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
|
Riversedge Advisors, LLC
|
SELL
|
- |
-2.51K- 19.74% |
$408K - $491K
|
10.2K
$2.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2.71K- 1.15% |
$441K - $530K
|
232K
$46.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-2.85K- 24.68% |
$464K - $559K
|
8.71K
$1.74M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.88K- 8.13% |
$469K - $565K
|
32.6K
$6.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Tenret CO LLC
|
SELL
|
- |
-3.11K- 12.03% |
$505K - $608K
|
22.7K
$4.53M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.14K- 0.36% |
$511K - $615K
|
874K
$174M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.2K- 24.76% |
$521K - $626K
|
9.72K
$1.94M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.24K- 57.24% |
$527K - $634K
|
2.42K
$483K
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-3.31K- 11.49% |
$538K - $647K
|
25.5K
$5.09M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-3.44K- 56.62% |
$559K - $673K
|
2.63K
$526K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-3.53K- 3.53% |
$575K - $692K
|
96.6K
$19.3M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-3.94K- 2.88% |
$642K - $772K
|
133K
$26.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-4.17K- 16.87% |
$679K - $817K
|
20.6K
$4.11M
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-4.98K- 37.03% |
$810K - $974K
|
8.46K
$1.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-5.67K- 6.02% |
$922K - $1.11M
|
88.5K
$17.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-7.83K- 19.5% |
$1.27M - $1.53M
|
32.3K
$6.46M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-10.1K- 34.27% |
$1.65M - $1.98M
|
19.4K
$3.88M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-16.2K- 23.05% |
$2.64M - $3.17M
|
54.1K
$10.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-20.1K- 61.32% |
$3.27M - $3.94M
|
12.7K
$2.53M
|
|
|
Jul 02, 2025
Q2 2025
|
Jb Global.Com LLC
New York, NY |
SELL
|
- |
-20.8K- 28.47% |
$3.39M - $4.08M
|
52.4K
$10.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-21K- 26.56% |
$3.42M - $4.11M
|
58K
$11.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-28K- 57.16% |
$4.56M - $5.48M
|
21K
$4.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-30.1K- 38.12% |
$4.89M - $5.89M
|
48.8K
$9.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-38.5K- 64.41% |
$6.26M - $7.53M
|
21.3K
$4.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-42K- 30.0% |
$6.83M - $8.21M
|
97.9K
$19.5M
|