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
|
American Investment Services, Inc.
|
SELL
|
- |
-572- 1.58% |
$103K - $115K
|
35.7K
$7.15M
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-570- 46.61% |
$103K - $115K
|
653
$131K
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-565- 43.56% |
$102K - $114K
|
732
$147K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-563- 3.58% |
$101K - $114K
|
15.2K
$3.04M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-560- 3.95% |
$101K - $113K
|
13.6K
$2.73M
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-554- 5.74% |
$99.7K - $112K
|
9.09K
$1.82M
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-553- 2.98% |
$99.5K - $111K
|
18K
$3.61M
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-551- 5.63% |
$99.2K - $111K
|
9.24K
$1.85M
|
|
Oct 15, 2024
Q3 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-547- 10.93% |
$98.5K - $110K
|
4.46K
$892K
|
|
Oct 07, 2024
Q3 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-546- 31.73% |
$98.3K - $110K
|
1.18K
$235K
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-545- 27.01% |
$98.1K - $110K
|
1.47K
$295K
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-541- 24.3% |
$97.4K - $109K
|
1.69K
$337K
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-541- 9.66% |
$97.4K - $109K
|
5.06K
$1.01M
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-536- 11.77% |
$96.5K - $108K
|
4.02K
$804K
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-533- 3.9% |
$95.9K - $107K
|
13.1K
$2.63M
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-526- 3.44% |
$94.7K - $106K
|
14.8K
$2.96M
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-526- 0.86% |
$94.7K - $106K
|
60.6K
$12.1M
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-523- 3.8% |
$94.1K - $105K
|
13.3K
$2.65M
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-521- 8.32% |
$93.8K - $105K
|
5.74K
$1.15M
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-520- 10.28% |
$93.6K - $105K
|
4.54K
$908K
|
|
Oct 24, 2024
Q3 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-514- 2.44% |
$92.5K - $104K
|
20.6K
$4.12M
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-503- 2.72% |
$90.5K - $101K
|
18K
$3.6M
|
|
Oct 01, 2024
Q3 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-501- 0.85% |
$90.2K - $101K
|
58.4K
$11.7M
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-495- 0.86% |
$89.1K - $99.8K
|
56.9K
$11.4M
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-495- 1.02% |
$89.1K - $99.8K
|
48K
$9.61M
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-493- 11.46% |
$88.7K - $99.4K
|
3.81K
$762K
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-488- 0.71% |
$87.8K - $98.4K
|
68K
$13.6M
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
SELL
|
- |
-483- 6.26% |
$86.9K - $97.4K
|
7.23K
$1.45M
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-482- 3.35% |
$86.8K - $97.2K
|
13.9K
$2.79M
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-475- 0.62% |
$85.5K - $95.8K
|
75.6K
$15.1M
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-474- 4.35% |
$85.3K - $95.6K
|
10.4K
$2.09M
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-473- 2.91% |
$85.1K - $95.4K
|
15.8K
$3.16M
|
|
Nov 12, 2024
Q3 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-471- 14.4% |
$84.8K - $95K
|
2.8K
$561K
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-470- 7.76% |
$84.6K - $94.8K
|
5.58K
$1.12M
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-459- 3.28% |
$82.6K - $92.5K
|
13.5K
$2.71M
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-450- 3.3% |
$81K - $90.7K
|
13.2K
$2.64M
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-450- 31.03% |
$81K - $90.7K
|
1K
$200K
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-445- 1.72% |
$80.1K - $89.7K
|
25.4K
$5.09M
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-441- 6.71% |
$79.4K - $88.9K
|
6.13K
$1.23M
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-438- 2.44% |
$78.8K - $88.3K
|
17.5K
$3.5M
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-425- 8.55% |
$76.5K - $85.7K
|
4.55K
$910K
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-421- 25.83% |
$75.8K - $84.9K
|
1.21K
$242K
|
|
Nov 01, 2024
Q3 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-419- 0.75% |
$75.4K - $84.5K
|
55.4K
$11.1M
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-414- 2.25% |
$74.5K - $83.5K
|
18K
$3.6M
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
SELL
|
- |
-413- 4.47% |
$74.3K - $83.3K
|
8.82K
$1.77M
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-412- 5.64% |
$74.2K - $83.1K
|
6.89K
$1.38M
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-408- 3.36% |
$73.4K - $82.3K
|
11.7K
$2.35M
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-399- 7.11% |
$71.8K - $80.4K
|
5.21K
$1.04M
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-394- 1.31% |
$70.9K - $79.4K
|
29.7K
$5.96M
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-382- 1.32% |
$68.8K - $77K
|
28.5K
$5.71M
|