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 07, 2023
Q2 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-8- 1.35% |
$1.21K - $1.32K
|
586
$126K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-6- 18.18% |
$904 - $992
|
27
$5.83K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-6- 8.57% |
$904 - $992
|
64
$13.8K
|
|
|
Jul 12, 2023
Q2 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-4- 0.21% |
$603 - $662
|
1.94K
$418K
|
|
| Q1 2023 | |||||||
|
Apr 25, 2023
Q1 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-39.9K- 82.4% |
$5.99M - $7.08M
|
8.52K
$1.84M
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-30.7K- 69.6% |
$4.62M - $5.46M
|
13.4K
$2.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.78KClosed |
$267K - $316K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
SELL
|
- |
-1.74K- 15.92% |
$262K - $310K
|
9.21K
$1.99M
|
|
|
Jul 03, 2024
Q1 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-1.63KClosed |
$244K - $289K
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-885- 3.24% |
$133K - $157K
|
26.4K
$5.71M
|
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
SELL
|
- |
-721- 7.39% |
$108K - $128K
|
9.04K
$1.95M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-669- 14.14% |
$100K - $119K
|
4.06K
$877K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-455- 12.12% |
$68.4K - $80.8K
|
3.3K
$712K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-284- 89.31% |
$42.7K - $50.5K
|
34
$7.34K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-168- 91.8% |
$25.2K - $29.9K
|
15
$3.24K
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-123- 38.92% |
$18.5K - $21.9K
|
193
$41.7K
|
|
|
May 05, 2023
Q1 2023
|
Dagco, Inc.
|
SELL
|
- |
-108- 5.45% |
$16.2K - $19.2K
|
1.87K
$404K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-105- 9.5% |
$15.8K - $18.7K
|
1K
$216K
|
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-95- 2.12% |
$14.3K - $16.9K
|
4.38K
$946K
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-29- 1.62% |
$4.36K - $5.15K
|
1.76K
$379K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-27- 11.16% |
$4.06K - $4.8K
|
215
$46.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-7- 8.14% |
$1.05K - $1.24K
|
79
$17K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-2- 2.35% |
$300 - $355
|
83
$17.9K
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-4.78K- 3.41% |
$704K - $811K
|
136K
$29.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Keeler T Homas Management LLC
|
SELL
|
- |
-3.79K- 67.17% |
$559K - $643K
|
1.85K
$400K
|
|
|
Feb 03, 2023
Q4 2022
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-2.47K- 50.94% |
$363K - $418K
|
2.37K
$512K
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.01K- 43.93% |
$149K - $172K
|
1.29K
$279K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-679- 13.75% |
$100K - $115K
|
4.26K
$919K
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Partners
Boston, MA |
SELL
|
- |
-371- 18.12% |
$54.6K - $62.9K
|
1.68K
$362K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-359- 16.36% |
$52.9K - $60.9K
|
1.84K
$396K
|
|
|
Jan 25, 2023
Q4 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-342- 4.35% |
$50.4K - $58K
|
7.52K
$1.62M
|
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-219- 7.06% |
$32.2K - $37.1K
|
2.88K
$622K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-192- 3.93% |
$28.3K - $32.6K
|
4.7K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-180- 12.08% |
$26.5K - $30.5K
|
1.31K
$283K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-128- 1.99% |
$18.8K - $21.7K
|
6.32K
$1.36M
|
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-26- 0.84% |
$3.83K - $4.41K
|
3.08K
$665K
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-25- 0.44% |
$3.68K - $4.24K
|
5.72K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-12- 0.64% |
$1.77K - $2.03K
|
1.85K
$399K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-11- 0.13% |
$1.62K - $1.86K
|
8.62K
$1.86M
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1- 7.14% |
$147 - $170
|
13
$2.81K
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-49.2K- 95.25% |
$7.06M - $8.51M
|
2.45K
$530K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-7.81K- 5.22% |
$1.12M - $1.35M
|
142K
$30.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-5.81K- 76.94% |
$834K - $1.01M
|
1.74K
$376K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.87K- 79.49% |
$412K - $496K
|
741
$160K
|
|
|
Nov 10, 2022
Q3 2022
|
True North Advisors, LLC
|
SELL
|
- |
-1.11K- 22.37% |
$159K - $192K
|
3.85K
$831K
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-984- 24.75% |
$141K - $170K
|
2.99K
$646K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-933- 11.27% |
$134K - $161K
|
7.35K
$1.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-646- 3.79% |
$92.6K - $112K
|
16.4K
$3.54M
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-644- 3.97% |
$92.3K - $111K
|
15.6K
$3.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-289- 16.96% |
$41.4K - $50K
|
1.42K
$305K
|
|