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 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-40- 0.25% |
$7.32K - $8.31K
|
15.9K
$3.01M
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-40- 2.39% |
$7.32K - $8.31K
|
1.63K
$309K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-40- 1.06% |
$7.32K - $8.31K
|
3.74K
$706K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-41- 1.93% |
$7.5K - $8.52K
|
2.09K
$394K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-41- 1.91% |
$7.5K - $8.52K
|
2.11K
$398K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-42- 1.94% |
$7.69K - $8.73K
|
2.13K
$402K
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-44- 1.88% |
$8.05K - $9.14K
|
2.3K
$435K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-45- 1.22% |
$8.24K - $9.35K
|
3.64K
$688K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-46- 10.72% |
$8.42K - $9.56K
|
383
$72.4K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-47- 0.55% |
$8.6K - $9.76K
|
8.44K
$1.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-47- 1.25% |
$8.6K - $9.76K
|
3.7K
$700K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-47- 2.54% |
$8.6K - $9.76K
|
1.8K
$340K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-48- 2.1% |
$8.78K - $9.97K
|
2.24K
$423K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-50- 0.69% |
$9.15K - $10.4K
|
7.17K
$1.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-50- 0.2% |
$9.15K - $10.4K
|
25.5K
$4.81M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-50- 0.29% |
$9.15K - $10.4K
|
17.3K
$3.27M
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-50- 1.74% |
$9.15K - $10.4K
|
2.82K
$532K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-50- 5.56% |
$9.15K - $10.4K
|
850
$161K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-51- 28.18% |
$9.33K - $10.6K
|
130
$24.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-52- 3.32% |
$9.52K - $10.8K
|
1.51K
$286K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-53- 3.19% |
$9.7K - $11K
|
1.61K
$304K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-54- 0.94% |
$9.88K - $11.2K
|
5.68K
$1.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-54- 1.36% |
$9.88K - $11.2K
|
3.91K
$739K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-54- 1.57% |
$9.88K - $11.2K
|
3.4K
$642K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-54- 3.3% |
$9.88K - $11.2K
|
1.58K
$299K
|
|
|
May 14, 2025
Q1 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-56- 0.41% |
$10.2K - $11.6K
|
13.6K
$2.58M
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-59- 2.81% |
$10.8K - $12.3K
|
2.04K
$386K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-59- 0.15% |
$10.8K - $12.3K
|
39.4K
$7.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-60- 3.16% |
$11K - $12.5K
|
1.84K
$348K
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-60- 3.02% |
$11K - $12.5K
|
1.93K
$364K
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-60- 1.6% |
$11K - $12.5K
|
3.7K
$699K
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-60- 2.53% |
$11K - $12.5K
|
2.31K
$437K
|
|
|
May 15, 2025
Q1 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-60- 4.95% |
$11K - $12.5K
|
1.15K
$218K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-62- 1.67% |
$11.3K - $12.9K
|
3.65K
$690K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-66- 0.72% |
$12.1K - $13.7K
|
9.08K
$1.72M
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-66- 0.54% |
$12.1K - $13.7K
|
12.2K
$2.3M
|
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-67- 1.47% |
$12.3K - $13.9K
|
4.49K
$848K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-67- 57.26% |
$12.3K - $13.9K
|
50
$9.45K
|
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
SELL
|
- |
-67- 3.03% |
$12.3K - $13.9K
|
2.15K
$405K
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-68- 1.61% |
$12.4K - $14.1K
|
4.15K
$784K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-70- 1.31% |
$12.8K - $14.5K
|
5.26K
$995K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-70- 0.39% |
$12.8K - $14.5K
|
18K
$3.4M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-70- 3.61% |
$12.8K - $14.5K
|
1.87K
$353K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-70- 0.65% |
$12.8K - $14.5K
|
10.7K
$2.02M
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
SELL
|
- |
-70- 1.13% |
$12.8K - $14.5K
|
6.14K
$1.16M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-71- 0.47% |
$13K - $14.8K
|
15.1K
$2.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-71- 2.95% |
$13K - $14.8K
|
2.33K
$441K
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-71- 3.5% |
$13K - $14.8K
|
1.96K
$370K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-71- 4.2% |
$13K - $14.8K
|
1.62K
$306K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-72- 1.3% |
$13.2K - $15K
|
5.47K
$1.03M
|