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 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-861- 17.45% |
$158K - $179K
|
4.07K
$756K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-945- 6.81% |
$173K - $196K
|
12.9K
$2.4M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-1.07K- 2.77% |
$195K - $222K
|
37.5K
$6.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.15K- 6.55% |
$210K - $238K
|
16.4K
$3.04M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.23K- 22.91% |
$225K - $255K
|
4.13K
$766K
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-1.33K- 10.23% |
$243K - $276K
|
11.7K
$2.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.5K- 5.98% |
$275K - $312K
|
23.6K
$4.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.53K- 2.73% |
$280K - $318K
|
54.5K
$10.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-1.64K- 31.46% |
$299K - $340K
|
3.56K
$661K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-1.73K- 4.07% |
$317K - $360K
|
40.8K
$7.57M
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
SELL
|
- |
-1.88K- 11.1% |
$344K - $391K
|
15.1K
$2.79M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2.01K- 7.96% |
$368K - $418K
|
23.2K
$4.31M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.1K- 5.6% |
$385K - $437K
|
35.5K
$6.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-2.26K- 2.1% |
$414K - $470K
|
106K
$19.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.44K- 63.66% |
$446K - $506K
|
1.39K
$258K
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-2.88K- 17.64% |
$527K - $598K
|
13.4K
$2.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-3.12K- 6.14% |
$571K - $648K
|
47.6K
$8.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.8K- 11.27% |
$695K - $789K
|
29.9K
$5.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-4.43K- 2.11% |
$811K - $920K
|
205K
$38.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.51K- 10.27% |
$825K - $936K
|
39.4K
$7.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-5.14K- 2.31% |
$941K - $1.07M
|
217K
$40.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-6K- 51.46% |
$1.1M - $1.25M
|
5.66K
$1.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Jb Global.Com LLC
New York, NY |
SELL
|
- |
-6.95K- 8.67% |
$1.27M - $1.44M
|
73.2K
$13.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-7.82K- 7.67% |
$1.43M - $1.63M
|
94.1K
$17.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-8.1K- 57.16% |
$1.48M - $1.68M
|
6.07K
$1.13M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-8.15K- 24.78% |
$1.49M - $1.69M
|
24.7K
$4.59M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-8.82K- 12.22% |
$1.61M - $1.83M
|
63.3K
$11.8M
|
|
|
Apr 04, 2025
Q1 2025
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-21.6K- 75.45% |
$3.95M - $4.49M
|
7.03K
$1.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-22K- 40.25% |
$4.02M - $4.57M
|
32.6K
$6.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-104K- 99.46% |
$19M - $21.6M
|
560
$104K
|