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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-25- 1.35% |
$4.07K - $4.89K
|
1.83K
$365K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-21- 7.98% |
$3.42K - $4.11K
|
242
$48.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-18- 0.41% |
$2.93K - $3.52K
|
4.42K
$882K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-16- 34.78% |
$2.6K - $3.13K
|
30
$5.99K
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-14- 0.17% |
$2.28K - $2.74K
|
8.31K
$1.66M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.45M- 7.87% |
$266M - $302M
|
17M
$3.4B
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-194K- 5.46% |
$35.5M - $40.2M
|
3.35M
$670M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-117K- 22.21% |
$21.5M - $24.4M
|
411K
$82.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-116K- 63.2% |
$21.2M - $24M
|
67.4K
$13.5M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-114K- 98.88% |
$20.9M - $23.7M
|
1.29K
$257K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-105K- 5.58% |
$19.2M - $21.8M
|
1.77M
$354M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-104K- 99.46% |
$19M - $21.6M
|
560
$112K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-101K- 44.22% |
$18.5M - $21M
|
128K
$25.5M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-79.4K- 99.76% |
$14.5M - $16.5M
|
193
$38.5K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-51.6K- 3.0% |
$9.45M - $10.7M
|
1.67M
$334M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-43K- 53.6% |
$7.87M - $8.93M
|
37.2K
$7.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-40.8K- 22.54% |
$7.48M - $8.49M
|
140K
$28M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-40.3K- 51.49% |
$7.38M - $8.38M
|
38K
$7.59M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-40.1K- 80.29% |
$7.33M - $8.33M
|
9.84K
$1.97M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-39.1K- 99.46% |
$7.16M - $8.12M
|
211
$42.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-35.3K- 24.77% |
$6.46M - $7.33M
|
107K
$21.4M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-33.4K- 55.29% |
$6.11M - $6.93M
|
27K
$5.39M
|
|
|
May 15, 2025
Q1 2025
|
Brandes Investment Partners, LP
La Jolla, CA |
SELL
|
- |
-30.2K- 50.99% |
$5.52M - $6.27M
|
29K
$5.79M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-30K- 3.64% |
$5.48M - $6.23M
|
792K
$158M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-27.5K- 28.13% |
$5.04M - $5.72M
|
70.3K
$14M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-25.5K- 80.43% |
$4.68M - $5.31M
|
6.22K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-22.4K- 8.45% |
$4.1M - $4.66M
|
243K
$48.5M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-22.1K- 10.72% |
$4.04M - $4.59M
|
184K
$36.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-22K- 40.25% |
$4.02M - $4.57M
|
32.6K
$6.52M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-18.7K- 4.43% |
$3.42M - $3.88M
|
403K
$80.4M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-18K- 11.15% |
$3.3M - $3.74M
|
144K
$28.7M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-15.2K- 1.54% |
$2.78M - $3.15M
|
968K
$193M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-14.7K- 5.75% |
$2.7M - $3.06M
|
242K
$48.2M
|
|
|
May 05, 2025
Q1 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-13.6K- 65.14% |
$2.5M - $2.83M
|
7.3K
$1.46M
|
|
|
May 07, 2025
Q1 2025
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-13.5K- 21.57% |
$2.47M - $2.81M
|
49.1K
$9.82M
|
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-13.5K- 13.76% |
$2.47M - $2.8M
|
84.5K
$16.9M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-13.2K- 40.41% |
$2.41M - $2.74M
|
19.5K
$3.88M
|
|
|
May 01, 2025
Q1 2025
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-12.9K- 10.06% |
$2.36M - $2.68M
|
115K
$23.1M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-12.7K- 8.32% |
$2.33M - $2.65M
|
140K
$28M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-11.3K- 15.31% |
$2.07M - $2.35M
|
62.6K
$12.5M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-10.9K- 3.89% |
$1.99M - $2.26M
|
269K
$53.6M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-10.3K- 17.24% |
$1.88M - $2.14M
|
49.4K
$9.87M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.3K- 20.35% |
$1.88M - $2.14M
|
40.3K
$8.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-9.98K- 12.02% |
$1.83M - $2.07M
|
73.1K
$14.6M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-9.76K- 2.52% |
$1.79M - $2.03M
|
377K
$75.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-8.9K- 44.61% |
$1.63M - $1.85M
|
11.1K
$2.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-8.86K- 3.84% |
$1.62M - $1.84M
|
222K
$44.3M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-8.23K- 51.69% |
$1.51M - $1.71M
|
7.69K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.91K- 2.41% |
$1.45M - $1.64M
|
320K
$63.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-7.82K- 7.67% |
$1.43M - $1.63M
|
94.1K
$18.8M
|
|