Purchases and Sales Made in Q1 2025 in Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR) during Q1 2025. The information is specifically focused on institutions that hold shares of VANGUARD SMALL-CAP VALUE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
104K+ 21955.39% |
$19M - $21.6M
|
104K
$19.4M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
26.9KNew |
$4.92M - $5.59M
|
26.9K
$4.99M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
9.7KNew |
$1.78M - $2.02M
|
9.7K
$1.8M
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
6.87K+ 5.28% |
$1.26M - $1.43M
|
137K
$25.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
6.23K+ 10.1% |
$1.14M - $1.3M
|
67.9K
$12.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
6.15K+ 4.87% |
$1.13M - $1.28M
|
132K
$24.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
3.49K+ 1.51% |
$638K - $725K
|
235K
$43.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
3.03K+ 61.35% |
$554K - $629K
|
7.96K
$1.48M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
2.58K+ 91.05% |
$473K - $537K
|
5.42K
$1.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
2.53KNew |
$463K - $526K
|
2.53K
$470K
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
BUY
|
- |
2.32K+ 4.95% |
$425K - $482K
|
49.1K
$9.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.93K+ 9.0% |
$354K - $401K
|
23.4K
$4.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
1.25K+ 26.11% |
$229K - $259K
|
6.03K
$1.12M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.11KNew |
$204K - $231K
|
1.11K
$207K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
989New |
$181K - $205K
|
989
$184K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
655+ 5.26% |
$120K - $136K
|
13.1K
$2.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
614+ 11.22% |
$112K - $128K
|
6.09K
$1.13M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
606+ 1.34% |
$111K - $126K
|
45.7K
$8.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
545+ 8.41% |
$99.7K - $113K
|
7.03K
$1.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
405+ 1.2% |
$74.1K - $84.1K
|
34.2K
$6.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
373+ 4.77% |
$68.3K - $77.5K
|
8.2K
$1.52M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
345+ 6.47% |
$63.1K - $71.7K
|
5.68K
$1.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
238+ 3.01% |
$43.6K - $49.4K
|
8.14K
$1.51M
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
203+ 0.77% |
$37.2K - $42.2K
|
26.5K
$4.92M
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
198+ 0.47% |
$36.2K - $41.1K
|
42K
$7.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
196+ 3.98% |
$35.9K - $40.7K
|
5.13K
$951K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
195+ 8.11% |
$35.7K - $40.5K
|
2.6K
$483K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
185+ 1.31% |
$33.9K - $38.4K
|
14.3K
$2.65M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
172+ 5.07% |
$31.5K - $35.7K
|
3.57K
$662K
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
156+ 14.12% |
$28.6K - $32.4K
|
1.26K
$234K
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
155+ 1.9% |
$28.4K - $32.2K
|
8.33K
$1.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
149+ 9.83% |
$27.3K - $31K
|
1.66K
$309K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
140+ 0.67% |
$25.6K - $29.1K
|
20.9K
$3.89M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
125+ 6.9% |
$22.9K - $26K
|
1.94K
$359K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
100+ 8.44% |
$18.3K - $20.8K
|
1.29K
$238K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
100New |
$18.3K - $20.8K
|
100
$18.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
70New |
$12.8K - $14.5K
|
70
$13K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
56+ 1.49% |
$10.2K - $11.6K
|
3.81K
$707K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
43+ 2.02% |
$7.87K - $8.93K
|
2.18K
$404K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
37+ 0.81% |
$6.77K - $7.69K
|
4.63K
$859K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
35+ 56.45% |
$6.41K - $7.27K
|
97
$18K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
34+ 0.61% |
$6.22K - $7.06K
|
5.63K
$1.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
34+ 2.31% |
$6.22K - $7.06K
|
1.51K
$280K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
28+ 1.31% |
$5.12K - $5.82K
|
2.16K
$402K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
19+ 0.38% |
$3.48K - $3.95K
|
5.05K
$937K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
10+ 0.68% |
$1.83K - $2.08K
|
1.49K
$276K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
9+ 0.93% |
$1.65K - $1.87K
|
972
$180K
|
|
|
Apr 11, 2025
Q1 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
9+ 0.64% |
$1.65K - $1.87K
|
1.41K
$261K
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
BUY
|
- |
8+ 0.67% |
$1.46K - $1.66K
|
1.21K
$224K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
8+ 0.67% |
$1.46K - $1.66K
|
1.2K
$222K
|