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 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-26- 0.82% |
$4.23K - $5.09K
|
3.14K
$662K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-27- 1.27% |
$4.39K - $5.29K
|
2.1K
$442K
|
|
|
Aug 05, 2025
Q2 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-27- 0.59% |
$4.39K - $5.29K
|
4.59K
$967K
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-27- 0.9% |
$4.39K - $5.29K
|
2.99K
$630K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-27- 79.41% |
$4.39K - $5.29K
|
7
$1.48K
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-28- 0.89% |
$4.56K - $5.48K
|
3.13K
$660K
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
SELL
|
- |
-29- 1.83% |
$4.72K - $5.68K
|
1.56K
$328K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-29- 2.7% |
$4.72K - $5.68K
|
1.05K
$221K
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-30- 0.31% |
$4.88K - $5.87K
|
9.79K
$2.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-30- 0.59% |
$4.88K - $5.87K
|
5.03K
$1.06M
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-32- 3.76% |
$5.21K - $6.26K
|
818
$173K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-34- 0.33% |
$5.53K - $6.66K
|
10.2K
$2.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-35- 0.23% |
$5.7K - $6.85K
|
14.9K
$3.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-35- 97.22% |
$5.7K - $6.85K
|
1
$211
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-35- 1.45% |
$5.7K - $6.85K
|
2.38K
$501K
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-36- 2.28% |
$5.86K - $7.05K
|
1.54K
$325K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-36- 3.15% |
$5.86K - $7.05K
|
1.11K
$234K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-37- 4.1% |
$6.02K - $7.24K
|
866
$183K
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-38- 2.59% |
$6.18K - $7.44K
|
1.43K
$301K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-38- 0.81% |
$6.18K - $7.44K
|
4.68K
$987K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-38- 0.52% |
$6.18K - $7.44K
|
7.28K
$1.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-39- 8.35% |
$6.35K - $7.64K
|
428
$90.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-40- 1.1% |
$6.51K - $7.83K
|
3.59K
$757K
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-40- 2.78% |
$6.51K - $7.83K
|
1.4K
$295K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-40- 3.7% |
$6.51K - $7.83K
|
1.04K
$219K
|
|
|
Aug 13, 2025
Q2 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-40- 0.43% |
$6.51K - $7.83K
|
9.27K
$1.96M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-41- 0.96% |
$6.67K - $8.03K
|
4.25K
$897K
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-42- 53.16% |
$6.84K - $8.22K
|
37
$7.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-43- 1.99% |
$7K - $8.42K
|
2.12K
$447K
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-43- 2.87% |
$7K - $8.42K
|
1.46K
$307K
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-43- 2.42% |
$7K - $8.42K
|
1.73K
$365K
|
|
|
Aug 12, 2025
Q2 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-43- 0.42% |
$7K - $8.42K
|
10.1K
$2.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-45- 0.73% |
$7.32K - $8.81K
|
6.16K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-45- 15.52% |
$7.32K - $8.81K
|
245
$51.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-45- 2.78% |
$7.32K - $8.81K
|
1.57K
$332K
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-46- 2.42% |
$7.49K - $9.01K
|
1.85K
$391K
|
|
|
Jul 31, 2025
Q2 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-47- 1.83% |
$7.65K - $9.2K
|
2.53K
$533K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-48- 1.24% |
$7.81K - $9.4K
|
3.82K
$806K
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-50- 4.04% |
$8.14K - $9.79K
|
1.19K
$250K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-50- 0.53% |
$8.14K - $9.79K
|
9.45K
$1.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-50- 1.4% |
$8.14K - $9.79K
|
3.52K
$741K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-51- 1.16% |
$8.3K - $9.98K
|
4.33K
$914K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-52- 0.91% |
$8.46K - $10.2K
|
5.65K
$1.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-52- 0.96% |
$8.46K - $10.2K
|
5.35K
$1.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Satovsky Asset Management LLC
|
SELL
|
- |
-52- 4.82% |
$8.46K - $10.2K
|
1.03K
$217K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-53- 96.36% |
$8.63K - $10.4K
|
2
$422
|
|
|
Aug 14, 2025
Q2 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
SELL
|
- |
-53- 3.81% |
$8.63K - $10.4K
|
1.34K
$282K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-55- 0.56% |
$8.95K - $10.8K
|
9.78K
$2.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-56- 3.67% |
$9.11K - $11K
|
1.47K
$310K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-56- 1.32% |
$9.11K - $11K
|
4.2K
$886K
|