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
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-2.21K- 22.89% |
$359K - $432K
|
7.43K
$1.57M
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-2.22K- 27.64% |
$362K - $435K
|
5.82K
$1.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-2.33K- 9.38% |
$379K - $455K
|
22.5K
$4.74M
|
|
|
Aug 07, 2025
Q2 2025
|
Grange Capital, LLC
Beaverton, OR |
SELL
|
- |
-2.35K- 30.48% |
$383K - $460K
|
5.36K
$1.13M
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-2.37K- 4.36% |
$386K - $465K
|
52.1K
$11M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.39K- 45.26% |
$389K - $467K
|
2.89K
$609K
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-2.42K- 26.64% |
$394K - $474K
|
6.66K
$1.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-2.46K- 4.19% |
$400K - $481K
|
56.2K
$11.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-2.48K- 5.59% |
$404K - $486K
|
42K
$8.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-2.51K- 19.74% |
$408K - $491K
|
10.2K
$2.15M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-2.52K- 21.91% |
$411K - $494K
|
8.99K
$1.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-2.53K- 38.23% |
$411K - $495K
|
4.09K
$862K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.57K- 9.74% |
$418K - $503K
|
23.8K
$5.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-2.57K- 2.86% |
$418K - $503K
|
87.2K
$18.4M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.6K- 26.78% |
$423K - $509K
|
7.11K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-2.63K- 19.22% |
$428K - $515K
|
11.1K
$2.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.7K- 22.04% |
$439K - $529K
|
9.55K
$2.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2.71K- 1.15% |
$441K - $530K
|
232K
$48.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.74K- 1.95% |
$446K - $537K
|
138K
$29M
|
|
|
Aug 06, 2025
Q2 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-2.79K- 5.9% |
$455K - $547K
|
44.6K
$9.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.8K- 11.4% |
$456K - $548K
|
21.8K
$4.59M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.83K- 15.73% |
$461K - $555K
|
15.2K
$3.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-2.85K- 24.68% |
$464K - $559K
|
8.71K
$1.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-2.88K- 56.39% |
$468K - $563K
|
2.22K
$469K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.88K- 8.13% |
$469K - $565K
|
32.6K
$6.88M
|
|
|
Aug 01, 2025
Q2 2025
|
Planning Directions Inc
|
SELL
|
- |
-2.99K- 29.62% |
$486K - $585K
|
7.1K
$1.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
SELL
|
- |
-3.06K- 12.47% |
$498K - $598K
|
21.5K
$4.53M
|
|
|
Jul 16, 2025
Q2 2025
|
Tenret CO LLC
|
SELL
|
- |
-3.11K- 12.03% |
$505K - $608K
|
22.7K
$4.79M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.14K- 0.36% |
$511K - $615K
|
874K
$184M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.2K- 24.76% |
$521K - $626K
|
9.72K
$2.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.24K- 57.24% |
$527K - $634K
|
2.42K
$510K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-3.29K- 7.82% |
$535K - $644K
|
38.8K
$8.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-3.29K- 27.5% |
$536K - $644K
|
8.68K
$1.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-3.29K- 23.93% |
$536K - $644K
|
10.5K
$2.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-3.31K- 11.49% |
$538K - $647K
|
25.5K
$5.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-3.35K- 29.86% |
$545K - $656K
|
7.87K
$1.66M
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-3.43K- 15.2% |
$558K - $672K
|
19.1K
$4.04M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-3.44K- 56.62% |
$559K - $673K
|
2.63K
$555K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-3.53K- 3.53% |
$575K - $692K
|
96.6K
$20.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-3.55K- 11.66% |
$578K - $695K
|
26.9K
$5.67M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.62K- 6.55% |
$589K - $708K
|
51.6K
$10.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-3.83K- 27.23% |
$624K - $750K
|
10.2K
$2.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-3.85K- 25.01% |
$627K - $754K
|
11.6K
$2.44M
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-3.86K- 17.92% |
$628K - $755K
|
17.7K
$3.73M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-3.94K- 2.88% |
$642K - $772K
|
133K
$28.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-4.17K- 16.87% |
$679K - $817K
|
20.6K
$4.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-4.21K- 99.79% |
$684K - $823K
|
9
$1.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.48K- 13.44% |
$729K - $876K
|
28.8K
$6.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-4.62K- 72.08% |
$751K - $903K
|
1.79K
$377K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-4.82K- 11.81% |
$784K - $943K
|
36K
$7.59M
|