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 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-4- 4.4% |
$651 - $783
|
87
$18.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-4- 0.68% |
$651 - $783
|
584
$122K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-5- 4.46% |
$814 - $979
|
107
$22.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-5- 1.31% |
$814 - $979
|
378
$79K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-5- 1.56% |
$814 - $979
|
315
$65.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Bonfire Financial
Colorado Springs, CO |
SELL
|
- |
-5- 0.31% |
$814 - $979
|
1.6K
$334K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-6- 0.22% |
$977 - $1.17K
|
2.78K
$582K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-6- 0.19% |
$977 - $1.17K
|
3.07K
$643K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-6- 0.18% |
$977 - $1.17K
|
3.26K
$681K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6- 0.07% |
$977 - $1.17K
|
8.99K
$1.88M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-7- 0.06% |
$1.14K - $1.37K
|
12.3K
$2.57M
|
|
|
Aug 06, 2025
Q2 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-7- 0.12% |
$1.14K - $1.37K
|
5.86K
$1.22M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-8- 0.09% |
$1.3K - $1.57K
|
8.49K
$1.77M
|
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-8- 0.4% |
$1.3K - $1.57K
|
2.01K
$421K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-9- 0.43% |
$1.46K - $1.76K
|
2.07K
$433K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-9- 0.09% |
$1.46K - $1.76K
|
10.6K
$2.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-10- 0.41% |
$1.63K - $1.96K
|
2.43K
$509K
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-10- 0.65% |
$1.63K - $1.96K
|
1.53K
$321K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-10- 1.03% |
$1.63K - $1.96K
|
958
$200K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-11- 0.29% |
$1.79K - $2.15K
|
3.79K
$792K
|
|
|
Aug 06, 2025
Q2 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-11- 0.74% |
$1.79K - $2.15K
|
1.48K
$310K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-12- 13.95% |
$1.95K - $2.35K
|
74
$15.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-13- 2.58% |
$2.12K - $2.55K
|
490
$102K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-13- 0.7% |
$2.12K - $2.55K
|
1.86K
$388K
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-14- 0.17% |
$2.28K - $2.74K
|
8.31K
$1.74M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-14- 0.13% |
$2.28K - $2.74K
|
10.6K
$2.21M
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-14- 0.1% |
$2.28K - $2.74K
|
13.6K
$2.85M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-14- 0.16% |
$2.28K - $2.74K
|
8.86K
$1.85M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-15- 1.13% |
$2.44K - $2.94K
|
1.32K
$276K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-16- 34.78% |
$2.6K - $3.13K
|
30
$6.27K
|
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-16- 0.61% |
$2.6K - $3.13K
|
2.6K
$544K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-16- 0.51% |
$2.6K - $3.13K
|
3.14K
$657K
|
|
|
Aug 13, 2025
Q2 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-16- 0.98% |
$2.6K - $3.13K
|
1.62K
$339K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-17- 0.31% |
$2.77K - $3.33K
|
5.42K
$1.13M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-18- 0.41% |
$2.93K - $3.52K
|
4.42K
$923K
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-19- 0.71% |
$3.09K - $3.72K
|
2.65K
$555K
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-20- 0.07% |
$3.26K - $3.92K
|
28.8K
$6.02M
|
|
|
Jul 28, 2025
Q2 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-20- 0.56% |
$3.26K - $3.92K
|
3.53K
$738K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-20- 28.57% |
$3.26K - $3.92K
|
50
$10.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-21- 7.98% |
$3.42K - $4.11K
|
242
$50.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-21- 0.4% |
$3.42K - $4.11K
|
5.24K
$1.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-21- 0.76% |
$3.42K - $4.11K
|
2.74K
$573K
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-21- 1.48% |
$3.42K - $4.11K
|
1.4K
$292K
|
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-22- 0.03% |
$3.58K - $4.31K
|
75.4K
$15.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-22- 0.48% |
$3.58K - $4.31K
|
4.57K
$955K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-25- 1.35% |
$4.07K - $4.89K
|
1.83K
$382K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-25- 1.7% |
$4.07K - $4.89K
|
1.45K
$302K
|
|
|
Aug 11, 2025
Q2 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-25- 0.61% |
$4.07K - $4.89K
|
4.09K
$855K
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-26- 2.14% |
$4.23K - $5.09K
|
1.19K
$249K
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-26- 0.54% |
$4.23K - $5.09K
|
4.78K
$999K
|