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 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
3.27K+ 18.42% |
$598K - $679K
|
21K
$3.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
3.24K+ 9.63% |
$594K - $674K
|
36.9K
$6.98M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
3.23K+ 2.19% |
$590K - $670K
|
151K
$28.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.21K+ 8.08% |
$587K - $667K
|
42.9K
$8.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
3.14K+ 37.36% |
$575K - $653K
|
11.6K
$2.18M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
3.03K+ 61.35% |
$554K - $629K
|
7.96K
$1.5M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
3KNew |
$549K - $623K
|
3K
$567K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
2.94K+ 11.69% |
$538K - $611K
|
28.1K
$5.31M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.85K+ 89.0% |
$521K - $591K
|
6.05K
$1.14M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.84K+ 4.98% |
$519K - $589K
|
59.7K
$11.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
2.82K+ 234.83% |
$516K - $585K
|
4.02K
$759K
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
2.74KNew |
$501K - $569K
|
2.74K
$517K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
2.64K+ 0.36% |
$484K - $549K
|
746K
$141M
|
|
|
May 15, 2025
Q1 2025
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
2.59K+ 181.4% |
$473K - $537K
|
4.01K
$758K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
2.58K+ 91.05% |
$473K - $537K
|
5.42K
$1.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
2.53KNew |
$463K - $526K
|
2.53K
$478K
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
2.51KNew |
$460K - $522K
|
2.51K
$475K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.5K+ 21.01% |
$458K - $519K
|
14.4K
$2.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
2.48K+ 9.44% |
$454K - $515K
|
28.7K
$5.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
2.42K+ 33.52% |
$443K - $503K
|
9.64K
$1.82M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
2.41K+ 0.99% |
$440K - $500K
|
245K
$46.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.39K+ 33.99% |
$437K - $496K
|
9.42K
$1.78M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
2.38K+ 11.24% |
$436K - $494K
|
23.6K
$4.45M
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
BUY
|
- |
2.32K+ 4.95% |
$425K - $482K
|
49.1K
$9.29M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
2.32K+ 11.49% |
$425K - $482K
|
22.5K
$4.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
2.31K+ 2.38% |
$423K - $480K
|
99.3K
$18.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.28K+ 129.78% |
$416K - $473K
|
4.03K
$761K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.27K+ 25.35% |
$415K - $471K
|
11.2K
$2.12M
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
2.25K+ 8.62% |
$412K - $467K
|
28.4K
$5.36M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.22K+ 7.65% |
$407K - $462K
|
31.3K
$5.91M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.21K+ 7.46% |
$404K - $459K
|
31.8K
$6.01M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.14KNew |
$391K - $444K
|
2.14K
$404K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
2.12KNew |
$389K - $441K
|
2.12K
$401K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
2.12K+ 11.19% |
$388K - $441K
|
21.1K
$3.98M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2.1K+ 77.33% |
$383K - $435K
|
4.8K
$908K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
2.09K+ 4.87% |
$382K - $434K
|
45K
$8.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
2.07K+ 25.83% |
$379K - $430K
|
10.1K
$1.91M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.07KNew |
$378K - $430K
|
2.07K
$391K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.07K+ 1985.58% |
$378K - $429K
|
2.17K
$410K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.06K+ 5.41% |
$378K - $429K
|
40.2K
$7.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.06KNew |
$377K - $428K
|
2.06K
$389K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.06K+ 27.91% |
$376K - $427K
|
9.42K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.05K+ 7.73% |
$376K - $427K
|
28.6K
$5.41M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
2.05K+ 22.06% |
$376K - $426K
|
11.4K
$2.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
2.05K+ 3.05% |
$375K - $426K
|
69.2K
$13.1M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.04KNew |
$372K - $423K
|
2.04K
$385K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2.02K+ 3157.81% |
$370K - $420K
|
2.09K
$394K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.02K+ 5.16% |
$369K - $419K
|
41.1K
$7.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
2.01K+ 144.6% |
$367K - $417K
|
3.4K
$642K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.99K+ 143.76% |
$365K - $414K
|
3.38K
$639K
|