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 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.93K+ 9.0% |
$354K - $401K
|
23.4K
$4.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.89K+ 8.4% |
$345K - $392K
|
24.4K
$4.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.88K+ 15.98% |
$344K - $391K
|
13.6K
$2.59M
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
1.82KNew |
$332K - $377K
|
1.82K
$345K
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
1.8K+ 60.11% |
$330K - $374K
|
4.8K
$911K
|
|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.77K+ 6.86% |
$324K - $368K
|
27.6K
$5.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.77K+ 41.84% |
$323K - $367K
|
5.99K
$1.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.76K+ 2.41% |
$322K - $366K
|
74.9K
$14.2M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
1.75KNew |
$321K - $364K
|
1.75K
$333K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.72K+ 165.26% |
$315K - $358K
|
2.76K
$525K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.72K+ 249.06% |
$315K - $358K
|
2.41K
$458K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.67K+ 6.47% |
$306K - $348K
|
27.5K
$5.23M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
1.63K+ 3.46% |
$298K - $339K
|
48.7K
$9.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.62K+ 1.99% |
$297K - $337K
|
83.3K
$15.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
1.61KNew |
$294K - $334K
|
1.61K
$305K
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.6K+ 11.4% |
$293K - $332K
|
15.6K
$2.97M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.58K+ 4.66% |
$289K - $328K
|
35.4K
$6.72M
|
|
|
May 15, 2025
Q1 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
1.58KNew |
$289K - $328K
|
1.58K
$300K
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.57K+ 8.61% |
$288K - $327K
|
19.8K
$3.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
1.55KNew |
$283K - $321K
|
1.55K
$294K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.55K+ 22.97% |
$283K - $321K
|
8.28K
$1.57M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.54KNew |
$283K - $321K
|
1.54K
$293K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.52K+ 91.33% |
$277K - $315K
|
3.18K
$603K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.5K+ 6.04% |
$275K - $312K
|
26.4K
$5.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1.5KNew |
$274K - $311K
|
1.5K
$285K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
1.49K+ 5.43% |
$273K - $310K
|
29K
$5.5M
|
|
|
May 01, 2025
Q1 2025
|
Zeit Capital LLC
|
BUY
|
- |
1.46K+ 6.43% |
$267K - $303K
|
24.1K
$4.58M
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
1.39KNew |
$255K - $289K
|
1.39K
$264K
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.39K+ 5.52% |
$254K - $289K
|
26.5K
$5.04M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.39KNew |
$254K - $288K
|
1.39K
$263K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
1.38K+ 75.71% |
$253K - $288K
|
3.21K
$610K
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
1.38K+ 10.1% |
$252K - $286K
|
15K
$2.85M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.36KNew |
$248K - $282K
|
1.36K
$258K
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
1.34K+ 2.01% |
$245K - $278K
|
67.9K
$12.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.33KNew |
$244K - $277K
|
1.33K
$253K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
1.33KNew |
$244K - $277K
|
1.33K
$253K
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1.32K+ 68.8% |
$242K - $275K
|
3.25K
$617K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.32K+ 4.85% |
$241K - $274K
|
28.5K
$5.41M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.32K+ 46.67% |
$241K - $274K
|
4.14K
$787K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.3K+ 3.95% |
$239K - $271K
|
34.3K
$6.52M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.3K+ 11.13% |
$237K - $269K
|
12.9K
$2.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
1.3KNew |
$237K - $269K
|
1.3K
$246K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
1.29K+ 4.36% |
$236K - $268K
|
30.8K
$5.85M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.29K+ 28.08% |
$235K - $267K
|
5.86K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.28K+ 80.9% |
$235K - $267K
|
2.87K
$545K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.26K+ 2.34% |
$230K - $262K
|
55.2K
$10.5M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.25K+ 3.38% |
$229K - $260K
|
38.3K
$7.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.25K+ 11.19% |
$229K - $260K
|
12.4K
$2.36M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
1.25K+ 7.17% |
$229K - $260K
|
18.7K
$3.55M
|
|
|
May 13, 2025
Q1 2025
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
1.25K+ 71.43% |
$229K - $260K
|
3K
$570K
|