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 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
14.3KNew |
$2.61M - $2.96M
|
14.3K
$2.71M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
14.1K+ 4.79% |
$2.58M - $2.93M
|
309K
$58.6M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
14.1K+ 27.07% |
$2.58M - $2.93M
|
66.1K
$12.6M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13.9K+ 91.65% |
$2.55M - $2.9M
|
29.1K
$5.53M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
13.4K+ 4.83% |
$2.45M - $2.79M
|
291K
$55.3M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
13.4K+ 1.76% |
$2.45M - $2.78M
|
775K
$147M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
13K+ 14.08% |
$2.38M - $2.7M
|
105K
$20M
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
12KNew |
$2.2M - $2.49M
|
12K
$2.28M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
11.9K+ 11871.0% |
$2.17M - $2.47M
|
12K
$2.27M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.7K+ 2.47% |
$2.14M - $2.43M
|
485K
$92.2M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
11.2KNew |
$2.05M - $2.33M
|
11.2K
$2.13M
|
|
|
May 02, 2025
Q1 2025
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
BUY
|
- |
10.5KNew |
$1.93M - $2.19M
|
10.5K
$2M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
10.3KNew |
$1.88M - $2.13M
|
10.3K
$1.95M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.1K+ 140.92% |
$1.84M - $2.09M
|
17.2K
$3.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.96KNew |
$1.82M - $2.07M
|
9.96K
$1.89M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
9.7KNew |
$1.78M - $2.02M
|
9.7K
$1.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
9.67KNew |
$1.77M - $2.01M
|
9.67K
$1.84M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.64K+ 19.83% |
$1.76M - $2M
|
58.2K
$11.1M
|
|
|
May 09, 2025
Q1 2025
|
Performa LTD (Us), LLC
|
BUY
|
- |
9.61K+ 16.18% |
$1.76M - $2M
|
69K
$13.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
9.32K+ 3.17% |
$1.71M - $1.94M
|
303K
$57.6M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
9.27K+ 3.92% |
$1.7M - $1.93M
|
246K
$46.7M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
8.68K+ 6.79% |
$1.59M - $1.8M
|
136K
$25.9M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
8.67K+ 6.31% |
$1.59M - $1.8M
|
146K
$27.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
8.39K+ 30.49% |
$1.54M - $1.74M
|
35.9K
$6.82M
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
8.34K+ 20.5% |
$1.53M - $1.73M
|
49K
$9.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
8.24K+ 2.85% |
$1.51M - $1.71M
|
297K
$56.5M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
7.86K+ 426.64% |
$1.44M - $1.63M
|
9.71K
$1.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
7.49K+ 9.66% |
$1.37M - $1.56M
|
85K
$16.1M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.31K+ 6.31% |
$1.34M - $1.52M
|
123K
$23.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.23K+ 4.06% |
$1.32M - $1.5M
|
185K
$35.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
7.11K+ 21.06% |
$1.3M - $1.48M
|
40.9K
$7.76M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
7.11K+ 39.93% |
$1.3M - $1.48M
|
24.9K
$4.73M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.07K+ 5.3% |
$1.29M - $1.47M
|
141K
$26.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
6.95K+ 39.01% |
$1.27M - $1.44M
|
24.7K
$4.7M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.91K+ 101.81% |
$1.26M - $1.43M
|
13.7K
$2.6M
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
6.87K+ 5.28% |
$1.26M - $1.43M
|
137K
$26M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.66K+ 2.11% |
$1.22M - $1.38M
|
323K
$61.3M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.66K+ 0.84% |
$1.22M - $1.38M
|
798K
$152M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
6.6K+ 5.6% |
$1.21M - $1.37M
|
124K
$23.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.59KNew |
$1.21M - $1.37M
|
6.59K
$1.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
6.55K+ 9.49% |
$1.2M - $1.36M
|
75.7K
$14.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
6.43KNew |
$1.18M - $1.34M
|
6.43K
$1.22M
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
6.42K+ 30.55% |
$1.17M - $1.33M
|
27.4K
$5.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
6.4KNew |
$1.17M - $1.33M
|
6.4K
$1.22M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
6.32K+ 464.41% |
$1.16M - $1.31M
|
7.68K
$1.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
6.23K+ 10.1% |
$1.14M - $1.3M
|
67.9K
$12.9M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
6.2KNew |
$1.13M - $1.29M
|
6.2K
$1.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
6.15K+ 4.87% |
$1.13M - $1.28M
|
132K
$25.1M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.11K+ 65.82% |
$1.12M - $1.27M
|
15.4K
$2.93M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
5.96K+ 11.46% |
$1.09M - $1.24M
|
57.9K
$11M
|