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 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-4.84K- 8.52% |
$787K - $947K
|
51.9K
$10.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-4.89K- 7.4% |
$796K - $958K
|
61.2K
$12.9M
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-4.98K- 37.03% |
$810K - $974K
|
8.46K
$1.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.01K- 80.4% |
$816K - $981K
|
1.22K
$258K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
SELL
|
- |
-5.18K- 4.91% |
$843K - $1.01M
|
100K
$21.1M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.19K- 7.91% |
$844K - $1.02M
|
60.4K
$12.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-5.25K- 17.7% |
$854K - $1.03M
|
24.4K
$5.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-5.67K- 6.02% |
$922K - $1.11M
|
88.5K
$18.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-5.95K- 9.55% |
$968K - $1.16M
|
56.3K
$11.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-6.06K- 9.39% |
$987K - $1.19M
|
58.5K
$12.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.26K- 15.54% |
$1.02M - $1.23M
|
34K
$7.18M
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-6.33K- 6.35% |
$1.03M - $1.24M
|
93.4K
$19.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-6.49K- 12.91% |
$1.06M - $1.27M
|
43.8K
$9.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-6.87K- 34.83% |
$1.12M - $1.35M
|
12.9K
$2.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-7.13K- 57.53% |
$1.16M - $1.4M
|
5.26K
$1.11M
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-7.2K- 5.79% |
$1.17M - $1.41M
|
117K
$24.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-7.48K- 8.85% |
$1.22M - $1.46M
|
77K
$16.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-7.53K- 11.18% |
$1.23M - $1.47M
|
59.8K
$12.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-7.54K- 1.53% |
$1.23M - $1.48M
|
484K
$102M
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-7.68K- 27.89% |
$1.25M - $1.5M
|
19.8K
$4.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-7.83K- 19.5% |
$1.27M - $1.53M
|
32.3K
$6.82M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
SELL
|
- |
-8.25K- 3.37% |
$1.34M - $1.62M
|
237K
$49.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-8.76K- 24.34% |
$1.43M - $1.72M
|
27.2K
$5.74M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-9.38K- 8.34% |
$1.53M - $1.84M
|
103K
$21.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-9.48K- 85.77% |
$1.54M - $1.86M
|
1.57K
$332K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-9.72K- 14.53% |
$1.58M - $1.9M
|
57.2K
$12.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.93K- 11.54% |
$1.62M - $1.94M
|
76.1K
$16.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-10.1K- 34.27% |
$1.65M - $1.98M
|
19.4K
$4.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-10.5K- 35.01% |
$1.7M - $2.05M
|
19.4K
$4.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-10.6K- 56.92% |
$1.72M - $2.07M
|
7.99K
$1.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-11.1K- 86.04% |
$1.81M - $2.18M
|
1.81K
$381K
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-11.6K- 21.9% |
$1.88M - $2.27M
|
41.3K
$8.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-11.7K- 75.25% |
$1.9M - $2.29M
|
3.84K
$811K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11.9K- 49.83% |
$1.93M - $2.32M
|
11.9K
$2.52M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12K- 6.48% |
$1.95M - $2.35M
|
173K
$36.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-12K- 47.66% |
$1.96M - $2.36M
|
13.2K
$2.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-12.7K- 91.73% |
$2.07M - $2.49M
|
1.15K
$242K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-13.6K- 50.31% |
$2.21M - $2.66M
|
13.4K
$2.83M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-13.6K- 50.31% |
$2.21M - $2.66M
|
13.4K
$2.83M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-14.1K- 20.61% |
$2.29M - $2.76M
|
54.2K
$11.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-14.4K- 1.81% |
$2.34M - $2.81M
|
778K
$164M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.4K- 1.74% |
$2.34M - $2.82M
|
812K
$171M
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-15.1K- 51.62% |
$2.46M - $2.96M
|
14.1K
$2.98M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-16.2K- 23.05% |
$2.64M - $3.17M
|
54.1K
$11.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-17.3K- 65.58% |
$2.82M - $3.39M
|
9.1K
$1.92M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-17.5K- 24.02% |
$2.86M - $3.43M
|
55.5K
$11.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-17.6K- 2.2% |
$2.86M - $3.44M
|
781K
$165M
|
|
|
Jul 22, 2025
Q2 2025
|
Hillman CO
|
SELL
|
- |
-17.9K- 18.61% |
$2.92M - $3.51M
|
78.4K
$16.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-18.3K- 8.26% |
$2.98M - $3.59M
|
204K
$42.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Brandes Investment Partners, LP
La Jolla, CA |
SELL
|
- |
-20.1K- 69.19% |
$3.26M - $3.93M
|
8.93K
$1.88M
|