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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-22- 4.91% |
$3.28K - $4K
|
426
$85.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-22- 8.66% |
$3.28K - $4K
|
232
$46.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-17- 0.52% |
$2.54K - $3.09K
|
3.28K
$659K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-17- 0.28% |
$2.54K - $3.09K
|
6.06K
$1.22M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-13- 0.87% |
$1.94K - $2.37K
|
1.48K
$298K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-4- 0.11% |
$597 - $728
|
3.7K
$744K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1- 1.1% |
$149 - $182
|
90
$18.1K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-410KClosed |
$64.6M - $71.6M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Hackensack Meridian Health, Inc.
Edison, NJ |
SELL
|
- |
-372K- 32.31% |
$58.6M - $64.9M
|
780K
$157M
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-58.8K- 52.37% |
$9.25M - $10.3M
|
53.5K
$10.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-38.5K- 16.14% |
$6.05M - $6.71M
|
200K
$40.2M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-14.5K- 7.17% |
$2.28M - $2.52M
|
187K
$37.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-3.36K- 7.9% |
$528K - $585K
|
39.1K
$7.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.87K- 1.22% |
$452K - $500K
|
232K
$46.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-2.54K- 5.47% |
$399K - $442K
|
43.8K
$8.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-1.78K- 48.53% |
$280K - $310K
|
1.89K
$379K
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-1.66K- 38.24% |
$260K - $289K
|
2.67K
$537K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.21K- 6.18% |
$191K - $211K
|
18.4K
$3.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-1.21K- 4.02% |
$191K - $211K
|
28.9K
$5.82M
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-319- 45.83% |
$50.2K - $55.6K
|
377
$75.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-229- 15.15% |
$36K - $39.9K
|
1.28K
$258K
|
|
|
Nov 08, 2023
Q3 2023
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-150- 8.63% |
$23.6K - $26.2K
|
1.59K
$319K
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-42- 1.4% |
$6.61K - $7.32K
|
2.95K
$594K
|
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-41- 47.13% |
$6.45K - $7.15K
|
46
$9.25K
|
|
|
Oct 24, 2023
Q3 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-20- 1.19% |
$3.15K - $3.49K
|
1.66K
$334K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-66.5K- 69.16% |
$10M - $11M
|
29.7K
$5.96M
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
SELL
|
- |
-14.3K- 88.8% |
$2.15M - $2.36M
|
1.8K
$362K
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5.42KClosed |
$817K - $896K
|
0
$0
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-3.07K- 56.52% |
$462K - $507K
|
2.36K
$474K
|
|
|
Jul 18, 2023
Q2 2023
|
Financial Life Advisors
|
SELL
|
- |
-1.41K- 52.42% |
$213K - $233K
|
1.28K
$257K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1K- 3.91% |
$151K - $166K
|
24.6K
$4.95M
|
|
|
Aug 11, 2023
Q2 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-387- 17.44% |
$58.3K - $64K
|
1.83K
$368K
|
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-345- 33.92% |
$52K - $57.1K
|
672
$135K
|
|
|
Aug 14, 2023
Q2 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-250- 12.5% |
$37.7K - $41.4K
|
1.75K
$352K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-201- 83.4% |
$30.3K - $33.2K
|
40
$8.04K
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-154- 48.43% |
$23.2K - $25.5K
|
164
$33K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-104- 1.25% |
$15.7K - $17.2K
|
8.2K
$1.65M
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-84- 4.7% |
$12.7K - $13.9K
|
1.7K
$342K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-72Closed |
$10.9K - $11.9K
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-62- 3.77% |
$9.35K - $10.3K
|
1.58K
$318K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-59- 4.32% |
$8.89K - $9.76K
|
1.31K
$263K
|
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-51- 2.75% |
$7.69K - $8.44K
|
1.81K
$363K
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-39- 1.68% |
$5.88K - $6.45K
|
2.28K
$458K
|
|
|
Apr 22, 2024
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-35- 33.02% |
$5.28K - $5.79K
|
71
$14.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-31- 0.42% |
$4.67K - $5.13K
|
7.31K
$1.47M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.49% |
$4.37K - $4.8K
|
5.86K
$1.18M
|
|
|
Aug 04, 2023
Q2 2023
|
Shayne & Co., LLC
|
SELL
|
- |
-17- 0.16% |
$2.56K - $2.81K
|
10.8K
$2.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-15- 1.05% |
$2.26K - $2.48K
|
1.41K
$283K
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-13- 1.0% |
$1.96K - $2.15K
|
1.29K
$258K
|
|
|
Aug 07, 2023
Q2 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-8- 1.35% |
$1.21K - $1.32K
|
586
$118K
|
|