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 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-682- 34.53% |
$118K - $131K
|
1.29K
$270K
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-411- 68.39% |
$70.9K - $78.9K
|
190
$39.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-320- 9.09% |
$55.2K - $61.4K
|
3.2K
$669K
|
|
|
Apr 18, 2024
Q1 2024
|
Chico Wealth Ria
|
SELL
|
- |
-167- 13.76% |
$28.8K - $32K
|
1.05K
$219K
|
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-132- 2.48% |
$22.8K - $25.3K
|
5.2K
$1.09M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-113- 9.55% |
$19.5K - $21.7K
|
1.07K
$224K
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-109- 1.09% |
$18.8K - $20.9K
|
9.85K
$2.06M
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
SELL
|
- |
-100- 14.29% |
$17.2K - $19.2K
|
600
$125K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-96- 46.38% |
$16.6K - $18.4K
|
111
$23.2K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-70- 4.2% |
$12.1K - $13.4K
|
1.6K
$334K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-69- 4.93% |
$11.9K - $13.2K
|
1.33K
$278K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-66- 11.4% |
$11.4K - $12.7K
|
513
$107K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-52- 50.0% |
$8.97K - $9.98K
|
52
$10.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-51- 1.29% |
$8.79K - $9.79K
|
3.89K
$814K
|
|
|
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
$233K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-35- 0.3% |
$6.04K - $6.72K
|
11.6K
$2.42M
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-28- 30.43% |
$4.83K - $5.37K
|
64
$13.4K
|
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-27- 1.71% |
$4.66K - $5.18K
|
1.55K
$324K
|
|
|
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
$3.34K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-50.5K- 26.99% |
$7.53M - $9.18M
|
137K
$28.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-39K- 92.01% |
$5.82M - $7.09M
|
3.38K
$707K
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-3.36K- 71.28% |
$501K - $611K
|
1.35K
$283K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.02K- 25.59% |
$301K - $367K
|
5.87K
$1.23M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.46K- 1.86% |
$218K - $266K
|
77.1K
$16.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.37K- 28.03% |
$204K - $249K
|
3.51K
$734K
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-1.2K- 16.38% |
$179K - $218K
|
6.12K
$1.28M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-661- 9.76% |
$98.6K - $120K
|
6.11K
$1.28M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-400- 28.57% |
$59.7K - $72.8K
|
1K
$209K
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-370- 20.25% |
$55.2K - $67.3K
|
1.46K
$305K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-220- 2.11% |
$32.8K - $40K
|
10.2K
$2.13M
|
|
|
Jan 29, 2024
Q4 2023
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-212- 9.28% |
$31.6K - $38.6K
|
2.07K
$433K
|
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-200- 33.33% |
$29.8K - $36.4K
|
400
$83.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-117- 11.87% |
$17.5K - $21.3K
|
869
$182K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-89- 5.31% |
$13.3K - $16.2K
|
1.59K
$332K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-40- 46.51% |
$5.97K - $7.28K
|
46
$9.62K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-33- 1.95% |
$4.92K - $6K
|
1.66K
$347K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-22- 1.29% |
$3.28K - $4K
|
1.69K
$352K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-17- 0.52% |
$2.54K - $3.09K
|
3.28K
$686K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-17- 0.28% |
$2.54K - $3.09K
|
6.06K
$1.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-4- 0.11% |
$597 - $728
|
3.7K
$774K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-410KClosed |
$64.6M - $71.6M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Hackensack Meridian Health, Inc.
Edison, NJ |
SELL
|
- |
-372K- 32.31% |
$58.6M - $64.9M
|
780K
$163M
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-58.8K- 52.37% |
$9.25M - $10.3M
|
53.5K
$11.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-38.5K- 16.14% |
$6.05M - $6.71M
|
200K
$41.8M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-14.5K- 7.17% |
$2.28M - $2.52M
|
187K
$39.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-3.36K- 7.9% |
$528K - $585K
|
39.1K
$8.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.87K- 1.22% |
$452K - $500K
|
232K
$48.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-2.54K- 5.47% |
$399K - $442K
|
43.8K
$9.15M
|
|