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 |
---|---|---|---|---|---|---|---|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-163- 90.06% |
$23.4K - $28.2K
|
18
$3.6K
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-139- 71.65% |
$19.9K - $24K
|
55
$11K
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-112- 17.61% |
$16.1K - $19.4K
|
524
$105K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-74- 83.15% |
$10.6K - $12.8K
|
15
$3K
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-73- 20.8% |
$10.5K - $12.6K
|
278
$55.7K
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-34- 44.16% |
$4.88K - $5.88K
|
43
$8.61K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-30- 33.71% |
$4.3K - $5.19K
|
59
$11.8K
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-22- 0.42% |
$3.15K - $3.8K
|
5.19K
$1.04M
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-19- 9.05% |
$2.72K - $3.28K
|
191
$38.2K
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-3- 0.43% |
$430 - $519
|
697
$140K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-133K- 98.38% |
$19.6M - $23.8M
|
2.2K
$440K
|
|
Aug 15, 2022
Q2 2022
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-125K- 68.3% |
$18.4M - $22.3M
|
58.1K
$11.6M
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-53.3KClosed |
$7.81M - $9.49M
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-47.2K- 93.46% |
$6.92M - $8.41M
|
3.3K
$661K
|
|
Aug 02, 2022
Q2 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-29KClosed |
$4.25M - $5.17M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-13.3KClosed |
$1.95M - $2.37M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-8.86K- 46.51% |
$1.3M - $1.58M
|
10.2K
$2.04M
|
|
Jul 14, 2022
Q2 2022
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-8.29KClosed |
$1.22M - $1.48M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-3.69KClosed |
$541K - $657K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-3.27KClosed |
$479K - $582K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Cannon Global Investment Management, LLC
|
SELL
|
- |
-2.3KClosed |
$337K - $410K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-2.21K- 50.62% |
$324K - $394K
|
2.16K
$432K
|
|
Jul 07, 2022
Q2 2022
|
Virginia National Bank
|
SELL
|
- |
-1.79KClosed |
$263K - $319K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.37KClosed |
$200K - $244K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-1.34KClosed |
$196K - $238K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.29KClosed |
$189K - $230K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-1.23KClosed |
$180K - $219K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-1.21KClosed |
$177K - $215K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-1.18KClosed |
$173K - $211K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.16KClosed |
$171K - $207K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.07K- 18.32% |
$157K - $191K
|
4.78K
$956K
|
|
Aug 15, 2022
Q2 2022
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1K- 27.32% |
$147K - $178K
|
2.66K
$533K
|
|
Aug 03, 2022
Q2 2022
|
Motive Wealth Advisors
|
SELL
|
- |
-901- 34.08% |
$132K - $161K
|
1.74K
$349K
|
|
Jul 27, 2022
Q2 2022
|
Progressive Investment Management Corp
|
SELL
|
- |
-897Closed |
$132K - $160K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-725Closed |
$106K - $129K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-553Closed |
$81.1K - $98.6K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-433Closed |
$63.5K - $77.2K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
SELL
|
- |
-350- 1.96% |
$51.3K - $62.4K
|
17.5K
$3.51M
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-324- 14.09% |
$47.5K - $57.7K
|
1.98K
$396K
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-300Closed |
$44K - $53.5K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-213Closed |
$31.2K - $38K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-200- 49.38% |
$29.3K - $35.6K
|
205
$41K
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-180Closed |
$26.4K - $32.1K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-170- 9.76% |
$24.9K - $30.3K
|
1.57K
$315K
|
|
Jul 19, 2022
Q2 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-160Closed |
$23.5K - $28.5K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-123- 3.32% |
$18K - $21.9K
|
3.58K
$716K
|
|
Feb 28, 2024
Q2 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-104Closed |
$15.3K - $18.5K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-100Closed |
$14.7K - $17.8K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-61Closed |
$8.95K - $10.9K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-60Closed |
$8.8K - $10.7K
|
0
$0
|