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 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.01K- 39.77% |
$164K - $197K
|
1.53K
$322K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.01K- 20.54% |
$165K - $198K
|
3.91K
$825K
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.01K- 30.97% |
$165K - $198K
|
2.26K
$476K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.02K- 38.72% |
$166K - $199K
|
1.61K
$340K
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.04K- 25.33% |
$169K - $204K
|
3.07K
$647K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.07K- 6.55% |
$174K - $210K
|
15.3K
$3.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-1.13K- 18.86% |
$185K - $222K
|
4.88K
$1.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.14K- 34.89% |
$185K - $222K
|
2.12K
$447K
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-1.14K- 8.73% |
$186K - $223K
|
11.9K
$2.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.14K- 14.87% |
$186K - $224K
|
6.55K
$1.38M
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
SELL
|
- |
-1.15K- 25.61% |
$187K - $225K
|
3.34K
$703K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.16K- 14.23% |
$189K - $227K
|
6.99K
$1.47M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-1.17K- 8.11% |
$190K - $228K
|
13.2K
$2.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-1.17K- 28.72% |
$190K - $229K
|
2.9K
$612K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-1.18K- 8.97% |
$191K - $230K
|
11.9K
$2.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.2K- 10.53% |
$195K - $234K
|
10.2K
$2.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.2K- 50.85% |
$195K - $235K
|
1.16K
$245K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.24K- 45.17% |
$202K - $243K
|
1.51K
$317K
|
|
|
Aug 12, 2025
Q2 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-1.24K- 38.67% |
$202K - $243K
|
1.97K
$416K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.25K- 35.14% |
$204K - $245K
|
2.31K
$487K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-1.26K- 27.91% |
$204K - $246K
|
3.24K
$684K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.29K- 8.44% |
$210K - $253K
|
14K
$2.95M
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.31K- 6.93% |
$214K - $257K
|
17.6K
$3.72M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-1.32K- 0.64% |
$215K - $259K
|
204K
$43M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-1.35K- 6.39% |
$219K - $264K
|
19.7K
$4.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-1.36K- 7.64% |
$222K - $267K
|
16.5K
$3.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.39K- 4.86% |
$226K - $272K
|
27.2K
$5.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.45K- 25.11% |
$235K - $283K
|
4.31K
$909K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.47K- 13.0% |
$238K - $287K
|
9.8K
$2.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-1.47K- 14.75% |
$239K - $287K
|
8.48K
$1.79M
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-1.48K- 6.46% |
$241K - $290K
|
21.5K
$4.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-1.51K- 3.08% |
$246K - $296K
|
47.6K
$10M
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-1.52K- 8.59% |
$247K - $298K
|
16.2K
$3.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-1.52K- 7.27% |
$248K - $298K
|
19.4K
$4.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-1.53K- 8.65% |
$249K - $300K
|
16.2K
$3.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.67K- 74.99% |
$272K - $327K
|
557
$117K
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.73K- 24.69% |
$281K - $338K
|
5.27K
$1.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.77K- 32.67% |
$287K - $346K
|
3.64K
$767K
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.77K- 9.08% |
$288K - $346K
|
17.7K
$3.73M
|
|
|
Aug 05, 2025
Q2 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-1.8K- 0.64% |
$293K - $352K
|
281K
$59.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.83K- 13.1% |
$298K - $359K
|
12.2K
$2.56M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.83K- 3.85% |
$298K - $359K
|
45.8K
$9.66M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.85K- 14.84% |
$300K - $361K
|
10.6K
$2.23M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-1.89K- 9.74% |
$308K - $370K
|
17.5K
$3.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.91K- 20.54% |
$311K - $374K
|
7.38K
$1.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-1.93K- 33.33% |
$314K - $377K
|
3.86K
$813K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.99K- 1.88% |
$323K - $389K
|
104K
$21.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-2K- 6.68% |
$326K - $392K
|
28K
$5.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-2.08K- 43.21% |
$338K - $406K
|
2.73K
$575K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2.09K- 90.02% |
$341K - $410K
|
232
$48.9K
|