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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-22- 1.83% |
$3.91K - $4.2K
|
1.18K
$243K
|
|
|
Jun 10, 2025
Q2 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-20Closed |
$3.55K - $3.82K
|
0
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-12- 1.89% |
$2.13K - $2.29K
|
624
$128K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-12- 8.57% |
$2.13K - $2.29K
|
128
$26.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-4- 0.46% |
$711 - $764
|
873
$179K
|
|
| Q1 2024 | |||||||
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
SELL
|
- |
-2.39K- 58.21% |
$413K - $459K
|
1.72K
$353K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-2.2K- 33.85% |
$379K - $422K
|
4.3K
$883K
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-1.52K- 15.29% |
$262K - $291K
|
8.41K
$1.73M
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
SELL
|
- |
-1.14K- 49.01% |
$197K - $219K
|
1.19K
$244K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-682- 34.53% |
$118K - $131K
|
1.29K
$266K
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-411- 68.39% |
$70.9K - $78.9K
|
190
$39K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-320- 9.09% |
$55.2K - $61.4K
|
3.2K
$658K
|
|
|
Apr 18, 2024
Q1 2024
|
Chico Wealth Ria
|
SELL
|
- |
-167- 13.76% |
$28.8K - $32K
|
1.05K
$215K
|
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-132- 2.48% |
$22.8K - $25.3K
|
5.2K
$1.07M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-113- 9.55% |
$19.5K - $21.7K
|
1.07K
$220K
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-109- 1.09% |
$18.8K - $20.9K
|
9.85K
$2.02M
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
SELL
|
- |
-100- 14.29% |
$17.2K - $19.2K
|
600
$123K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-96- 46.38% |
$16.6K - $18.4K
|
111
$22.8K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-70- 4.2% |
$12.1K - $13.4K
|
1.6K
$328K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-69- 4.93% |
$11.9K - $13.2K
|
1.33K
$273K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-66- 11.4% |
$11.4K - $12.7K
|
513
$105K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-52- 50.0% |
$8.97K - $9.98K
|
52
$10.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-51- 1.29% |
$8.79K - $9.79K
|
3.89K
$800K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-39Closed |
$6.73K - $7.48K
|
0
$0
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-38- 3.3% |
$6.55K - $7.29K
|
1.11K
$229K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-35- 0.3% |
$6.04K - $6.72K
|
11.6K
$2.38M
|
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-27- 1.71% |
$4.66K - $5.18K
|
1.55K
$318K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-14Closed |
$2.41K - $2.69K
|
0
$0
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-4- 20.0% |
$690 - $768
|
16
$3.29K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-50.5K- 26.99% |
$7.53M - $9.18M
|
137K
$28.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-39K- 92.01% |
$5.82M - $7.09M
|
3.38K
$695K
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-3.36K- 71.28% |
$501K - $611K
|
1.35K
$278K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.02K- 25.59% |
$301K - $367K
|
5.87K
$1.21M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.46K- 1.86% |
$218K - $266K
|
77.1K
$15.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.37K- 28.03% |
$204K - $249K
|
3.51K
$721K
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-1.2K- 16.38% |
$179K - $218K
|
6.12K
$1.26M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-661- 9.76% |
$98.6K - $120K
|
6.11K
$1.26M
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-370- 20.25% |
$55.2K - $67.3K
|
1.46K
$299K
|
|
|
Jan 05, 2026
Q4 2023
|
Chesapeake Asset Management LLC
New York, NY |
SELL
|
- |
-315Closed |
$47K - $57.3K
|
0
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-220- 2.11% |
$32.8K - $40K
|
10.2K
$2.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-212- 9.28% |
$31.6K - $38.6K
|
2.07K
$426K
|
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-200- 33.33% |
$29.8K - $36.4K
|
400
$82.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-117- 11.87% |
$17.5K - $21.3K
|
869
$179K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-89- 5.31% |
$13.3K - $16.2K
|
1.59K
$326K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-40- 46.51% |
$5.97K - $7.28K
|
46
$9.45K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-33- 1.95% |
$4.92K - $6K
|
1.66K
$341K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-22- 1.29% |
$3.28K - $4K
|
1.69K
$346K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-17- 0.52% |
$2.54K - $3.09K
|
3.28K
$674K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-17- 0.28% |
$2.54K - $3.09K
|
6.06K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-4- 0.11% |
$597 - $728
|
3.7K
$760K
|
|