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 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-137- 6.98% |
$25.1K - $28.5K
|
1.83K
$382K
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-125- 7.25% |
$22.9K - $26K
|
1.6K
$334K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-122- 3.04% |
$22.3K - $25.3K
|
3.89K
$813K
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-113- 5.74% |
$20.7K - $23.5K
|
1.86K
$388K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-111- 8.04% |
$20.3K - $23.1K
|
1.27K
$265K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-104- 2.72% |
$19K - $21.6K
|
3.72K
$779K
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-102- 7.91% |
$18.7K - $21.2K
|
1.19K
$248K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-99- 71.22% |
$18.1K - $20.6K
|
40
$8.36K
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-97- 0.74% |
$17.8K - $20.2K
|
13K
$2.72M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-93- 7.44% |
$17K - $19.3K
|
1.16K
$242K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-89- 5.14% |
$16.3K - $18.5K
|
1.64K
$343K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-87- 3.35% |
$15.9K - $18.1K
|
2.51K
$524K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-79- 3.1% |
$14.5K - $16.4K
|
2.47K
$516K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-71- 2.95% |
$13K - $14.8K
|
2.33K
$488K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-67- 57.26% |
$12.3K - $13.9K
|
50
$10.5K
|
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-67- 1.47% |
$12.3K - $13.9K
|
4.49K
$938K
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-60- 2.53% |
$11K - $12.5K
|
2.31K
$483K
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-60- 1.6% |
$11K - $12.5K
|
3.7K
$774K
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-60- 3.02% |
$11K - $12.5K
|
1.93K
$403K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-60- 3.16% |
$11K - $12.5K
|
1.84K
$385K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-54- 1.36% |
$9.88K - $11.2K
|
3.91K
$818K
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-50- 1.74% |
$9.15K - $10.4K
|
2.82K
$589K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-50- 0.69% |
$9.15K - $10.4K
|
7.17K
$1.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-44- 1.88% |
$8.05K - $9.14K
|
2.3K
$481K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-40- 2.39% |
$7.32K - $8.31K
|
1.63K
$341K
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-40- 0.25% |
$7.32K - $8.31K
|
15.9K
$3.33M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-28- 1.78% |
$5.12K - $5.82K
|
1.55K
$323K
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-27- 1.54% |
$4.94K - $5.61K
|
1.72K
$360K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-27- 0.88% |
$4.94K - $5.61K
|
3.05K
$638K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-26- 4.41% |
$4.76K - $5.4K
|
564
$118K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-26- 0.17% |
$4.76K - $5.4K
|
15.1K
$3.16M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-23- 58.97% |
$4.21K - $4.78K
|
16
$3.34K
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
SELL
|
- |
-23- 0.53% |
$4.21K - $4.78K
|
4.35K
$909K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-20- 1.23% |
$3.66K - $4.16K
|
1.61K
$337K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-20- 13.99% |
$3.66K - $4.16K
|
123
$25.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-19- 5.99% |
$3.48K - $3.95K
|
298
$62.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-18- 0.31% |
$3.29K - $3.74K
|
5.84K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-15- 0.73% |
$2.75K - $3.12K
|
2.03K
$424K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-11- 0.44% |
$2.01K - $2.29K
|
2.47K
$516K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-11- 2.15% |
$2.01K - $2.29K
|
500
$105K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-10- 0.57% |
$1.83K - $2.08K
|
1.75K
$366K
|
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
SELL
|
- |
-8- 0.51% |
$1.46K - $1.66K
|
1.56K
$325K
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-7- 0.07% |
$1.28K - $1.45K
|
10.5K
$2.19M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-7- 0.44% |
$1.28K - $1.45K
|
1.58K
$331K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-5- 0.55% |
$915 - $1.04K
|
907
$190K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4- 0.12% |
$732 - $831
|
3.44K
$719K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1- 5.56% |
$183 - $208
|
17
$3.55K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-1- 2.86% |
$183 - $208
|
34
$7.11K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Comprehensive Financial Management LLC
Los Gatos, CA |
SELL
|
- |
-140K- 43.16% |
$27.6M - $30.4M
|
184K
$38.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-37.3K- 99.73% |
$7.36M - $8.1M
|
100
$20.9K
|
|