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 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
1.91K+ 9.15% |
$311K - $374K
|
22.8K
$4.73M
|
|
|
Aug 06, 2025
Q2 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
1.9K+ 5.69% |
$310K - $372K
|
35.3K
$7.33M
|
|
|
Aug 15, 2025
Q2 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
1.9KNew |
$309K - $372K
|
1.9K
$394K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
1.9K+ 118.05% |
$309K - $371K
|
3.5K
$727K
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
1.88KNew |
$306K - $368K
|
1.88K
$390K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.87K+ 2.75% |
$305K - $367K
|
70.1K
$14.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.87K+ 1.28% |
$304K - $366K
|
148K
$30.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.87KNew |
$304K - $366K
|
1.87K
$388K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.85K+ 138.18% |
$302K - $363K
|
3.19K
$663K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.85KNew |
$301K - $362K
|
1.85K
$383K
|
|
|
Aug 14, 2025
Q2 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1.82K+ 56.19% |
$297K - $357K
|
5.07K
$1.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.82K+ 100.0% |
$297K - $357K
|
3.65K
$757K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.82KNew |
$297K - $357K
|
1.82K
$378K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.82KNew |
$296K - $356K
|
1.82K
$378K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.8K+ 30.26% |
$293K - $352K
|
7.75K
$1.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
1.8K+ 91.72% |
$292K - $351K
|
3.75K
$779K
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
1.78K+ 3.65% |
$289K - $348K
|
50.5K
$10.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.75KNew |
$285K - $342K
|
1.75K
$363K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.74K+ 2.43% |
$284K - $341K
|
73.3K
$15.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.74KNew |
$284K - $341K
|
1.74K
$362K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.74KNew |
$282K - $340K
|
1.74K
$360K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
1.73K+ 29.2% |
$282K - $339K
|
7.66K
$1.59M
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.72K+ 150.52% |
$280K - $337K
|
2.87K
$595K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
1.71K+ 1.35% |
$278K - $335K
|
129K
$26.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.7K+ 17.31% |
$277K - $333K
|
11.5K
$2.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
1.68KNew |
$274K - $329K
|
1.68K
$349K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.65K+ 2.26% |
$268K - $322K
|
74.5K
$15.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
1.64K+ 123.37% |
$267K - $321K
|
2.97K
$617K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.64KNew |
$266K - $320K
|
1.64K
$339K
|
|
|
Jul 28, 2025
Q2 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
1.63KNew |
$265K - $319K
|
1.63K
$338K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.62K+ 4.74% |
$264K - $318K
|
35.9K
$7.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.6K+ 290.38% |
$260K - $313K
|
2.15K
$446K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.57K+ 26.79% |
$256K - $307K
|
7.43K
$1.54M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.57K+ 6.83% |
$256K - $307K
|
24.5K
$5.09M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.57KNew |
$255K - $307K
|
1.57K
$325K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.56K+ 2.53% |
$254K - $306K
|
63.3K
$13.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
1.56KNew |
$254K - $305K
|
1.56K
$324K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.54K+ 19.95% |
$251K - $301K
|
9.26K
$1.92M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.53K+ 13.65% |
$249K - $300K
|
12.7K
$2.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.52KNew |
$248K - $298K
|
1.52K
$316K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
1.51KNew |
$246K - $296K
|
1.51K
$313K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.51KNew |
$245K - $295K
|
1.51K
$313K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.5K+ 3.35% |
$245K - $294K
|
46.3K
$9.62M
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
BUY
|
CALL |
1.5KNew |
$244K - $294K
|
1.5K
$311K
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
1.48KNew |
$240K - $289K
|
1.48K
$307K
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
1.47K+ 4.2% |
$240K - $288K
|
36.5K
$7.57M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.47K+ 124.05% |
$239K - $288K
|
2.66K
$551K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.47KNew |
$238K - $287K
|
1.47K
$304K
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.46K+ 1.95% |
$237K - $286K
|
76.4K
$15.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.45K+ 8.79% |
$236K - $284K
|
17.9K
$3.72M
|