Purchases and Sales Made in Q1 2025 in Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
415+ 8.33% |
$76K - $86.2K
|
5.4K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
411+ 0.46% |
$75.2K - $85.4K
|
89.8K
$17.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
405+ 1.2% |
$74.1K - $84.1K
|
34.2K
$6.84M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
401+ 5.18% |
$73.4K - $83.3K
|
8.15K
$1.63M
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
381+ 0.62% |
$69.7K - $79.2K
|
62.3K
$12.4M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
381+ 2.74% |
$69.7K - $79.2K
|
14.3K
$2.85M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
379+ 10.48% |
$69.4K - $78.7K
|
4K
$798K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
378+ 6.72% |
$69.2K - $78.5K
|
6.01K
$1.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
373+ 4.77% |
$68.3K - $77.5K
|
8.2K
$1.64M
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
370+ 2.64% |
$67.7K - $76.9K
|
14.4K
$2.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
366+ 4.7% |
$67K - $76K
|
8.15K
$1.63M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
353+ 1.87% |
$64.6K - $73.3K
|
19.2K
$3.83M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
350+ 32.53% |
$64.1K - $72.7K
|
1.43K
$285K
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
345+ 6.47% |
$63.1K - $71.7K
|
5.68K
$1.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
345New |
$63.1K - $71.7K
|
345
$68.9K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
343+ 0.92% |
$62.8K - $71.3K
|
37.6K
$7.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
340+ 9.81% |
$62.2K - $70.6K
|
3.81K
$760K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
336+ 9.78% |
$61.5K - $69.8K
|
3.77K
$753K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
335+ 6.25% |
$61.3K - $69.6K
|
5.7K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
335+ 2.39% |
$61.3K - $69.6K
|
14.4K
$2.87M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
324+ 6.79% |
$59.3K - $67.3K
|
5.1K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
320New |
$58.6K - $66.5K
|
320
$63.9K
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
316New |
$57.8K - $65.6K
|
316
$63.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
314+ 3.17% |
$57.5K - $65.2K
|
10.2K
$2.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
310+ 0.54% |
$56.7K - $64.4K
|
57.6K
$11.5M
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
310+ 0.11% |
$56.7K - $64.4K
|
283K
$56.5M
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
301+ 2.34% |
$55.1K - $62.5K
|
13.2K
$2.63M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
299+ 16.92% |
$54.7K - $62.1K
|
2.07K
$413K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
297+ 1.25% |
$54.4K - $61.7K
|
24.1K
$4.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
296New |
$54.2K - $61.5K
|
296
$59.1K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
293+ 1.64% |
$53.6K - $60.9K
|
18.2K
$3.63M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
292+ 310.64% |
$53.4K - $60.7K
|
386
$77.1K
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
292+ 0.39% |
$53.4K - $60.7K
|
75.5K
$15.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
291+ 10.08% |
$53.3K - $60.5K
|
3.18K
$635K
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
290+ 1.43% |
$53.1K - $60.2K
|
20.6K
$4.12M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
276+ 10.75% |
$50.5K - $57.3K
|
2.84K
$568K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
275+ 3.62% |
$50.3K - $57.1K
|
7.87K
$1.57M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
274+ 7.72% |
$50.1K - $56.9K
|
3.82K
$764K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
262+ 5.13% |
$48K - $54.4K
|
5.37K
$1.07M
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
258+ 1.61% |
$47.2K - $53.6K
|
16.3K
$3.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
250+ 1.87% |
$45.8K - $51.9K
|
13.6K
$2.72M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
250+ 1.22% |
$45.8K - $51.9K
|
20.8K
$4.16M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
250+ 19.31% |
$45.8K - $51.9K
|
1.55K
$309K
|
|
|
May 02, 2025
Q1 2025
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
249+ 3.34% |
$45.6K - $51.7K
|
7.71K
$1.54M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
248New |
$45.4K - $51.5K
|
248
$49.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
246+ 10.89% |
$45K - $51.1K
|
2.5K
$500K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
246+ 4.2% |
$45K - $51.1K
|
6.1K
$1.22M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
246+ 75.93% |
$45K - $51.1K
|
570
$114K
|
|
|
Apr 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
BUY
|
- |
244+ 1.53% |
$44.7K - $50.7K
|
16.2K
$3.24M
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
244+ 0.1% |
$44.7K - $50.7K
|
238K
$47.6M
|