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 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-559- 2.12% |
$102K - $116K
|
25.8K
$4.87M
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-559- 2.87% |
$102K - $116K
|
18.9K
$3.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-564- 8.89% |
$103K - $117K
|
5.78K
$1.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-564- 4.13% |
$103K - $117K
|
13.1K
$2.47M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-569- 2.27% |
$104K - $118K
|
24.5K
$4.63M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-581- 6.72% |
$106K - $121K
|
8.06K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-582- 52.01% |
$107K - $121K
|
537
$101K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-586- 13.47% |
$107K - $122K
|
3.77K
$712K
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-589- 5.27% |
$108K - $122K
|
10.6K
$2M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-589- 1.16% |
$108K - $122K
|
50.1K
$9.47M
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-594- 3.77% |
$109K - $123K
|
15.2K
$2.87M
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-596- 8.65% |
$109K - $124K
|
6.3K
$1.19M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-600- 0.77% |
$110K - $125K
|
77.1K
$14.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
SELL
|
- |
-602- 2.5% |
$110K - $125K
|
23.4K
$4.43M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-604- 1.57% |
$111K - $125K
|
37.8K
$7.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-608- 2.62% |
$111K - $126K
|
22.6K
$4.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-609- 3.68% |
$111K - $127K
|
15.9K
$3.01M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-616- 26.2% |
$113K - $128K
|
1.74K
$328K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-634- 5.25% |
$116K - $132K
|
11.4K
$2.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-635- 1.25% |
$116K - $132K
|
50K
$9.46M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-641- 2.96% |
$117K - $133K
|
21K
$3.97M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-643- 10.46% |
$118K - $134K
|
5.51K
$1.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-650- 71.12% |
$119K - $135K
|
264
$49.9K
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-651- 3.64% |
$119K - $135K
|
17.2K
$3.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-660- 16.8% |
$121K - $137K
|
3.27K
$618K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-661- 10.9% |
$121K - $137K
|
5.4K
$1.02M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-675- 2.58% |
$124K - $140K
|
25.5K
$4.81M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-680- 2.36% |
$124K - $141K
|
28.1K
$5.32M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-689- 10.42% |
$126K - $143K
|
5.93K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-689- 8.96% |
$126K - $143K
|
7K
$1.32M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-692- 7.92% |
$127K - $144K
|
8.04K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-702- 1.28% |
$128K - $146K
|
54K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-706- 13.12% |
$129K - $147K
|
4.68K
$883K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-727- 1.74% |
$133K - $151K
|
41K
$7.76M
|
|
|
May 08, 2025
Q1 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-739- 1.54% |
$135K - $154K
|
47.4K
$8.95M
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-746- 9.1% |
$137K - $155K
|
7.45K
$1.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-756- 5.25% |
$138K - $157K
|
13.6K
$2.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-771- 13.65% |
$141K - $160K
|
4.88K
$922K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-776- 12.82% |
$142K - $161K
|
5.28K
$997K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-815- 22.13% |
$149K - $169K
|
2.87K
$542K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-815- 1.3% |
$149K - $169K
|
61.7K
$11.7M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-861- 17.45% |
$158K - $179K
|
4.07K
$770K
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-888- 2.74% |
$163K - $184K
|
31.5K
$5.95M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-897- 18.17% |
$164K - $186K
|
4.04K
$764K
|
|
|
Apr 29, 2025
Q1 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-920- 15.3% |
$168K - $191K
|
5.09K
$962K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-925- 27.95% |
$169K - $192K
|
2.39K
$451K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-934- 4.42% |
$171K - $194K
|
20.2K
$3.82M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-939- 10.9% |
$172K - $195K
|
7.68K
$1.45M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-945- 6.81% |
$173K - $196K
|
12.9K
$2.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-950- 1.9% |
$174K - $197K
|
49.1K
$9.28M
|