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 29, 2025
Q2 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
SELL
|
- |
-168- 10.97% |
$27.3K - $32.9K
|
1.36K
$288K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-169- 2.52% |
$27.5K - $33.1K
|
6.53K
$1.38M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-170- 4.67% |
$27.7K - $33.3K
|
3.47K
$732K
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-171- 7.84% |
$27.8K - $33.5K
|
2.01K
$424K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-173- 36.19% |
$28.2K - $33.9K
|
305
$64.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-174- 1.31% |
$28.3K - $34.1K
|
13.1K
$2.75M
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-175- 2.07% |
$28.5K - $34.3K
|
8.27K
$1.74M
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-175- 0.57% |
$28.5K - $34.3K
|
30.4K
$6.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-177- 0.73% |
$28.8K - $34.7K
|
24.1K
$5.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-178- 0.28% |
$29K - $34.8K
|
63.8K
$13.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-180- 1.25% |
$29.3K - $35.2K
|
14.2K
$3M
|
|
|
Jul 15, 2025
Q2 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
SELL
|
- |
-183- 10.91% |
$29.8K - $35.8K
|
1.5K
$315K
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
SELL
|
- |
-185- 7.07% |
$30.1K - $36.2K
|
2.43K
$513K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-186- 8.82% |
$30.3K - $36.4K
|
1.92K
$405K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-191- 5.49% |
$31.1K - $37.4K
|
3.29K
$693K
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-192- 1.41% |
$31.2K - $37.6K
|
13.4K
$2.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-196- 1.04% |
$31.9K - $38.4K
|
18.7K
$3.95M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-196- 2.08% |
$31.9K - $38.4K
|
9.21K
$1.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-196- 11.31% |
$31.9K - $38.4K
|
1.54K
$324K
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-197- 3.94% |
$32.1K - $38.6K
|
4.81K
$1.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-198- 2.74% |
$32.2K - $38.8K
|
7.04K
$1.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-198- 3.52% |
$32.2K - $38.8K
|
5.43K
$1.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-200- 1.14% |
$32.6K - $39.2K
|
17.4K
$3.67M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-200- 4.95% |
$32.6K - $39.2K
|
3.84K
$810K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-200- 1.15% |
$32.6K - $39.2K
|
17.2K
$3.62M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-202- 0.34% |
$32.9K - $39.5K
|
58.9K
$12.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-204- 8.19% |
$33.2K - $39.9K
|
2.29K
$483K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-206- 5.51% |
$33.5K - $40.3K
|
3.53K
$745K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-207- 3.77% |
$33.7K - $40.5K
|
5.28K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-208- 12.31% |
$33.9K - $40.7K
|
1.48K
$313K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-212- 5.3% |
$34.5K - $41.5K
|
3.79K
$798K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-212- 0.75% |
$34.5K - $41.5K
|
28.2K
$5.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-216- 3.59% |
$35.2K - $42.3K
|
5.8K
$1.22M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-217- 7.89% |
$35.3K - $42.5K
|
2.53K
$535K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-217- 11.78% |
$35.3K - $42.5K
|
1.63K
$343K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-217- 7.49% |
$35.3K - $42.5K
|
2.68K
$566K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-223- 89.56% |
$36.3K - $43.7K
|
26
$5.48K
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-224- 67.07% |
$36.5K - $43.9K
|
110
$23.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-227- 9.76% |
$36.9K - $44.4K
|
2.1K
$443K
|
|
|
Aug 11, 2025
Q2 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-229- 0.51% |
$37.3K - $44.8K
|
44.9K
$9.48M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-231- 5.48% |
$37.6K - $45.2K
|
3.99K
$841K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-232- 8.09% |
$37.8K - $45.4K
|
2.64K
$556K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-238- 0.41% |
$38.7K - $46.6K
|
57.4K
$12.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-239- 5.41% |
$38.9K - $46.8K
|
4.18K
$881K
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-241- 0.46% |
$39.2K - $47.2K
|
51.7K
$10.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-241- 15.18% |
$39.2K - $47.2K
|
1.35K
$284K
|
|
|
Sep 03, 2025
Q2 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-242- 10.69% |
$39.4K - $47.4K
|
2.02K
$427K
|
|
|
Jul 15, 2025
Q2 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-245- 5.11% |
$39.9K - $48K
|
4.55K
$959K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-245- 42.98% |
$39.9K - $48K
|
325
$68.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-250- 16.05% |
$40.7K - $48.9K
|
1.31K
$276K
|