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 30, 2025
Q2 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
117+ 2.45% |
$19K - $22.9K
|
4.89K
$1.03M
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
115+ 1.36% |
$18.7K - $22.5K
|
8.55K
$1.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
106+ 24.48% |
$17.3K - $20.8K
|
539
$114K
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
103+ 4.73% |
$16.8K - $20.2K
|
2.28K
$481K
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
102+ 2.95% |
$16.6K - $20K
|
3.56K
$751K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
101+ 1.69% |
$16.4K - $19.8K
|
6.09K
$1.28M
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
100+ 6.22% |
$16.3K - $19.6K
|
1.71K
$360K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
95New |
$15.5K - $18.6K
|
95
$20K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
94New |
$15.3K - $18.4K
|
94
$19.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
93New |
$15.1K - $18.2K
|
93
$19.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
92+ 6.22% |
$15K - $18K
|
1.57K
$331K
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
86+ 3.54% |
$14K - $16.8K
|
2.51K
$530K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
84+ 0.61% |
$13.7K - $16.4K
|
13.8K
$2.91M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
82+ 3.06% |
$13.3K - $16.1K
|
2.76K
$582K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
81+ 18.58% |
$13.2K - $15.9K
|
517
$109K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
81+ 4.62% |
$13.2K - $15.9K
|
1.83K
$387K
|
|
|
Aug 08, 2025
Q2 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
80+ 0.24% |
$13K - $15.7K
|
33.8K
$7.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
78+ 2.57% |
$12.7K - $15.3K
|
3.12K
$657K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
78New |
$12.7K - $15.3K
|
78
$16.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
77+ 3.77% |
$12.5K - $15.1K
|
2.12K
$447K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
73New |
$11.9K - $14.3K
|
73
$15.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
72+ 0.19% |
$11.7K - $14.1K
|
38.9K
$8.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
70+ 4.87% |
$11.4K - $13.7K
|
1.51K
$318K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
70+ 2.29% |
$11.4K - $13.7K
|
3.13K
$660K
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
70+ 5.05% |
$11.4K - $13.7K
|
1.46K
$307K
|
|
|
Aug 14, 2025
Q2 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
69+ 2.46% |
$11.2K - $13.5K
|
2.87K
$606K
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
68+ 3.82% |
$11.1K - $13.3K
|
1.85K
$389K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
64+ 4.61% |
$10.4K - $12.5K
|
1.45K
$306K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
63+ 2.89% |
$10.3K - $12.3K
|
2.25K
$474K
|
|
|
Aug 13, 2025
Q2 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
63New |
$10.3K - $12.3K
|
63
$13.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
63+ 0.24% |
$10.3K - $12.3K
|
25.8K
$5.44M
|
|
|
Jul 23, 2025
Q2 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
61+ 9.64% |
$9.93K - $11.9K
|
694
$146K
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
60+ 0.97% |
$9.77K - $11.7K
|
6.27K
$1.32M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
58+ 1.67% |
$9.44K - $11.4K
|
3.52K
$743K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
58+ 7.92% |
$9.44K - $11.4K
|
790
$167K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
57+ 0.25% |
$9.28K - $11.2K
|
23.2K
$4.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
57+ 0.25% |
$9.28K - $11.2K
|
22.5K
$4.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
54+ 3.35% |
$8.79K - $10.6K
|
1.67K
$352K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
54+ 1.27% |
$8.79K - $10.6K
|
4.32K
$911K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
50+ 4.49% |
$8.14K - $9.79K
|
1.16K
$245K
|
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
50+ 3.55% |
$8.14K - $9.79K
|
1.46K
$308K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
50+ 0.2% |
$8.14K - $9.79K
|
24.7K
$5.21M
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
47+ 0.47% |
$7.65K - $9.2K
|
10K
$2.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
46+ 17.69% |
$7.49K - $9.01K
|
306
$64.5K
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
45+ 0.11% |
$7.32K - $8.81K
|
40.5K
$8.55M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
42+ 0.5% |
$6.84K - $8.22K
|
8.4K
$1.77M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
41New |
$6.67K - $8.03K
|
41
$8.65K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
40+ 0.26% |
$6.51K - $7.83K
|
15.4K
$3.24M
|
|
|
Aug 04, 2025
Q2 2025
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
40+ 3.63% |
$6.51K - $7.83K
|
1.14K
$241K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
40+ 21.05% |
$6.51K - $7.83K
|
230
$48.5K
|