Purchases and Sales Made in Q1 2025 in Vanguard Small Cap Value ETF (VBR)

VBR Quotes by TradingView

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 02, 2025 Q1 2025
Hager Investment Management Services, LLC

New London, NH
BUY
 -
82
New
$15K - $17K
82 $15.5K
Apr 16, 2025 Q1 2025
Martel Wealth Advisors Inc

Vancouver, WA
BUY
 -
78
+ 0.4%
$14.3K - $16.2K
19.4K $3.66M
May 09, 2025 Q1 2025
Cary Street Partners Financial LLC

Richmond, VA
BUY
 -
78
+ 0.65%
$14.3K - $16.2K
12.1K $2.28M
May 12, 2025 Q1 2025
South State Corp

BUY
 -
78
+ 0.62%
$14.3K - $16.2K
12.6K $2.38M
May 29, 2025 Q1 2025
Apeiron Ria LLC

BUY
 -
78
+ 2.66%
$14.3K - $16.2K
3.01K $570K
May 08, 2025 Q1 2025
Parkside Financial Bank & Trust

BUY
 -
77
+ 1.51%
$14.1K - $16K
5.17K $977K
Apr 25, 2025 Q1 2025
Argent Advisors, Inc.

Monroe, LA
BUY
 -
76
+ 4.98%
$13.9K - $15.8K
1.6K $303K
May 06, 2025 Q1 2025
Hamilton Point Investment Advisors, LLC

BUY
 -
76
+ 158.33%
$13.9K - $15.8K
124 $23.4K
Apr 23, 2025 Q1 2025
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
75
+ 5.71%
$13.7K - $15.6K
1.39K $262K
Apr 17, 2025 Q1 2025
Rebalance, LLC

Palo Alto, CA
BUY
 -
73
+ 0.6%
$13.4K - $15.2K
12.3K $2.32M
Apr 23, 2025 Q1 2025
Western Wealth Management, LLC

BUY
 -
72
+ 2.33%
$13.2K - $15K
3.16K $597K
Apr 09, 2025 Q1 2025
Dakota Community Bank & Trust Na

Hebron, ND
BUY
 -
70
New
$12.8K - $14.5K
70 $13.2K
May 08, 2025 Q1 2025
Davis R M Inc

Portland, ME
BUY
 -
70
+ 4.01%
$12.8K - $14.5K
1.82K $343K
Apr 21, 2025 Q1 2025
Colony Family Offices, LLC

BUY
 -
68
+ 12.04%
$12.4K - $14.1K
633 $120K
May 01, 2025 Q1 2025
Sbi Securities Co., Ltd.

Tokyo, M0
BUY
 -
68
+ 2.79%
$12.4K - $14.1K
2.5K $473K
Apr 22, 2025 Q1 2025
Mascagni Wealth Management, Inc.

Clinton, MS
BUY
 -
66
+ 0.73%
$12.1K - $13.7K
9.15K $1.73M
Apr 30, 2025 Q1 2025
Heritage Wealth Management, Inc. /Ca/

San Diego, Ca, CA
BUY
 -
66
+ 4.8%
$12.1K - $13.7K
1.44K $273K
Apr 30, 2025 Q1 2025
Vestia Personal Wealth Advisors

Fort Wayne, IN
BUY
 -
66
+ 4.52%
$12.1K - $13.7K
1.53K $288K
May 05, 2025 Q1 2025
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
66
+ 3.88%
$12.1K - $13.7K
1.77K $334K
Apr 17, 2025 Q1 2025
Verisail Partners, LLC

Chamblee, GA
BUY
 -
63
+ 1.38%
$11.5K - $13.1K
4.62K $874K
May 08, 2025 Q1 2025
Heritage Wealth Advisors

BUY
 -
63
New
$11.5K - $13.1K
63 $11.9K
Apr 29, 2025 Q1 2025
Wood Tarver Financial Group, LLC

Boise, ID
BUY
 -
60
New
$11K - $12.5K
60 $11.3K
May 01, 2025 Q1 2025
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
60
+ 5.54%
$11K - $12.5K
1.14K $216K
May 13, 2025 Q1 2025
Axim Planning & Wealth

Dayton, OH
BUY
 -
60
+ 4.01%
$11K - $12.5K
1.56K $294K
May 09, 2025 Q1 2025
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
59
New
$10.8K - $12.3K
59 $11.1K
Apr 16, 2025 Q1 2025
Signature Resources Capital Management, LLC

Newport Beach, CA
BUY
 -
58
+ 107.41%
$10.6K - $12K
112 $21.2K
Apr 17, 2025 Q1 2025
Mission Wealth Management, LP

BUY
 -
58
+ 1.28%
$10.6K - $12K
4.59K $866K
May 14, 2025 Q1 2025
Guidance Point Advisors, LLC

BUY
 -
58
+ 0.66%
$10.6K - $12K
8.91K $1.68M
Apr 15, 2025 Q1 2025
Paragon Advisors, LLC

BUY
 -
57
+ 4.76%
$10.4K - $11.8K
1.26K $237K
Apr 24, 2025 Q1 2025
Family Investment Center, Inc.

Saint Joseph, MO
BUY
 -
57
+ 2.18%
$10.4K - $11.8K
2.67K $505K
Apr 08, 2025 Q1 2025
Quantum Financial Advisors, LLC

Manhattan Beach, CA
BUY
 -
56
+ 1.49%
$10.2K - $11.6K
3.81K $720K
Apr 25, 2025 Q1 2025
Barnes Dennig Private Wealth Management LLC

Cincinnati, OH
BUY
 -
56
New
$10.2K - $11.6K
56 $10.6K
May 12, 2025 Q1 2025
Heck Capital Advisors, LLC

Rhinelander, WI
BUY
 -
55
New
$10.1K - $11.4K
55 $10.4K
May 13, 2025 Q1 2025
Russell Investments Group, Ltd.

BUY
 -
54
+ 3.04%
$9.88K - $11.2K
1.83K $346K
Apr 16, 2025 Q1 2025
Patriot Investment Management Inc.

BUY
 -
53
+ 0.45%
$9.7K - $11K
11.9K $2.26M
Apr 21, 2025 Q1 2025
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
51
+ 0.83%
$9.33K - $10.6K
6.16K $1.16M
Apr 24, 2025 Q1 2025
Kessler Investment Group, LLC

BUY
 -
47
New
$8.6K - $9.76K
47 $8.88K
Apr 16, 2025 Q1 2025
Iag Wealth Partners, LLC

BUY
 -
45
+ 18.37%
$8.24K - $9.35K
290 $54.8K
Apr 23, 2025 Q1 2025
My Personal Cfo, LLC

BUY
 -
45
+ 2.93%
$8.24K - $9.35K
1.58K $298K
Apr 28, 2025 Q1 2025
Axis Wealth Partners, LLC

East Providence, RI
BUY
 -
45
+ 1.39%
$8.24K - $9.35K
3.29K $622K
Apr 11, 2025 Q1 2025
Procyon Advisors, LLC

BUY
 -
43
+ 2.02%
$7.87K - $8.93K
2.18K $411K
May 08, 2025 Q1 2025
Eastern Bank

BUY
 -
41
+ 25.31%
$7.5K - $8.52K
203 $38.4K
Apr 14, 2025 Q1 2025
Wesbanco Bank Inc

BUY
 -
41
+ 0.44%
$7.5K - $8.52K
9.42K $1.78M
May 08, 2025 Q1 2025
One Charles Private Wealth Services, LLC

BUY
 -
40
+ 0.39%
$7.32K - $8.31K
10.2K $1.92M
Apr 10, 2025 Q1 2025
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
37
+ 0.81%
$6.77K - $7.69K
4.63K $875K
May 07, 2025 Q1 2025
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
37
+ 2.05%
$6.77K - $7.69K
1.84K $348K
May 13, 2025 Q1 2025
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
36
+ 0.83%
$6.59K - $7.48K
4.39K $829K
Apr 07, 2025 Q1 2025
Tompkins Financial Corp

BUY
 -
35
+ 56.45%
$6.41K - $7.27K
97 $18.3K
Apr 30, 2025 Q1 2025
Barry Investment Advisors, LLC

BUY
 -
35
+ 0.14%
$6.41K - $7.27K
24.5K $4.63M

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