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 05, 2025
Q2 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-102- 3.69% |
$16.6K - $20K
|
2.66K
$561K
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-103- 1.1% |
$16.8K - $20.2K
|
9.3K
$1.96M
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-104- 4.82% |
$16.9K - $20.4K
|
2.05K
$433K
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-106- 0.67% |
$17.3K - $20.8K
|
15.8K
$3.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-106- 1.07% |
$17.3K - $20.8K
|
9.82K
$2.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
SELL
|
- |
-106- 0.82% |
$17.3K - $20.8K
|
12.8K
$2.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-108- 1.17% |
$17.6K - $21.1K
|
9.1K
$1.92M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-110- 4.26% |
$17.9K - $21.5K
|
2.48K
$522K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-111- 0.61% |
$18.1K - $21.7K
|
18.2K
$3.83M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-111- 0.62% |
$18.1K - $21.7K
|
17.9K
$3.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-111- 0.51% |
$18.1K - $21.7K
|
21.6K
$4.56M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-116- 4.76% |
$18.9K - $22.7K
|
2.32K
$489K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-121- 0.95% |
$19.7K - $23.7K
|
12.6K
$2.66M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-121- 41.58% |
$19.7K - $23.7K
|
170
$35.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-123- 5.9% |
$20K - $24.1K
|
1.96K
$414K
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-124- 5.03% |
$20.2K - $24.3K
|
2.34K
$494K
|
|
|
Aug 08, 2025
Q2 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-124- 2.3% |
$20.2K - $24.3K
|
5.27K
$1.11M
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-125- 6.8% |
$20.3K - $24.5K
|
1.71K
$361K
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-125- 3.27% |
$20.3K - $24.5K
|
3.7K
$780K
|
|
|
Jul 25, 2025
Q2 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
SELL
|
- |
-126- 1.21% |
$20.5K - $24.7K
|
10.3K
$2.17M
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-127- 1.78% |
$20.7K - $24.9K
|
6.99K
$1.47M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-129- 1.68% |
$21K - $25.3K
|
7.55K
$1.59M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-130- 5.32% |
$21.2K - $25.5K
|
2.32K
$488K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-132- 3.38% |
$21.5K - $25.8K
|
3.77K
$796K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-135- 0.61% |
$22K - $26.4K
|
21.8K
$4.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-136- 0.11% |
$22.1K - $26.6K
|
126K
$26.6M
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
SELL
|
- |
-139- 3.53% |
$22.6K - $27.2K
|
3.8K
$802K
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-140- 1.73% |
$22.8K - $27.4K
|
7.97K
$1.68M
|
|
|
Aug 11, 2025
Q2 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-140- 2.75% |
$22.8K - $27.4K
|
4.95K
$1.04M
|
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-142- 0.94% |
$23.1K - $27.8K
|
15K
$3.17M
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-142- 0.68% |
$23.1K - $27.8K
|
20.8K
$4.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-144- 0.78% |
$23.4K - $28.2K
|
18.4K
$3.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-146- 1.76% |
$23.8K - $28.6K
|
8.13K
$1.72M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-148- 0.58% |
$24.1K - $29K
|
25.3K
$5.34M
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-149- 0.56% |
$24.3K - $29.2K
|
26.4K
$5.56M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-149- 2.21% |
$24.3K - $29.2K
|
6.6K
$1.39M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-149- 0.58% |
$24.3K - $29.2K
|
25.6K
$5.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-150- 3.08% |
$24.4K - $29.4K
|
4.73K
$997K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-150- 14.15% |
$24.4K - $29.4K
|
910
$192K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-150- 4.59% |
$24.4K - $29.4K
|
3.12K
$658K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-150- 5.27% |
$24.4K - $29.4K
|
2.69K
$568K
|
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-150- 10.17% |
$24.4K - $29.4K
|
1.33K
$279K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-154- 7.39% |
$25.1K - $30.1K
|
1.93K
$407K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-154- 0.95% |
$25.1K - $30.1K
|
16.1K
$3.4M
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-155- 0.93% |
$25.2K - $30.3K
|
16.5K
$3.47M
|
|
|
Aug 04, 2025
Q2 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-162- 2.22% |
$26.4K - $31.7K
|
7.13K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-164- 3.96% |
$26.7K - $32.1K
|
3.98K
$839K
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
SELL
|
- |
-165- 1.59% |
$26.9K - $32.3K
|
10.2K
$2.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-165- 11.76% |
$26.9K - $32.3K
|
1.24K
$261K
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-167- 97.66% |
$27.2K - $32.7K
|
4
$844
|