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 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-588K- 99.44% |
$116M - $128M
|
3.31K
$573K
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-405K- 93.31% |
$79.9M - $88M
|
29K
$5.03M
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-203K- 19.12% |
$40M - $44.1M
|
858K
$149M
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-151K- 4.08% |
$29.8M - $32.8M
|
3.55M
$614M
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-141K- 89.19% |
$27.9M - $30.7M
|
17.1K
$2.97M
|
|
Feb 14, 2025
Q4 2024
|
Comprehensive Financial Management LLC
Los Gatos, CA |
SELL
|
- |
-140K- 43.16% |
$27.6M - $30.4M
|
184K
$31.9M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-46.1K- 12.49% |
$9.09M - $10M
|
323K
$55.8M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-42K- 2.19% |
$8.29M - $9.13M
|
1.88M
$325M
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-37.3K- 99.73% |
$7.36M - $8.1M
|
100
$17.3K
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-35.8K- 20.28% |
$7.07M - $7.79M
|
141K
$24.4M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-30K- 3.82% |
$5.92M - $6.52M
|
757K
$131M
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-27.7K- 4.77% |
$5.47M - $6.02M
|
553K
$95.6M
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-27.1K- 52.34% |
$5.35M - $5.89M
|
24.7K
$4.27M
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-25.6K- 24.6% |
$5.05M - $5.56M
|
78.3K
$13.6M
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-25.3K- 2.99% |
$5M - $5.51M
|
822K
$142M
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-20.4K- 36.54% |
$4.04M - $4.44M
|
35.5K
$6.15M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-19.7K- 12.25% |
$3.88M - $4.27M
|
141K
$24.4M
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-19.4K- 6.43% |
$3.84M - $4.23M
|
283K
$49M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-18.7K- 4.6% |
$3.68M - $4.05M
|
387K
$67M
|
|
Feb 07, 2025
Q4 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-17.7K- 54.4% |
$3.48M - $3.84M
|
14.8K
$2.56M
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-16.5K- 5.57% |
$3.25M - $3.58M
|
279K
$48.4M
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-16.2K- 38.11% |
$3.19M - $3.51M
|
26.3K
$4.55M
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-15.2K- 18.56% |
$2.99M - $3.3M
|
66.6K
$11.5M
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-14.6K- 50.28% |
$2.88M - $3.17M
|
14.4K
$2.5M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.4K- 6.99% |
$2.64M - $2.91M
|
178K
$30.8M
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-12.8K- 4.6% |
$2.52M - $2.78M
|
265K
$45.9M
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-12.5K- 12.24% |
$2.46M - $2.71M
|
89.4K
$15.5M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-11.6K- 86.57% |
$2.29M - $2.52M
|
1.8K
$312K
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-10.7K- 33.18% |
$2.11M - $2.32M
|
21.5K
$3.73M
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.3K- 2.4% |
$2.04M - $2.25M
|
421K
$73M
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-9.59K- 47.15% |
$1.89M - $2.08M
|
10.7K
$1.86M
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-8.53K- 49.06% |
$1.68M - $1.85M
|
8.86K
$1.53M
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-7.67K- 3.61% |
$1.51M - $1.67M
|
205K
$35.5M
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-5.87K- 9.46% |
$1.16M - $1.28M
|
56.2K
$9.72M
|
|
Mar 28, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-5.72K- 50.43% |
$1.13M - $1.24M
|
5.62K
$973K
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-5.61K- 1.87% |
$1.11M - $1.22M
|
294K
$50.9M
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.21K- 46.93% |
$1.03M - $1.13M
|
5.89K
$1.02M
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-5.17K- 19.75% |
$1.02M - $1.12M
|
21K
$3.64M
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-4.97K- 2.06% |
$982K - $1.08M
|
237K
$40.9M
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-4.72K- 2.01% |
$931K - $1.03M
|
230K
$39.8M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-4.23K- 18.24% |
$834K - $919K
|
19K
$3.28M
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-4.22K- 10.75% |
$832K - $916K
|
35K
$6.06M
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-3.83K- 3.98% |
$755K - $832K
|
92.4K
$16M
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-3.82K- 8.0% |
$753K - $829K
|
43.9K
$7.6M
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-3.8K- 7.02% |
$749K - $825K
|
50.3K
$8.71M
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-3.58K- 9.85% |
$707K - $779K
|
32.8K
$5.68M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.5K- 3.15% |
$690K - $760K
|
107K
$18.6M
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-3.41K- 7.55% |
$673K - $741K
|
41.8K
$7.23M
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-3.34K- 6.5% |
$659K - $726K
|
48K
$8.31M
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-3.31K- 9.28% |
$654K - $720K
|
32.4K
$5.61M
|