Purchases and Sales Made in Q1 2025 in Vanguard Small Cap Value ETF (VBR)

VBR Quotes by TradingView

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 11, 2025 Q1 2025
Paragon Financial Partners, Inc.

Woodland Hills, CA
BUY
 -
156
+ 14.12%
$28.6K - $32.4K
1.26K $234K
Apr 09, 2025 Q1 2025
Inves Trust

Oklahoma City, OK
BUY
 -
155
+ 1.9%
$28.4K - $32.2K
8.33K $1.55M
Apr 10, 2025 Q1 2025
Accel Wealth Management

BUY
 -
149
+ 9.83%
$27.3K - $31K
1.66K $309K
Apr 10, 2025 Q1 2025
Cathy Pareto & Associates, Inc

Coral Gables, FL
BUY
 -
140
+ 0.67%
$25.6K - $29.1K
20.9K $3.89M
Apr 10, 2025 Q1 2025
Thrive Wealth Management, LLC

BUY
 -
125
+ 6.9%
$22.9K - $26K
1.94K $359K
Apr 10, 2025 Q1 2025
Financial Management Professionals, Inc.

BUY
 -
100
New
$18.3K - $20.8K
100 $18.6K
Apr 10, 2025 Q1 2025
Watershed Private Wealth LLC

Oak Brook, IL
BUY
 -
100
+ 8.44%
$18.3K - $20.8K
1.29K $238K
Apr 14, 2025 Q1 2025
Lex Aurum Advisors, LLC

BUY
 -
92
+ 6.67%
$16.8K - $19.1K
1.47K $273K
Apr 14, 2025 Q1 2025
Baldwin Brothers LLC

BUY
 -
90
+ 0.57%
$16.5K - $18.7K
15.9K $2.95M
Apr 15, 2025 Q1 2025
Net Worth Advisory Group

Sandy, UT
BUY
 -
87
+ 7.07%
$15.9K - $18.1K
1.32K $245K
Apr 09, 2025 Q1 2025
Dakota Community Bank & Trust Na

Hebron, ND
BUY
 -
70
New
$12.8K - $14.5K
70 $13K
Apr 15, 2025 Q1 2025
Paragon Advisors, LLC

BUY
 -
57
+ 4.76%
$10.4K - $11.8K
1.26K $233K
Apr 08, 2025 Q1 2025
Quantum Financial Advisors, LLC

Manhattan Beach, CA
BUY
 -
56
+ 1.49%
$10.2K - $11.6K
3.81K $707K
Apr 11, 2025 Q1 2025
Procyon Advisors, LLC

BUY
 -
43
+ 2.02%
$7.87K - $8.93K
2.18K $404K
Apr 14, 2025 Q1 2025
Wesbanco Bank Inc

BUY
 -
41
+ 0.44%
$7.5K - $8.52K
9.42K $1.75M
Apr 10, 2025 Q1 2025
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
37
+ 0.81%
$6.77K - $7.69K
4.63K $859K
Apr 07, 2025 Q1 2025
Tompkins Financial Corp

BUY
 -
35
+ 56.45%
$6.41K - $7.27K
97 $18K
Apr 10, 2025 Q1 2025
Chatham Capital Group, Inc.

BUY
 -
34
+ 0.61%
$6.22K - $7.06K
5.63K $1.04M
Apr 11, 2025 Q1 2025
Snider Financial Group

Bellevue, WA
BUY
 -
34
+ 2.31%
$6.22K - $7.06K
1.51K $280K
Apr 10, 2025 Q1 2025
Key Client Fiduciary Advisors, LLC

BUY
 -
28
+ 1.31%
$5.12K - $5.82K
2.16K $402K
Apr 15, 2025 Q1 2025
Gps Wealth Strategies Group, LLC

BUY
 -
27
+ 1.51%
$4.94K - $5.61K
1.82K $337K
Apr 09, 2025 Q1 2025
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
19
+ 0.38%
$3.48K - $3.95K
5.05K $937K
Apr 14, 2025 Q1 2025
Compass Planning Associates Inc

Greenfield, MA
BUY
 -
19
+ 7.57%
$3.48K - $3.95K
270 $50.1K
Apr 15, 2025 Q1 2025
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
10
+ 0.12%
$1.83K - $2.08K
8.33K $1.55M
Apr 10, 2025 Q1 2025
Romano Brothers And Company

Evanston, IL
BUY
 -
10
+ 0.68%
$1.83K - $2.08K
1.49K $276K
Apr 11, 2025 Q1 2025
Holland Advisory Services, Inc.

BUY
 -
9
+ 0.64%
$1.65K - $1.87K
1.41K $261K
Apr 08, 2025 Q1 2025
Rothschild Investment LLC

Chicago, IL
BUY
 -
9
+ 0.93%
$1.65K - $1.87K
972 $180K
Apr 08, 2025 Q1 2025
Winthrop Advisory Group LLC

BUY
 -
8
+ 0.67%
$1.46K - $1.66K
1.2K $222K
Apr 10, 2025 Q1 2025
Papp L Roy & Associates

BUY
 -
8
+ 0.67%
$1.46K - $1.66K
1.21K $224K
Apr 10, 2025 Q1 2025
Amplius Wealth Advisors, LLC

BUY
 -
7
+ 0.44%
$1.28K - $1.45K
1.59K $295K
Apr 08, 2025 Q1 2025
Ifg Advisors, LLC

BUY
 -
6
+ 0.14%
$1.1K - $1.25K
4.26K $791K
Apr 14, 2025 Q1 2025
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
5
+ 0.76%
$915 - $1.04K
666 $124K
Apr 07, 2025 Q1 2025
Benchmark Wealth Management, LLC

BUY
 -
5
+ 0.27%
$915 - $1.04K
1.84K $341K
Apr 08, 2025 Q1 2025
New Hampshire Trust

Concord, NH
BUY
 -
3
+ 0.16%
$549 - $623
1.86K $345K
Apr 10, 2025 Q1 2025
Freedom Financial Partners LLC

Oakdale, MN
BUY
 -
3
+ 0.26%
$549 - $623
1.17K $216K
Apr 10, 2025 Q1 2025
Lake Street Financial LLC

BUY
 -
1
+ 0.03%
$183 - $208
3.73K $692K
Apr 14, 2025 Q1 2025
Cedar Mountain Advisors, LLC

BUY
 -
0
New
$0 - $0
0 $0
Apr 15, 2025 Q1 2025
Atwood & Palmer Inc

BUY
 -
0
New
$0 - $0
0 $0
Apr 08, 2025 Q1 2025
Conrad Siegel Investment Advisors, Inc.

SELL
 -
-1
- 0.02%
$183 - $208
4.43K $822K
Apr 14, 2025 Q1 2025
Daymark Wealth Partners, LLC

Cincinnati, OH
SELL
 -
-1
- 0.06%
$183 - $208
1.81K $336K
Apr 11, 2025 Q1 2025
Next Level Private LLC

Harrison, NY
SELL
 -
-8
- 0.43%
$1.46K - $1.66K
1.85K $344K
Apr 03, 2025 Q1 2025
Versant Capital Management, Inc

SELL
 -
-9
- 0.37%
$1.65K - $1.87K
2.45K $454K
Apr 08, 2025 Q1 2025
Rooted Wealth Advisors, Inc.

Bourbonnais, IL
SELL
 -
-12
- 0.56%
$2.2K - $2.49K
2.14K $398K
Apr 11, 2025 Q1 2025
Disciplined Investments, LLC

Tulsa, OK
SELL
 -
-15
- 0.34%
$2.75K - $3.12K
4.42K $820K
Apr 11, 2025 Q1 2025
Insight Advisors, LLC

Newtown, PA
SELL
 -
-18
- 0.31%
$3.29K - $3.74K
5.84K $1.08M
Apr 14, 2025 Q1 2025
Rockwood Wealth Management, LLC

New Hope, PA
SELL
 -
-18
- 0.55%
$3.29K - $3.74K
3.24K $601K
Apr 15, 2025 Q1 2025
Sjs Investment Consulting Inc.

Sylvania, OH
SELL
 -
-19
- 5.99%
$3.48K - $3.95K
298 $55.3K
Apr 14, 2025 Q1 2025
Octavia Wealth Advisors, LLC

SELL
 -
-19
- 0.34%
$3.48K - $3.95K
5.51K $1.02M
Apr 10, 2025 Q1 2025
Gilman Hill Asset Management, LLC

SELL
 -
-25
- 1.7%
$4.58K - $5.19K
1.45K $269K

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