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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-20.1K- 61.32% |
$3.27M - $3.94M
|
12.7K
$2.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-20.3K- 51.51% |
$3.3M - $3.97M
|
19.1K
$4.03M
|
|
|
Jul 02, 2025
Q2 2025
|
Jb Global.Com LLC
New York, NY |
SELL
|
- |
-20.8K- 28.47% |
$3.39M - $4.08M
|
52.4K
$11M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-21K- 26.56% |
$3.42M - $4.11M
|
58K
$12.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-21.4K- 22.78% |
$3.49M - $4.2M
|
72.7K
$15.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-22.2K- 6.95% |
$3.62M - $4.35M
|
298K
$62.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-23K- 89.92% |
$3.75M - $4.51M
|
2.58K
$545K
|
|
|
Aug 01, 2025
Q2 2025
|
Financial Counselors Inc
|
SELL
|
- |
-26.2K- 66.59% |
$4.26M - $5.13M
|
13.1K
$2.77M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-26.4K- 70.45% |
$4.29M - $5.16M
|
11.1K
$2.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-28K- 57.16% |
$4.56M - $5.48M
|
21K
$4.43M
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-28.5K- 88.37% |
$4.64M - $5.58M
|
3.75K
$792K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-28.5K- 7.46% |
$4.64M - $5.58M
|
354K
$74.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-29.6K- 7.21% |
$4.82M - $5.8M
|
382K
$80.5M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-29.9K- 7.43% |
$4.87M - $5.86M
|
373K
$78.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-30.1K- 38.12% |
$4.89M - $5.89M
|
48.8K
$10.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-36.8K- 73.35% |
$5.98M - $7.2M
|
13.4K
$2.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-36.9K- 2.21% |
$6.01M - $7.23M
|
1.63M
$345M
|
|
|
Jul 14, 2025
Q2 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-38.5K- 64.41% |
$6.26M - $7.53M
|
21.3K
$4.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-38.9K- 71.05% |
$6.32M - $7.61M
|
15.8K
$3.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-40.5K- 5.19% |
$6.59M - $7.93M
|
739K
$156M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-42K- 30.0% |
$6.83M - $8.21M
|
97.9K
$20.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-43.5K- 30.32% |
$7.09M - $8.52M
|
100K
$21.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-43.8K- 4.53% |
$7.13M - $8.58M
|
924K
$195M
|
|
|
Aug 14, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-46.3K- 99.49% |
$7.54M - $9.07M
|
238
$50.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-52.6K- 22.96% |
$8.56M - $10.3M
|
176K
$37.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-58K- 3.76% |
$9.44M - $11.4M
|
1.48M
$313M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-58.7K- 41.83% |
$9.56M - $11.5M
|
81.7K
$17.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-67.1K- 1.71% |
$10.9M - $13.1M
|
3.87M
$815M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-70.4K- 3.97% |
$11.5M - $13.8M
|
1.7M
$359M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-74.3K- 90.8% |
$12.1M - $14.5M
|
7.53K
$1.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
SELL
|
- |
-81.6K- 59.8% |
$13.3M - $16M
|
54.9K
$11.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-82.6K- 11.04% |
$13.4M - $16.2M
|
666K
$140M
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-144K- 49.31% |
$23.5M - $28.3M
|
148K
$31.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-153K- 4.55% |
$24.8M - $29.9M
|
3.2M
$675M
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-186K- 76.04% |
$30.2M - $36.4M
|
58.5K
$12.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-249K- 18.96% |
$40.5M - $48.7M
|
1.06M
$224M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-616K- 35.13% |
$100M - $121M
|
1.14M
$240M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.77M- 10.42% |
$288M - $347M
|
15.2M
$3.21B
|