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
Q1 2025
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-655- 29.31% |
$120K - $136K
|
1.58K
$316K
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-651- 3.64% |
$119K - $135K
|
17.2K
$3.44M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-650- 71.12% |
$119K - $135K
|
264
$52.7K
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-643- 10.46% |
$118K - $134K
|
5.51K
$1.1M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-641- 2.96% |
$117K - $133K
|
21K
$4.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-635- 1.25% |
$116K - $132K
|
50K
$10M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-634- 5.25% |
$116K - $132K
|
11.4K
$2.28M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-616- 26.2% |
$113K - $128K
|
1.74K
$347K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-608- 2.62% |
$111K - $126K
|
22.6K
$4.52M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-600- 0.77% |
$110K - $125K
|
77.1K
$15.4M
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-594- 3.77% |
$109K - $123K
|
15.2K
$3.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-589- 1.16% |
$108K - $122K
|
50.1K
$10M
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-589- 5.27% |
$108K - $122K
|
10.6K
$2.11M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-586- 13.47% |
$107K - $122K
|
3.77K
$752K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-582- 52.01% |
$107K - $121K
|
537
$107K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-581- 6.72% |
$106K - $121K
|
8.06K
$1.61M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-569- 2.27% |
$104K - $118K
|
24.5K
$4.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-564- 4.13% |
$103K - $117K
|
13.1K
$2.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-564- 8.89% |
$103K - $117K
|
5.78K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-559- 2.87% |
$102K - $116K
|
18.9K
$3.78M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-559- 2.12% |
$102K - $116K
|
25.8K
$5.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-557- 1.7% |
$102K - $116K
|
32.3K
$6.45M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-556- 1.22% |
$102K - $116K
|
45.2K
$9.02M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-555- 5.46% |
$102K - $115K
|
9.61K
$1.92M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-551- 20.96% |
$101K - $114K
|
2.08K
$415K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-548- 4.54% |
$100K - $114K
|
11.5K
$2.3M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-544- 99.45% |
$99.6K - $113K
|
3
$599
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-544- 5.06% |
$99.6K - $113K
|
10.2K
$2.04M
|
|
|
May 08, 2025
Q1 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-532- 5.61% |
$97.4K - $111K
|
8.95K
$1.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-527- 12.18% |
$96.5K - $109K
|
3.8K
$759K
|
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-510- 7.75% |
$93.3K - $106K
|
6.07K
$1.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-500- 17.69% |
$91.5K - $104K
|
2.33K
$465K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-494- 5.75% |
$90.4K - $103K
|
8.1K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-490- 2.42% |
$89.7K - $102K
|
19.7K
$3.94M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-482- 5.22% |
$88.2K - $100K
|
8.75K
$1.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-479- 8.87% |
$87.7K - $99.5K
|
4.92K
$983K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-475- 3.02% |
$86.9K - $98.7K
|
15.3K
$3.05M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-473- 2.65% |
$86.6K - $98.3K
|
17.4K
$3.47M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-469- 3.16% |
$85.8K - $97.4K
|
14.4K
$2.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-438- 10.25% |
$80.2K - $91K
|
3.84K
$766K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-435- 20.06% |
$79.6K - $90.4K
|
1.73K
$346K
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
SELL
|
- |
-424- 0.62% |
$77.6K - $88.1K
|
68K
$13.6M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-421- 10.64% |
$77.1K - $87.5K
|
3.54K
$706K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-420- 7.21% |
$76.9K - $87.3K
|
5.41K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-419- 7.65% |
$76.7K - $87K
|
5.06K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-411- 86.16% |
$75.2K - $85.4K
|
66
$13.2K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-411- 6.12% |
$75.2K - $85.4K
|
6.3K
$1.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-411- 40.9% |
$75.2K - $85.4K
|
594
$119K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-411- 11.22% |
$75.2K - $85.4K
|
3.25K
$650K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-410- 0.59% |
$75K - $85.2K
|
68.8K
$13.7M
|