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 09, 2025 Q1 2025
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
35
+ 0.8%
$6.41K - $7.27K
4.42K $835K
Apr 10, 2025 Q1 2025
Chatham Capital Group, Inc.

BUY
 -
34
+ 0.61%
$6.22K - $7.06K
5.63K $1.06M
Apr 11, 2025 Q1 2025
Snider Financial Group

Bellevue, WA
BUY
 -
34
+ 2.31%
$6.22K - $7.06K
1.51K $285K
Apr 25, 2025 Q1 2025
Intelligence Driven Advisers, LLC

BUY
 -
34
+ 2.88%
$6.22K - $7.06K
1.22K $230K
May 14, 2025 Q1 2025
Apexium Financial, LP

BUY
 -
34
+ 1.12%
$6.22K - $7.06K
3.06K $578K
Apr 23, 2025 Q1 2025
New Covenant Trust Company, N.A.

Jeffersonville, IN
BUY
 -
33
+ 0.54%
$6.04K - $6.86K
6.13K $1.16M
Apr 30, 2025 Q1 2025
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
33
+ 0.05%
$6.04K - $6.86K
60.5K $11.4M
May 05, 2025 Q1 2025
Jackson Creek Investment Advisors LLC

BUY
 -
31
+ 0.76%
$5.67K - $6.44K
4.11K $776K
May 06, 2025 Q1 2025
Grand Wealth Management, LLC

Grand Rapids, MI
BUY
 -
31
+ 1.78%
$5.67K - $6.44K
1.77K $335K
May 12, 2025 Q1 2025
Robinson Smith Wealth Advisors LLC

Portland, ME
BUY
 -
30
+ 2.0%
$5.49K - $6.23K
1.53K $289K
May 16, 2025 Q1 2025
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
29
+ 9.03%
$5.31K - $6.02K
350 $66.1K
Apr 10, 2025 Q1 2025
Key Client Fiduciary Advisors, LLC

BUY
 -
28
+ 1.31%
$5.12K - $5.82K
2.16K $409K
Apr 28, 2025 Q1 2025
Private Trust CO Na

BUY
 -
28
+ 0.99%
$5.12K - $5.82K
2.86K $540K
Apr 30, 2025 Q1 2025
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
28
+ 10.49%
$5.12K - $5.82K
295 $55.7K
Apr 15, 2025 Q1 2025
Gps Wealth Strategies Group, LLC

BUY
 -
27
+ 1.51%
$4.94K - $5.61K
1.82K $344K
Apr 21, 2025 Q1 2025
Sterling Investment Counsel, LLC

BUY
 -
26
+ 1.48%
$4.76K - $5.4K
1.78K $336K
May 14, 2025 Q1 2025
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
26
+ 0.36%
$4.76K - $5.4K
7.22K $1.36M
May 08, 2025 Q1 2025
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
24
+ 0.36%
$4.39K - $4.99K
6.75K $1.28M
Apr 30, 2025 Q1 2025
Investments & Financial Planning, LLC

Lexington, KY
BUY
 -
24
+ 1.26%
$4.39K - $4.99K
1.92K $363K
May 08, 2025 Q1 2025
Fsa Advisors, Inc.

Troy, MI
BUY
 -
22
+ 2.03%
$4.03K - $4.57K
1.11K $209K
May 16, 2025 Q1 2025
Hfm Investment Advisors, LLC

Glassboro, NJ
BUY
 -
22
New
$4.03K - $4.57K
22 $4.16K
Apr 25, 2025 Q1 2025
Blb&B Advisors, LLC

BUY
 -
21
+ 0.97%
$3.84K - $4.36K
2.18K $412K
May 14, 2025 Q1 2025
Unconventional Investor, LLC

BUY
 -
21
+ 0.69%
$3.84K - $4.36K
3.07K $581K
Apr 23, 2025 Q1 2025
Pb Mares Wealth Management LLC

BUY
 -
20
+ 0.24%
$3.66K - $4.16K
8.49K $1.61M
Apr 29, 2025 Q1 2025
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
20
+ 0.48%
$3.66K - $4.16K
4.22K $797K
May 14, 2025 Q1 2025
Resolute Advisors LLC

BUY
 -
20
+ 0.65%
$3.66K - $4.16K
3.08K $582K
Apr 09, 2025 Q1 2025
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
19
+ 0.38%
$3.48K - $3.95K
5.05K $954K
Apr 14, 2025 Q1 2025
Compass Planning Associates Inc

Greenfield, MA
BUY
 -
19
+ 7.57%
$3.48K - $3.95K
270 $51K
Apr 21, 2025 Q1 2025
E Rn Financial, LLC

BUY
 -
19
+ 0.69%
$3.48K - $3.95K
2.79K $527K
Apr 29, 2025 Q1 2025
Riggs Asset Managment Co. Inc.

BUY
 -
19
New
$3.48K - $3.95K
19 $3.59K
Apr 23, 2025 Q1 2025
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
16
+ 0.07%
$2.93K - $3.32K
24K $4.53M
May 15, 2025 Q1 2025
Running Point Capital Advisors, LLC

BUY
 -
16
New
$2.93K - $3.32K
16 $3.02K
May 05, 2025 Q1 2025
Diversify Advisory Services, LLC

Sandy, UT
BUY
 -
15
+ 0.33%
$2.75K - $3.12K
4.58K $865K
May 08, 2025 Q1 2025
Mesirow Financial Investment Management, Inc.

BUY
 -
15
+ 0.17%
$2.75K - $3.12K
8.88K $1.68M
May 13, 2025 Q1 2025
American Money Management, LLC

BUY
 -
14
+ 0.36%
$2.56K - $2.91K
3.94K $745K
Apr 24, 2025 Q1 2025
Tpg Advisors LLC

Northfield, IL
BUY
 -
13
+ 0.98%
$2.38K - $2.7K
1.34K $252K
Apr 25, 2025 Q1 2025
Arbor Investment Advisors, LLC

BUY
 -
13
+ 0.21%
$2.38K - $2.7K
6.07K $1.15M
May 01, 2025 Q1 2025
Signaturefd, LLC

Atlanta, GA
BUY
 -
13
+ 0.7%
$2.38K - $2.7K
1.87K $353K
May 15, 2025 Q1 2025
Busey Wealth Management

BUY
 -
13
+ 0.4%
$2.38K - $2.7K
3.27K $617K
May 09, 2025 Q1 2025
Avalon Trust CO

Santa Fe, NM
BUY
 -
12
New
$2.2K - $2.49K
12 $2.27K
May 08, 2025 Q1 2025
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
11
+ 0.68%
$2.01K - $2.29K
1.63K $307K
Apr 10, 2025 Q1 2025
Romano Brothers And Company

Evanston, IL
BUY
 -
10
+ 0.68%
$1.83K - $2.08K
1.49K $281K
Apr 15, 2025 Q1 2025
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
10
+ 0.12%
$1.83K - $2.08K
8.33K $1.57M
Apr 30, 2025 Q1 2025
Leavell Investment Management, Inc.

BUY
 -
10
+ 0.08%
$1.83K - $2.08K
12.7K $2.41M
May 14, 2025 Q1 2025
Brown Brothers Harriman & CO

New York, NY
BUY
 -
10
+ 1.04%
$1.83K - $2.08K
968 $183K
Apr 08, 2025 Q1 2025
Rothschild Investment LLC

Chicago, IL
BUY
 -
9
+ 0.93%
$1.65K - $1.87K
972 $184K
Apr 11, 2025 Q1 2025
Holland Advisory Services, Inc.

BUY
 -
9
+ 0.64%
$1.65K - $1.87K
1.41K $266K
Apr 22, 2025 Q1 2025
Cherry Creek Investment Advisors, Inc.

BUY
 -
9
+ 0.69%
$1.65K - $1.87K
1.32K $250K
Apr 22, 2025 Q1 2025
Flagship Harbor Advisors, LLC

BUY
 -
9
+ 0.28%
$1.65K - $1.87K
3.2K $605K

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