Purchases and Sales Made in Q1 2022 in Vanguard Small Cap Growth ETF (VBK)
This table provides information about the institutional ownership of Vanguard Small Cap Growth ETF (VBK) during Q1 2022. The information is specifically focused on institutions that hold shares of VANGUARD SMALL-CAP GROWTH ETF .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2022
Q1 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
1.23K+ 27.5% |
$276K - $348K
|
5.71K
$1.71M
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.22K+ 0.4% |
$274K - $346K
|
304K
$91.2M
|
|
May 09, 2022
Q1 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
1.21KNew |
$272K - $343K
|
1.21K
$363K
|
|
May 03, 2022
Q1 2022
|
Triumph Capital Management
|
BUY
|
- |
1.21KNew |
$270K - $341K
|
1.21K
$361K
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.19K+ 23.95% |
$268K - $338K
|
6.18K
$1.85M
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.14KNew |
$256K - $323K
|
1.14K
$343K
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.13KNew |
$254K - $320K
|
1.13K
$340K
|
|
May 17, 2022
Q1 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.13K+ 4.55% |
$253K - $319K
|
25.9K
$7.77M
|
|
May 06, 2022
Q1 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1.12K+ 57.87% |
$251K - $317K
|
3.06K
$917K
|
|
May 09, 2022
Q1 2022
|
Novare Capital Management LLC
|
BUY
|
- |
1.12KNew |
$251K - $317K
|
1.12K
$336K
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.12K+ 9.09% |
$251K - $316K
|
13.4K
$4.03M
|
|
May 13, 2022
Q1 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
1.12K+ 7.17% |
$251K - $316K
|
16.7K
$5.01M
|
|
Apr 08, 2022
Q1 2022
|
Marion Wealth Management
|
BUY
|
- |
1.08K+ 5.9% |
$242K - $305K
|
19.4K
$5.81M
|
|
May 05, 2022
Q1 2022
|
Falcon Wealth Planning
|
BUY
|
- |
1.08K+ 36.28% |
$242K - $305K
|
4.05K
$1.22M
|
|
Apr 29, 2022
Q1 2022
|
North Star Asset Management Inc
|
BUY
|
- |
1.07KNew |
$239K - $302K
|
1.07K
$320K
|
|
May 09, 2022
Q1 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.06K+ 5.21% |
$237K - $299K
|
21.4K
$6.4M
|
|
May 03, 2022
Q1 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
1.04K+ 2.89% |
$232K - $293K
|
36.9K
$11.1M
|
|
May 16, 2022
Q1 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.03KNew |
$231K - $292K
|
1.03K
$310K
|
|
Sep 01, 2023
Q1 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1.03K+ 2.62% |
$230K - $290K
|
40.1K
$12M
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
BUY
|
- |
1.03KNew |
$230K - $290K
|
1.03K
$307K
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.02K+ 1.59% |
$229K - $289K
|
65.5K
$19.6M
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.01KNew |
$227K - $286K
|
1.01K
$303K
|
|
Apr 19, 2022
Q1 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
1.01KNew |
$227K - $286K
|
1.01K
$303K
|
|
Apr 25, 2022
Q1 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
1.01KNew |
$226K - $285K
|
1.01K
$302K
|
|
May 16, 2022
Q1 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
1KNew |
$224K - $283K
|
1K
$300K
|
|
Apr 21, 2022
Q1 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
994+ 27.76% |
$223K - $281K
|
4.58K
$1.37M
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
991+ 53.63% |
$222K - $280K
|
2.84K
$852K
|
|
Nov 18, 2022
Q1 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
989New |
$222K - $280K
|
989
$297K
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
983+ 128.83% |
$220K - $278K
|
1.75K
$524K
|
|
May 02, 2022
Q1 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
975New |
$219K - $276K
|
975
$292K
|
|
Apr 26, 2022
Q1 2022
|
Petix & Botte CO
|
BUY
|
- |
930+ 100.0% |
$209K - $263K
|
1.86K
$558K
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
929+ 4.57% |
$208K - $263K
|
21.2K
$6.37M
|
|
May 18, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
928+ 124.06% |
$208K - $262K
|
1.68K
$503K
|
|
May 13, 2022
Q1 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
903+ 7.21% |
$203K - $255K
|
13.4K
$4.03M
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
BUY
|
- |
900New |
$202K - $255K
|
900
$270K
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
890+ 69.31% |
$200K - $252K
|
2.17K
$652K
|
|
Apr 18, 2022
Q1 2022
|
Veery Capital, LLC
|
BUY
|
- |
873+ 7.67% |
$196K - $247K
|
12.3K
$3.67M
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
871+ 25.98% |
$195K - $246K
|
4.22K
$1.27M
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
862+ 30.55% |
$193K - $244K
|
3.68K
$1.11M
|
|
May 13, 2022
Q1 2022
|
St. Louis Trust CO
|
BUY
|
- |
820+ 29.39% |
$184K - $232K
|
3.61K
$1.08M
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
783+ 2.72% |
$176K - $221K
|
29.6K
$8.88M
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
747+ 45.16% |
$168K - $211K
|
2.4K
$720K
|
|
May 13, 2022
Q1 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
734+ 4.38% |
$165K - $208K
|
17.5K
$5.25M
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
733New |
$164K - $207K
|
733
$220K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
729+ 2.19% |
$164K - $206K
|
34K
$10.2M
|
|
Apr 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
728+ 39.89% |
$163K - $206K
|
2.55K
$766K
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
725+ 42.77% |
$163K - $205K
|
2.42K
$726K
|
|
Apr 12, 2022
Q1 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
722+ 2.04% |
$162K - $204K
|
36K
$10.8M
|
|
May 10, 2022
Q1 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
700+ 12.9% |
$157K - $198K
|
6.13K
$1.84M
|
|
Apr 14, 2022
Q1 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
692+ 48.97% |
$155K - $196K
|
2.11K
$631K
|