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 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-626- 2.15% |
$102K - $123K
|
28.6K
$6.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-630- 2.78% |
$103K - $123K
|
22K
$4.64M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-633- 2.25% |
$103K - $124K
|
27.5K
$5.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-642- 16.73% |
$104K - $126K
|
3.2K
$674K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-648- 9.31% |
$105K - $127K
|
6.31K
$1.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-650- 6.49% |
$106K - $127K
|
9.37K
$1.98M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-651- 3.38% |
$106K - $127K
|
18.6K
$3.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-654- 9.73% |
$106K - $128K
|
6.07K
$1.28M
|
|
|
Aug 05, 2025
Q2 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-659- 17.84% |
$107K - $129K
|
3.03K
$640K
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-662- 7.09% |
$108K - $130K
|
8.67K
$1.83M
|
|
|
Aug 05, 2025
Q2 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-671- 8.43% |
$109K - $131K
|
7.29K
$1.54M
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-671- 33.55% |
$109K - $131K
|
1.33K
$280K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-686- 6.06% |
$112K - $134K
|
10.6K
$2.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-690- 2.08% |
$112K - $135K
|
32.4K
$6.84M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-696- 19.69% |
$113K - $136K
|
2.84K
$599K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-709- 31.69% |
$115K - $139K
|
1.53K
$322K
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-717- 1.85% |
$117K - $140K
|
38.1K
$8.04M
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-718- 3.95% |
$117K - $141K
|
17.4K
$3.68M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-719- 18.31% |
$117K - $141K
|
3.21K
$676K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-723- 5.07% |
$118K - $142K
|
13.5K
$2.85M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-729- 11.58% |
$119K - $143K
|
5.56K
$1.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-743- 13.08% |
$121K - $145K
|
4.94K
$1.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-743- 1.56% |
$121K - $145K
|
47K
$9.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-745- 23.33% |
$121K - $146K
|
2.45K
$516K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-747- 4.31% |
$122K - $146K
|
16.6K
$3.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-752- 26.21% |
$122K - $147K
|
2.12K
$447K
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-755- 19.94% |
$123K - $148K
|
3.03K
$639K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-763- 0.81% |
$124K - $149K
|
92.9K
$19.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-770- 8.8% |
$125K - $151K
|
7.98K
$1.68M
|
|
|
Aug 11, 2025
Q2 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-774- 2.75% |
$126K - $152K
|
27.3K
$5.76M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-785- 10.17% |
$128K - $154K
|
6.94K
$1.46M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-787- 9.55% |
$128K - $154K
|
7.46K
$1.57M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-795- 19.26% |
$129K - $156K
|
3.33K
$703K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-822- 32.61% |
$134K - $161K
|
1.7K
$358K
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-832- 35.02% |
$135K - $163K
|
1.54K
$326K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-836- 4.24% |
$136K - $164K
|
18.9K
$3.99M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-841- 2.14% |
$137K - $165K
|
38.4K
$8.1M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-863- 50.17% |
$140K - $169K
|
857
$181K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-910- 15.15% |
$148K - $178K
|
5.1K
$1.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-918- 9.35% |
$149K - $180K
|
8.9K
$1.88M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-920- 8.63% |
$150K - $180K
|
9.74K
$2.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-942- 17.37% |
$153K - $184K
|
4.48K
$945K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-953- 0.68% |
$155K - $187K
|
140K
$29.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-954- 5.81% |
$155K - $187K
|
15.5K
$3.26M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-956- 1.58% |
$156K - $187K
|
59.5K
$12.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-965- 7.78% |
$157K - $189K
|
11.4K
$2.41M
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
SELL
|
- |
-975- 25.9% |
$159K - $191K
|
2.79K
$589K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-988- 76.53% |
$161K - $193K
|
303
$63.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1K- 39.06% |
$163K - $196K
|
1.56K
$329K
|
|
|
Jul 31, 2025
Q2 2025
|
Future You Wealth LLC
New York, NY |
SELL
|
- |
-1.01K- 5.9% |
$164K - $197K
|
16.1K
$3.39M
|