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 |
---|---|---|---|---|---|---|---|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.22M- 88.46% |
$219M - $245M
|
159K
$34.2M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.08M- 74.49% |
$194M - $217M
|
369K
$79.6M
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-400K- 80.68% |
$72M - $80.7M
|
95.8K
$20.7M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-391K- 26.92% |
$70.4M - $78.8M
|
1.06M
$229M
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-275K- 74.06% |
$49.5M - $55.4M
|
96.2K
$20.8M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-268K- 12.26% |
$48.3M - $54.1M
|
1.92M
$414M
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-243K- 98.04% |
$43.7M - $49M
|
4.86K
$1.05M
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-136K- 3.54% |
$24.5M - $27.4M
|
3.7M
$798M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-122K- 3.14% |
$21.9M - $24.6M
|
3.76M
$811M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-66.1K- 37.28% |
$11.9M - $13.3M
|
111K
$24M
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-59.8K- 36.98% |
$10.8M - $12M
|
102K
$22M
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-48.3K- 3.62% |
$8.7M - $9.74M
|
1.29M
$278M
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-32.9K- 25.71% |
$5.93M - $6.64M
|
95.2K
$20.5M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-29.5K- 81.11% |
$5.32M - $5.96M
|
6.88K
$1.49M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-29.2K- 43.15% |
$5.25M - $5.88M
|
38.4K
$8.3M
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-27.7K- 27.27% |
$4.98M - $5.58M
|
73.8K
$15.9M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-24.4K- 3.51% |
$4.39M - $4.91M
|
669K
$144M
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-22.9K- 7.62% |
$4.13M - $4.62M
|
278K
$60M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.7K- 2.74% |
$3.54M - $3.96M
|
698K
$151M
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-19K- 72.44% |
$3.42M - $3.83M
|
7.24K
$1.56M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-18K- 44.19% |
$3.23M - $3.62M
|
22.7K
$4.89M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-17.9K- 19.11% |
$3.22M - $3.6M
|
75.6K
$16.3M
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-17.7K- 22.54% |
$3.19M - $3.57M
|
60.9K
$13.1M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-16.7K- 88.49% |
$3.01M - $3.37M
|
2.18K
$470K
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-14.9K- 4.78% |
$2.67M - $3M
|
296K
$63.9M
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-13.9K- 11.97% |
$2.51M - $2.81M
|
102K
$22.1M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.9K- 11.11% |
$2.49M - $2.79M
|
111K
$23.9M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-13.2K- 4.07% |
$2.38M - $2.67M
|
312K
$67.3M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12K- 3.08% |
$2.16M - $2.41M
|
377K
$81.4M
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-10.7K- 29.1% |
$1.93M - $2.17M
|
26.2K
$5.65M
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-10.7K- 5.55% |
$1.93M - $2.16M
|
182K
$39.3M
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-9.32K- 27.93% |
$1.68M - $1.88M
|
24K
$5.19M
|
|
Nov 14, 2024
Q3 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-9.13K- 16.06% |
$1.64M - $1.84M
|
47.7K
$10.3M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.97K- 2.77% |
$1.61M - $1.81M
|
315K
$68M
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-8.94K- 35.53% |
$1.61M - $1.8M
|
16.2K
$3.5M
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-8.94K- 2.87% |
$1.61M - $1.8M
|
302K
$65.3M
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-8.88K- 88.04% |
$1.6M - $1.79M
|
1.21K
$260K
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-8.77K- 4.84% |
$1.58M - $1.77M
|
172K
$37.2M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-8.56K- 48.09% |
$1.54M - $1.73M
|
9.24K
$1.99M
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-7.04K- 3.72% |
$1.27M - $1.42M
|
182K
$39.3M
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-6.87K- 10.45% |
$1.24M - $1.38M
|
58.8K
$12.7M
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.5K- 15.66% |
$1.17M - $1.31M
|
35K
$7.56M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-6.5K- 32.66% |
$1.17M - $1.31M
|
13.4K
$2.89M
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-6.36K- 2.78% |
$1.14M - $1.28M
|
222K
$48M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.1K- 1.29% |
$1.1M - $1.23M
|
467K
$101M
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-5.75K- 2.63% |
$1.04M - $1.16M
|
213K
$45.9M
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.35K- 7.76% |
$963K - $1.08M
|
63.7K
$13.7M
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Financial Partners
|
SELL
|
- |
-5.32K- 5.96% |
$958K - $1.07M
|
84K
$18.1M
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-5.25K- 0.9% |
$944K - $1.06M
|
580K
$125M
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-5.19K- 14.28% |
$935K - $1.05M
|
31.2K
$6.73M
|