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 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-56- 62.92% |
$9.11K - $11K
|
33
$6.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-58- 1.03% |
$9.44K - $11.4K
|
5.55K
$1.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-58- 0.39% |
$9.44K - $11.4K
|
14.7K
$3.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Tfo Tdc, LLC
|
SELL
|
- |
-58- 2.12% |
$9.44K - $11.4K
|
2.68K
$560K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-60- 5.18% |
$9.77K - $11.7K
|
1.1K
$230K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-60- 2.36% |
$9.77K - $11.7K
|
2.49K
$519K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-62- 83.78% |
$10.1K - $12.1K
|
12
$2.51K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-63- 3.87% |
$10.3K - $12.3K
|
1.56K
$327K
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-63- 2.91% |
$10.3K - $12.3K
|
2.1K
$439K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-63- 1.09% |
$10.3K - $12.3K
|
5.7K
$1.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-63- 3.63% |
$10.3K - $12.3K
|
1.67K
$350K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-67- 0.18% |
$10.9K - $13.1K
|
37.4K
$7.82M
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-69- 4.58% |
$11.2K - $13.5K
|
1.44K
$301K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-70- 2.86% |
$11.4K - $13.7K
|
2.38K
$497K
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-70- 1.95% |
$11.4K - $13.7K
|
3.53K
$737K
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-70- 1.7% |
$11.4K - $13.7K
|
4.04K
$844K
|
|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
SELL
|
- |
-70- 3.47% |
$11.4K - $13.7K
|
1.95K
$407K
|
|
|
Jul 24, 2025
Q2 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-73- 2.04% |
$11.9K - $14.3K
|
3.5K
$732K
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-73- 3.01% |
$11.9K - $14.3K
|
2.35K
$492K
|
|
|
Aug 04, 2025
Q2 2025
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-73- 0.2% |
$11.9K - $14.3K
|
36.9K
$7.71M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-74- 1.01% |
$12K - $14.5K
|
7.24K
$1.51M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-75- 57.69% |
$12.2K - $14.7K
|
55
$11.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-76- 4.18% |
$12.4K - $14.9K
|
1.74K
$365K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-76- 25.76% |
$12.4K - $14.9K
|
219
$45.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-78- 1.29% |
$12.7K - $15.3K
|
5.99K
$1.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
SELL
|
- |
-78- 1.36% |
$12.7K - $15.3K
|
5.67K
$1.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-79- 2.44% |
$12.9K - $15.5K
|
3.16K
$660K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-79- 2.19% |
$12.9K - $15.5K
|
3.53K
$738K
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-81- 2.61% |
$13.2K - $15.9K
|
3.02K
$632K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-81- 2.84% |
$13.2K - $15.9K
|
2.77K
$579K
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-83- 1.82% |
$13.5K - $16.2K
|
4.48K
$936K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-86- 44.56% |
$14K - $16.8K
|
107
$22.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-88- 1.88% |
$14.3K - $17.2K
|
4.59K
$959K
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-89- 0.62% |
$14.5K - $17.4K
|
14.2K
$2.96M
|
|
|
Jul 14, 2025
Q2 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-91- 2.06% |
$14.8K - $17.8K
|
4.34K
$907K
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-92- 6.08% |
$15K - $18K
|
1.42K
$297K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-92- 4.7% |
$15K - $18K
|
1.87K
$390K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-93- 0.65% |
$15.1K - $18.2K
|
14.3K
$2.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-93- 7.6% |
$15.1K - $18.2K
|
1.13K
$236K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-94- 5.17% |
$15.3K - $18.4K
|
1.72K
$360K
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-95- 2.72% |
$15.5K - $18.6K
|
3.4K
$711K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-99- 7.49% |
$16.1K - $19.4K
|
1.22K
$255K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-100- 6.91% |
$16.3K - $19.6K
|
1.35K
$282K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-100- 17.89% |
$16.3K - $19.6K
|
459
$96K
|
|
|
Jul 23, 2025
Q2 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-100- 0.73% |
$16.3K - $19.6K
|
13.6K
$2.83M
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-100- 8.47% |
$16.3K - $19.6K
|
1.08K
$226K
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-100- 2.3% |
$16.3K - $19.6K
|
4.25K
$889K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-102- 1.4% |
$16.6K - $20K
|
7.21K
$1.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-102- 7.74% |
$16.6K - $20K
|
1.22K
$254K
|
|
|
Jul 25, 2025
Q2 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-102- 7.54% |
$16.6K - $20K
|
1.25K
$262K
|