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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
159+ 1.1% |
$29.1K - $33K
|
14.6K
$2.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
158+ 12.84% |
$28.9K - $32.8K
|
1.39K
$262K
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
156+ 14.12% |
$28.6K - $32.4K
|
1.26K
$238K
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
155+ 1.9% |
$28.4K - $32.2K
|
8.33K
$1.57M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
150+ 8.11% |
$27.5K - $31.2K
|
2K
$378K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
149+ 9.83% |
$27.3K - $31K
|
1.66K
$314K
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
148+ 2.78% |
$27.1K - $30.7K
|
5.47K
$1.03M
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
148+ 6.42% |
$27.1K - $30.7K
|
2.45K
$464K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
140+ 0.67% |
$25.6K - $29.1K
|
20.9K
$3.96M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
138+ 6.23% |
$25.3K - $28.7K
|
2.35K
$445K
|
|
|
May 14, 2025
Q1 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
132+ 1.44% |
$24.2K - $27.4K
|
9.31K
$1.76M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
131+ 1.84% |
$24K - $27.2K
|
7.24K
$1.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
130+ 12.25% |
$23.8K - $27K
|
1.19K
$225K
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
129+ 1.51% |
$23.6K - $26.8K
|
8.68K
$1.64M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
129+ 6.81% |
$23.6K - $26.8K
|
2.02K
$382K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
129+ 4.08% |
$23.6K - $26.8K
|
3.29K
$622K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
125+ 6.9% |
$22.9K - $26K
|
1.94K
$366K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
124+ 1.73% |
$22.7K - $25.8K
|
7.31K
$1.38M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
124+ 1.29% |
$22.7K - $25.8K
|
9.71K
$1.83M
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
119+ 0.46% |
$21.8K - $24.7K
|
26.3K
$4.96M
|
|
|
Apr 16, 2025
Q1 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
114+ 0.65% |
$20.9K - $23.7K
|
17.7K
$3.34M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
111+ 3.5% |
$20.3K - $23.1K
|
3.28K
$620K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
108+ 1.15% |
$19.8K - $22.4K
|
9.48K
$1.79M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
107+ 3.19% |
$19.6K - $22.2K
|
3.46K
$653K
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
BUY
|
- |
107+ 1.04% |
$19.6K - $22.2K
|
10.4K
$1.96M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
106+ 0.78% |
$19.4K - $22K
|
13.7K
$2.6M
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
106+ 1325.0% |
$19.4K - $22K
|
114
$21.5K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
104+ 6.56% |
$19K - $21.6K
|
1.69K
$319K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
103New |
$18.9K - $21.4K
|
103
$19.5K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
103+ 3.04% |
$18.9K - $21.4K
|
3.49K
$660K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
101+ 2.38% |
$18.5K - $21K
|
4.35K
$822K
|
|
|
Apr 24, 2025
Q1 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
101+ 1.76% |
$18.5K - $21K
|
5.83K
$1.1M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
101+ 5.01% |
$18.5K - $21K
|
2.12K
$400K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
100+ 8.44% |
$18.3K - $20.8K
|
1.29K
$243K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
100New |
$18.3K - $20.8K
|
100
$18.9K
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
100+ 0.12% |
$18.3K - $20.8K
|
86.9K
$16.4M
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
100+ 5.81% |
$18.3K - $20.8K
|
1.82K
$344K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
94+ 0.74% |
$17.2K - $19.5K
|
12.7K
$2.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
93+ 3.53% |
$17K - $19.3K
|
2.73K
$516K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
92+ 6.67% |
$16.8K - $19.1K
|
1.47K
$278K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
90+ 0.57% |
$16.5K - $18.7K
|
15.9K
$3M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
89New |
$16.3K - $18.5K
|
89
$16.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
88+ 977.78% |
$16.1K - $18.3K
|
97
$18.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
87+ 7.07% |
$15.9K - $18.1K
|
1.32K
$249K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
85+ 0.85% |
$15.6K - $17.7K
|
10.1K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
85+ 3.79% |
$15.6K - $17.7K
|
2.33K
$440K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
84+ 6.62% |
$15.4K - $17.5K
|
1.35K
$256K
|
|
|
Apr 22, 2025
Q1 2025
|
Westhampton Capital, LLC
|
BUY
|
- |
84+ 2.37% |
$15.4K - $17.5K
|
3.62K
$685K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
83+ 0.59% |
$15.2K - $17.2K
|
14.1K
$2.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
82+ 0.6% |
$15K - $17K
|
13.7K
$2.58M
|