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 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-955- 1.47% |
$175K - $198K
|
64K
$12.1M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-958- 7.44% |
$175K - $199K
|
11.9K
$2.25M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-964- 4.29% |
$176K - $200K
|
21.5K
$4.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-975- 0.69% |
$178K - $203K
|
140K
$26.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-977- 2.31% |
$179K - $203K
|
41.3K
$7.81M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-983- 9.1% |
$180K - $204K
|
9.81K
$1.85M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-986- 31.11% |
$180K - $205K
|
2.18K
$413K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-995- 53.73% |
$182K - $207K
|
857
$162K
|
|
|
Apr 29, 2025
Q1 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-997- 2.75% |
$182K - $207K
|
35.3K
$6.67M
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-1.02K- 7.25% |
$187K - $212K
|
13K
$2.46M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-1.03K- 7.88% |
$188K - $214K
|
12K
$2.27M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.03K- 6.02% |
$189K - $214K
|
16.1K
$3.04M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-1.07K- 2.77% |
$195K - $222K
|
37.5K
$7.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-1.07K- 3.16% |
$196K - $222K
|
32.8K
$6.2M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.07K- 0.84% |
$196K - $223K
|
127K
$24M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.08K- 3.6% |
$197K - $223K
|
28.8K
$5.44M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.09K- 33.66% |
$200K - $227K
|
2.16K
$407K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.12K- 2.77% |
$205K - $232K
|
39.2K
$7.42M
|
|
|
May 13, 2025
Q1 2025
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-1.14K- 3.24% |
$208K - $236K
|
33.9K
$6.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.15K- 6.55% |
$210K - $238K
|
16.4K
$3.09M
|
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-1.15K- 42.76% |
$210K - $239K
|
1.54K
$291K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.15K- 12.98% |
$211K - $239K
|
7.72K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.16K- 4.58% |
$213K - $241K
|
24.2K
$4.58M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.18K- 4.98% |
$216K - $245K
|
22.5K
$4.25M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.2K- 37.44% |
$219K - $249K
|
2K
$378K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-1.22K- 12.43% |
$223K - $253K
|
8.58K
$1.62M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.23K- 22.91% |
$225K - $255K
|
4.13K
$780K
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1.24K- 7.64% |
$227K - $258K
|
15K
$2.84M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.26K- 8.23% |
$230K - $261K
|
14K
$2.64M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.27K- 1.34% |
$232K - $263K
|
93.4K
$17.6M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1.31K- 13.48% |
$239K - $272K
|
8.39K
$1.59M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.31K- 7.39% |
$240K - $273K
|
16.4K
$3.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-1.33K- 10.23% |
$243K - $276K
|
11.7K
$2.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-1.34K- 2.77% |
$245K - $278K
|
47K
$8.87M
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-1.37K- 38.31% |
$250K - $284K
|
2.2K
$416K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.38K- 2.87% |
$253K - $287K
|
46.6K
$8.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.39K- 7.11% |
$254K - $289K
|
18.2K
$3.43M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.4K- 28.22% |
$256K - $291K
|
3.56K
$673K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.41K- 3.06% |
$259K - $294K
|
44.8K
$8.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.44K- 46.01% |
$264K - $300K
|
1.69K
$320K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
SELL
|
- |
-1.46K- 56.65% |
$267K - $303K
|
1.12K
$211K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-1.47K- 8.12% |
$269K - $305K
|
16.6K
$3.14M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.47K- 0.26% |
$270K - $306K
|
568K
$107M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.5K- 2.05% |
$274K - $311K
|
71.6K
$13.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.5K- 5.98% |
$275K - $312K
|
23.6K
$4.46M
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-1.5K- 26.75% |
$275K - $312K
|
4.12K
$778K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.5K- 1.32% |
$275K - $312K
|
113K
$21.3M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.51K- 3.68% |
$275K - $313K
|
39.4K
$7.44M
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1.53K- 10.73% |
$279K - $317K
|
12.7K
$2.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.53K- 2.73% |
$280K - $318K
|
54.5K
$10.3M
|