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 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
366K+ 2221.97% |
$67M - $76M
|
383K
$72.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
317K+ 25.92% |
$58.1M - $65.9M
|
1.54M
$293M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
182K+ 106.16% |
$33.4M - $37.9M
|
354K
$67.3M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
177K+ 4.42% |
$32.3M - $36.7M
|
4.17M
$793M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
167K+ 14.62% |
$30.6M - $34.8M
|
1.31M
$249M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
104K+ 21955.39% |
$19M - $21.6M
|
104K
$19.8M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
102K+ 7.92% |
$18.7M - $21.2M
|
1.39M
$264M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
99.1K+ 76.48% |
$18.1M - $20.6M
|
229K
$43.4M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
80.1K+ 56.81% |
$14.7M - $16.6M
|
221K
$42M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
76.5K+ 10.98% |
$14M - $15.9M
|
773K
$147M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
75.5K+ 1.96% |
$13.8M - $15.7M
|
3.93M
$747M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
70.4K+ 5.36% |
$12.9M - $14.6M
|
1.39M
$263M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
68.1K+ 10.48% |
$12.5M - $14.2M
|
718K
$136M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
64.7K+ 377.11% |
$11.8M - $13.4M
|
81.8K
$15.5M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
58.2K+ 3.44% |
$10.7M - $12.1M
|
1.75M
$333M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
51.2K+ 325.94% |
$9.37M - $10.6M
|
66.9K
$12.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
49.9K+ 40.55% |
$9.13M - $10.4M
|
173K
$32.8M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
47.6K+ 26.23% |
$8.71M - $9.88M
|
229K
$43.5M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
40.4K+ 282.06% |
$7.39M - $8.39M
|
54.7K
$10.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
38.9K+ 8654.34% |
$7.11M - $8.07M
|
39.3K
$7.47M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
37.5KNew |
$6.86M - $7.79M
|
37.5K
$7.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
36.6K+ 115.66% |
$6.71M - $7.61M
|
68.3K
$13M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
35.9K+ 15.61% |
$6.56M - $7.45M
|
266K
$50.4M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
34.7K+ 5.64% |
$6.34M - $7.2M
|
649K
$123M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
33.6K+ 4.7% |
$6.15M - $6.98M
|
748K
$142M
|
|
|
Apr 25, 2025
Q1 2025
|
Hillman CO
|
BUY
|
- |
33.2K+ 52.67% |
$6.08M - $6.9M
|
96.3K
$18.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
30KNew |
$5.48M - $6.22M
|
30K
$5.69M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
28.8K+ 44.1% |
$5.27M - $5.98M
|
94.1K
$17.9M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
26.9KNew |
$4.92M - $5.59M
|
26.9K
$5.11M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
25.6K+ 103.72% |
$4.68M - $5.32M
|
50.3K
$9.55M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
24.8K+ 928.49% |
$4.55M - $5.16M
|
27.5K
$5.23M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
23K+ 3.04% |
$4.21M - $4.78M
|
780K
$148M
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
22.5K+ 9.14% |
$4.12M - $4.68M
|
269K
$51M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
22.2K+ 300.42% |
$4.07M - $4.62M
|
29.6K
$5.63M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
21.6K+ 5.26% |
$3.96M - $4.49M
|
433K
$82.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
21.4K+ 5.59% |
$3.92M - $4.45M
|
404K
$76.7M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
20.9K+ 30.93% |
$3.83M - $4.34M
|
88.5K
$16.8M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20.5K+ 6.5% |
$3.75M - $4.26M
|
336K
$63.9M
|
|
|
May 13, 2025
Q1 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
20.4KNew |
$3.73M - $4.23M
|
20.4K
$3.87M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
19.7K+ 50.57% |
$3.61M - $4.1M
|
58.7K
$11.2M
|
|
|
May 13, 2025
Q1 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
19.2K+ 5.74% |
$3.52M - $3.99M
|
354K
$67.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
18.3K+ 2.13% |
$3.35M - $3.8M
|
877K
$167M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
17.8KNew |
$3.26M - $3.7M
|
17.8K
$3.38M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
17.3KNew |
$3.16M - $3.58M
|
17.3K
$3.28M
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
17.2KNew |
$3.14M - $3.56M
|
17.2K
$3.26M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
16.8K+ 3.05% |
$3.08M - $3.5M
|
569K
$108M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.8K+ 0.94% |
$3.08M - $3.49M
|
1.8M
$342M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
16.3K+ 5.75% |
$2.98M - $3.38M
|
299K
$56.8M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15.1K+ 3.59% |
$2.76M - $3.14M
|
435K
$82.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
14.8K+ 102.48% |
$2.71M - $3.07M
|
29.2K
$5.55M
|