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 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
6.99K+ 3.79% |
$1.14M - $1.37M
|
191K
$40.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
6.79K+ 5.32% |
$1.11M - $1.33M
|
134K
$28.3M
|
|
|
Jul 31, 2025
Q2 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
6.67KNew |
$1.08M - $1.3M
|
6.67K
$1.41M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.65K+ 69.18% |
$1.08M - $1.3M
|
16.3K
$3.43M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
6.53K+ 32.31% |
$1.06M - $1.28M
|
26.7K
$5.64M
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
6.43K+ 24.47% |
$1.05M - $1.26M
|
32.7K
$6.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
6.37KNew |
$1.04M - $1.25M
|
6.37K
$1.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
6.35K+ 13.5% |
$1.03M - $1.24M
|
53.4K
$11.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
6.1K+ 168.06% |
$993K - $1.19M
|
9.73K
$2.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6.07K+ 33.46% |
$989K - $1.19M
|
24.2K
$5.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
5.95K+ 129.62% |
$969K - $1.17M
|
10.5K
$2.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.92K+ 1.92% |
$964K - $1.16M
|
315K
$66.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
5.72K+ 41.9% |
$930K - $1.12M
|
19.4K
$4.08M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
5.59KNew |
$910K - $1.09M
|
5.59K
$1.18M
|
|
|
Jul 30, 2025
Q2 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
5.35KNew |
$871K - $1.05M
|
5.35K
$1.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5.34K+ 4.88% |
$869K - $1.05M
|
115K
$24.2M
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
5.09K+ 57.57% |
$828K - $996K
|
13.9K
$2.94M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.04K+ 44.52% |
$820K - $986K
|
16.3K
$3.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
4.91KNew |
$799K - $961K
|
4.91K
$1.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4.9K+ 5.48% |
$798K - $960K
|
94.4K
$19.9M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
4.87KNew |
$792K - $953K
|
4.87K
$1.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.74KNew |
$771K - $927K
|
4.74K
$999K
|
|
|
Jul 01, 2025
Q2 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
4.65K+ 7.97% |
$757K - $911K
|
63.1K
$13.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
4.56K+ 12.25% |
$742K - $893K
|
41.8K
$8.81M
|
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
4.53K+ 6.67% |
$738K - $887K
|
72.5K
$15.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
4.49K+ 1.69% |
$731K - $879K
|
270K
$57M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
4.42K+ 11.42% |
$720K - $866K
|
43.2K
$9.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
4.33K+ 4.11% |
$704K - $847K
|
110K
$23.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
4.29K+ 7.74% |
$698K - $839K
|
59.6K
$12.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
BUY
|
- |
4.26KNew |
$694K - $834K
|
4.26K
$899K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.2K+ 2.28% |
$684K - $822K
|
188K
$39.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Mayport, LLC
|
BUY
|
- |
4.18K+ 11.32% |
$680K - $818K
|
41.1K
$8.67M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.07K+ 43.61% |
$663K - $797K
|
13.4K
$2.83M
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4.03K+ 13.58% |
$656K - $789K
|
33.7K
$7.11M
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
4.03K+ 63.97% |
$656K - $789K
|
10.3K
$2.18M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4K+ 18.35% |
$651K - $782K
|
25.8K
$5.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.99KNew |
$650K - $782K
|
3.99K
$842K
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
3.99K+ 26.55% |
$649K - $781K
|
19K
$4.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
3.98KNew |
$647K - $779K
|
3.98K
$839K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.91KNew |
$636K - $765K
|
3.91K
$825K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.86K+ 12.48% |
$628K - $756K
|
34.8K
$7.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
3.79K+ 5.47% |
$617K - $742K
|
73.1K
$15.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
3.66K+ 10.33% |
$595K - $716K
|
39.1K
$8.24M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.64KNew |
$592K - $712K
|
3.64K
$767K
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.61K+ 18.14% |
$588K - $708K
|
23.5K
$4.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
3.6K+ 14.43% |
$585K - $704K
|
28.5K
$6.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
3.53KNew |
$574K - $690K
|
3.53K
$744K
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
3.49KNew |
$568K - $683K
|
3.49K
$736K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
3.47K+ 63.92% |
$564K - $679K
|
8.89K
$1.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.45K+ 5.92% |
$561K - $675K
|
61.7K
$13M
|