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 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.27K- 1.34% |
$232K - $263K
|
93.4K
$18.6M
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.26K- 8.23% |
$230K - $261K
|
14K
$2.79M
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-1.22K- 12.43% |
$223K - $253K
|
8.58K
$1.71M
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.2K- 37.44% |
$219K - $249K
|
2K
$399K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.18K- 4.98% |
$216K - $245K
|
22.5K
$4.49M
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.16K- 4.58% |
$213K - $241K
|
24.2K
$4.84M
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.15K- 12.98% |
$211K - $239K
|
7.72K
$1.54M
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-1.15K- 42.76% |
$210K - $239K
|
1.54K
$307K
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.15K- 6.55% |
$210K - $238K
|
16.4K
$3.27M
|
|
May 13, 2025
Q1 2025
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-1.14K- 3.24% |
$208K - $236K
|
33.9K
$6.77M
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.12K- 2.77% |
$205K - $232K
|
39.2K
$7.84M
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.09K- 33.66% |
$200K - $227K
|
2.16K
$431K
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.08K- 3.6% |
$197K - $223K
|
28.8K
$5.75M
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.07K- 0.84% |
$196K - $223K
|
127K
$25.4M
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-1.07K- 3.16% |
$196K - $222K
|
32.8K
$6.55M
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-1.07K- 2.77% |
$195K - $222K
|
37.5K
$7.49M
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.03K- 6.02% |
$189K - $214K
|
16.1K
$3.21M
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-1.03K- 7.88% |
$188K - $214K
|
12K
$2.4M
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-1.02K- 7.25% |
$187K - $212K
|
13K
$2.6M
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-995- 53.73% |
$182K - $207K
|
857
$171K
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-986- 31.11% |
$180K - $205K
|
2.18K
$436K
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-983- 9.1% |
$180K - $204K
|
9.81K
$1.96M
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-977- 2.31% |
$179K - $203K
|
41.3K
$8.25M
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-975- 0.69% |
$178K - $203K
|
140K
$27.9M
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-964- 4.29% |
$176K - $200K
|
21.5K
$4.3M
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-958- 7.44% |
$175K - $199K
|
11.9K
$2.38M
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-955- 1.47% |
$175K - $198K
|
64K
$12.8M
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-950- 1.9% |
$174K - $197K
|
49.1K
$9.8M
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-945- 6.81% |
$173K - $196K
|
12.9K
$2.58M
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-939- 10.9% |
$172K - $195K
|
7.68K
$1.53M
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-934- 4.42% |
$171K - $194K
|
20.2K
$4.04M
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-925- 27.95% |
$169K - $192K
|
2.39K
$476K
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-897- 18.17% |
$164K - $186K
|
4.04K
$807K
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-888- 2.74% |
$163K - $184K
|
31.5K
$6.29M
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-815- 1.3% |
$149K - $169K
|
61.7K
$12.3M
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-815- 22.13% |
$149K - $169K
|
2.87K
$573K
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-776- 12.82% |
$142K - $161K
|
5.28K
$1.05M
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-756- 5.25% |
$138K - $157K
|
13.6K
$2.72M
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-746- 9.1% |
$137K - $155K
|
7.45K
$1.49M
|
|
May 08, 2025
Q1 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-739- 1.54% |
$135K - $154K
|
47.4K
$9.46M
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-727- 1.74% |
$133K - $151K
|
41K
$8.2M
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-706- 13.12% |
$129K - $147K
|
4.68K
$934K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-702- 1.28% |
$128K - $146K
|
54K
$10.8M
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-692- 7.92% |
$127K - $144K
|
8.04K
$1.61M
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-689- 10.42% |
$126K - $143K
|
5.93K
$1.18M
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-689- 8.96% |
$126K - $143K
|
7K
$1.4M
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-680- 2.36% |
$124K - $141K
|
28.1K
$5.62M
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-675- 2.58% |
$124K - $140K
|
25.5K
$5.08M
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-661- 10.9% |
$121K - $137K
|
5.4K
$1.08M
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-660- 16.8% |
$121K - $137K
|
3.27K
$653K
|