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 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-3.12K- 6.14% |
$571K - $648K
|
47.6K
$9.05M
|
|
|
May 14, 2025
Q1 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-3.16K- 13.16% |
$578K - $656K
|
20.8K
$3.96M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-3.22K- 30.55% |
$590K - $669K
|
7.32K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-3.23K- 23.29% |
$591K - $671K
|
10.6K
$2.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.27K- 4.38% |
$598K - $679K
|
71.2K
$13.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-3.3K- 23.34% |
$604K - $686K
|
10.8K
$2.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.3K- 56.08% |
$604K - $686K
|
2.59K
$491K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.46K- 20.38% |
$633K - $718K
|
13.5K
$2.56M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.49K- 0.98% |
$639K - $725K
|
351K
$66.6M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-3.5K- 24.81% |
$641K - $727K
|
10.6K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.65K- 43.5% |
$667K - $757K
|
4.74K
$899K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.67K- 16.42% |
$672K - $763K
|
18.7K
$3.55M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-3.71K- 10.42% |
$678K - $770K
|
31.9K
$6.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.8K- 11.27% |
$695K - $789K
|
29.9K
$5.68M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.89K- 17.76% |
$712K - $808K
|
18K
$3.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-4.11K- 9.28% |
$752K - $853K
|
40.2K
$7.63M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.14K- 29.66% |
$758K - $861K
|
9.82K
$1.87M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-4.39K- 56.5% |
$803K - $911K
|
3.38K
$641K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-4.43K- 2.11% |
$811K - $920K
|
205K
$39M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.51K- 10.27% |
$825K - $936K
|
39.4K
$7.48M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.57K- 1.38% |
$837K - $950K
|
327K
$62.1M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.76K- 2.75% |
$871K - $989K
|
168K
$31.9M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-4.78K- 6.91% |
$875K - $993K
|
64.4K
$12.2M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-4.93K- 44.87% |
$902K - $1.02M
|
6.06K
$1.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-5.14K- 2.31% |
$941K - $1.07M
|
217K
$41.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.34K- 13.82% |
$978K - $1.11M
|
33.3K
$6.33M
|
|
|
May 14, 2025
Q1 2025
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-5.45K- 89.14% |
$997K - $1.13M
|
664
$126K
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-5.49K- 64.52% |
$1M - $1.14M
|
3.02K
$573K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5.55K- 40.22% |
$1.02M - $1.15M
|
8.24K
$1.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.79K- 62.49% |
$1.06M - $1.2M
|
3.48K
$660K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-5.82K- 47.18% |
$1.07M - $1.21M
|
6.52K
$1.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-5.88K- 37.14% |
$1.08M - $1.22M
|
9.94K
$1.89M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.88K- 13.9% |
$1.08M - $1.22M
|
36.4K
$6.92M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-6K- 51.46% |
$1.1M - $1.25M
|
5.66K
$1.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-6.1K- 78.54% |
$1.12M - $1.27M
|
1.67K
$317K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-6.13K- 3.11% |
$1.12M - $1.27M
|
191K
$36.3M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.39KClosed |
$1.17M - $1.33M
|
0
$0
|
|
|
Apr 09, 2025
Q1 2025
|
Jb Global.Com LLC
New York, NY |
SELL
|
- |
-6.95K- 8.67% |
$1.27M - $1.44M
|
73.2K
$13.9M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.36K- 25.24% |
$1.35M - $1.53M
|
21.8K
$4.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.37K- 54.18% |
$1.35M - $1.53M
|
6.23K
$1.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.58K- 8.76% |
$1.39M - $1.58M
|
79K
$15M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-7.67K- 11.49% |
$1.4M - $1.59M
|
59.1K
$11.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-7.82K- 7.67% |
$1.43M - $1.63M
|
94.1K
$17.9M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.91K- 2.41% |
$1.45M - $1.64M
|
320K
$60.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-8.1K- 57.16% |
$1.48M - $1.68M
|
6.07K
$1.15M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-8.15K- 24.78% |
$1.49M - $1.69M
|
24.7K
$4.7M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-8.23K- 51.69% |
$1.51M - $1.71M
|
7.69K
$1.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-8.82K- 12.22% |
$1.61M - $1.83M
|
63.3K
$12M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-8.86K- 3.84% |
$1.62M - $1.84M
|
222K
$42.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-8.9K- 44.61% |
$1.63M - $1.85M
|
11.1K
$2.1M
|