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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-5.05K- 3.77% |
$909K - $1.02M
|
129K
$25.8M
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4.81K- 17.92% |
$866K - $971K
|
22K
$4.41M
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-4.8K- 41.26% |
$865K - $968K
|
6.84K
$1.37M
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-4.46K- 57.37% |
$802K - $898K
|
3.31K
$663K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.36K- 3.58% |
$785K - $879K
|
117K
$23.5M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.34K- 17.15% |
$780K - $874K
|
21K
$4.2M
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-4.13K- 73.74% |
$743K - $832K
|
1.47K
$294K
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-3.92K- 7.26% |
$705K - $789K
|
50.1K
$10M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.81K- 15.29% |
$686K - $768K
|
21.1K
$4.23M
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-3.78K- 49.19% |
$681K - $762K
|
3.91K
$782K
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-3.64K- 6.56% |
$654K - $733K
|
51.8K
$10.4M
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.6K- 7.41% |
$649K - $727K
|
45K
$9.02M
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-3.47K- 26.55% |
$624K - $699K
|
9.59K
$1.92M
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.46K- 44.65% |
$622K - $697K
|
4.29K
$858K
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.38K- 4.55% |
$608K - $681K
|
70.9K
$14.2M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.29K- 24.85% |
$591K - $662K
|
9.94K
$1.99M
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.27K- 0.38% |
$589K - $660K
|
848K
$170M
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.27K- 98.32% |
$589K - $660K
|
56
$11.2K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.25K- 1.39% |
$586K - $656K
|
231K
$46.2M
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-3.19K- 52.52% |
$574K - $643K
|
2.88K
$577K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.16K- 2.72% |
$569K - $637K
|
113K
$22.6M
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.13K- 38.79% |
$564K - $631K
|
4.94K
$989K
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-3.11K- 7.13% |
$559K - $626K
|
40.5K
$8.1M
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-3.07K- 1.07% |
$553K - $619K
|
284K
$56.8M
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.01K- 0.38% |
$542K - $607K
|
792K
$159M
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-3K- 11.47% |
$541K - $605K
|
23.2K
$4.64M
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-3K- 1.26% |
$540K - $605K
|
234K
$46.9M
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2.98K- 3.61% |
$536K - $600K
|
79.5K
$15.9M
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-2.97K- 4.53% |
$535K - $599K
|
62.6K
$12.5M
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-2.86K- 1.0% |
$515K - $577K
|
282K
$56.5M
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.84K- 10.18% |
$512K - $573K
|
25.1K
$5.02M
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.8K- 2.82% |
$504K - $564K
|
96.4K
$19.3M
|
|
Oct 22, 2024
Q3 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-2.78K- 10.23% |
$500K - $560K
|
24.3K
$4.87M
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-2.75K- 22.48% |
$496K - $555K
|
9.5K
$1.9M
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.65K- 70.31% |
$477K - $534K
|
1.12K
$224K
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-2.63K- 10.64% |
$473K - $530K
|
22.1K
$4.42M
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-2.58K- 2.42% |
$464K - $520K
|
104K
$20.8M
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.49K- 11.93% |
$448K - $502K
|
18.4K
$3.68M
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-2.48K- 5.18% |
$447K - $500K
|
45.5K
$9.1M
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-2.45K- 2.97% |
$441K - $494K
|
80.2K
$16.1M
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2.45K- 10.74% |
$440K - $493K
|
20.3K
$4.07M
|
|
Oct 23, 2024
Q3 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-2.38K- 24.34% |
$429K - $480K
|
7.4K
$1.48M
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2.31K- 34.45% |
$416K - $465K
|
4.39K
$880K
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-2.28K- 4.93% |
$411K - $460K
|
44.1K
$8.83M
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-2.28K- 23.63% |
$411K - $460K
|
7.37K
$1.48M
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-2.26K- 4.76% |
$406K - $455K
|
45.2K
$9.05M
|
|
Nov 07, 2024
Q3 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-2.21K- 2.7% |
$398K - $445K
|
79.7K
$16M
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-2.18K- 5.75% |
$392K - $439K
|
35.7K
$7.15M
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.15K- 0.82% |
$386K - $433K
|
259K
$51.8M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.12K- 5.99% |
$381K - $426K
|
33.2K
$6.65M
|