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 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
184+ 4.49% |
$29.9K - $36K
|
4.28K
$854K
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
181+ 11.7% |
$29.5K - $35.4K
|
1.73K
$345K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
165+ 4.63% |
$26.9K - $32.3K
|
3.73K
$745K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
164+ 3.25% |
$26.7K - $32.1K
|
5.21K
$1.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
155+ 1.25% |
$25.2K - $30.3K
|
12.6K
$2.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
155+ 2.15% |
$25.2K - $30.3K
|
7.37K
$1.47M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
144+ 2.05% |
$23.4K - $28.2K
|
7.17K
$1.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
138+ 0.77% |
$22.5K - $27K
|
18K
$3.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
130+ 2.54% |
$21.2K - $25.5K
|
5.26K
$1.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
128+ 1.18% |
$20.8K - $25.1K
|
11K
$2.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
121+ 3.18% |
$19.7K - $23.7K
|
3.93K
$785K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
121+ 1.79% |
$19.7K - $23.7K
|
6.9K
$1.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
120+ 1.75% |
$19.5K - $23.5K
|
6.97K
$1.39M
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
115+ 1.36% |
$18.7K - $22.5K
|
8.55K
$1.71M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
101+ 1.69% |
$16.4K - $19.8K
|
6.09K
$1.22M
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
86+ 3.54% |
$14K - $16.8K
|
2.51K
$502K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
77+ 3.77% |
$12.5K - $15.1K
|
2.12K
$423K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
70+ 4.87% |
$11.4K - $13.7K
|
1.51K
$301K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
54+ 3.35% |
$8.79K - $10.6K
|
1.67K
$333K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
50+ 4.49% |
$8.14K - $9.79K
|
1.16K
$232K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
46+ 17.69% |
$7.49K - $9.01K
|
306
$61.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
42+ 0.5% |
$6.84K - $8.22K
|
8.4K
$1.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
40+ 0.26% |
$6.51K - $7.83K
|
15.4K
$3.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
33+ 5.89% |
$5.37K - $6.46K
|
593
$118K
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
31+ 2.09% |
$5.05K - $6.07K
|
1.51K
$302K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
31New |
$5.05K - $6.07K
|
31
$6.19K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
29+ 1.5% |
$4.72K - $5.68K
|
1.97K
$392K
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
BUY
|
- |
25+ 0.41% |
$4.07K - $4.89K
|
6.16K
$1.23M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
21+ 0.14% |
$3.42K - $4.11K
|
15K
$3M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
21+ 1.08% |
$3.42K - $4.11K
|
1.96K
$391K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
19+ 0.08% |
$3.09K - $3.72K
|
23.2K
$4.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
19+ 0.04% |
$3.09K - $3.72K
|
53.7K
$10.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
15+ 0.89% |
$2.44K - $2.94K
|
1.69K
$338K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
13+ 0.23% |
$2.12K - $2.55K
|
5.71K
$1.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
10New |
$1.63K - $1.96K
|
10
$2K
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
9+ 0.04% |
$1.46K - $1.76K
|
24.5K
$4.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
7+ 0.09% |
$1.14K - $1.37K
|
7.51K
$1.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
6+ 0.14% |
$977 - $1.17K
|
4.44K
$886K
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
5+ 0.12% |
$814 - $979
|
4.05K
$810K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
5+ 0.27% |
$814 - $979
|
1.83K
$366K
|
|
|
Jul 10, 2025
Q2 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
1+ 0.09% |
$163 - $196
|
1.1K
$219K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-1- 0.08% |
$163 - $196
|
1.28K
$256K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-3- 0.08% |
$488 - $587
|
3.93K
$785K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-3- 0.02% |
$488 - $587
|
17.8K
$3.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-3- 1.17% |
$488 - $587
|
253
$50.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-5- 4.46% |
$814 - $979
|
107
$21.4K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-6- 0.22% |
$977 - $1.17K
|
2.78K
$556K
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-7- 0.06% |
$1.14K - $1.37K
|
12.3K
$2.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-12- 13.95% |
$1.95K - $2.35K
|
74
$14.8K
|