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 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-252- 3.13% |
$41K - $49.3K
|
7.81K
$1.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-253- 6.09% |
$41.2K - $49.5K
|
3.9K
$822K
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-254- 6.24% |
$41.3K - $49.7K
|
3.82K
$806K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-255- 0.85% |
$41.5K - $49.9K
|
29.9K
$6.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-258- 12.48% |
$42K - $50.5K
|
1.81K
$382K
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-258- 15.25% |
$42K - $50.5K
|
1.43K
$302K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-259- 4.37% |
$42.2K - $50.7K
|
5.67K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-260- 14.76% |
$42.3K - $50.9K
|
1.5K
$317K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-261- 9.56% |
$42.5K - $51.1K
|
2.47K
$521K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-261- 16.63% |
$42.5K - $51.1K
|
1.31K
$276K
|
|
|
Aug 13, 2025
Q2 2025
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-263- 39.61% |
$42.8K - $51.5K
|
401
$84.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-264- 3.66% |
$43K - $51.7K
|
6.95K
$1.47M
|
|
|
Aug 04, 2025
Q2 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-265- 3.56% |
$43.1K - $51.9K
|
7.18K
$1.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-267- 2.52% |
$43.5K - $52.3K
|
10.3K
$2.18M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-268- 0.43% |
$43.6K - $52.5K
|
62.3K
$13.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-273- 4.53% |
$44.4K - $53.4K
|
5.76K
$1.21M
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-275- 1.08% |
$44.8K - $53.8K
|
25.2K
$5.31M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-276- 8.45% |
$44.9K - $54K
|
2.99K
$630K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-278- 1.73% |
$45.2K - $54.4K
|
15.8K
$3.33M
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-278- 10.07% |
$45.2K - $54.4K
|
2.48K
$524K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-280- 8.51% |
$45.6K - $54.8K
|
3.01K
$635K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-280- 4.0% |
$45.6K - $54.8K
|
6.72K
$1.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-282- 11.17% |
$45.9K - $55.2K
|
2.24K
$473K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-283- 29.48% |
$46.1K - $55.4K
|
677
$143K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-291- 7.72% |
$47.4K - $57K
|
3.48K
$734K
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-297- 12.16% |
$48.3K - $58.1K
|
2.15K
$452K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-300- 2.38% |
$48.8K - $58.7K
|
12.3K
$2.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-300- 13.64% |
$48.8K - $58.7K
|
1.9K
$401K
|
|
|
Jul 15, 2025
Q2 2025
|
Gpwm LLC
|
SELL
|
- |
-303- 0.93% |
$49.3K - $59.3K
|
32.4K
$6.83M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-312- 2.45% |
$50.8K - $61.1K
|
12.4K
$2.62M
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-315- 23.49% |
$51.3K - $61.7K
|
1.03K
$216K
|
|
|
Aug 13, 2025
Q2 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-316- 7.86% |
$51.4K - $61.9K
|
3.7K
$781K
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-318- 6.63% |
$51.8K - $62.3K
|
4.48K
$945K
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
SELL
|
- |
-322- 0.87% |
$52.4K - $63K
|
36.8K
$7.76M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-324- 4.0% |
$52.7K - $63.4K
|
7.78K
$1.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
SELL
|
- |
-330- 22.42% |
$53.7K - $64.6K
|
1.14K
$241K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-331- 1.72% |
$53.9K - $64.8K
|
18.9K
$3.98M
|
|
|
Aug 05, 2025
Q2 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-340- 4.53% |
$55.3K - $66.6K
|
7.17K
$1.51M
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-348- 3.84% |
$56.6K - $68.1K
|
8.7K
$1.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-348- 16.45% |
$56.6K - $68.1K
|
1.77K
$373K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-351- 4.31% |
$57.1K - $68.7K
|
7.8K
$1.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-352- 1.0% |
$57.3K - $68.9K
|
34.9K
$7.37M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-354- 14.15% |
$57.6K - $69.3K
|
2.15K
$453K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-362- 21.28% |
$58.9K - $70.9K
|
1.34K
$282K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-376- 7.25% |
$61.2K - $73.6K
|
4.81K
$1.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-378- 18.3% |
$61.5K - $74K
|
1.69K
$356K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-381- 2.15% |
$62K - $74.6K
|
17.3K
$3.65M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-384- 2.82% |
$62.5K - $75.2K
|
13.2K
$2.79M
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-388- 5.37% |
$63.2K - $76K
|
6.83K
$1.44M
|
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-391- 6.37% |
$63.6K - $76.5K
|
5.74K
$1.21M
|