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 |
---|---|---|---|---|---|---|---|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
3KNew |
$549K - $623K
|
3K
$599K
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
2.94K+ 11.69% |
$538K - $611K
|
28.1K
$5.61M
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.85K+ 89.0% |
$521K - $591K
|
6.05K
$1.21M
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.84K+ 4.98% |
$519K - $589K
|
59.7K
$11.9M
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
2.82K+ 234.83% |
$516K - $585K
|
4.02K
$803K
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
2.74KNew |
$501K - $569K
|
2.74K
$547K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
2.64K+ 0.36% |
$484K - $549K
|
746K
$149M
|
|
May 15, 2025
Q1 2025
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
2.59K+ 181.4% |
$473K - $537K
|
4.01K
$801K
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
2.58K+ 91.05% |
$473K - $537K
|
5.42K
$1.08M
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
2.53KNew |
$463K - $526K
|
2.53K
$506K
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
2.51KNew |
$460K - $522K
|
2.51K
$502K
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.5K+ 21.01% |
$458K - $519K
|
14.4K
$2.88M
|
|
Apr 16, 2025
Q1 2025
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
2.48K+ 9.44% |
$454K - $515K
|
28.7K
$5.74M
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
2.42K+ 33.52% |
$443K - $503K
|
9.64K
$1.92M
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
2.41K+ 0.99% |
$440K - $500K
|
245K
$48.9M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.39K+ 33.99% |
$437K - $496K
|
9.42K
$1.88M
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
2.38K+ 11.24% |
$436K - $494K
|
23.6K
$4.7M
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
2.32K+ 11.49% |
$425K - $482K
|
22.5K
$4.49M
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
2.31K+ 2.38% |
$423K - $480K
|
99.3K
$19.8M
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.28K+ 129.78% |
$416K - $473K
|
4.03K
$805K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.27K+ 25.35% |
$415K - $471K
|
11.2K
$2.24M
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
2.25K+ 8.62% |
$412K - $467K
|
28.4K
$5.66M
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.22K+ 7.65% |
$407K - $462K
|
31.3K
$6.24M
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.21K+ 7.46% |
$404K - $459K
|
31.8K
$6.35M
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.14KNew |
$391K - $444K
|
2.14K
$427K
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
2.12KNew |
$389K - $441K
|
2.12K
$424K
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
2.12K+ 11.19% |
$388K - $441K
|
21.1K
$4.21M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
2.1K+ 67.74% |
$384K - $436K
|
5.2K
$1.04M
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2.1K+ 77.33% |
$383K - $435K
|
4.8K
$960K
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
2.09K+ 4.87% |
$382K - $434K
|
45K
$8.98M
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
2.07K+ 25.83% |
$379K - $430K
|
10.1K
$2.01M
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.07KNew |
$378K - $430K
|
2.07K
$413K
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.07K+ 1985.58% |
$378K - $429K
|
2.17K
$433K
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.06K+ 5.41% |
$378K - $429K
|
40.2K
$8.03M
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.06KNew |
$377K - $428K
|
2.06K
$411K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.06K+ 27.91% |
$376K - $427K
|
9.42K
$1.88M
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.05K+ 7.73% |
$376K - $427K
|
28.6K
$5.72M
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
2.05K+ 22.06% |
$376K - $426K
|
11.4K
$2.27M
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.04KNew |
$372K - $423K
|
2.04K
$406K
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2.02K+ 3157.81% |
$370K - $420K
|
2.09K
$416K
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.02K+ 5.16% |
$369K - $419K
|
41.1K
$8.2M
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
2.01K+ 144.6% |
$367K - $417K
|
3.4K
$678K
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.99K+ 143.76% |
$365K - $414K
|
3.38K
$675K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.93K+ 9.0% |
$354K - $401K
|
23.4K
$4.67M
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.89K+ 8.4% |
$345K - $392K
|
24.4K
$4.87M
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.88K+ 15.98% |
$344K - $391K
|
13.6K
$2.73M
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
1.82KNew |
$332K - $377K
|
1.82K
$363K
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
1.8K+ 60.11% |
$330K - $374K
|
4.8K
$958K
|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.77K+ 6.86% |
$324K - $368K
|
27.6K
$5.5M
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.77K+ 41.84% |
$323K - $367K
|
5.99K
$1.2M
|