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 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-351- 0.63% |
$64.2K - $72.9K
|
55.3K
$10.5M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-353- 14.19% |
$64.6K - $73.3K
|
2.13K
$403K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-355- 8.96% |
$65K - $73.8K
|
3.61K
$682K
|
|
|
May 02, 2025
Q1 2025
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-356- 0.66% |
$65.2K - $74K
|
53.7K
$10.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-358- 2.36% |
$65.5K - $74.4K
|
14.8K
$2.79M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-364- 0.26% |
$66.6K - $75.6K
|
141K
$26.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-365- 12.48% |
$66.8K - $75.8K
|
2.56K
$484K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-372- 5.58% |
$68.1K - $77.3K
|
6.29K
$1.19M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-372- 28.84% |
$68.1K - $77.3K
|
918
$173K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-373- 1.9% |
$68.3K - $77.5K
|
19.3K
$3.64M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-376- 1.7% |
$68.8K - $78.1K
|
21.7K
$4.11M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-377- 1.53% |
$69K - $78.3K
|
24.2K
$4.58M
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-380- 16.67% |
$69.5K - $78.9K
|
1.9K
$359K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-383- 11.6% |
$70.1K - $79.6K
|
2.92K
$552K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-390- 0.94% |
$71.4K - $81K
|
41K
$7.75M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-406- 2.85% |
$74.3K - $84.3K
|
13.8K
$2.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-410- 0.59% |
$75K - $85.2K
|
68.8K
$13M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-411- 11.22% |
$75.2K - $85.4K
|
3.25K
$615K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-411- 40.9% |
$75.2K - $85.4K
|
594
$112K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-411- 6.12% |
$75.2K - $85.4K
|
6.3K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-411- 86.16% |
$75.2K - $85.4K
|
66
$12.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-418- 9.31% |
$76.5K - $86.8K
|
4.07K
$769K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-419- 7.65% |
$76.7K - $87K
|
5.06K
$956K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-420- 7.21% |
$76.9K - $87.3K
|
5.41K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-421- 10.64% |
$77.1K - $87.5K
|
3.54K
$668K
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
SELL
|
- |
-424- 0.62% |
$77.6K - $88.1K
|
68K
$12.8M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-435- 20.06% |
$79.6K - $90.4K
|
1.73K
$328K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-438- 2.42% |
$80.2K - $91K
|
17.7K
$3.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-438- 10.25% |
$80.2K - $91K
|
3.84K
$725K
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-453- 2.78% |
$82.9K - $94.1K
|
15.9K
$3M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-463- 5.4% |
$84.7K - $96.2K
|
8.11K
$1.53M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-469- 3.16% |
$85.8K - $97.4K
|
14.4K
$2.72M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-473- 2.65% |
$86.6K - $98.3K
|
17.4K
$3.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-475- 3.02% |
$86.9K - $98.7K
|
15.3K
$2.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-479- 8.87% |
$87.7K - $99.5K
|
4.92K
$930K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-482- 5.22% |
$88.2K - $100K
|
8.75K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-490- 2.42% |
$89.7K - $102K
|
19.7K
$3.73M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-494- 5.75% |
$90.4K - $103K
|
8.1K
$1.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-500- 17.69% |
$91.5K - $104K
|
2.33K
$440K
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-504- 6.3% |
$92.2K - $105K
|
7.5K
$1.42M
|
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-510- 7.75% |
$93.3K - $106K
|
6.07K
$1.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-527- 12.18% |
$96.5K - $109K
|
3.8K
$718K
|
|
|
May 08, 2025
Q1 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-532- 5.61% |
$97.4K - $111K
|
8.95K
$1.69M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-544- 5.06% |
$99.6K - $113K
|
10.2K
$1.93M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-544- 99.45% |
$99.6K - $113K
|
3
$567
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-548- 4.54% |
$100K - $114K
|
11.5K
$2.18M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-551- 20.96% |
$101K - $114K
|
2.08K
$393K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-555- 5.46% |
$102K - $115K
|
9.61K
$1.82M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-556- 1.22% |
$102K - $116K
|
45.2K
$8.53M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-557- 1.7% |
$102K - $116K
|
32.3K
$6.1M
|