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 |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-7.67K- 11.49% |
$1.4M - $1.59M
|
59.1K
$11.8M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.58K- 8.76% |
$1.39M - $1.58M
|
79K
$15.8M
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.37K- 54.18% |
$1.35M - $1.53M
|
6.23K
$1.25M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.36K- 25.24% |
$1.35M - $1.53M
|
21.8K
$4.35M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.39KClosed |
$1.17M - $1.33M
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-6.13K- 3.11% |
$1.12M - $1.27M
|
191K
$38.2M
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-6.1K- 78.54% |
$1.12M - $1.27M
|
1.67K
$333K
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.88K- 13.9% |
$1.08M - $1.22M
|
36.4K
$7.27M
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-5.88K- 37.14% |
$1.08M - $1.22M
|
9.94K
$1.99M
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-5.82K- 47.18% |
$1.07M - $1.21M
|
6.52K
$1.3M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.79K- 62.49% |
$1.06M - $1.2M
|
3.48K
$694K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5.55K- 40.22% |
$1.02M - $1.15M
|
8.24K
$1.65M
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-5.49K- 64.52% |
$1M - $1.14M
|
3.02K
$603K
|
|
May 14, 2025
Q1 2025
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-5.45K- 89.14% |
$997K - $1.13M
|
664
$133K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.34K- 13.82% |
$978K - $1.11M
|
33.3K
$6.65M
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-5.14K- 2.31% |
$941K - $1.07M
|
217K
$43.4M
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-4.93K- 44.87% |
$902K - $1.02M
|
6.06K
$1.21M
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-4.78K- 6.91% |
$875K - $993K
|
64.4K
$12.9M
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.76K- 2.75% |
$871K - $989K
|
168K
$33.6M
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-4.43K- 2.11% |
$811K - $920K
|
205K
$41M
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-4.39K- 56.5% |
$803K - $911K
|
3.38K
$674K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.14K- 29.66% |
$758K - $861K
|
9.82K
$1.96M
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.89K- 17.76% |
$712K - $808K
|
18K
$3.6M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.8K- 11.27% |
$695K - $789K
|
29.9K
$5.97M
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-3.71K- 10.42% |
$678K - $770K
|
31.9K
$6.37M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.67K- 16.42% |
$672K - $763K
|
18.7K
$3.73M
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.65K- 43.5% |
$667K - $757K
|
4.74K
$946K
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-3.5K- 24.81% |
$641K - $727K
|
10.6K
$2.12M
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.49K- 0.98% |
$639K - $725K
|
351K
$70.1M
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.46K- 20.38% |
$633K - $718K
|
13.5K
$2.7M
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-3.3K- 23.34% |
$604K - $686K
|
10.8K
$2.17M
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.3K- 56.08% |
$604K - $686K
|
2.59K
$516K
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.27K- 4.38% |
$598K - $679K
|
71.2K
$14.2M
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-3.23K- 23.29% |
$591K - $671K
|
10.6K
$2.13M
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-3.22K- 30.55% |
$590K - $669K
|
7.32K
$1.46M
|
|
May 14, 2025
Q1 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-3.16K- 13.16% |
$578K - $656K
|
20.8K
$4.16M
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-3.05K- 1.23% |
$558K - $634K
|
244K
$48.8M
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.97K- 51.93% |
$543K - $616K
|
2.75K
$548K
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.78K- 10.09% |
$508K - $577K
|
24.7K
$4.94M
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.73K- 45.93% |
$500K - $568K
|
3.22K
$643K
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.72K- 19.39% |
$499K - $566K
|
11.3K
$2.26M
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-2.72K- 50.54% |
$498K - $565K
|
2.66K
$532K
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-2.71K- 63.23% |
$496K - $563K
|
1.58K
$315K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.71K- 3.96% |
$495K - $562K
|
65.6K
$13.1M
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.71K- 2.81% |
$495K - $562K
|
93.6K
$18.7M
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2.68K- 8.15% |
$490K - $556K
|
30.2K
$6.02M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-2.6K- 39.39% |
$476K - $540K
|
4K
$799K
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-2.59K- 17.4% |
$474K - $538K
|
12.3K
$2.46M
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.51K- 4.62% |
$460K - $522K
|
51.9K
$10.4M
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.47K- 26.06% |
$452K - $513K
|
7K
$1.4M
|