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 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-202- 0.34% |
$32.9K - $39.5K
|
58.9K
$11.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-207- 3.77% |
$33.7K - $40.5K
|
5.28K
$1.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-216- 3.59% |
$35.2K - $42.3K
|
5.8K
$1.16M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-231- 5.48% |
$37.6K - $45.2K
|
3.99K
$797K
|
|
|
Jul 15, 2025
Q2 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-245- 5.11% |
$39.9K - $48K
|
4.55K
$908K
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-254- 6.24% |
$41.3K - $49.7K
|
3.82K
$763K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-273- 4.53% |
$44.4K - $53.4K
|
5.76K
$1.15M
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-275- 1.08% |
$44.8K - $53.8K
|
25.2K
$5.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-276- 8.45% |
$44.9K - $54K
|
2.99K
$597K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-280- 8.51% |
$45.6K - $54.8K
|
3.01K
$601K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-282- 11.17% |
$45.9K - $55.2K
|
2.24K
$448K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-291- 7.72% |
$47.4K - $57K
|
3.48K
$695K
|
|
|
Jul 15, 2025
Q2 2025
|
Gpwm LLC
|
SELL
|
- |
-303- 0.93% |
$49.3K - $59.3K
|
32.4K
$6.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-318- 6.63% |
$51.8K - $62.3K
|
4.48K
$895K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-351- 4.31% |
$57.1K - $68.7K
|
7.8K
$1.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-352- 1.0% |
$57.3K - $68.9K
|
34.9K
$6.98M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-362- 21.28% |
$58.9K - $70.9K
|
1.34K
$267K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-381- 2.15% |
$62K - $74.6K
|
17.3K
$3.46M
|
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-391- 6.37% |
$63.6K - $76.5K
|
5.74K
$1.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-430- 3.69% |
$70K - $84.2K
|
11.2K
$2.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-440- 7.99% |
$71.6K - $86.1K
|
5.07K
$1.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-442- 3.63% |
$71.9K - $86.5K
|
11.7K
$2.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-454- 4.35% |
$73.9K - $88.9K
|
9.99K
$2M
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-480- 5.53% |
$78.1K - $94K
|
8.2K
$1.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-500- 5.93% |
$81.4K - $97.9K
|
7.93K
$1.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-510- 6.12% |
$83K - $99.8K
|
7.82K
$1.56M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-544- 1.38% |
$88.5K - $106K
|
38.8K
$7.75M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-568- 10.0% |
$92.4K - $111K
|
5.11K
$1.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-578- 4.84% |
$94.1K - $113K
|
11.4K
$2.27M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-587- 3.89% |
$95.5K - $115K
|
14.5K
$2.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-593- 2.47% |
$96.5K - $116K
|
23.4K
$4.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-618- 8.14% |
$101K - $121K
|
6.98K
$1.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-723- 5.07% |
$118K - $142K
|
13.5K
$2.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-743- 13.08% |
$121K - $145K
|
4.94K
$986K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-747- 4.31% |
$122K - $146K
|
16.6K
$3.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-763- 0.81% |
$124K - $149K
|
92.9K
$18.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-795- 19.26% |
$129K - $156K
|
3.33K
$666K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.01K- 20.54% |
$165K - $198K
|
3.91K
$781K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.07K- 6.55% |
$174K - $210K
|
15.3K
$3.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-1.17K- 28.72% |
$190K - $229K
|
2.9K
$580K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-1.32K- 0.64% |
$215K - $259K
|
204K
$40.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-1.51K- 3.08% |
$246K - $296K
|
47.6K
$9.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-1.52K- 7.27% |
$248K - $298K
|
19.4K
$3.88M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-1.53K- 8.65% |
$249K - $300K
|
16.2K
$3.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.83K- 3.85% |
$298K - $359K
|
45.8K
$9.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.99K- 1.88% |
$323K - $389K
|
104K
$20.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2.09K- 90.02% |
$341K - $410K
|
232
$46.3K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-2.22K- 27.64% |
$362K - $435K
|
5.82K
$1.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-2.46K- 4.19% |
$400K - $481K
|
56.2K
$11.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-2.48K- 5.59% |
$404K - $486K
|
42K
$8.38M
|