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 30, 2025
Q2 2025
|
Jacobsen Capital Management
|
BUY
|
- |
3.44K+ 5.05% |
$559K - $673K
|
71.4K
$15.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
3.41K+ 16.23% |
$555K - $668K
|
24.4K
$5.15M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
3.39K+ 5.27% |
$552K - $664K
|
67.8K
$14.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
3.37K+ 5.82% |
$548K - $660K
|
61.3K
$12.9M
|
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
3.28K+ 25.12% |
$535K - $643K
|
16.4K
$3.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
3.26K+ 12.42% |
$531K - $638K
|
29.5K
$6.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
3.24K+ 245.9% |
$528K - $634K
|
4.56K
$962K
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
3.08K+ 6.26% |
$501K - $603K
|
52.2K
$11M
|
|
|
Jul 29, 2025
Q2 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
3K+ 7.26% |
$488K - $587K
|
44.3K
$9.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
BUY
|
- |
2.94K+ 27.15% |
$479K - $576K
|
13.8K
$2.91M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.9K+ 9.27% |
$472K - $567K
|
34.2K
$7.2M
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.9KNew |
$471K - $567K
|
2.9K
$611K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.84K+ 18.82% |
$463K - $557K
|
17.9K
$3.79M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.84K+ 0.8% |
$463K - $556K
|
357K
$75.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
2.83K+ 84.58% |
$460K - $553K
|
6.17K
$1.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.82KNew |
$458K - $551K
|
2.82K
$594K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.81K+ 23.67% |
$458K - $551K
|
14.7K
$3.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.8K+ 158.51% |
$456K - $549K
|
4.57K
$965K
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.77KNew |
$451K - $542K
|
2.77K
$585K
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.7KNew |
$440K - $529K
|
2.7K
$570K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
BUY
|
- |
2.7K+ 209.62% |
$440K - $529K
|
3.99K
$842K
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
2.65KNew |
$431K - $518K
|
2.65K
$559K
|
|
|
Aug 13, 2025
Q2 2025
|
True Wealth Financial Partners
|
BUY
|
- |
2.64K+ 3.07% |
$430K - $517K
|
88.8K
$18.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.64K+ 26.18% |
$430K - $517K
|
12.7K
$2.69M
|
|
|
Aug 15, 2025
Q2 2025
|
Wellington Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
2.61KNew |
$425K - $511K
|
2.61K
$551K
|
|
|
Jul 24, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2.6K+ 3.0% |
$424K - $510K
|
89.5K
$18.9M
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
BUY
|
- |
2.53K+ 54.46% |
$412K - $496K
|
7.18K
$1.52M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.43K+ 6.35% |
$396K - $476K
|
40.8K
$8.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
2.42K+ 11.63% |
$394K - $474K
|
23.2K
$4.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
2.39K+ 91.1% |
$390K - $469K
|
5.02K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
2.37KNew |
$386K - $465K
|
2.37K
$501K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.37K+ 5.78% |
$386K - $464K
|
43.4K
$9.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.36K+ 126.46% |
$384K - $462K
|
4.23K
$892K
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
2.34KNew |
$380K - $457K
|
2.34K
$493K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.27K+ 7.96% |
$369K - $444K
|
30.8K
$6.49M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.27K+ 37.48% |
$369K - $444K
|
8.31K
$1.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.26K+ 10.29% |
$368K - $443K
|
24.2K
$5.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.25K+ 0.92% |
$366K - $440K
|
245K
$51.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
2.24K+ 11.99% |
$365K - $439K
|
20.9K
$4.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
2.23KNew |
$363K - $436K
|
2.23K
$470K
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
2.2KNew |
$358K - $431K
|
2.2K
$464K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.19KNew |
$356K - $429K
|
2.19K
$462K
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
2.19K+ 2.22% |
$356K - $428K
|
101K
$21.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.17K+ 0.58% |
$354K - $426K
|
379K
$80M
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
2.16K+ 25.69% |
$351K - $422K
|
10.5K
$2.22M
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
2.15K+ 4.87% |
$350K - $421K
|
46.3K
$9.77M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.15K+ 15.78% |
$350K - $421K
|
15.8K
$3.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
2.13K+ 25.97% |
$346K - $417K
|
10.3K
$2.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.1K+ 23.15% |
$341K - $410K
|
11.1K
$2.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
2.08KNew |
$339K - $408K
|
2.08K
$439K
|