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
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
3.26K+ 12.42% |
$531K - $638K
|
29.5K
$6.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
3.24K+ 245.9% |
$528K - $634K
|
4.56K
$946K
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
3.08K+ 6.26% |
$501K - $603K
|
52.2K
$10.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
3K+ 7.26% |
$488K - $587K
|
44.3K
$9.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
BUY
|
- |
2.94K+ 27.15% |
$479K - $576K
|
13.8K
$2.86M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.9K+ 9.27% |
$472K - $567K
|
34.2K
$7.09M
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.9KNew |
$471K - $567K
|
2.9K
$601K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.84K+ 18.82% |
$463K - $557K
|
17.9K
$3.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.84K+ 0.8% |
$463K - $556K
|
357K
$74.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
2.83K+ 84.58% |
$460K - $553K
|
6.17K
$1.28M
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.82KNew |
$458K - $551K
|
2.82K
$585K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.81K+ 23.67% |
$458K - $551K
|
14.7K
$3.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.8K+ 158.51% |
$456K - $549K
|
4.57K
$949K
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.77KNew |
$451K - $542K
|
2.77K
$575K
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.7KNew |
$440K - $529K
|
2.7K
$561K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
BUY
|
- |
2.7K+ 209.62% |
$440K - $529K
|
3.99K
$828K
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
2.65KNew |
$431K - $518K
|
2.65K
$550K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.64K+ 26.18% |
$430K - $517K
|
12.7K
$2.64M
|
|
|
Aug 13, 2025
Q2 2025
|
True Wealth Financial Partners
|
BUY
|
- |
2.64K+ 3.07% |
$430K - $517K
|
88.8K
$18.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Wellington Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
2.61KNew |
$425K - $511K
|
2.61K
$542K
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
BUY
|
- |
2.53K+ 54.46% |
$412K - $496K
|
7.18K
$1.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.43K+ 6.35% |
$396K - $476K
|
40.8K
$8.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
2.42K+ 11.63% |
$394K - $474K
|
23.2K
$4.82M
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
2.39K+ 91.1% |
$390K - $469K
|
5.02K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
2.37KNew |
$386K - $465K
|
2.37K
$493K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.37K+ 5.78% |
$386K - $464K
|
43.4K
$9M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.36K+ 126.46% |
$384K - $462K
|
4.23K
$878K
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
2.34KNew |
$380K - $457K
|
2.34K
$485K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.27K+ 7.96% |
$369K - $444K
|
30.8K
$6.39M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.27K+ 37.48% |
$369K - $444K
|
8.31K
$1.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.26K+ 10.29% |
$368K - $443K
|
24.2K
$5.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.25K+ 0.92% |
$366K - $440K
|
245K
$50.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
2.24K+ 11.99% |
$365K - $439K
|
20.9K
$4.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
2.23KNew |
$363K - $436K
|
2.23K
$462K
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
2.2KNew |
$358K - $431K
|
2.2K
$457K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.19KNew |
$356K - $429K
|
2.19K
$455K
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
2.19K+ 2.22% |
$356K - $428K
|
101K
$20.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.17K+ 0.58% |
$354K - $426K
|
379K
$78.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
2.16K+ 25.69% |
$351K - $422K
|
10.5K
$2.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.15K+ 15.78% |
$350K - $421K
|
15.8K
$3.28M
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
2.15K+ 4.87% |
$350K - $421K
|
46.3K
$9.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
2.13K+ 25.97% |
$346K - $417K
|
10.3K
$2.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.1K+ 23.15% |
$341K - $410K
|
11.1K
$2.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
2.08KNew |
$339K - $408K
|
2.08K
$432K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.04K+ 15.32% |
$332K - $400K
|
15.4K
$3.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.04K+ 4.97% |
$332K - $399K
|
43.1K
$8.95M
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
2.04K+ 186.96% |
$331K - $399K
|
3.13K
$649K
|
|
|
Aug 06, 2025
Q2 2025
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
2K+ 1.74% |
$326K - $392K
|
117K
$24.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.96KNew |
$319K - $383K
|
1.96K
$406K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.94K+ 5.97% |
$315K - $379K
|
34.3K
$7.13M
|