
$76.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
317K+ 25.92% |
$58.1M - $65.9M
|
1.54M
$308M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
182K+ 106.16% |
$33.4M - $37.9M
|
354K
$70.8M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
177K+ 4.42% |
$32.3M - $36.7M
|
4.17M
$834M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
167K+ 14.62% |
$30.6M - $34.8M
|
1.31M
$262M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
102K+ 7.92% |
$18.7M - $21.2M
|
1.39M
$278M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
80.1K+ 56.81% |
$14.7M - $16.6M
|
221K
$44.1M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
76.5K+ 10.98% |
$14M - $15.9M
|
773K
$154M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
75.5K+ 1.96% |
$13.8M - $15.7M
|
3.93M
$785M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
70.4K+ 5.36% |
$12.9M - $14.6M
|
1.39M
$277M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
68.1K+ 10.48% |
$12.5M - $14.2M
|
718K
$143M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
64.7K+ 377.11% |
$11.8M - $13.4M
|
81.8K
$16.3M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
58.2K+ 3.44% |
$10.7M - $12.1M
|
1.75M
$350M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
51.2K+ 325.94% |
$9.37M - $10.6M
|
66.9K
$13.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
49.9K+ 40.55% |
$9.13M - $10.4M
|
173K
$34.5M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
47.6K+ 26.23% |
$8.71M - $9.88M
|
229K
$45.7M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
40.4K+ 282.06% |
$7.39M - $8.39M
|
54.7K
$10.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
36.6K+ 115.66% |
$6.71M - $7.61M
|
68.3K
$13.6M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
35.9K+ 15.61% |
$6.56M - $7.45M
|
266K
$53M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
34.7K+ 5.64% |
$6.34M - $7.2M
|
649K
$130M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
33.6K+ 4.7% |
$6.15M - $6.98M
|
748K
$149M
|
|
|
Apr 25, 2025
Q1 2025
|
Hillman CO
|
BUY
|
- |
33.2K+ 52.67% |
$6.08M - $6.9M
|
96.3K
$19.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
30KNew |
$5.48M - $6.22M
|
30K
$5.98M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
28.8K+ 44.1% |
$5.27M - $5.98M
|
94.1K
$18.8M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
26.9KNew |
$4.92M - $5.59M
|
26.9K
$5.37M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
25.6K+ 103.72% |
$4.68M - $5.32M
|
50.3K
$10M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
24.8K+ 928.49% |
$4.55M - $5.16M
|
27.5K
$5.49M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
23K+ 3.04% |
$4.21M - $4.78M
|
780K
$156M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
22.2K+ 300.42% |
$4.07M - $4.62M
|
29.6K
$5.92M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
21.6K+ 5.26% |
$3.96M - $4.49M
|
433K
$86.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
21.4K+ 5.59% |
$3.92M - $4.45M
|
404K
$80.7M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
20.9K+ 30.93% |
$3.83M - $4.34M
|
88.5K
$17.7M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20.5K+ 6.5% |
$3.75M - $4.26M
|
336K
$67.2M
|
|
|
May 13, 2025
Q1 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
20.4KNew |
$3.73M - $4.23M
|
20.4K
$4.07M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
19.7K+ 50.57% |
$3.61M - $4.1M
|
58.7K
$11.7M
|
|
|
May 13, 2025
Q1 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
19.2K+ 5.74% |
$3.52M - $3.99M
|
354K
$70.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
18.3K+ 2.13% |
$3.35M - $3.8M
|
877K
$175M
|
|