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
|
Bay Rivers Group
|
BUY
|
- |
325+ 1.39% |
$52.9K - $63.6K
|
23.8K
$5.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
324+ 5.34% |
$52.7K - $63.4K
|
6.39K
$1.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
318+ 5.39% |
$51.8K - $62.3K
|
6.21K
$1.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
303+ 13.93% |
$49.3K - $59.3K
|
2.48K
$523K
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
300+ 8.84% |
$48.8K - $58.7K
|
3.69K
$779K
|
|
|
Aug 14, 2025
Q2 2025
|
Wallace Hart LLC
Lexington, KY |
BUY
|
- |
298New |
$48.5K - $58.3K
|
298
$62.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
293+ 3.41% |
$47.7K - $57.4K
|
8.88K
$1.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
291+ 13.23% |
$47.4K - $57K
|
2.49K
$525K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
290New |
$47.2K - $56.8K
|
290
$61.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
281+ 7.47% |
$45.7K - $55K
|
4.04K
$852K
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
280+ 20.96% |
$45.6K - $54.8K
|
1.62K
$341K
|
|
|
Jul 16, 2025
Q2 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
278+ 12.7% |
$45.2K - $54.4K
|
2.47K
$520K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
276+ 1.58% |
$44.9K - $54K
|
17.8K
$3.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
274New |
$44.6K - $53.6K
|
274
$57.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
271+ 7.32% |
$44.1K - $53.1K
|
3.97K
$838K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
265+ 0.94% |
$43.1K - $51.9K
|
28.3K
$5.98M
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
263+ 128.92% |
$42.8K - $51.5K
|
467
$98.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
261+ 22.33% |
$42.5K - $51.1K
|
1.43K
$302K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
258+ 9.92% |
$42K - $50.5K
|
2.86K
$603K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
250New |
$40.7K - $48.9K
|
250
$52.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
250+ 0.69% |
$40.7K - $48.9K
|
36.4K
$7.68M
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
246+ 19.05% |
$40K - $48.2K
|
1.54K
$324K
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
244+ 33.56% |
$39.7K - $47.8K
|
971
$205K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
244+ 4.69% |
$39.7K - $47.8K
|
5.44K
$1.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
241New |
$39.2K - $47.2K
|
241
$50.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
236+ 11.01% |
$38.4K - $46.2K
|
2.38K
$502K
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
232+ 4.82% |
$37.8K - $45.4K
|
5.05K
$1.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
229+ 1.52% |
$37.3K - $44.8K
|
15.3K
$3.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
229+ 1.92% |
$37.3K - $44.8K
|
12.2K
$2.57M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
227+ 9.94% |
$36.9K - $44.4K
|
2.51K
$529K
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
227+ 7.02% |
$36.9K - $44.4K
|
3.46K
$730K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
225+ 5.13% |
$36.6K - $44K
|
4.61K
$973K
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
218+ 1.55% |
$35.5K - $42.7K
|
14.3K
$3.02M
|
|
|
Aug 06, 2025
Q2 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
215+ 12.57% |
$35K - $42.1K
|
1.93K
$406K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
212New |
$34.5K - $41.5K
|
212
$44.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
211+ 3.2% |
$34.3K - $41.3K
|
6.8K
$1.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
210+ 6.96% |
$34.2K - $41.1K
|
3.23K
$681K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
208+ 70.27% |
$33.9K - $40.7K
|
504
$106K
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
BUY
|
- |
204+ 2.05% |
$33.2K - $39.9K
|
10.2K
$2.14M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
204+ 0.7% |
$33.2K - $39.9K
|
29.2K
$6.15M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
202+ 2.48% |
$32.9K - $39.5K
|
8.34K
$1.76M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
199+ 2.0% |
$32.4K - $39K
|
10.2K
$2.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
195New |
$31.7K - $38.2K
|
195
$41.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
192+ 9.04% |
$31.2K - $37.6K
|
2.32K
$489K
|
|
|
Jul 25, 2025
Q2 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
190+ 3.23% |
$30.9K - $37.2K
|
6.08K
$1.28M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
188+ 2.0% |
$30.6K - $36.8K
|
9.61K
$2.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
187+ 1.42% |
$30.4K - $36.6K
|
13.4K
$2.82M
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
187+ 4.23% |
$30.4K - $36.6K
|
4.61K
$972K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
186+ 0.43% |
$30.3K - $36.4K
|
43.4K
$9.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
186+ 10.28% |
$30.3K - $36.4K
|
2K
$421K
|