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 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-208- 1.48% |
$38.1K - $43.2K
|
13.8K
$2.62M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-208- 4.62% |
$38.1K - $43.2K
|
4.29K
$811K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-210- 0.53% |
$38.4K - $43.6K
|
39.6K
$7.49M
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-211- 7.78% |
$38.6K - $43.8K
|
2.5K
$473K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-212- 6.53% |
$38.8K - $44K
|
3.04K
$574K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-216- 10.93% |
$39.5K - $44.9K
|
1.76K
$333K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-220- 2.29% |
$40.3K - $45.7K
|
9.41K
$1.78M
|
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-221- 4.03% |
$40.4K - $45.9K
|
5.26K
$994K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-223- 17.87% |
$40.8K - $46.3K
|
1.03K
$194K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-227- 4.16% |
$41.5K - $47.2K
|
5.23K
$988K
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-228- 3.85% |
$41.7K - $47.4K
|
5.7K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-230- 11.93% |
$42.1K - $47.8K
|
1.7K
$321K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-231- 7.07% |
$42.3K - $48K
|
3.04K
$574K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-232- 58.15% |
$42.5K - $48.2K
|
167
$31.6K
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-242- 0.57% |
$44.3K - $50.3K
|
42.1K
$7.95M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-244- 5.22% |
$44.7K - $50.7K
|
4.43K
$838K
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-245- 6.08% |
$44.8K - $50.9K
|
3.79K
$715K
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-245- 10.18% |
$44.8K - $50.9K
|
2.16K
$409K
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-249- 0.44% |
$45.6K - $51.7K
|
56.7K
$10.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-250- 7.93% |
$45.8K - $51.9K
|
2.9K
$548K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-250- 8.13% |
$45.8K - $51.9K
|
2.83K
$534K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-250- 8.94% |
$45.8K - $51.9K
|
2.55K
$481K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-253- 49.32% |
$46.3K - $52.6K
|
260
$49.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-254- 11.58% |
$46.5K - $52.8K
|
1.94K
$366K
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
SELL
|
- |
-259- 13.92% |
$47.4K - $53.8K
|
1.6K
$303K
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-260- 0.79% |
$47.6K - $54K
|
32.5K
$6.14M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-261- 17.4% |
$47.8K - $54.2K
|
1.24K
$234K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-266- 2.31% |
$48.7K - $55.3K
|
11.3K
$2.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-268- 13.16% |
$49K - $55.7K
|
1.77K
$334K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-268- 1.15% |
$49K - $55.7K
|
23.1K
$4.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
SELL
|
- |
-270- 2.53% |
$49.4K - $56.1K
|
10.4K
$1.97M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-272- 2.24% |
$49.8K - $56.5K
|
11.9K
$2.25M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-272- 13.05% |
$49.8K - $56.5K
|
1.81K
$342K
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-273- 14.54% |
$50K - $56.7K
|
1.61K
$303K
|
|
|
May 15, 2025
Q1 2025
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-275- 18.2% |
$50.3K - $57.1K
|
1.24K
$234K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-280- 17.36% |
$51.2K - $58.2K
|
1.33K
$252K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-282- 2.75% |
$51.6K - $58.6K
|
9.96K
$1.88M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-292- 13.87% |
$53.4K - $60.7K
|
1.81K
$343K
|
|
|
May 23, 2025
Q1 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-294- 3.09% |
$53.8K - $61.1K
|
9.21K
$1.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-300- 7.64% |
$54.9K - $62.3K
|
3.63K
$685K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-300- 20.58% |
$54.9K - $62.3K
|
1.16K
$219K
|
|
|
Apr 16, 2025
Q1 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-313- 0.53% |
$57.3K - $65K
|
58.6K
$11.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-322- 99.38% |
$58.9K - $66.9K
|
2
$378
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-322- 50.23% |
$58.9K - $66.9K
|
319
$60.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-328- 1.84% |
$60K - $68.1K
|
17.5K
$3.3M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-328- 1.4% |
$60K - $68.1K
|
23.1K
$4.36M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-331- 2.92% |
$60.6K - $68.8K
|
11K
$2.08M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-333- 85.82% |
$60.9K - $69.2K
|
55
$10.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-336- 4.45% |
$61.5K - $69.8K
|
7.22K
$1.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-342- 6.17% |
$62.6K - $71.1K
|
5.2K
$983K
|