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 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
86+ 3.54% |
$14K - $16.8K
|
2.51K
$502K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
77+ 3.77% |
$12.5K - $15.1K
|
2.12K
$423K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
70+ 4.87% |
$11.4K - $13.7K
|
1.51K
$301K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
50+ 4.49% |
$8.14K - $9.79K
|
1.16K
$232K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
31New |
$5.05K - $6.07K
|
31
$6.19K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
29+ 1.5% |
$4.72K - $5.68K
|
1.97K
$392K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
21+ 0.14% |
$3.42K - $4.11K
|
15K
$3M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
21+ 1.08% |
$3.42K - $4.11K
|
1.96K
$391K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
19+ 0.08% |
$3.09K - $3.72K
|
23.2K
$4.64M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
7+ 0.09% |
$1.14K - $1.37K
|
7.51K
$1.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
6+ 0.14% |
$977 - $1.17K
|
4.44K
$886K
|
|
|
Jul 10, 2025
Q2 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
1+ 0.09% |
$163 - $196
|
1.1K
$219K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-14- 0.17% |
$2.28K - $2.74K
|
8.31K
$1.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-16- 34.78% |
$2.6K - $3.13K
|
30
$5.99K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-18- 0.41% |
$2.93K - $3.52K
|
4.42K
$882K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-21- 7.98% |
$3.42K - $4.11K
|
242
$48.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-25- 1.35% |
$4.07K - $4.89K
|
1.83K
$365K
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-26- 2.14% |
$4.23K - $5.09K
|
1.19K
$237K
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-28- 0.89% |
$4.56K - $5.48K
|
3.13K
$625K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-40- 1.1% |
$6.51K - $7.83K
|
3.59K
$716K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-43- 1.99% |
$7K - $8.42K
|
2.12K
$424K
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-50- 4.04% |
$8.14K - $9.79K
|
1.19K
$237K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-70- 2.86% |
$11.4K - $13.7K
|
2.38K
$475K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-75- 57.69% |
$12.2K - $14.7K
|
55
$11K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-79- 2.44% |
$12.9K - $15.5K
|
3.16K
$631K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-100- 6.91% |
$16.3K - $19.6K
|
1.35K
$269K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-106- 1.07% |
$17.3K - $20.8K
|
9.82K
$1.96M
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-106- 0.67% |
$17.3K - $20.8K
|
15.8K
$3.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-111- 0.61% |
$18.1K - $21.7K
|
18.2K
$3.63M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-116- 4.76% |
$18.9K - $22.7K
|
2.32K
$463K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-123- 5.9% |
$20K - $24.1K
|
1.96K
$392K
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-140- 1.73% |
$22.8K - $27.4K
|
7.97K
$1.59M
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-149- 0.56% |
$24.3K - $29.2K
|
26.4K
$5.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-150- 3.08% |
$24.4K - $29.4K
|
4.73K
$944K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-150- 14.15% |
$24.4K - $29.4K
|
910
$182K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-202- 0.34% |
$32.9K - $39.5K
|
58.9K
$11.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-207- 3.77% |
$33.7K - $40.5K
|
5.28K
$1.05M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-254- 6.24% |
$41.3K - $49.7K
|
3.82K
$763K
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-275- 1.08% |
$44.8K - $53.8K
|
25.2K
$5.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-276- 8.45% |
$44.9K - $54K
|
2.99K
$597K
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-352- 1.0% |
$57.3K - $68.9K
|
34.9K
$6.98M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-362- 21.28% |
$58.9K - $70.9K
|
1.34K
$267K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-381- 2.15% |
$62K - $74.6K
|
17.3K
$3.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-510- 6.12% |
$83K - $99.8K
|
7.82K
$1.56M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-544- 1.38% |
$88.5K - $106K
|
38.8K
$7.75M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-568- 10.0% |
$92.4K - $111K
|
5.11K
$1.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-723- 5.07% |
$118K - $142K
|
13.5K
$2.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-743- 13.08% |
$121K - $145K
|
4.94K
$986K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-795- 19.26% |
$129K - $156K
|
3.33K
$666K
|