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 |
---|---|---|---|---|---|---|---|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.77M- 10.42% |
$288M - $347M
|
15.2M
$3.21B
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-616K- 35.13% |
$100M - $121M
|
1.14M
$240M
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-249K- 18.96% |
$40.5M - $48.7M
|
1.06M
$224M
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-186K- 76.04% |
$30.2M - $36.4M
|
58.5K
$12.3M
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-153K- 4.55% |
$24.8M - $29.9M
|
3.2M
$675M
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-144K- 49.31% |
$23.5M - $28.3M
|
148K
$31.3M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-82.6K- 11.04% |
$13.4M - $16.2M
|
666K
$140M
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
SELL
|
- |
-81.6K- 59.8% |
$13.3M - $16M
|
54.9K
$11.6M
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-74.3K- 90.8% |
$12.1M - $14.5M
|
7.53K
$1.59M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-70.4K- 3.97% |
$11.5M - $13.8M
|
1.7M
$359M
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-67.1K- 1.71% |
$10.9M - $13.1M
|
3.87M
$815M
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-58K- 3.76% |
$9.44M - $11.4M
|
1.48M
$313M
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-52.6K- 22.96% |
$8.56M - $10.3M
|
176K
$37.2M
|
|
Aug 14, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-46.3K- 99.49% |
$7.54M - $9.07M
|
238
$50.2K
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-43.8K- 4.53% |
$7.13M - $8.58M
|
924K
$195M
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-43.5K- 30.32% |
$7.09M - $8.52M
|
100K
$21.1M
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-42K- 30.0% |
$6.83M - $8.21M
|
97.9K
$20.6M
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-40.5K- 5.19% |
$6.59M - $7.93M
|
739K
$156M
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-38.9K- 71.05% |
$6.32M - $7.61M
|
15.8K
$3.34M
|
|
Jul 14, 2025
Q2 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-38.5K- 64.41% |
$6.26M - $7.53M
|
21.3K
$4.48M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-36.9K- 2.21% |
$6.01M - $7.23M
|
1.63M
$345M
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-36.8K- 73.35% |
$5.98M - $7.2M
|
13.4K
$2.82M
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-30.1K- 38.12% |
$4.89M - $5.89M
|
48.8K
$10.3M
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-29.9K- 7.43% |
$4.87M - $5.86M
|
373K
$78.7M
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-29.6K- 7.21% |
$4.82M - $5.8M
|
382K
$80.5M
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-28.5K- 7.46% |
$4.64M - $5.58M
|
354K
$74.7M
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-28.5K- 88.37% |
$4.64M - $5.58M
|
3.75K
$792K
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-28K- 57.16% |
$4.56M - $5.48M
|
21K
$4.43M
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-26.4K- 70.45% |
$4.29M - $5.16M
|
11.1K
$2.33M
|
|
Aug 01, 2025
Q2 2025
|
Financial Counselors Inc
|
SELL
|
- |
-26.2K- 66.59% |
$4.26M - $5.13M
|
13.1K
$2.77M
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-23K- 89.92% |
$3.75M - $4.51M
|
2.58K
$545K
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-22.2K- 6.95% |
$3.62M - $4.35M
|
298K
$62.8M
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-21.4K- 22.78% |
$3.49M - $4.2M
|
72.7K
$15.3M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-21K- 26.56% |
$3.42M - $4.11M
|
58K
$12.2M
|
|
Jul 02, 2025
Q2 2025
|
Jb Global.Com LLC
New York, NY |
SELL
|
- |
-20.8K- 28.47% |
$3.39M - $4.08M
|
52.4K
$11M
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-20.3K- 51.51% |
$3.3M - $3.97M
|
19.1K
$4.03M
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-20.1K- 61.32% |
$3.27M - $3.94M
|
12.7K
$2.68M
|
|
Aug 13, 2025
Q2 2025
|
Brandes Investment Partners, LP
La Jolla, CA |
SELL
|
- |
-20.1K- 69.19% |
$3.26M - $3.93M
|
8.93K
$1.88M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-18.3K- 8.26% |
$2.98M - $3.59M
|
204K
$42.9M
|
|
Jul 22, 2025
Q2 2025
|
Hillman CO
|
SELL
|
- |
-17.9K- 18.61% |
$2.92M - $3.51M
|
78.4K
$16.5M
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-17.6K- 2.2% |
$2.86M - $3.44M
|
781K
$165M
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-17.5K- 24.02% |
$2.86M - $3.43M
|
55.5K
$11.7M
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-17.3K- 65.58% |
$2.82M - $3.39M
|
9.1K
$1.92M
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-16.2K- 23.05% |
$2.64M - $3.17M
|
54.1K
$11.4M
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-15.1K- 51.62% |
$2.46M - $2.96M
|
14.1K
$2.98M
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.4K- 1.74% |
$2.34M - $2.82M
|
812K
$171M
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-14.4K- 1.81% |
$2.34M - $2.81M
|
778K
$164M
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-14.1K- 20.61% |
$2.29M - $2.76M
|
54.2K
$11.4M
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-13.6K- 50.31% |
$2.21M - $2.66M
|
13.4K
$2.83M
|
|
Aug 12, 2025
Q2 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-12.7K- 91.73% |
$2.07M - $2.49M
|
1.15K
$242K
|