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 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-1.17K- 28.72% |
$190K - $229K
|
2.9K
$580K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.83K- 3.85% |
$298K - $359K
|
45.8K
$9.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.99K- 1.88% |
$323K - $389K
|
104K
$20.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2.09K- 90.02% |
$341K - $410K
|
232
$46.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-2.46K- 4.19% |
$400K - $481K
|
56.2K
$11.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-2.51K- 19.74% |
$408K - $491K
|
10.2K
$2.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2.71K- 1.15% |
$441K - $530K
|
232K
$46.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-2.85K- 24.68% |
$464K - $559K
|
8.71K
$1.74M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.88K- 8.13% |
$469K - $565K
|
32.6K
$6.51M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.24K- 57.24% |
$527K - $634K
|
2.42K
$483K
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-3.44K- 56.62% |
$559K - $673K
|
2.63K
$526K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-3.53K- 3.53% |
$575K - $692K
|
96.6K
$19.3M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-3.94K- 2.88% |
$642K - $772K
|
133K
$26.6M
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-4.98K- 37.03% |
$810K - $974K
|
8.46K
$1.69M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-7.83K- 19.5% |
$1.27M - $1.53M
|
32.3K
$6.46M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-10.1K- 34.27% |
$1.65M - $1.98M
|
19.4K
$3.88M
|
|
|
Jul 02, 2025
Q2 2025
|
Jb Global.Com LLC
New York, NY |
SELL
|
- |
-20.8K- 28.47% |
$3.39M - $4.08M
|
52.4K
$10.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-30.1K- 38.12% |
$4.89M - $5.89M
|
48.8K
$9.75M
|