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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-1.78K- 48.53% |
$280K - $310K
|
1.89K
$394K
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-1.66K- 38.24% |
$260K - $289K
|
2.67K
$559K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.21K- 6.18% |
$191K - $211K
|
18.4K
$3.85M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-1.21K- 4.02% |
$191K - $211K
|
28.9K
$6.05M
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-319- 45.83% |
$50.2K - $55.6K
|
377
$78.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-229- 15.15% |
$36K - $39.9K
|
1.28K
$268K
|
|
|
Nov 08, 2023
Q3 2023
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-150- 8.63% |
$23.6K - $26.2K
|
1.59K
$332K
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-42- 1.4% |
$6.61K - $7.32K
|
2.95K
$617K
|
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-41- 47.13% |
$6.45K - $7.15K
|
46
$9.62K
|
|
|
Oct 24, 2023
Q3 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-20- 1.19% |
$3.15K - $3.49K
|
1.66K
$348K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-66.5K- 69.16% |
$10M - $11M
|
29.7K
$6.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
SELL
|
- |
-14.3K- 88.8% |
$2.15M - $2.36M
|
1.8K
$376K
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-3.07K- 56.52% |
$462K - $507K
|
2.36K
$493K
|
|
|
Jul 18, 2023
Q2 2023
|
Financial Life Advisors
|
SELL
|
- |
-1.41K- 52.42% |
$213K - $233K
|
1.28K
$268K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1K- 3.91% |
$151K - $166K
|
24.6K
$5.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-387- 17.44% |
$58.3K - $64K
|
1.83K
$383K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-104- 1.25% |
$15.7K - $17.2K
|
8.2K
$1.71M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-72Closed |
$10.9K - $11.9K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-59- 4.32% |
$8.89K - $9.76K
|
1.31K
$273K
|
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-51- 2.75% |
$7.69K - $8.44K
|
1.81K
$378K
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-39- 1.68% |
$5.88K - $6.45K
|
2.28K
$476K
|
|
|
Apr 22, 2024
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-35- 33.02% |
$5.28K - $5.79K
|
71
$14.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-31- 0.42% |
$4.67K - $5.13K
|
7.31K
$1.53M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.49% |
$4.37K - $4.8K
|
5.86K
$1.23M
|
|
|
Aug 07, 2023
Q2 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-8- 1.35% |
$1.21K - $1.32K
|
586
$123K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-6- 18.18% |
$904 - $992
|
27
$5.64K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-6- 8.57% |
$904 - $992
|
64
$13.4K
|
|
| Q1 2023 | |||||||
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-30.7K- 69.6% |
$4.62M - $5.46M
|
13.4K
$2.81M
|
|
|
May 15, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
SELL
|
- |
-1.74K- 15.92% |
$262K - $310K
|
9.21K
$1.93M
|
|
|
Jul 03, 2024
Q1 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-1.63KClosed |
$244K - $289K
|
0
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
SELL
|
- |
-721- 7.39% |
$108K - $128K
|
9.04K
$1.89M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-669- 14.14% |
$100K - $119K
|
4.06K
$849K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-455- 12.12% |
$68.4K - $80.8K
|
3.3K
$689K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-284- 89.31% |
$42.7K - $50.5K
|
34
$7.11K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-168- 91.8% |
$25.2K - $29.9K
|
15
$3.14K
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-123- 38.92% |
$18.5K - $21.9K
|
193
$40.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-105- 9.5% |
$15.8K - $18.7K
|
1K
$209K
|
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-95- 2.12% |
$14.3K - $16.9K
|
4.38K
$916K
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-29- 1.62% |
$4.36K - $5.15K
|
1.76K
$368K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-27- 11.16% |
$4.06K - $4.8K
|
215
$44.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-7- 8.14% |
$1.05K - $1.24K
|
79
$16.5K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-2- 2.35% |
$300 - $355
|
83
$17.4K
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-4.78K- 3.41% |
$704K - $811K
|
136K
$28.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Keeler T Homas Management LLC
|
SELL
|
- |
-3.79K- 67.17% |
$559K - $643K
|
1.85K
$388K
|
|
|
Feb 03, 2023
Q4 2022
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-2.47K- 50.94% |
$363K - $418K
|
2.37K
$496K
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.01K- 43.93% |
$149K - $172K
|
1.29K
$270K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-679- 13.75% |
$100K - $115K
|
4.26K
$890K
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Partners
Boston, MA |
SELL
|
- |
-371- 18.12% |
$54.6K - $62.9K
|
1.68K
$350K
|
|
|
Jan 25, 2023
Q4 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-342- 4.35% |
$50.4K - $58K
|
7.52K
$1.57M
|
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-219- 7.06% |
$32.2K - $37.1K
|
2.88K
$602K
|
|