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 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
SELL
|
- |
-132- 2.19% |
$24.2K - $27.4K
|
5.89K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-135- 0.95% |
$24.7K - $28K
|
14.1K
$2.66M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-135- 33.92% |
$24.7K - $28K
|
263
$49.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-137- 6.98% |
$25.1K - $28.5K
|
1.83K
$345K
|
|
|
Apr 23, 2025
Q1 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-139- 2.82% |
$25.4K - $28.9K
|
4.79K
$905K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-139- 2.63% |
$25.4K - $28.9K
|
5.14K
$972K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-140- 2.56% |
$25.6K - $29.1K
|
5.33K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-140- 7.11% |
$25.6K - $29.1K
|
1.83K
$346K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-144- 0.51% |
$26.4K - $29.9K
|
28.4K
$5.36M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-144- 13.04% |
$26.4K - $29.9K
|
960
$181K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-148- 9.23% |
$27.1K - $30.7K
|
1.46K
$275K
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-148- 1.88% |
$27.1K - $30.7K
|
7.72K
$1.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-152- 2.22% |
$27.8K - $31.6K
|
6.7K
$1.27M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-155- 2.9% |
$28.4K - $32.2K
|
5.19K
$981K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-156- 1.01% |
$28.6K - $32.4K
|
15.3K
$2.9M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-157- 3.56% |
$28.7K - $32.6K
|
4.26K
$804K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-160- 2.14% |
$29.3K - $33.2K
|
7.32K
$1.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-160- 0.89% |
$29.3K - $33.2K
|
17.8K
$3.37M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-160- 3.28% |
$29.3K - $33.2K
|
4.72K
$892K
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-160- 22.16% |
$29.3K - $33.2K
|
562
$106K
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-161- 0.9% |
$29.5K - $33.4K
|
17.7K
$3.34M
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-162- 4.83% |
$29.6K - $33.7K
|
3.19K
$603K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-164- 2.58% |
$30K - $34.1K
|
6.2K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-165- 4.62% |
$30.2K - $34.3K
|
3.4K
$643K
|
|
|
Apr 09, 2025
Q1 2025
|
Ervin Investment Management, LLC
|
SELL
|
- |
-167- 0.68% |
$30.6K - $34.7K
|
24.4K
$4.6M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-168- 11.48% |
$30.7K - $34.9K
|
1.3K
$245K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-168- 6.96% |
$30.7K - $34.9K
|
2.25K
$425K
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-168- 1.76% |
$30.7K - $34.9K
|
9.4K
$1.78M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-170- 6.52% |
$31.1K - $35.3K
|
2.44K
$460K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-171- 0.89% |
$31.3K - $35.5K
|
19.1K
$3.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-175- 1.41% |
$32K - $36.4K
|
12.3K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-175- 1.31% |
$32K - $36.4K
|
13.2K
$2.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-176- 1.17% |
$32.2K - $36.6K
|
14.9K
$2.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-177- 13.53% |
$32.4K - $36.8K
|
1.13K
$214K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-178- 6.97% |
$32.6K - $37K
|
2.38K
$449K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-179- 2.93% |
$32.8K - $37.2K
|
5.93K
$1.12M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-179- 5.36% |
$32.8K - $37.2K
|
3.16K
$598K
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-180- 6.19% |
$32.9K - $37.4K
|
2.73K
$515K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-181- 3.24% |
$33.1K - $37.6K
|
5.4K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-183- 10.11% |
$33.5K - $38K
|
1.63K
$307K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-184- 0.51% |
$33.7K - $38.2K
|
36.2K
$6.83M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-190- 2.97% |
$34.8K - $39.5K
|
6.21K
$1.17M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-191- 0.84% |
$35K - $39.7K
|
22.6K
$4.27M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-196- 9.21% |
$35.9K - $40.7K
|
1.93K
$365K
|
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-198- 1.19% |
$36.2K - $41.1K
|
16.5K
$3.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-199- 7.47% |
$36.4K - $41.3K
|
2.46K
$466K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-200- 12.45% |
$36.6K - $41.6K
|
1.41K
$266K
|
|
|
May 12, 2025
Q1 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
SELL
|
- |
-200- 11.96% |
$36.6K - $41.6K
|
1.47K
$278K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-203- 4.92% |
$37.2K - $42.2K
|
3.93K
$742K
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-206- 3.31% |
$37.7K - $42.8K
|
6.01K
$1.14M
|