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 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.56K- 4.81% |
$286K - $325K
|
30.9K
$5.85M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.58K- 12.26% |
$289K - $328K
|
11.3K
$2.14M
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-1.59K- 42.99% |
$290K - $329K
|
2.1K
$397K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.59K- 50.0% |
$291K - $330K
|
1.59K
$300K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.6K- 11.41% |
$292K - $332K
|
12.4K
$2.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.6K- 13.15% |
$293K - $333K
|
10.6K
$2M
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-1.62K- 4.0% |
$296K - $336K
|
38.8K
$7.34M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.62K- 6.18% |
$297K - $337K
|
24.6K
$4.66M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.63K- 26.32% |
$298K - $339K
|
4.56K
$862K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-1.64K- 31.46% |
$299K - $340K
|
3.56K
$673K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-1.73K- 4.07% |
$317K - $360K
|
40.8K
$7.71M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.75K- 8.8% |
$320K - $363K
|
18.1K
$3.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-1.77K- 15.94% |
$324K - $368K
|
9.33K
$1.76M
|
|
|
May 20, 2025
Q1 2025
|
Tenret CO LLC
|
SELL
|
- |
-1.79K- 6.48% |
$327K - $371K
|
25.8K
$4.88M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.81K- 0.43% |
$332K - $377K
|
420K
$79.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.84K- 5.17% |
$336K - $381K
|
33.7K
$6.36M
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
SELL
|
- |
-1.88K- 11.1% |
$344K - $391K
|
15.1K
$2.85M
|
|
|
May 02, 2025
Q1 2025
|
Future You Wealth LLC
New York, NY |
SELL
|
- |
-1.96K- 10.3% |
$359K - $407K
|
17.1K
$3.23M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.99K- 2.36% |
$364K - $413K
|
82.4K
$15.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2.01K- 7.96% |
$368K - $418K
|
23.2K
$4.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.01K- 3.29% |
$368K - $418K
|
59.1K
$11.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.02K- 11.65% |
$369K - $419K
|
15.3K
$2.89M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-2.02K- 27.14% |
$370K - $420K
|
5.42K
$1.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-2.03K- 3.7% |
$371K - $421K
|
52.8K
$9.99M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-2.04K- 36.77% |
$373K - $423K
|
3.5K
$662K
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-2.05K- 20.21% |
$374K - $425K
|
8.08K
$1.53M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.1K- 5.6% |
$385K - $437K
|
35.5K
$6.71M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-2.11K- 7.86% |
$387K - $439K
|
24.8K
$4.69M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-2.12K- 7.01% |
$387K - $440K
|
28.1K
$5.31M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.2K- 42.2% |
$402K - $457K
|
3.01K
$569K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-2.25K- 6.84% |
$411K - $466K
|
30.6K
$5.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-2.26K- 2.1% |
$414K - $470K
|
106K
$19.9M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-2.3K- 2.25% |
$421K - $477K
|
99.7K
$18.9M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.3K- 0.87% |
$421K - $478K
|
263K
$49.7M
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2.34K- 7.12% |
$427K - $485K
|
30.5K
$5.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.44K- 63.66% |
$446K - $506K
|
1.39K
$263K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.47K- 26.06% |
$452K - $513K
|
7K
$1.32M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.51K- 4.62% |
$460K - $522K
|
51.9K
$9.81M
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-2.59K- 17.4% |
$474K - $538K
|
12.3K
$2.32M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2.68K- 8.15% |
$490K - $556K
|
30.2K
$5.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.71K- 2.81% |
$495K - $562K
|
93.6K
$17.7M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.71K- 3.96% |
$495K - $562K
|
65.6K
$12.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-2.71K- 63.23% |
$496K - $563K
|
1.58K
$298K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-2.72K- 50.54% |
$498K - $565K
|
2.66K
$503K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.72K- 19.39% |
$499K - $566K
|
11.3K
$2.14M
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.73K- 45.93% |
$500K - $568K
|
3.22K
$608K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.78K- 10.09% |
$508K - $577K
|
24.7K
$4.68M
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-2.88K- 17.64% |
$527K - $598K
|
13.4K
$2.54M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.97K- 51.93% |
$543K - $616K
|
2.75K
$519K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-3.05K- 1.23% |
$558K - $634K
|
244K
$46.2M
|