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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-27- 0.88% |
$4.94K - $5.61K
|
3.05K
$609K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-27- 0.82% |
$4.94K - $5.61K
|
3.26K
$652K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-27- 2.05% |
$4.94K - $5.61K
|
1.29K
$257K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-26- 1.94% |
$4.76K - $5.4K
|
1.32K
$263K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-26- 4.41% |
$4.76K - $5.4K
|
564
$113K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-26- 0.17% |
$4.76K - $5.4K
|
15.1K
$3.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-25- 1.16% |
$4.58K - $5.19K
|
2.12K
$424K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-24- 0.11% |
$4.39K - $4.99K
|
22K
$4.39M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-23- 58.97% |
$4.21K - $4.78K
|
16
$3.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-23- 0.83% |
$4.21K - $4.78K
|
2.76K
$552K
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
SELL
|
- |
-23- 0.53% |
$4.21K - $4.78K
|
4.35K
$868K
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-22- 0.62% |
$4.03K - $4.57K
|
3.55K
$709K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-20- 1.23% |
$3.66K - $4.16K
|
1.61K
$322K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-20- 13.99% |
$3.66K - $4.16K
|
123
$24.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-19- 5.99% |
$3.48K - $3.95K
|
298
$59.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-18- 17.31% |
$3.29K - $3.74K
|
86
$17.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-18- 0.31% |
$3.29K - $3.74K
|
5.84K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-16- 0.54% |
$2.93K - $3.32K
|
2.93K
$584K
|
|
|
May 12, 2025
Q1 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-15- 0.73% |
$2.75K - $3.12K
|
2.03K
$405K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-15- 0.82% |
$2.75K - $3.12K
|
1.82K
$364K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-15- 0.34% |
$2.75K - $3.12K
|
4.42K
$883K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-14- 0.78% |
$2.56K - $2.91K
|
1.79K
$357K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-12- 0.35% |
$2.2K - $2.49K
|
3.46K
$692K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-11- 0.81% |
$2.01K - $2.29K
|
1.34K
$268K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-11- 0.44% |
$2.01K - $2.29K
|
2.47K
$493K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-11- 2.15% |
$2.01K - $2.29K
|
500
$99.9K
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-11- 0.19% |
$2.01K - $2.29K
|
5.86K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-10- 0.18% |
$1.83K - $2.08K
|
5.44K
$1.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-10- 0.57% |
$1.83K - $2.08K
|
1.75K
$350K
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-9- 0.78% |
$1.65K - $1.87K
|
1.14K
$228K
|
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
SELL
|
- |
-8- 0.51% |
$1.46K - $1.66K
|
1.56K
$311K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-7- 0.07% |
$1.28K - $1.45K
|
10.5K
$2.09M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-7- 0.44% |
$1.28K - $1.45K
|
1.58K
$316K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-7- 0.08% |
$1.28K - $1.45K
|
9.05K
$1.81M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-5- 0.55% |
$915 - $1.04K
|
907
$181K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-4- 0.07% |
$732 - $831
|
5.75K
$1.15M
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-4- 0.27% |
$732 - $831
|
1.49K
$298K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4- 0.12% |
$732 - $831
|
3.44K
$687K
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-4- 0.11% |
$732 - $831
|
3.6K
$718K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-3- 0.07% |
$549 - $623
|
4.11K
$820K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2- 1.63% |
$366 - $416
|
121
$24.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-2- 0.1% |
$366 - $416
|
1.94K
$388K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1- 5.56% |
$183 - $208
|
17
$3.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-1- 2.86% |
$183 - $208
|
34
$6.79K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-1- 0.02% |
$183 - $208
|
6.61K
$1.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-1- 0.02% |
$183 - $208
|
5.13K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.06% |
$183 - $208
|
1.81K
$361K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Comprehensive Financial Management LLC
Los Gatos, CA |
SELL
|
- |
-140K- 43.16% |
$27.6M - $30.4M
|
184K
$36.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-37.3K- 99.73% |
$7.36M - $8.1M
|
100
$20K
|
|
|
Feb 07, 2025
Q4 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-17.7K- 54.4% |
$3.48M - $3.84M
|
14.8K
$2.96M
|
|