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
$71M
|
|
|
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 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
22.5K+ 9.14% |
$4.12M - $4.68M
|
269K
$49.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
21.4K+ 5.59% |
$3.92M - $4.45M
|
404K
$75M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
9.7KNew |
$1.78M - $2.02M
|
9.7K
$1.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
8.39K+ 30.49% |
$1.54M - $1.74M
|
35.9K
$6.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
8.34K+ 20.5% |
$1.53M - $1.73M
|
49K
$9.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
7.49K+ 9.66% |
$1.37M - $1.56M
|
85K
$15.8M
|
|
|
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 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
4.16K+ 2.31% |
$761K - $864K
|
184K
$34.2M
|
|
|
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 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
2.41K+ 0.99% |
$440K - $500K
|
245K
$45.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
BUY
|
- |
2.32K+ 4.95% |
$425K - $482K
|
49.1K
$9.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
2.31K+ 2.38% |
$423K - $480K
|
99.3K
$18.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
2.05K+ 3.05% |
$375K - $426K
|
69.2K
$12.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.93K+ 9.0% |
$354K - $401K
|
23.4K
$4.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.89K+ 8.4% |
$345K - $392K
|
24.4K
$4.52M
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.39K+ 5.52% |
$254K - $289K
|
26.5K
$4.93M
|
|
|
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 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.02K+ 22.7% |
$186K - $211K
|
5.49K
$1.02M
|
|
|
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 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
633New |
$116K - $132K
|
633
$117K
|
|
|
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 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
421+ 1.14% |
$77.1K - $87.5K
|
37.2K
$6.91M
|
|
|
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 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
314+ 3.17% |
$57.5K - $65.2K
|
10.2K
$1.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
BUY
|
- |
244+ 1.53% |
$44.7K - $50.7K
|
16.2K
$3.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
238+ 3.01% |
$43.6K - $49.4K
|
8.14K
$1.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
205+ 1.13% |
$37.5K - $42.6K
|
18.3K
$3.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
203+ 0.57% |
$37.2K - $42.2K
|
35.6K
$6.61M
|
|
|
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 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
200+ 14.44% |
$36.6K - $41.6K
|
1.59K
$294K
|
|
|
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 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
192+ 0.41% |
$35.1K - $39.9K
|
47K
$8.72M
|
|
|
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
|