Latest Institutional Sells of Vanguard Small Cap Value ETF (VBR)
This list provides information on the latest institutional transactions involving Vanguard Small Cap Value ETF (VBR) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-22K- 40.25% |
$4.02M - $4.57M
|
32.6K
$6.06M
|
|
Apr 04, 2025
Q1 2025
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-21.6K- 75.45% |
$3.95M - $4.49M
|
7.03K
$1.3M
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-8.82K- 12.22% |
$1.61M - $1.83M
|
63.3K
$11.8M
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-8.15K- 24.78% |
$1.49M - $1.69M
|
24.7K
$4.59M
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-8.1K- 57.16% |
$1.48M - $1.68M
|
6.07K
$1.13M
|
|
Apr 09, 2025
Q1 2025
|
Jb Global.Com LLC
New York, NY |
SELL
|
- |
-6.95K- 8.67% |
$1.27M - $1.44M
|
73.2K
$13.6M
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-6K- 51.46% |
$1.1M - $1.25M
|
5.66K
$1.05M
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-4.43K- 2.11% |
$811K - $920K
|
205K
$38.1M
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-3.12K- 6.14% |
$571K - $648K
|
47.6K
$8.84M
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-2.88K- 17.64% |
$527K - $598K
|
13.4K
$2.49M
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.1K- 5.6% |
$385K - $437K
|
35.5K
$6.58M
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
SELL
|
- |
-1.88K- 11.1% |
$344K - $391K
|
15.1K
$2.79M
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.53K- 2.73% |
$280K - $318K
|
54.5K
$10.1M
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.5K- 5.98% |
$275K - $312K
|
23.6K
$4.38M
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.23K- 22.91% |
$225K - $255K
|
4.13K
$766K
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-1.07K- 2.77% |
$195K - $222K
|
37.5K
$6.96M
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-945- 6.81% |
$173K - $196K
|
12.9K
$2.4M
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-861- 17.45% |
$158K - $179K
|
4.07K
$756K
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-650- 71.12% |
$119K - $135K
|
264
$49K
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-604- 1.57% |
$111K - $125K
|
37.8K
$7.01M
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
SELL
|
- |
-602- 2.5% |
$110K - $125K
|
23.4K
$4.35M
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-596- 8.65% |
$109K - $124K
|
6.3K
$1.17M
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-469- 3.16% |
$85.8K - $97.4K
|
14.4K
$2.67M
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-418- 9.31% |
$76.5K - $86.8K
|
4.07K
$755K
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-373- 1.9% |
$68.3K - $77.5K
|
19.3K
$3.58M
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-351- 0.63% |
$64.2K - $72.9K
|
55.3K
$10.3M
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-342- 6.17% |
$62.6K - $71.1K
|
5.2K
$965K
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-333- 85.82% |
$60.9K - $69.2K
|
55
$10.2K
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-300- 7.64% |
$54.9K - $62.3K
|
3.63K
$673K
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-206- 3.31% |
$37.7K - $42.8K
|
6.01K
$1.12M
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-170- 6.52% |
$31.1K - $35.3K
|
2.44K
$452K
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-168- 11.48% |
$30.7K - $34.9K
|
1.3K
$241K
|
|
Apr 09, 2025
Q1 2025
|
Ervin Investment Management, LLC
|
SELL
|
- |
-167- 0.68% |
$30.6K - $34.7K
|
24.4K
$4.52M
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-125- 7.25% |
$22.9K - $26K
|
1.6K
$297K
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-122- 6.16% |
$22.3K - $25.3K
|
1.86K
$345K
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-111- 8.04% |
$20.3K - $23.1K
|
1.27K
$236K
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-110- 1.52% |
$20.1K - $22.9K
|
7.12K
$1.32M
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-106- 1.07% |
$19.4K - $22K
|
9.82K
$1.82M
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-97- 0.97% |
$17.8K - $20.2K
|
9.93K
$1.84M
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-71- 0.47% |
$13K - $14.8K
|
15.1K
$2.8M
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-59- 2.81% |
$10.8K - $12.3K
|
2.04K
$379K
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-51- 28.18% |
$9.33K - $10.6K
|
130
$24.1K
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-47- 0.55% |
$8.6K - $9.76K
|
8.44K
$1.57M
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-44- 1.88% |
$8.05K - $9.14K
|
2.3K
$427K
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-36- 1.58% |
$6.59K - $7.48K
|
2.24K
$415K
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-32- 0.18% |
$5.86K - $6.65K
|
17.9K
$3.32M
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-25- 1.7% |
$4.58K - $5.19K
|
1.45K
$269K
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-18- 0.31% |
$3.29K - $3.74K
|
5.84K
$1.08M
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-15- 0.34% |
$2.75K - $3.12K
|
4.42K
$820K
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-12- 0.56% |
$2.2K - $2.49K
|
2.14K
$398K
|