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 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-133- 29.69% |
$22.9K - $25.5K
|
315
$68K
|
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-132- 2.48% |
$22.8K - $25.3K
|
5.2K
$1.12M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-113- 9.55% |
$19.5K - $21.7K
|
1.07K
$231K
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-109- 1.09% |
$18.8K - $20.9K
|
9.85K
$2.13M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-101- 35.07% |
$17.4K - $19.4K
|
187
$40.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
SELL
|
- |
-100- 14.29% |
$17.2K - $19.2K
|
600
$129K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-96- 46.38% |
$16.6K - $18.4K
|
111
$24K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-92- 3.64% |
$15.9K - $17.7K
|
2.44K
$526K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-70- 4.2% |
$12.1K - $13.4K
|
1.6K
$344K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-69- 4.93% |
$11.9K - $13.2K
|
1.33K
$287K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-66- 11.4% |
$11.4K - $12.7K
|
513
$111K
|
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-52- 0.84% |
$8.97K - $9.98K
|
6.15K
$1.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-52- 50.0% |
$8.97K - $9.98K
|
52
$11.2K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-51- 1.29% |
$8.79K - $9.79K
|
3.89K
$840K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-39Closed |
$6.73K - $7.48K
|
0
$0
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-38- 3.3% |
$6.55K - $7.29K
|
1.11K
$240K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-35- 0.3% |
$6.04K - $6.72K
|
11.6K
$2.49M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-30- 10.53% |
$5.17K - $5.76K
|
255
$55K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-28- 30.43% |
$4.83K - $5.37K
|
64
$13.8K
|
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-27- 1.71% |
$4.66K - $5.18K
|
1.55K
$334K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-14Closed |
$2.41K - $2.69K
|
0
$0
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-4- 20.0% |
$690 - $768
|
16
$3.45K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-2- 2.08% |
$345 - $384
|
94
$20.3K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-50.5K- 26.99% |
$7.53M - $9.18M
|
137K
$29.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-39K- 92.01% |
$5.82M - $7.09M
|
3.38K
$730K
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-3.36K- 71.28% |
$501K - $611K
|
1.35K
$292K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.42K- 59.65% |
$361K - $440K
|
1.64K
$353K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.02K- 25.59% |
$301K - $367K
|
5.87K
$1.27M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.46K- 1.86% |
$218K - $266K
|
77.1K
$16.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.37K- 28.03% |
$204K - $249K
|
3.51K
$758K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.32KClosed |
$198K - $241K
|
0
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-1.2K- 16.38% |
$179K - $218K
|
6.12K
$1.32M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-661- 9.76% |
$98.6K - $120K
|
6.11K
$1.32M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-400- 28.57% |
$59.7K - $72.8K
|
1K
$216K
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-370- 20.25% |
$55.2K - $67.3K
|
1.46K
$314K
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-268- 13.33% |
$40K - $48.8K
|
1.74K
$376K
|
|
|
Feb 14, 2024
Q4 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-235- 38.91% |
$35.1K - $42.8K
|
369
$79.6K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-226- 4.24% |
$33.7K - $41.1K
|
5.1K
$1.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-220- 2.11% |
$32.8K - $40K
|
10.2K
$2.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-212- 9.28% |
$31.6K - $38.6K
|
2.07K
$447K
|
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-200- 33.33% |
$29.8K - $36.4K
|
400
$86.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-176- 73.95% |
$26.3K - $32K
|
62
$13.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-117- 11.87% |
$17.5K - $21.3K
|
869
$188K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-89- 5.31% |
$13.3K - $16.2K
|
1.59K
$342K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-50- 1.09% |
$7.46K - $9.1K
|
4.56K
$983K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-40- 46.51% |
$5.97K - $7.28K
|
46
$9.93K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-38- 1.36% |
$5.67K - $6.91K
|
2.75K
$594K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-37- 42.05% |
$5.52K - $6.73K
|
51
$11K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-33- 1.95% |
$4.92K - $6K
|
1.66K
$358K
|
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-28- 1.83% |
$4.18K - $5.09K
|
1.5K
$323K
|
|