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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-227- 4.16% |
$41.5K - $47.2K
|
5.23K
$1.04M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-223- 17.87% |
$40.8K - $46.3K
|
1.03K
$205K
|
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-221- 4.03% |
$40.4K - $45.9K
|
5.26K
$1.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-220- 2.29% |
$40.3K - $45.7K
|
9.41K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-216- 10.93% |
$39.5K - $44.9K
|
1.76K
$352K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-212- 6.53% |
$38.8K - $44K
|
3.04K
$606K
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-211- 7.78% |
$38.6K - $43.8K
|
2.5K
$500K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-210- 0.53% |
$38.4K - $43.6K
|
39.6K
$7.91M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-208- 4.62% |
$38.1K - $43.2K
|
4.29K
$857K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-208- 1.48% |
$38.1K - $43.2K
|
13.8K
$2.77M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-206- 3.31% |
$37.7K - $42.8K
|
6.01K
$1.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-203- 4.92% |
$37.2K - $42.2K
|
3.93K
$784K
|
|
|
May 12, 2025
Q1 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
SELL
|
- |
-200- 11.96% |
$36.6K - $41.6K
|
1.47K
$294K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-200- 12.45% |
$36.6K - $41.6K
|
1.41K
$281K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-199- 7.47% |
$36.4K - $41.3K
|
2.46K
$492K
|
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-198- 1.19% |
$36.2K - $41.1K
|
16.5K
$3.29M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-196- 9.21% |
$35.9K - $40.7K
|
1.93K
$386K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-191- 0.84% |
$35K - $39.7K
|
22.6K
$4.51M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-190- 2.97% |
$34.8K - $39.5K
|
6.21K
$1.24M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-184- 0.51% |
$33.7K - $38.2K
|
36.2K
$7.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-183- 10.11% |
$33.5K - $38K
|
1.63K
$325K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-181- 3.24% |
$33.1K - $37.6K
|
5.4K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-180- 6.19% |
$32.9K - $37.4K
|
2.73K
$544K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-179- 5.36% |
$32.8K - $37.2K
|
3.16K
$632K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-179- 2.93% |
$32.8K - $37.2K
|
5.93K
$1.18M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-178- 6.97% |
$32.6K - $37K
|
2.38K
$475K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-177- 13.53% |
$32.4K - $36.8K
|
1.13K
$226K
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-176- 1.17% |
$32.2K - $36.6K
|
14.9K
$2.98M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-175- 1.31% |
$32K - $36.4K
|
13.2K
$2.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-175- 1.41% |
$32K - $36.4K
|
12.3K
$2.45M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-171- 0.89% |
$31.3K - $35.5K
|
19.1K
$3.81M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-168- 1.76% |
$30.7K - $34.9K
|
9.4K
$1.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-168- 6.96% |
$30.7K - $34.9K
|
2.25K
$449K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-168- 11.48% |
$30.7K - $34.9K
|
1.3K
$259K
|
|
|
Apr 09, 2025
Q1 2025
|
Ervin Investment Management, LLC
|
SELL
|
- |
-167- 0.68% |
$30.6K - $34.7K
|
24.4K
$4.86M
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-165- 4.62% |
$30.2K - $34.3K
|
3.4K
$680K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-164- 2.58% |
$30K - $34.1K
|
6.2K
$1.24M
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-162- 4.83% |
$29.6K - $33.7K
|
3.19K
$638K
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-161- 0.9% |
$29.5K - $33.4K
|
17.7K
$3.53M
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-160- 22.16% |
$29.3K - $33.2K
|
562
$112K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-160- 3.28% |
$29.3K - $33.2K
|
4.72K
$942K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-160- 0.89% |
$29.3K - $33.2K
|
17.8K
$3.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-160- 2.14% |
$29.3K - $33.2K
|
7.32K
$1.46M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-157- 3.56% |
$28.7K - $32.6K
|
4.26K
$850K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-156- 1.01% |
$28.6K - $32.4K
|
15.3K
$3.06M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-155- 2.9% |
$28.4K - $32.2K
|
5.19K
$1.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-152- 2.22% |
$27.8K - $31.6K
|
6.7K
$1.34M
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-148- 1.88% |
$27.1K - $30.7K
|
7.72K
$1.54M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-148- 9.23% |
$27.1K - $30.7K
|
1.46K
$291K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-144- 13.04% |
$26.4K - $29.9K
|
960
$192K
|