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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.2M- 98.58% |
$238M - $262M
|
17.4K
$3.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.03M- 99.49% |
$203M - $224M
|
5.24K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-710K- 99.5% |
$140M - $154M
|
3.6K
$711K
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-588K- 99.44% |
$116M - $128M
|
3.31K
$654K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-203K- 19.12% |
$40M - $44.1M
|
858K
$170M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-151K- 4.08% |
$29.8M - $32.8M
|
3.55M
$701M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-141K- 89.19% |
$27.9M - $30.7M
|
17.1K
$3.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Comprehensive Financial Management LLC
Los Gatos, CA |
SELL
|
- |
-140K- 43.16% |
$27.6M - $30.4M
|
184K
$36.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-46.1K- 12.49% |
$9.09M - $10M
|
323K
$63.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-42K- 2.19% |
$8.29M - $9.13M
|
1.88M
$371M
|
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-37.3K- 99.73% |
$7.36M - $8.1M
|
100
$19.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-35.8K- 20.28% |
$7.07M - $7.79M
|
141K
$27.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-30K- 3.82% |
$5.92M - $6.52M
|
757K
$150M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-27.7K- 4.77% |
$5.47M - $6.02M
|
553K
$109M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-27.1K- 52.34% |
$5.35M - $5.89M
|
24.7K
$4.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-25.6K- 24.6% |
$5.05M - $5.56M
|
78.3K
$15.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-25.3K- 2.99% |
$5M - $5.51M
|
822K
$163M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
SELL
|
- |
-23K- 57.56% |
$4.53M - $4.99M
|
16.9K
$3.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-20.4K- 36.54% |
$4.04M - $4.44M
|
35.5K
$7.02M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-19.7K- 12.25% |
$3.88M - $4.27M
|
141K
$27.8M
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-19.4K- 6.43% |
$3.84M - $4.23M
|
283K
$55.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-18.7K- 4.6% |
$3.68M - $4.05M
|
387K
$76.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-17.7K- 54.4% |
$3.48M - $3.84M
|
14.8K
$2.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-16.5K- 5.57% |
$3.25M - $3.58M
|
279K
$55.2M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-16.2K- 38.11% |
$3.19M - $3.51M
|
26.3K
$5.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-15.2K- 18.56% |
$2.99M - $3.3M
|
66.6K
$13.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-14.6K- 50.28% |
$2.88M - $3.17M
|
14.4K
$2.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.4K- 6.99% |
$2.64M - $2.91M
|
178K
$35.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-12.8K- 4.6% |
$2.52M - $2.78M
|
265K
$52.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-12.6K- 5.68% |
$2.49M - $2.74M
|
210K
$41.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-12.5K- 12.24% |
$2.46M - $2.71M
|
89.4K
$17.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-11.6K- 86.57% |
$2.29M - $2.52M
|
1.8K
$356K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-10.9K- 9.68% |
$2.16M - $2.37M
|
102K
$20.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-10.7K- 33.18% |
$2.11M - $2.32M
|
21.5K
$4.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-10.6K- 22.1% |
$2.09M - $2.3M
|
37.2K
$7.36M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.3K- 2.4% |
$2.04M - $2.25M
|
421K
$83.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-9.59K- 47.15% |
$1.89M - $2.08M
|
10.7K
$2.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-8.53K- 49.06% |
$1.68M - $1.85M
|
8.86K
$1.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-8.08K- 13.74% |
$1.6M - $1.76M
|
50.7K
$10M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-8.06K- 10.05% |
$1.59M - $1.75M
|
72.2K
$14.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-7.67K- 3.61% |
$1.51M - $1.67M
|
205K
$40.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-6.87K- 5.02% |
$1.36M - $1.49M
|
130K
$25.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-5.87K- 9.46% |
$1.16M - $1.28M
|
56.2K
$11.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-5.61K- 1.87% |
$1.11M - $1.22M
|
294K
$58.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.21K- 46.93% |
$1.03M - $1.13M
|
5.89K
$1.16M
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-5.17K- 19.75% |
$1.02M - $1.12M
|
21K
$4.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-4.97K- 2.06% |
$982K - $1.08M
|
237K
$46.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-4.72K- 15.97% |
$932K - $1.03M
|
24.8K
$4.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-4.72K- 2.01% |
$931K - $1.03M
|
230K
$45.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-4.23K- 18.24% |
$834K - $919K
|
19K
$3.75M
|