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 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-14- 0.17% |
$2.28K - $2.74K
|
8.31K
$1.66M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-14- 0.13% |
$2.28K - $2.74K
|
10.6K
$2.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-16- 34.78% |
$2.6K - $3.13K
|
30
$5.99K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-18- 0.41% |
$2.93K - $3.52K
|
4.42K
$882K
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-19- 0.71% |
$3.09K - $3.72K
|
2.65K
$530K
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-20- 0.07% |
$3.26K - $3.92K
|
28.8K
$5.75M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-21- 0.4% |
$3.42K - $4.11K
|
5.24K
$1.05M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-21- 7.98% |
$3.42K - $4.11K
|
242
$48.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-25- 1.7% |
$4.07K - $4.89K
|
1.45K
$289K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-25- 1.35% |
$4.07K - $4.89K
|
1.83K
$365K
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-26- 0.54% |
$4.23K - $5.09K
|
4.78K
$954K
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-26- 2.14% |
$4.23K - $5.09K
|
1.19K
$237K
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-28- 0.89% |
$4.56K - $5.48K
|
3.13K
$625K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-37- 4.1% |
$6.02K - $7.24K
|
866
$173K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-40- 1.1% |
$6.51K - $7.83K
|
3.59K
$716K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-43- 1.99% |
$7K - $8.42K
|
2.12K
$424K
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-43- 2.87% |
$7K - $8.42K
|
1.46K
$291K
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-50- 4.04% |
$8.14K - $9.79K
|
1.19K
$237K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-50- 0.53% |
$8.14K - $9.79K
|
9.45K
$1.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-52- 0.91% |
$8.46K - $10.2K
|
5.65K
$1.13M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-53- 96.36% |
$8.63K - $10.4K
|
2
$399
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-56- 3.67% |
$9.11K - $11K
|
1.47K
$293K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-56- 1.32% |
$9.11K - $11K
|
4.2K
$839K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-58- 1.03% |
$9.44K - $11.4K
|
5.55K
$1.11M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-70- 2.86% |
$11.4K - $13.7K
|
2.38K
$475K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-75- 57.69% |
$12.2K - $14.7K
|
55
$11K
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-76- 4.18% |
$12.4K - $14.9K
|
1.74K
$348K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-79- 2.44% |
$12.9K - $15.5K
|
3.16K
$631K
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-89- 0.62% |
$14.5K - $17.4K
|
14.2K
$2.83M
|
|
|
Jul 14, 2025
Q2 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-91- 2.06% |
$14.8K - $17.8K
|
4.34K
$866K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-100- 6.91% |
$16.3K - $19.6K
|
1.35K
$269K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-100- 17.89% |
$16.3K - $19.6K
|
459
$91.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-102- 1.4% |
$16.6K - $20K
|
7.21K
$1.44M
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-106- 0.67% |
$17.3K - $20.8K
|
15.8K
$3.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-106- 1.07% |
$17.3K - $20.8K
|
9.82K
$1.96M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-111- 0.61% |
$18.1K - $21.7K
|
18.2K
$3.63M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-116- 4.76% |
$18.9K - $22.7K
|
2.32K
$463K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-121- 0.95% |
$19.7K - $23.7K
|
12.6K
$2.52M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-123- 5.9% |
$20K - $24.1K
|
1.96K
$392K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-132- 3.38% |
$21.5K - $25.8K
|
3.77K
$754K
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-140- 1.73% |
$22.8K - $27.4K
|
7.97K
$1.59M
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-149- 0.56% |
$24.3K - $29.2K
|
26.4K
$5.27M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-150- 14.15% |
$24.4K - $29.4K
|
910
$182K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-150- 3.08% |
$24.4K - $29.4K
|
4.73K
$944K
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
SELL
|
- |
-165- 1.59% |
$26.9K - $32.3K
|
10.2K
$2.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-180- 1.25% |
$29.3K - $35.2K
|
14.2K
$2.84M
|
|
|
Jul 15, 2025
Q2 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
SELL
|
- |
-183- 10.91% |
$29.8K - $35.8K
|
1.5K
$299K
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
SELL
|
- |
-185- 7.07% |
$30.1K - $36.2K
|
2.43K
$486K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-186- 8.82% |
$30.3K - $36.4K
|
1.92K
$384K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-198- 2.74% |
$32.2K - $38.8K
|
7.04K
$1.41M
|