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 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-32- 0.18% |
$5.86K - $6.65K
|
17.9K
$3.32M
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-36- 1.58% |
$6.59K - $7.48K
|
2.24K
$415K
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-44- 1.88% |
$8.05K - $9.14K
|
2.3K
$427K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-45- 1.22% |
$8.24K - $9.35K
|
3.64K
$676K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-47- 0.55% |
$8.6K - $9.76K
|
8.44K
$1.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-50- 0.69% |
$9.15K - $10.4K
|
7.17K
$1.33M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-51- 28.18% |
$9.33K - $10.6K
|
130
$24.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-54- 0.94% |
$9.88K - $11.2K
|
5.68K
$1.05M
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-59- 2.81% |
$10.8K - $12.3K
|
2.04K
$379K
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-60- 3.02% |
$11K - $12.5K
|
1.93K
$357K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-60- 3.16% |
$11K - $12.5K
|
1.84K
$342K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-71- 0.47% |
$13K - $14.8K
|
15.1K
$2.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-83- 1.01% |
$15.2K - $17.2K
|
8.13K
$1.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-88- 5.17% |
$16.1K - $18.3K
|
1.61K
$300K
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-97- 0.74% |
$17.8K - $20.2K
|
13K
$2.42M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-97- 0.97% |
$17.8K - $20.2K
|
9.93K
$1.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-102- 3.13% |
$18.7K - $21.2K
|
3.16K
$586K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-106- 1.07% |
$19.4K - $22K
|
9.82K
$1.82M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-110- 1.52% |
$20.1K - $22.9K
|
7.12K
$1.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-111- 8.04% |
$20.3K - $23.1K
|
1.27K
$236K
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-112- 7.07% |
$20.5K - $23.3K
|
1.47K
$273K
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-117- 2.54% |
$21.4K - $24.3K
|
4.5K
$834K
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-122- 6.16% |
$22.3K - $25.3K
|
1.86K
$345K
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-125- 7.25% |
$22.9K - $26K
|
1.6K
$297K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-157- 3.56% |
$28.7K - $32.6K
|
4.26K
$790K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-160- 2.14% |
$29.3K - $33.2K
|
7.32K
$1.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Ervin Investment Management, LLC
|
SELL
|
- |
-167- 0.68% |
$30.6K - $34.7K
|
24.4K
$4.52M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-168- 11.48% |
$30.7K - $34.9K
|
1.3K
$241K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-170- 6.52% |
$31.1K - $35.3K
|
2.44K
$452K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-179- 2.93% |
$32.8K - $37.2K
|
5.93K
$1.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-206- 3.31% |
$37.7K - $42.8K
|
6.01K
$1.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-250- 7.93% |
$45.8K - $51.9K
|
2.9K
$539K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-268- 13.16% |
$49K - $55.7K
|
1.77K
$328K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-272- 2.24% |
$49.8K - $56.5K
|
11.9K
$2.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-300- 7.64% |
$54.9K - $62.3K
|
3.63K
$673K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-333- 85.82% |
$60.9K - $69.2K
|
55
$10.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-342- 6.17% |
$62.6K - $71.1K
|
5.2K
$965K
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-351- 0.63% |
$64.2K - $72.9K
|
55.3K
$10.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-373- 1.9% |
$68.3K - $77.5K
|
19.3K
$3.58M
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-418- 9.31% |
$76.5K - $86.8K
|
4.07K
$755K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-438- 2.42% |
$80.2K - $91K
|
17.7K
$3.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-469- 3.16% |
$85.8K - $97.4K
|
14.4K
$2.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-475- 3.02% |
$86.9K - $98.7K
|
15.3K
$2.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-500- 17.69% |
$91.5K - $104K
|
2.33K
$432K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-548- 4.54% |
$100K - $114K
|
11.5K
$2.14M
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-596- 8.65% |
$109K - $124K
|
6.3K
$1.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
SELL
|
- |
-602- 2.5% |
$110K - $125K
|
23.4K
$4.35M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-604- 1.57% |
$111K - $125K
|
37.8K
$7.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-609- 3.68% |
$111K - $127K
|
15.9K
$2.96M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-650- 71.12% |
$119K - $135K
|
264
$49K
|