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 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
9+ 0.64% |
$1.65K - $1.87K
|
1.41K
$266K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
9+ 0.29% |
$1.65K - $1.87K
|
3.09K
$585K
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
9+ 0.65% |
$1.65K - $1.87K
|
1.39K
$263K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
8+ 0.67% |
$1.46K - $1.66K
|
1.2K
$226K
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
BUY
|
- |
8+ 0.67% |
$1.46K - $1.66K
|
1.21K
$228K
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
8+ 0.69% |
$1.46K - $1.66K
|
1.17K
$221K
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
BUY
|
- |
8+ 0.56% |
$1.46K - $1.66K
|
1.44K
$272K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
7+ 0.62% |
$1.28K - $1.45K
|
1.14K
$215K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.44% |
$1.28K - $1.45K
|
1.59K
$301K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
7New |
$1.28K - $1.45K
|
7
$1.32K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
7New |
$1.28K - $1.45K
|
7
$1.32K
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
7+ 0.65% |
$1.28K - $1.45K
|
1.09K
$206K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
7+ 0.23% |
$1.28K - $1.45K
|
3.07K
$579K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
6+ 0.14% |
$1.1K - $1.25K
|
4.26K
$806K
|
|
|
Apr 21, 2025
Q1 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
6+ 0.03% |
$1.1K - $1.25K
|
20.9K
$3.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
6+ 0.15% |
$1.1K - $1.25K
|
3.94K
$744K
|
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
6+ 0.56% |
$1.1K - $1.25K
|
1.08K
$204K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
6+ 0.47% |
$1.1K - $1.25K
|
1.29K
$244K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
6+ 0.54% |
$1.1K - $1.25K
|
1.12K
$211K
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
6+ 0.05% |
$1.1K - $1.25K
|
12.9K
$2.43M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
6+ 0.31% |
$1.1K - $1.25K
|
1.96K
$370K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
6New |
$1.1K - $1.25K
|
6
$1.13K
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
5+ 0.27% |
$915 - $1.04K
|
1.84K
$347K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
5+ 0.76% |
$915 - $1.04K
|
666
$126K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
5+ 0.28% |
$915 - $1.04K
|
1.81K
$342K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
5+ 0.04% |
$915 - $1.04K
|
11.7K
$2.22M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
5+ 0.15% |
$915 - $1.04K
|
3.24K
$611K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
5+ 0.02% |
$915 - $1.04K
|
21K
$3.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
4+ 2.4% |
$732 - $831
|
171
$32.3K
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
4+ 0.08% |
$732 - $831
|
4.8K
$908K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
3+ 0.16% |
$549 - $623
|
1.86K
$351K
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
3+ 0.26% |
$549 - $623
|
1.17K
$220K
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
3+ 16.67% |
$549 - $623
|
21
$3.97K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
3+ 0.21% |
$549 - $623
|
1.4K
$265K
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
3+ 0.26% |
$549 - $623
|
1.15K
$218K
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.08% |
$549 - $623
|
3.91K
$738K
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
BUY
|
- |
3+ 0.05% |
$549 - $623
|
6.67K
$1.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.63% |
$366 - $416
|
319
$60.3K
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
2+ 0.12% |
$366 - $416
|
1.68K
$317K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2+ 0.96% |
$366 - $416
|
210
$39.7K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
2+ 0.19% |
$366 - $416
|
1.08K
$204K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2+ 0.05% |
$366 - $416
|
3.68K
$695K
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
2+ 3.51% |
$366 - $416
|
59
$11.1K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2+ 0.46% |
$366 - $416
|
436
$82.4K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1New |
$183 - $208
|
1
$189
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
1+ 0.03% |
$183 - $208
|
3.73K
$705K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1+ 0.07% |
$183 - $208
|
1.39K
$263K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 0.52% |
$183 - $208
|
194
$36.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1+ 0.03% |
$183 - $208
|
3.5K
$660K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1+ 0.08% |
$183 - $208
|
1.23K
$232K
|