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 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.92K+ 3.59% |
$1.08M - $1.23M
|
171K
$32.5M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
5.79K+ 45.25% |
$1.06M - $1.2M
|
18.6K
$3.53M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.77K+ 53.75% |
$1.06M - $1.2M
|
16.5K
$3.13M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
5.61KNew |
$1.03M - $1.17M
|
5.61K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.59K+ 18.37% |
$1.02M - $1.16M
|
36K
$6.84M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
5.47K+ 14.46% |
$1M - $1.14M
|
43.3K
$8.22M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
5.41K+ 37.24% |
$990K - $1.12M
|
19.9K
$3.78M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
5.26K+ 309.54% |
$963K - $1.09M
|
6.96K
$1.32M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4.88KNew |
$893K - $1.01M
|
4.88K
$927K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.88K+ 1.51% |
$893K - $1.01M
|
328K
$62.2M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
4.85K+ 54.46% |
$888K - $1.01M
|
13.8K
$2.61M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.84K+ 62.58% |
$885K - $1.01M
|
12.6K
$2.39M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.82K+ 7.79% |
$881K - $1M
|
66.6K
$12.7M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
4.8K+ 13.45% |
$879K - $998K
|
40.5K
$7.69M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
4.78K+ 381.5% |
$876K - $994K
|
6.04K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
4.78K+ 34.74% |
$875K - $993K
|
18.5K
$3.52M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
4.74K+ 19.1% |
$868K - $985K
|
29.6K
$5.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
4.71K+ 5.03% |
$862K - $979K
|
98.4K
$18.7M
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
4.66K+ 4.63% |
$853K - $969K
|
105K
$20M
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4.63K+ 4.41% |
$846K - $961K
|
109K
$20.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
4.59KNew |
$840K - $954K
|
4.59K
$872K
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
4.56K+ 13.35% |
$835K - $948K
|
38.7K
$7.36M
|
|
|
May 12, 2025
Q1 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
4.54K+ 6.64% |
$831K - $943K
|
72.8K
$13.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
4.48KNew |
$820K - $931K
|
4.48K
$851K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.47K+ 1.15% |
$817K - $928K
|
392K
$74.4M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
4.42K+ 1.57% |
$809K - $918K
|
286K
$54.3M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
4.37K+ 20.55% |
$799K - $907K
|
25.6K
$4.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
4.36K+ 39.93% |
$797K - $905K
|
15.3K
$2.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.33K+ 303.22% |
$792K - $900K
|
5.76K
$1.09M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.26K+ 22.73% |
$779K - $884K
|
23K
$4.36M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.25K+ 9.79% |
$778K - $884K
|
47.7K
$9.06M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
4.2K+ 27.02% |
$768K - $872K
|
19.7K
$3.75M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.16K+ 3.41% |
$761K - $864K
|
126K
$24M
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
4.16K+ 2.31% |
$761K - $864K
|
184K
$35M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.07K+ 3.79% |
$745K - $846K
|
111K
$21.2M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
4.06KNew |
$744K - $844K
|
4.06K
$772K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
4.06K+ 16.43% |
$744K - $844K
|
28.8K
$5.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.98K+ 4.14% |
$728K - $827K
|
100K
$19M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
3.9K+ 17.42% |
$713K - $809K
|
26.2K
$4.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.89K+ 18.81% |
$712K - $808K
|
24.6K
$4.67M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
3.8K+ 210.06% |
$696K - $790K
|
5.61K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.79K+ 6.97% |
$693K - $787K
|
58.1K
$11M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.77K+ 14.55% |
$690K - $784K
|
29.7K
$5.64M
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
3.76K+ 40.36% |
$688K - $781K
|
13.1K
$2.48M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.75KNew |
$686K - $778K
|
3.75K
$711K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.63K+ 4.41% |
$665K - $755K
|
86K
$16.3M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.63KNew |
$664K - $754K
|
3.63K
$689K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
3.49K+ 1.51% |
$638K - $725K
|
235K
$44.6M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
3.48K+ 84.75% |
$638K - $724K
|
7.6K
$1.44M
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
3.34KNew |
$611K - $694K
|
3.34K
$634K
|