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 29, 2025
Q2 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
1.03KNew |
$168K - $202K
|
1.03K
$217K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.03KNew |
$167K - $201K
|
1.03K
$217K
|
|
|
Jul 29, 2025
Q2 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
1.03K+ 17.65% |
$167K - $201K
|
6.85K
$1.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.03K+ 6.32% |
$167K - $201K
|
17.3K
$3.65M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.01K+ 1.21% |
$164K - $197K
|
84.3K
$17.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1KNew |
$163K - $196K
|
1K
$211K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
996+ 5.79% |
$162K - $195K
|
18.2K
$3.84M
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
992+ 19.22% |
$161K - $194K
|
6.15K
$1.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
983+ 114.7% |
$160K - $192K
|
1.84K
$388K
|
|
|
Aug 07, 2025
Q2 2025
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
981+ 2.9% |
$160K - $192K
|
34.9K
$7.35M
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
978+ 5.1% |
$159K - $191K
|
20.2K
$4.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
975+ 8.98% |
$159K - $191K
|
11.8K
$2.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
956+ 37.77% |
$156K - $187K
|
3.49K
$736K
|
|
|
Aug 06, 2025
Q2 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
955+ 25.09% |
$155K - $187K
|
4.76K
$1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
926+ 4.11% |
$151K - $181K
|
23.4K
$4.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
914+ 38.93% |
$149K - $179K
|
3.26K
$688K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
907+ 0.37% |
$148K - $178K
|
247K
$52M
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
891+ 3.66% |
$145K - $174K
|
25.3K
$5.33M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
882+ 18.11% |
$144K - $173K
|
5.75K
$1.21M
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
876+ 5.74% |
$143K - $171K
|
16.1K
$3.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
860+ 4.51% |
$140K - $168K
|
19.9K
$4.21M
|
|
|
Jul 25, 2025
Q2 2025
|
St. Louis Trust CO
|
BUY
|
- |
837+ 17.71% |
$136K - $164K
|
5.56K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
826+ 16.44% |
$134K - $162K
|
5.85K
$1.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
813+ 1.81% |
$132K - $159K
|
45.8K
$9.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
811New |
$132K - $159K
|
811
$171K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
802+ 41.32% |
$131K - $157K
|
2.74K
$579K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
802+ 415.54% |
$131K - $157K
|
995
$210K
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
791+ 3.89% |
$129K - $155K
|
21.1K
$4.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
791+ 4.59% |
$129K - $155K
|
18K
$3.8M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
790+ 0.56% |
$129K - $155K
|
143K
$30.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
779+ 34.84% |
$127K - $153K
|
3.02K
$636K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
760New |
$124K - $149K
|
760
$160K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
756+ 21.64% |
$123K - $148K
|
4.25K
$896K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
752+ 12.21% |
$122K - $147K
|
6.91K
$1.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
748+ 22.12% |
$122K - $146K
|
4.13K
$871K
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
747+ 18.55% |
$122K - $146K
|
4.78K
$1.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
744+ 2.8% |
$121K - $146K
|
27.3K
$5.76M
|
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
741+ 57.22% |
$121K - $145K
|
2.04K
$429K
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
BUY
|
- |
738+ 2.31% |
$120K - $144K
|
32.6K
$6.88M
|
|
|
Aug 05, 2025
Q2 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
732+ 6.1% |
$119K - $143K
|
12.7K
$2.68M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
727+ 1.15% |
$118K - $142K
|
64.1K
$13.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
714+ 6.99% |
$116K - $140K
|
10.9K
$2.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
705+ 2.29% |
$115K - $138K
|
31.5K
$6.65M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
703+ 23433.33% |
$114K - $138K
|
706
$149K
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
688+ 46.74% |
$112K - $135K
|
2.16K
$456K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
685+ 1.81% |
$111K - $134K
|
38.5K
$8.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
673+ 11.62% |
$110K - $132K
|
6.47K
$1.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
672+ 1.85% |
$109K - $132K
|
37.1K
$7.82M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
662+ 1.32% |
$108K - $130K
|
50.7K
$10.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
650+ 246.21% |
$106K - $127K
|
914
$193K
|