Purchases and Sales Made in Q2 2025 in Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.38K+ 74.13% |
$225K - $271K
|
3.25K
$649K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.28KNew |
$208K - $251K
|
1.28K
$256K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.22K+ 2.66% |
$198K - $238K
|
46.9K
$9.37M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
1.15KNew |
$187K - $225K
|
1.15K
$229K
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.12KNew |
$182K - $219K
|
1.12K
$223K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.1KNew |
$180K - $216K
|
1.1K
$220K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.1KNew |
$179K - $215K
|
1.1K
$220K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.07KNew |
$174K - $209K
|
1.07K
$213K
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
1.04KNew |
$169K - $203K
|
1.04K
$208K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.04KNew |
$168K - $203K
|
1.04K
$207K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.03K+ 6.32% |
$167K - $201K
|
17.3K
$3.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1KNew |
$163K - $196K
|
1K
$200K
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
956+ 37.77% |
$156K - $187K
|
3.49K
$696K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
891+ 3.66% |
$145K - $174K
|
25.3K
$5.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
791+ 3.89% |
$129K - $155K
|
21.1K
$4.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
744+ 2.8% |
$121K - $146K
|
27.3K
$5.45M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
727+ 1.15% |
$118K - $142K
|
64.1K
$12.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
714+ 6.99% |
$116K - $140K
|
10.9K
$2.18M
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
688+ 46.74% |
$112K - $135K
|
2.16K
$431K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
685+ 1.81% |
$111K - $134K
|
38.5K
$7.68M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
611+ 3.83% |
$99.4K - $120K
|
16.5K
$3.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
598+ 2.54% |
$97.3K - $117K
|
24.2K
$4.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
597+ 12.9% |
$97.2K - $117K
|
5.23K
$1.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
554+ 158.29% |
$90.2K - $108K
|
904
$181K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
502+ 3.9% |
$81.7K - $98.3K
|
13.4K
$2.67M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
465+ 10.97% |
$75.7K - $91K
|
4.71K
$940K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
418+ 5.14% |
$68K - $81.8K
|
8.56K
$1.71M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
413+ 19.7% |
$67.2K - $80.9K
|
2.51K
$501K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
396+ 11.12% |
$64.5K - $77.5K
|
3.96K
$791K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
BUY
|
- |
391+ 1.67% |
$63.6K - $76.5K
|
23.8K
$4.75M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
387+ 14.51% |
$63K - $75.8K
|
3.05K
$610K
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
349+ 0.5% |
$56.8K - $68.3K
|
69.6K
$13.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
325+ 1.39% |
$52.9K - $63.6K
|
23.8K
$4.74M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
318+ 5.39% |
$51.8K - $62.3K
|
6.21K
$1.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
303+ 13.93% |
$49.3K - $59.3K
|
2.48K
$495K
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
281+ 7.47% |
$45.7K - $55K
|
4.04K
$807K
|
|
|
Jul 16, 2025
Q2 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
278+ 12.7% |
$45.2K - $54.4K
|
2.47K
$493K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
276+ 1.58% |
$44.9K - $54K
|
17.8K
$3.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
261+ 22.33% |
$42.5K - $51.1K
|
1.43K
$286K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
258+ 9.92% |
$42K - $50.5K
|
2.86K
$571K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
250New |
$40.7K - $48.9K
|
250
$49.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
236+ 11.01% |
$38.4K - $46.2K
|
2.38K
$475K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
229+ 1.92% |
$37.3K - $44.8K
|
12.2K
$2.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
229+ 1.52% |
$37.3K - $44.8K
|
15.3K
$3.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
211+ 3.2% |
$34.3K - $41.3K
|
6.8K
$1.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
210+ 6.96% |
$34.2K - $41.1K
|
3.23K
$645K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
208+ 70.27% |
$33.9K - $40.7K
|
504
$101K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
199+ 2.0% |
$32.4K - $39K
|
10.2K
$2.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
192+ 9.04% |
$31.2K - $37.6K
|
2.32K
$463K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
188+ 2.0% |
$30.6K - $36.8K
|
9.61K
$1.92M
|