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
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
184+ 4.49% |
$29.9K - $36K
|
4.28K
$902K
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
181+ 11.7% |
$29.5K - $35.4K
|
1.73K
$365K
|
|
|
Aug 20, 2025
Q2 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
180+ 6.6% |
$29.3K - $35.2K
|
2.91K
$613K
|
|
|
Aug 26, 2025
Q2 2025
|
Zeit Capital LLC
|
BUY
|
- |
180+ 0.75% |
$29.3K - $35.2K
|
24.3K
$5.12M
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
177New |
$28.8K - $34.7K
|
177
$37.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
173+ 7.98% |
$28.2K - $33.9K
|
2.34K
$494K
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
171+ 3.14% |
$27.8K - $33.5K
|
5.62K
$1.18M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
170+ 9.4% |
$27.7K - $33.3K
|
1.98K
$417K
|
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
169+ 0.89% |
$27.5K - $33.1K
|
19.2K
$4.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
168+ 0.53% |
$27.3K - $32.9K
|
31.7K
$6.68M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
165+ 4.63% |
$26.9K - $32.3K
|
3.73K
$787K
|
|
|
Jul 17, 2025
Q2 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
165+ 0.85% |
$26.9K - $32.3K
|
19.5K
$4.12M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
164+ 3.25% |
$26.7K - $32.1K
|
5.21K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
164+ 0.54% |
$26.7K - $32.1K
|
30.6K
$6.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
160+ 8.77% |
$26K - $31.3K
|
1.99K
$419K
|
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
159+ 1.0% |
$25.9K - $31.1K
|
16K
$3.38M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
158+ 1.31% |
$25.7K - $30.9K
|
12.2K
$2.57M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
156New |
$25.4K - $30.5K
|
156
$32.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
155+ 2.15% |
$25.2K - $30.3K
|
7.37K
$1.56M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
155+ 1.25% |
$25.2K - $30.3K
|
12.6K
$2.66M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
155New |
$25.2K - $30.3K
|
155
$32.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
154+ 0.78% |
$25.1K - $30.1K
|
19.8K
$4.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
153+ 3.34% |
$24.9K - $30K
|
4.73K
$997K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
152+ 8.39% |
$24.7K - $29.8K
|
1.96K
$414K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
149+ 6.33% |
$24.3K - $29.2K
|
2.5K
$528K
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
148New |
$24.1K - $29K
|
148
$31.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
146+ 12.21% |
$23.8K - $28.6K
|
1.34K
$283K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
144+ 2.05% |
$23.4K - $28.2K
|
7.17K
$1.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
144+ 3.51% |
$23.4K - $28.2K
|
4.25K
$897K
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
142+ 5.68% |
$23.1K - $27.8K
|
2.64K
$558K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
138+ 0.77% |
$22.5K - $27K
|
18K
$3.81M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
131+ 56.47% |
$21.3K - $25.6K
|
363
$76.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
131+ 6.55% |
$21.3K - $25.6K
|
2.13K
$450K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
130+ 2.54% |
$21.2K - $25.5K
|
5.26K
$1.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
128+ 1.18% |
$20.8K - $25.1K
|
11K
$2.31M
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
127+ 0.37% |
$20.7K - $24.9K
|
34.4K
$7.26M
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
127+ 0.89% |
$20.7K - $24.9K
|
14.4K
$3.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
125New |
$20.3K - $24.5K
|
125
$26.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
124+ 0.07% |
$20.2K - $24.3K
|
171K
$36.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
124+ 15.54% |
$20.2K - $24.3K
|
922
$194K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
123+ 0.33% |
$20K - $24.1K
|
37.6K
$7.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
122+ 7.59% |
$19.9K - $23.9K
|
1.73K
$365K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
122+ 4.19% |
$19.9K - $23.9K
|
3.03K
$640K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
121+ 1.79% |
$19.7K - $23.7K
|
6.9K
$1.45M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
121+ 3.18% |
$19.7K - $23.7K
|
3.93K
$829K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
121+ 2.36% |
$19.7K - $23.7K
|
5.25K
$1.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
120+ 1.75% |
$19.5K - $23.5K
|
6.97K
$1.47M
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
120+ 190.48% |
$19.5K - $23.5K
|
183
$38.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
118+ 137.21% |
$19.2K - $23.1K
|
204
$43K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
118+ 2.18% |
$19.2K - $23.1K
|
5.52K
$1.17M
|