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
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
350+ 32.53% |
$64.1K - $72.7K
|
1.43K
$285K
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
345New |
$63.1K - $71.7K
|
345
$68.9K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
343+ 0.92% |
$62.8K - $71.3K
|
37.6K
$7.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
340+ 9.81% |
$62.2K - $70.6K
|
3.81K
$760K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
336+ 9.78% |
$61.5K - $69.8K
|
3.77K
$753K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
335+ 2.39% |
$61.3K - $69.6K
|
14.4K
$2.87M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
335+ 6.25% |
$61.3K - $69.6K
|
5.7K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
324+ 6.79% |
$59.3K - $67.3K
|
5.1K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
320New |
$58.6K - $66.5K
|
320
$63.9K
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
316New |
$57.8K - $65.6K
|
316
$63.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
314+ 3.17% |
$57.5K - $65.2K
|
10.2K
$2.04M
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
310+ 0.11% |
$56.7K - $64.4K
|
283K
$56.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
310+ 0.54% |
$56.7K - $64.4K
|
57.6K
$11.5M
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
301+ 2.34% |
$55.1K - $62.5K
|
13.2K
$2.63M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
299+ 16.92% |
$54.7K - $62.1K
|
2.07K
$413K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
297+ 1.25% |
$54.4K - $61.7K
|
24.1K
$4.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
296New |
$54.2K - $61.5K
|
296
$59.1K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
293+ 1.64% |
$53.6K - $60.9K
|
18.2K
$3.63M
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
292+ 0.39% |
$53.4K - $60.7K
|
75.5K
$15.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
292+ 310.64% |
$53.4K - $60.7K
|
386
$77.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
291+ 10.08% |
$53.3K - $60.5K
|
3.18K
$635K
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
290+ 1.43% |
$53.1K - $60.2K
|
20.6K
$4.12M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
276+ 10.75% |
$50.5K - $57.3K
|
2.84K
$568K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
274+ 7.72% |
$50.1K - $56.9K
|
3.82K
$764K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
262+ 5.13% |
$48K - $54.4K
|
5.37K
$1.07M
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
258+ 1.61% |
$47.2K - $53.6K
|
16.3K
$3.25M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
250+ 1.22% |
$45.8K - $51.9K
|
20.8K
$4.16M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
250+ 19.31% |
$45.8K - $51.9K
|
1.55K
$309K
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
250+ 1.87% |
$45.8K - $51.9K
|
13.6K
$2.72M
|
|
|
May 02, 2025
Q1 2025
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
249+ 3.34% |
$45.6K - $51.7K
|
7.71K
$1.54M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
248New |
$45.4K - $51.5K
|
248
$49.5K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
246+ 75.93% |
$45K - $51.1K
|
570
$114K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
246+ 4.2% |
$45K - $51.1K
|
6.1K
$1.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
246+ 10.89% |
$45K - $51.1K
|
2.5K
$500K
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
244+ 0.1% |
$44.7K - $50.7K
|
238K
$47.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
BUY
|
- |
244+ 1.53% |
$44.7K - $50.7K
|
16.2K
$3.24M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
232New |
$42.5K - $48.2K
|
232
$46.3K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
225+ 0.7% |
$41.2K - $46.7K
|
32.4K
$6.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
224+ 203.64% |
$41K - $46.5K
|
334
$66.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Libra Wealth LLC
|
BUY
|
- |
220+ 6.46% |
$40.3K - $45.7K
|
3.63K
$724K
|
|
|
May 12, 2025
Q1 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
217+ 3.1% |
$39.7K - $45.1K
|
7.22K
$1.44M
|
|
|
May 12, 2025
Q1 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
216+ 2.04% |
$39.5K - $44.9K
|
10.8K
$2.16M
|
|
|
Apr 21, 2025
Q1 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
214+ 1.78% |
$39.2K - $44.5K
|
12.3K
$2.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
213+ 10.29% |
$39K - $44.3K
|
2.28K
$456K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
210+ 1.72% |
$38.4K - $43.6K
|
12.4K
$2.49M
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
209+ 40.35% |
$38.3K - $43.4K
|
727
$145K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
208+ 12.86% |
$38.1K - $43.2K
|
1.83K
$365K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
208+ 3.84% |
$38.1K - $43.2K
|
5.63K
$1.12M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
207+ 8.93% |
$37.9K - $43K
|
2.52K
$504K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
204New |
$37.3K - $42.4K
|
204
$40.7K
|