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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.65K+ 69.18% |
$1.08M - $1.3M
|
16.3K
$3.37M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
6.53K+ 32.31% |
$1.06M - $1.28M
|
26.7K
$5.55M
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
6.43K+ 24.47% |
$1.05M - $1.26M
|
32.7K
$6.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
6.37KNew |
$1.04M - $1.25M
|
6.37K
$1.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
6.35K+ 13.5% |
$1.03M - $1.24M
|
53.4K
$11.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
6.1K+ 168.06% |
$993K - $1.19M
|
9.73K
$2.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6.07K+ 33.46% |
$989K - $1.19M
|
24.2K
$5.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
5.95K+ 129.62% |
$969K - $1.17M
|
10.5K
$2.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.92K+ 1.92% |
$964K - $1.16M
|
315K
$65.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
5.72K+ 41.9% |
$930K - $1.12M
|
19.4K
$4.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
5.59KNew |
$910K - $1.09M
|
5.59K
$1.16M
|
|
|
Aug 06, 2025
Q2 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5.34K+ 4.88% |
$869K - $1.05M
|
115K
$23.8M
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
5.09K+ 57.57% |
$828K - $996K
|
13.9K
$2.89M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.04K+ 44.52% |
$820K - $986K
|
16.3K
$3.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
4.91KNew |
$799K - $961K
|
4.91K
$1.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4.9K+ 5.48% |
$798K - $960K
|
94.4K
$19.6M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
4.87KNew |
$792K - $953K
|
4.87K
$1.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.74KNew |
$771K - $927K
|
4.74K
$983K
|
|
|
Jul 01, 2025
Q2 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
4.65K+ 7.97% |
$757K - $911K
|
63.1K
$13.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
4.56K+ 12.25% |
$742K - $893K
|
41.8K
$8.67M
|
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
4.53K+ 6.67% |
$738K - $887K
|
72.5K
$15M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
4.49K+ 1.69% |
$731K - $879K
|
270K
$56.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
4.42K+ 11.42% |
$720K - $866K
|
43.2K
$8.96M
|
|
|
Aug 12, 2025
Q2 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
4.33K+ 4.11% |
$704K - $847K
|
110K
$22.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
4.29K+ 7.74% |
$698K - $839K
|
59.6K
$12.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
BUY
|
- |
4.26KNew |
$694K - $834K
|
4.26K
$884K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.2K+ 2.28% |
$684K - $822K
|
188K
$39M
|
|
|
Aug 07, 2025
Q2 2025
|
Mayport, LLC
|
BUY
|
- |
4.18K+ 11.32% |
$680K - $818K
|
41.1K
$8.53M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.07K+ 43.61% |
$663K - $797K
|
13.4K
$2.78M
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4.03K+ 13.58% |
$656K - $789K
|
33.7K
$7M
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
4.03K+ 63.97% |
$656K - $789K
|
10.3K
$2.14M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4K+ 18.35% |
$651K - $782K
|
25.8K
$5.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.99KNew |
$650K - $782K
|
3.99K
$829K
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
3.99K+ 26.55% |
$649K - $781K
|
19K
$3.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
3.98KNew |
$647K - $779K
|
3.98K
$825K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.91KNew |
$636K - $765K
|
3.91K
$812K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.86K+ 12.48% |
$628K - $756K
|
34.8K
$7.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
3.79K+ 5.47% |
$617K - $742K
|
73.1K
$15.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
3.66K+ 10.33% |
$595K - $716K
|
39.1K
$8.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.64KNew |
$592K - $712K
|
3.64K
$755K
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.61K+ 18.14% |
$588K - $708K
|
23.5K
$4.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
3.6K+ 14.43% |
$585K - $704K
|
28.5K
$5.92M
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
3.53KNew |
$574K - $690K
|
3.53K
$732K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
3.47K+ 63.92% |
$564K - $679K
|
8.89K
$1.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.45K+ 5.92% |
$561K - $675K
|
61.7K
$12.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Jacobsen Capital Management
|
BUY
|
- |
3.44K+ 5.05% |
$559K - $673K
|
71.4K
$14.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
3.41K+ 16.23% |
$555K - $668K
|
24.4K
$5.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
3.39K+ 5.27% |
$552K - $664K
|
67.8K
$14.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
3.37K+ 5.82% |
$548K - $660K
|
61.3K
$12.7M
|
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
3.28K+ 25.12% |
$535K - $643K
|
16.4K
$3.39M
|