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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
659+ 33.47% |
$121K - $137K
|
2.63K
$525K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
657+ 5.07% |
$120K - $136K
|
13.6K
$2.72M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
655+ 5.26% |
$120K - $136K
|
13.1K
$2.62M
|
|
|
May 15, 2025
Q1 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
647+ 12.86% |
$118K - $134K
|
5.68K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
639+ 3.44% |
$117K - $133K
|
19.2K
$3.83M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
638+ 12.38% |
$117K - $133K
|
5.79K
$1.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
633New |
$116K - $132K
|
633
$126K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
616+ 1.9% |
$113K - $128K
|
33.1K
$6.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
616+ 7.96% |
$113K - $128K
|
8.35K
$1.67M
|
|
|
Apr 10, 2025
Q1 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
614+ 11.22% |
$112K - $128K
|
6.09K
$1.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
606+ 5.91% |
$111K - $126K
|
10.9K
$2.17M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
601+ 0.12% |
$110K - $125K
|
491K
$98.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
601+ 15.76% |
$110K - $125K
|
4.42K
$882K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
593+ 27.48% |
$109K - $123K
|
2.75K
$549K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
570+ 3.57% |
$104K - $118K
|
16.5K
$3.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
570+ 0.89% |
$104K - $118K
|
64.6K
$12.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
566New |
$104K - $118K
|
566
$113K
|
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
553+ 51.44% |
$101K - $115K
|
1.63K
$325K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
545+ 152.23% |
$99.7K - $113K
|
903
$180K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
542+ 13.4% |
$99.2K - $113K
|
4.59K
$916K
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
541+ 4.38% |
$99K - $112K
|
12.9K
$2.57M
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
528+ 3.72% |
$96.6K - $110K
|
14.7K
$2.94M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
525+ 24.38% |
$96.1K - $109K
|
2.68K
$535K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
523+ 50.0% |
$95.7K - $109K
|
1.57K
$313K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
519+ 25.92% |
$95K - $108K
|
2.52K
$504K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
500+ 27.78% |
$91.5K - $104K
|
2.3K
$459K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
500New |
$91.5K - $104K
|
500
$99.9K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
482+ 454.72% |
$88.2K - $100K
|
588
$117K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
454+ 2.11% |
$83.1K - $94.3K
|
22K
$4.39M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
451+ 10.21% |
$82.5K - $93.7K
|
4.87K
$973K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
448+ 10.26% |
$82K - $93.1K
|
4.81K
$962K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
440+ 0.59% |
$80.5K - $91.4K
|
74.6K
$14.9M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
427+ 0.76% |
$78.1K - $88.7K
|
56.6K
$11.3M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
427+ 0.63% |
$78.1K - $88.7K
|
68.2K
$13.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
427+ 4.26% |
$78.1K - $88.7K
|
10.4K
$2.09M
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
422+ 14.44% |
$77.2K - $87.7K
|
3.34K
$668K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
422+ 8.84% |
$77.2K - $87.7K
|
5.2K
$1.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
421+ 1.14% |
$77.1K - $87.5K
|
37.2K
$7.43M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
418+ 21.52% |
$76.5K - $86.8K
|
2.36K
$471K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
415+ 8.33% |
$76K - $86.2K
|
5.4K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
411+ 0.46% |
$75.2K - $85.4K
|
89.8K
$17.9M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
401+ 5.18% |
$73.4K - $83.3K
|
8.15K
$1.63M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
381+ 2.74% |
$69.7K - $79.2K
|
14.3K
$2.85M
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
381+ 0.62% |
$69.7K - $79.2K
|
62.3K
$12.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
379+ 10.48% |
$69.4K - $78.7K
|
4K
$798K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
378+ 6.72% |
$69.2K - $78.5K
|
6.01K
$1.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
373+ 4.77% |
$68.3K - $77.5K
|
8.2K
$1.64M
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
370+ 2.64% |
$67.7K - $76.9K
|
14.4K
$2.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
366+ 4.7% |
$67K - $76K
|
8.15K
$1.63M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
353+ 1.87% |
$64.6K - $73.3K
|
19.2K
$3.83M
|