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
|
Burney CO
Reston, VA |
SELL
|
- |
-396- 21.91% |
$64.5K - $77.5K
|
1.41K
$298K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-400- 2.62% |
$65.1K - $78.3K
|
14.9K
$3.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-401- 1.91% |
$65.3K - $78.5K
|
20.6K
$4.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-407- 4.31% |
$66.2K - $79.7K
|
9.03K
$1.91M
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-409- 0.24% |
$66.6K - $80.1K
|
168K
$35.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-422- 12.62% |
$68.7K - $82.6K
|
2.92K
$616K
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-426- 25.54% |
$69.3K - $83.4K
|
1.24K
$262K
|
|
|
Aug 07, 2025
Q2 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-427- 2.05% |
$69.5K - $83.6K
|
20.4K
$4.31M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-429- 30.25% |
$69.8K - $84K
|
989
$209K
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-430- 3.69% |
$70K - $84.2K
|
11.2K
$2.37M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-430- 27.16% |
$70K - $84.2K
|
1.15K
$243K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-440- 7.99% |
$71.6K - $86.1K
|
5.07K
$1.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-441- 1.36% |
$71.8K - $86.3K
|
32.1K
$6.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-442- 3.63% |
$71.9K - $86.5K
|
11.7K
$2.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-452- 0.92% |
$73.6K - $88.5K
|
48.7K
$10.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-454- 4.35% |
$73.9K - $88.9K
|
9.99K
$2.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-457- 1.95% |
$74.4K - $89.5K
|
22.9K
$4.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-459- 20.55% |
$74.7K - $89.9K
|
1.78K
$374K
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-460- 15.15% |
$74.9K - $90.1K
|
2.58K
$543K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-470- 0.68% |
$76.5K - $92K
|
68.3K
$14.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-480- 5.53% |
$78.1K - $94K
|
8.2K
$1.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-485- 10.24% |
$78.9K - $94.9K
|
4.25K
$896K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-486- 4.64% |
$79.1K - $95.1K
|
9.99K
$2.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-490- 5.48% |
$79.8K - $95.9K
|
8.45K
$1.78M
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-491- 2.71% |
$79.9K - $96.1K
|
17.6K
$3.71M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-500- 5.93% |
$81.4K - $97.9K
|
7.93K
$1.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-503- 3.63% |
$81.9K - $98.5K
|
13.3K
$2.81M
|
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-507- 6.91% |
$82.5K - $99.3K
|
6.83K
$1.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-510- 6.12% |
$83K - $99.8K
|
7.82K
$1.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-511- 26.44% |
$83.2K - $100K
|
1.42K
$300K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-517- 9.89% |
$84.1K - $101K
|
4.71K
$994K
|
|
|
Jul 21, 2025
Q2 2025
|
Ervin Investment Management, LLC
|
SELL
|
- |
-528- 2.17% |
$85.9K - $103K
|
23.8K
$5.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-540- 20.29% |
$87.9K - $106K
|
2.12K
$448K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-544- 1.38% |
$88.5K - $106K
|
38.8K
$8.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-553- 33.97% |
$90K - $108K
|
1.08K
$227K
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-566- 0.21% |
$92.1K - $111K
|
268K
$56.5M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-568- 10.0% |
$92.4K - $111K
|
5.11K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-573- 29.55% |
$93.3K - $112K
|
1.37K
$288K
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-573- 17.46% |
$93.3K - $112K
|
2.71K
$571K
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-575- 5.03% |
$93.6K - $113K
|
10.9K
$2.29M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-578- 4.84% |
$94.1K - $113K
|
11.4K
$2.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-578- 1.82% |
$94.1K - $113K
|
31.2K
$6.58M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-587- 3.89% |
$95.5K - $115K
|
14.5K
$3.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-587- 6.05% |
$95.5K - $115K
|
9.12K
$1.92M
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-592- 1.43% |
$96.4K - $116K
|
40.7K
$8.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-593- 2.47% |
$96.5K - $116K
|
23.4K
$4.93M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-600- 0.84% |
$97.7K - $117K
|
70.6K
$14.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-600- 1.43% |
$97.7K - $117K
|
41.4K
$8.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-600- 22.14% |
$97.7K - $117K
|
2.11K
$445K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-618- 8.14% |
$101K - $121K
|
6.98K
$1.47M
|