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 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-9.76K- 2.52% |
$1.79M - $2.03M
|
377K
$71.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-9.98K- 12.02% |
$1.83M - $2.07M
|
73.1K
$13.9M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.3K- 20.35% |
$1.88M - $2.14M
|
40.3K
$7.65M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-10.3K- 17.24% |
$1.88M - $2.14M
|
49.4K
$9.38M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-10.9K- 3.89% |
$1.99M - $2.26M
|
269K
$51M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-11.3K- 15.31% |
$2.07M - $2.35M
|
62.6K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-12.7K- 8.32% |
$2.33M - $2.65M
|
140K
$26.7M
|
|
|
May 01, 2025
Q1 2025
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-12.9K- 10.06% |
$2.36M - $2.68M
|
115K
$21.9M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-13.2K- 40.41% |
$2.41M - $2.74M
|
19.5K
$3.69M
|
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-13.5K- 13.76% |
$2.47M - $2.8M
|
84.5K
$16.1M
|
|
|
May 07, 2025
Q1 2025
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-13.5K- 21.57% |
$2.47M - $2.81M
|
49.1K
$9.33M
|
|
|
May 05, 2025
Q1 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-13.6K- 65.14% |
$2.5M - $2.83M
|
7.3K
$1.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-14.7K- 5.75% |
$2.7M - $3.06M
|
242K
$45.9M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-15.2K- 1.54% |
$2.78M - $3.15M
|
968K
$184M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-18K- 11.15% |
$3.3M - $3.74M
|
144K
$27.3M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-18.7K- 4.43% |
$3.42M - $3.88M
|
403K
$76.5M
|
|
|
Apr 04, 2025
Q1 2025
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-21.6K- 75.45% |
$3.95M - $4.49M
|
7.03K
$1.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-22K- 40.25% |
$4.02M - $4.57M
|
32.6K
$6.2M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-22.1K- 10.72% |
$4.04M - $4.59M
|
184K
$34.9M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-22.4K- 8.45% |
$4.1M - $4.66M
|
243K
$46.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-27.5K- 28.13% |
$5.04M - $5.72M
|
70.3K
$13.4M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-30K- 3.64% |
$5.48M - $6.23M
|
792K
$150M
|
|
|
May 15, 2025
Q1 2025
|
Brandes Investment Partners, LP
La Jolla, CA |
SELL
|
- |
-30.2K- 50.99% |
$5.52M - $6.27M
|
29K
$5.51M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-33.4K- 55.29% |
$6.11M - $6.93M
|
27K
$5.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-35.3K- 24.77% |
$6.46M - $7.33M
|
107K
$20.3M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-39.1K- 99.46% |
$7.16M - $8.12M
|
211
$40.1K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-40.1K- 80.29% |
$7.33M - $8.33M
|
9.84K
$1.87M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-40.3K- 51.49% |
$7.38M - $8.38M
|
38K
$7.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-40.8K- 22.54% |
$7.48M - $8.49M
|
140K
$26.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-43K- 53.6% |
$7.87M - $8.93M
|
37.2K
$7.07M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-51.6K- 3.0% |
$9.45M - $10.7M
|
1.67M
$317M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-79.4K- 99.76% |
$14.5M - $16.5M
|
193
$36.7K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-101K- 44.22% |
$18.5M - $21M
|
128K
$24.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-104K- 99.46% |
$19M - $21.6M
|
560
$106K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-105K- 5.58% |
$19.2M - $21.8M
|
1.77M
$337M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-114K- 98.88% |
$20.9M - $23.7M
|
1.29K
$245K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-116K- 63.2% |
$21.2M - $24M
|
67.4K
$12.8M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-117K- 22.21% |
$21.5M - $24.4M
|
411K
$78.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-131K- 99.96% |
$23.9M - $27.2M
|
46
$8.74K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-194K- 5.46% |
$35.5M - $40.2M
|
3.35M
$637M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-209K- 30.06% |
$38.2M - $43.4M
|
486K
$92.3M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.26M- 52.33% |
$230M - $261M
|
1.14M
$217M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.45M- 7.87% |
$266M - $302M
|
17M
$3.23B
|