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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
238+ 3.01% |
$43.6K - $49.4K
|
8.14K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
234+ 8.95% |
$42.8K - $48.6K
|
2.85K
$569K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
232New |
$42.5K - $48.2K
|
232
$46.3K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
225+ 0.7% |
$41.2K - $46.7K
|
32.4K
$6.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
224+ 203.64% |
$41K - $46.5K
|
334
$66.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Libra Wealth LLC
|
BUY
|
- |
220+ 6.46% |
$40.3K - $45.7K
|
3.63K
$724K
|
|
|
May 12, 2025
Q1 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
217+ 3.1% |
$39.7K - $45.1K
|
7.22K
$1.44M
|
|
|
May 12, 2025
Q1 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
216+ 2.04% |
$39.5K - $44.9K
|
10.8K
$2.16M
|
|
|
Apr 21, 2025
Q1 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
214+ 1.78% |
$39.2K - $44.5K
|
12.3K
$2.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
213+ 10.29% |
$39K - $44.3K
|
2.28K
$456K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
210+ 1.72% |
$38.4K - $43.6K
|
12.4K
$2.49M
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
209+ 40.35% |
$38.3K - $43.4K
|
727
$145K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
208+ 3.84% |
$38.1K - $43.2K
|
5.63K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
208+ 12.86% |
$38.1K - $43.2K
|
1.83K
$365K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
207+ 8.93% |
$37.9K - $43K
|
2.52K
$504K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
205+ 1.13% |
$37.5K - $42.6K
|
18.3K
$3.65M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
204New |
$37.3K - $42.4K
|
204
$40.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
203+ 0.77% |
$37.2K - $42.2K
|
26.5K
$5.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
203+ 0.57% |
$37.2K - $42.2K
|
35.6K
$7.11M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
201+ 4.52% |
$36.8K - $41.8K
|
4.65K
$929K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
200+ 14.44% |
$36.6K - $41.6K
|
1.59K
$317K
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
198+ 0.47% |
$36.2K - $41.1K
|
42K
$8.4M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
198+ 388.24% |
$36.2K - $41.1K
|
249
$49.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
196+ 3.98% |
$35.9K - $40.7K
|
5.13K
$1.02M
|
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
196+ 4.28% |
$35.9K - $40.7K
|
4.77K
$953K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
195+ 8.11% |
$35.7K - $40.5K
|
2.6K
$519K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
193+ 4.31% |
$35.3K - $40.1K
|
4.67K
$933K
|
|
|
Apr 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
192+ 0.41% |
$35.1K - $39.9K
|
47K
$9.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
192+ 3.66% |
$35.1K - $39.9K
|
5.44K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
192+ 7.06% |
$35.1K - $39.9K
|
2.91K
$581K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
192+ 16.24% |
$35.1K - $39.9K
|
1.37K
$274K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
191New |
$35K - $39.7K
|
191
$38.1K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
190+ 15.47% |
$34.8K - $39.5K
|
1.42K
$283K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
188+ 0.49% |
$34.4K - $39.1K
|
38.3K
$7.65M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
185+ 1.31% |
$33.9K - $38.4K
|
14.3K
$2.85M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
185+ 2.55% |
$33.9K - $38.4K
|
7.43K
$1.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
180+ 1.73% |
$32.9K - $37.4K
|
10.6K
$2.11M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
180+ 2.43% |
$32.9K - $37.4K
|
7.58K
$1.51M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
179+ 2.67% |
$32.8K - $37.2K
|
6.88K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
176+ 2.64% |
$32.2K - $36.6K
|
6.85K
$1.37M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
175+ 87.5% |
$32K - $36.4K
|
375
$74.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
173+ 13.7% |
$31.7K - $35.9K
|
1.44K
$287K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
172+ 5.07% |
$31.5K - $35.7K
|
3.57K
$712K
|
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
BUY
|
- |
168+ 0.14% |
$30.7K - $34.9K
|
124K
$24.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
165+ 1.68% |
$30.2K - $34.3K
|
9.99K
$1.99M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
165+ 1.81% |
$30.2K - $34.3K
|
9.29K
$1.86M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
164+ 2.86% |
$30K - $34.1K
|
5.9K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
164+ 1.86% |
$30K - $34.1K
|
9K
$1.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
162+ 0.92% |
$29.6K - $33.7K
|
17.8K
$3.56M
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
162+ 5.51% |
$29.6K - $33.7K
|
3.1K
$620K
|