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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
641+ 10.5% |
$104K - $125K
|
6.75K
$1.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
639+ 4.09% |
$104K - $125K
|
16.3K
$3.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
633+ 18.08% |
$103K - $124K
|
4.13K
$872K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
628+ 9.13% |
$102K - $123K
|
7.51K
$1.58M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
616+ 2.67% |
$100K - $121K
|
23.7K
$5M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
611+ 3.83% |
$99.4K - $120K
|
16.5K
$3.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
606+ 0.43% |
$98.6K - $119K
|
141K
$29.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
605+ 1.53% |
$98.5K - $118K
|
40.2K
$8.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
598+ 2.54% |
$97.3K - $117K
|
24.2K
$5.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
598+ 8.67% |
$97.3K - $117K
|
7.5K
$1.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
597+ 12.9% |
$97.2K - $117K
|
5.23K
$1.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
591+ 17.99% |
$96.2K - $116K
|
3.88K
$818K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
586+ 43.93% |
$95.4K - $115K
|
1.92K
$405K
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
570+ 35.96% |
$92.8K - $112K
|
2.16K
$455K
|
|
|
Aug 07, 2025
Q2 2025
|
Brickley Wealth Management
|
BUY
|
- |
564+ 0.46% |
$91.8K - $110K
|
124K
$26.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
561+ 4.15% |
$91.3K - $110K
|
14.1K
$2.97M
|
|
|
Jul 29, 2025
Q2 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
559+ 0.42% |
$91K - $109K
|
135K
$28.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
554+ 158.29% |
$90.2K - $108K
|
904
$191K
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
540+ 17.62% |
$87.9K - $106K
|
3.61K
$760K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
540+ 1.44% |
$87.9K - $106K
|
38.1K
$8.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
538+ 29.37% |
$87.6K - $105K
|
2.37K
$500K
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
533+ 0.94% |
$86.8K - $104K
|
57.1K
$12M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
529+ 1.42% |
$86.1K - $104K
|
37.8K
$7.96M
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
509+ 14.99% |
$82.8K - $99.6K
|
3.9K
$824K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
502+ 3.9% |
$81.7K - $98.3K
|
13.4K
$2.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
482+ 9.2% |
$78.5K - $94.4K
|
5.72K
$1.21M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
468+ 1.98% |
$76.2K - $91.6K
|
24.1K
$5.08M
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
467+ 25.13% |
$76K - $91.4K
|
2.33K
$490K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
465+ 10.97% |
$75.7K - $91K
|
4.71K
$992K
|
|
|
Aug 14, 2025
Q2 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
456+ 39.58% |
$74.2K - $89.3K
|
1.61K
$339K
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
455+ 1.59% |
$74.1K - $89.1K
|
29.1K
$6.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
444New |
$72.3K - $86.9K
|
444
$93.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
438+ 1.81% |
$71.3K - $85.7K
|
24.7K
$5.2M
|
|
|
Aug 28, 2025
Q2 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
BUY
|
- |
432+ 10.58% |
$70.3K - $84.6K
|
4.51K
$952K
|
|
|
Sep 05, 2025
Q2 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
BUY
|
- |
432+ 10.58% |
$70.3K - $84.6K
|
4.51K
$952K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
420+ 4.46% |
$68.4K - $82.2K
|
9.84K
$2.08M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
BUY
|
- |
419+ 7.78% |
$68.2K - $82K
|
5.8K
$1.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
418+ 5.14% |
$68K - $81.8K
|
8.56K
$1.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
413+ 19.7% |
$67.2K - $80.9K
|
2.51K
$529K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
396+ 11.12% |
$64.5K - $77.5K
|
3.96K
$835K
|
|
|
Aug 12, 2025
Q2 2025
|
Echo45 Advisors LLC
|
BUY
|
- |
394+ 2.43% |
$64.1K - $77.1K
|
16.6K
$3.5M
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
BUY
|
- |
391+ 1.67% |
$63.6K - $76.5K
|
23.8K
$5.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
390+ 4.12% |
$63.5K - $76.4K
|
9.87K
$2.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
387+ 14.51% |
$63K - $75.8K
|
3.05K
$644K
|
|
|
Aug 12, 2025
Q2 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
380+ 6.69% |
$61.8K - $74.4K
|
6.06K
$1.28M
|
|
|
Aug 07, 2025
Q2 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
370+ 7.58% |
$60.2K - $72.4K
|
5.25K
$1.11M
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
349+ 0.5% |
$56.8K - $68.3K
|
69.6K
$14.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
343+ 9.39% |
$55.8K - $67.1K
|
3.99K
$842K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
335+ 5.53% |
$54.5K - $65.6K
|
6.39K
$1.35M
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
333+ 0.14% |
$54.2K - $65.2K
|
239K
$50.4M
|