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 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
781+ 53.75% |
$143K - $162K
|
2.23K
$424K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
770New |
$141K - $160K
|
770
$146K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
769+ 12.83% |
$141K - $160K
|
6.77K
$1.28M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
757+ 141.76% |
$139K - $157K
|
1.29K
$245K
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
BUY
|
- |
737+ 3.25% |
$135K - $153K
|
23.4K
$4.44M
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
727+ 1.67% |
$133K - $151K
|
44.2K
$8.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
713+ 2.18% |
$130K - $148K
|
33.4K
$6.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
709+ 2.07% |
$130K - $147K
|
35K
$6.65M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
668+ 14.16% |
$122K - $139K
|
5.38K
$1.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
666+ 12.26% |
$122K - $138K
|
6.1K
$1.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
659+ 33.47% |
$121K - $137K
|
2.63K
$499K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
657+ 5.07% |
$120K - $136K
|
13.6K
$2.59M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
655+ 5.26% |
$120K - $136K
|
13.1K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
647+ 12.86% |
$118K - $134K
|
5.68K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
639+ 3.44% |
$117K - $133K
|
19.2K
$3.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
638+ 12.38% |
$117K - $133K
|
5.79K
$1.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
633New |
$116K - $132K
|
633
$120K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
616+ 7.96% |
$113K - $128K
|
8.35K
$1.59M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
616+ 1.9% |
$113K - $128K
|
33.1K
$6.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
614+ 11.22% |
$112K - $128K
|
6.09K
$1.16M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
606+ 1.34% |
$111K - $126K
|
45.7K
$8.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
606+ 5.91% |
$111K - $126K
|
10.9K
$2.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
601+ 15.76% |
$110K - $125K
|
4.42K
$839K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
601+ 0.12% |
$110K - $125K
|
491K
$93.3M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
593+ 27.48% |
$109K - $123K
|
2.75K
$522K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
570+ 0.89% |
$104K - $118K
|
64.6K
$12.3M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
570+ 3.57% |
$104K - $118K
|
16.5K
$3.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
566New |
$104K - $118K
|
566
$108K
|
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
553+ 51.44% |
$101K - $115K
|
1.63K
$309K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
545+ 8.41% |
$99.7K - $113K
|
7.03K
$1.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
545+ 152.23% |
$99.7K - $113K
|
903
$172K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
542+ 13.4% |
$99.2K - $113K
|
4.59K
$871K
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
541+ 4.38% |
$99K - $112K
|
12.9K
$2.45M
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
528+ 3.72% |
$96.6K - $110K
|
14.7K
$2.79M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
525+ 24.38% |
$96.1K - $109K
|
2.68K
$509K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
523+ 50.0% |
$95.7K - $109K
|
1.57K
$298K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
519+ 25.92% |
$95K - $108K
|
2.52K
$479K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
500New |
$91.5K - $104K
|
500
$95K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
482+ 454.72% |
$88.2K - $100K
|
588
$112K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
454+ 2.11% |
$83.1K - $94.3K
|
22K
$4.18M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
451+ 10.21% |
$82.5K - $93.7K
|
4.87K
$925K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
448+ 10.26% |
$82K - $93.1K
|
4.81K
$914K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
440+ 0.59% |
$80.5K - $91.4K
|
74.6K
$14.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
427+ 4.26% |
$78.1K - $88.7K
|
10.4K
$1.98M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
427+ 0.63% |
$78.1K - $88.7K
|
68.2K
$13M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
427+ 0.76% |
$78.1K - $88.7K
|
56.6K
$10.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
422+ 8.84% |
$77.2K - $87.7K
|
5.2K
$987K
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
422+ 14.44% |
$77.2K - $87.7K
|
3.34K
$635K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
421+ 1.14% |
$77.1K - $87.5K
|
37.2K
$7.07M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
418+ 21.52% |
$76.5K - $86.8K
|
2.36K
$448K
|