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 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-73- 2.76% |
$13.4K - $15.2K
|
2.57K
$486K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-76- 2.27% |
$13.9K - $15.8K
|
3.27K
$618K
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-77- 3.08% |
$14.1K - $16K
|
2.43K
$458K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-78- 0.57% |
$14.3K - $16.2K
|
13.7K
$2.58M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-79- 3.1% |
$14.5K - $16.4K
|
2.47K
$466K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-80- 1.86% |
$14.6K - $16.6K
|
4.21K
$796K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-81- 3.21% |
$14.8K - $16.8K
|
2.45K
$462K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-83- 1.01% |
$15.2K - $17.2K
|
8.13K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-83- 2.39% |
$15.2K - $17.2K
|
3.39K
$641K
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-84- 3.21% |
$15.4K - $17.5K
|
2.53K
$478K
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-86- 0.73% |
$15.7K - $17.9K
|
11.7K
$2.21M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-87- 3.35% |
$15.9K - $18.1K
|
2.51K
$474K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-88- 5.17% |
$16.1K - $18.3K
|
1.61K
$305K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-89- 5.14% |
$16.3K - $18.5K
|
1.64K
$310K
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-90- 3.95% |
$16.5K - $18.7K
|
2.19K
$414K
|
|
|
Apr 25, 2025
Q1 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-93- 0.26% |
$17K - $19.3K
|
35.1K
$6.64M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-93- 7.44% |
$17K - $19.3K
|
1.16K
$219K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-96- 5.04% |
$17.6K - $19.9K
|
1.81K
$341K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-97- 0.97% |
$17.8K - $20.2K
|
9.93K
$1.88M
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-97- 0.74% |
$17.8K - $20.2K
|
13K
$2.46M
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-99- 71.22% |
$18.1K - $20.6K
|
40
$7.56K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-100- 7.81% |
$18.3K - $20.8K
|
1.18K
$223K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-101- 3.65% |
$18.5K - $21K
|
2.67K
$504K
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-102- 3.13% |
$18.7K - $21.2K
|
3.16K
$596K
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-102- 7.91% |
$18.7K - $21.2K
|
1.19K
$224K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-104- 2.72% |
$19K - $21.6K
|
3.72K
$704K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-106- 1.07% |
$19.4K - $22K
|
9.82K
$1.86M
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-106- 34.19% |
$19.4K - $22K
|
204
$38.6K
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-108- 1.42% |
$19.8K - $22.4K
|
7.51K
$1.42M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-109- 6.55% |
$19.9K - $22.6K
|
1.56K
$294K
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-110- 1.52% |
$20.1K - $22.9K
|
7.12K
$1.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-111- 8.04% |
$20.3K - $23.1K
|
1.27K
$240K
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-112- 7.07% |
$20.5K - $23.3K
|
1.47K
$278K
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-112- 2.73% |
$20.5K - $23.3K
|
4K
$755K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-113- 0.3% |
$20.7K - $23.5K
|
37.1K
$7.01M
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-113- 5.74% |
$20.7K - $23.5K
|
1.86K
$351K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-115- 1.22% |
$21K - $23.9K
|
9.34K
$1.76M
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-117- 2.54% |
$21.4K - $24.3K
|
4.5K
$850K
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-117- 2.47% |
$21.4K - $24.3K
|
4.61K
$872K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-117- 1.85% |
$21.4K - $24.3K
|
6.21K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-117- 2.86% |
$21.4K - $24.3K
|
3.97K
$750K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-120- 1.18% |
$22K - $24.9K
|
10K
$1.89M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-122- 6.16% |
$22.3K - $25.3K
|
1.86K
$351K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-122- 1.35% |
$22.3K - $25.3K
|
8.94K
$1.69M
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
SELL
|
- |
-123- 4.49% |
$22.5K - $25.6K
|
2.62K
$495K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-123- 9.75% |
$22.5K - $25.6K
|
1.14K
$215K
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-125- 7.25% |
$22.9K - $26K
|
1.6K
$302K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-125- 5.31% |
$22.9K - $26K
|
2.23K
$421K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-131- 2.15% |
$24K - $27.2K
|
5.95K
$1.12M
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-132- 2.53% |
$24.2K - $27.4K
|
5.09K
$961K
|