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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
39+ 0.24% |
$6.35K - $7.64K
|
16.6K
$3.49M
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
35+ 2.79% |
$5.7K - $6.85K
|
1.29K
$272K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
34+ 0.46% |
$5.53K - $6.66K
|
7.35K
$1.55M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
34New |
$5.53K - $6.66K
|
34
$7.17K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
33+ 5.89% |
$5.37K - $6.46K
|
593
$125K
|
|
|
Jul 18, 2025
Q2 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
32+ 0.09% |
$5.21K - $6.26K
|
35.2K
$7.42M
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
32+ 0.22% |
$5.21K - $6.26K
|
14.4K
$3.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
32+ 0.08% |
$5.21K - $6.26K
|
41.1K
$8.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
32+ 1.25% |
$5.21K - $6.26K
|
2.6K
$548K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
31New |
$5.05K - $6.07K
|
31
$6.54K
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
31+ 2.09% |
$5.05K - $6.07K
|
1.51K
$319K
|
|
|
Jul 23, 2025
Q2 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
30+ 0.15% |
$4.88K - $5.87K
|
20.6K
$4.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
29+ 1.5% |
$4.72K - $5.68K
|
1.97K
$414K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
28+ 2.02% |
$4.56K - $5.48K
|
1.42K
$299K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
28+ 0.96% |
$4.56K - $5.48K
|
2.95K
$622K
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
BUY
|
- |
25+ 0.41% |
$4.07K - $4.89K
|
6.16K
$1.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
24+ 0.2% |
$3.91K - $4.7K
|
11.8K
$2.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
24+ 1.25% |
$3.91K - $4.7K
|
1.95K
$410K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
22+ 3.17% |
$3.58K - $4.31K
|
716
$151K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
22+ 0.42% |
$3.58K - $4.31K
|
5.22K
$1.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
21+ 0.14% |
$3.42K - $4.11K
|
15K
$3.17M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
21+ 1.08% |
$3.42K - $4.11K
|
1.96K
$413K
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
20+ 9.76% |
$3.26K - $3.92K
|
225
$47.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
20+ 0.17% |
$3.26K - $3.92K
|
11.7K
$2.47M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
19+ 0.08% |
$3.09K - $3.72K
|
23.2K
$4.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
19+ 0.04% |
$3.09K - $3.72K
|
53.7K
$11.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
19+ 7.04% |
$3.09K - $3.72K
|
289
$61K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
19+ 1900.0% |
$3.09K - $3.72K
|
20
$4.22K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
18+ 1.24% |
$2.93K - $3.52K
|
1.47K
$311K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
16+ 0.4% |
$2.6K - $3.13K
|
4.01K
$846K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
15+ 0.89% |
$2.44K - $2.94K
|
1.69K
$357K
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
15+ 0.14% |
$2.44K - $2.94K
|
10.6K
$2.24M
|
|
|
Aug 07, 2025
Q2 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
15+ 0.12% |
$2.44K - $2.94K
|
12.3K
$2.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
BUY
|
- |
15+ 0.43% |
$2.44K - $2.94K
|
3.52K
$741K
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
14+ 19.44% |
$2.28K - $2.74K
|
86
$18.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
14+ 1.44% |
$2.28K - $2.74K
|
986
$208K
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
14+ 0.21% |
$2.28K - $2.74K
|
6.53K
$1.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
14+ 1.23% |
$2.28K - $2.74K
|
1.15K
$243K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
14+ 0.57% |
$2.28K - $2.74K
|
2.47K
$521K
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
14New |
$2.28K - $2.74K
|
14
$2.95K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
13+ 0.23% |
$2.12K - $2.55K
|
5.71K
$1.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
13+ 0.69% |
$2.12K - $2.55K
|
1.89K
$398K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
13+ 1.03% |
$2.12K - $2.55K
|
1.28K
$270K
|
|
|
Jul 28, 2025
Q2 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
12+ 0.26% |
$1.95K - $2.35K
|
4.64K
$978K
|
|
|
Aug 14, 2025
Q2 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
12+ 32.43% |
$1.95K - $2.35K
|
49
$10.3K
|
|
|
Aug 18, 2025
Q2 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
11+ 0.51% |
$1.79K - $2.15K
|
2.16K
$455K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
10New |
$1.63K - $1.96K
|
10
$2.11K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
10+ 0.6% |
$1.63K - $1.96K
|
1.67K
$353K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
10+ 0.23% |
$1.63K - $1.96K
|
4.3K
$906K
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
10+ 0.56% |
$1.63K - $1.96K
|
1.8K
$379K
|