Purchases and Sales Made in Q1 2023 in Vanguard Small Cap Growth ETF (VBK)
This table provides information about the institutional ownership of Vanguard Small Cap Growth ETF (VBK) during Q1 2023. 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, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
482K+ 9.67% |
$95.9M - $113M
|
5.47M
$1.63B
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
258K+ 267.02% |
$51.2M - $60.2M
|
354K
$106M
|
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
BUY
|
- |
88.7KNew |
$17.6M - $20.7M
|
88.7K
$26.4M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
73.2K+ 46.66% |
$14.6M - $17.1M
|
230K
$68.6M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
68K+ 64.5% |
$13.5M - $15.9M
|
173K
$51.6M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
59.6KNew |
$11.8M - $13.9M
|
59.6K
$17.7M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
53.4K+ 1907.39% |
$10.6M - $12.5M
|
56.2K
$16.8M
|
|
|
May 15, 2023
Q1 2023
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
47.7KNew |
$9.48M - $11.1M
|
47.7K
$14.2M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
45.8K+ 3.85% |
$9.11M - $10.7M
|
1.24M
$368M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
41.1K+ 6.13% |
$8.16M - $9.59M
|
710K
$212M
|
|
|
Aug 11, 2023
Q1 2023
|
Rs Crum Inc.
|
BUY
|
- |
37.2K+ 437.56% |
$7.39M - $8.69M
|
45.7K
$13.6M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
34.1K+ 4.69% |
$6.78M - $7.97M
|
762K
$227M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.5K+ 6.53% |
$6.26M - $7.35M
|
514K
$153M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
27.1K+ 3.48% |
$5.39M - $6.33M
|
807K
$240M
|
|
|
May 15, 2023
Q1 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
26.3K+ 322.45% |
$5.22M - $6.13M
|
34.4K
$10.2M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
26K+ 27.13% |
$5.16M - $6.06M
|
122K
$36.2M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
23.7K+ 86.29% |
$4.71M - $5.53M
|
51.1K
$15.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
23.6K+ 7.06% |
$4.7M - $5.52M
|
358K
$107M
|
|
|
May 09, 2023
Q1 2023
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
22.1K+ 30.61% |
$4.4M - $5.17M
|
94.4K
$28.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Brickley Wealth Management
|
BUY
|
- |
20.2K+ 26.88% |
$4.02M - $4.72M
|
95.4K
$28.4M
|
|
|
May 04, 2023
Q1 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
20.1K+ 47.75% |
$4M - $4.7M
|
62.3K
$18.6M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.6K+ 7.62% |
$3.89M - $4.57M
|
276K
$82.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
19.2K+ 82.11% |
$3.81M - $4.48M
|
42.5K
$12.7M
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
15.7KNew |
$3.12M - $3.66M
|
15.7K
$4.67M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
15.3K+ 458.89% |
$3.04M - $3.57M
|
18.6K
$5.54M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
14.4K+ 47.7% |
$2.86M - $3.37M
|
44.6K
$13.3M
|
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
13K+ 77.58% |
$2.58M - $3.03M
|
29.7K
$8.85M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12.9K+ 341.47% |
$2.56M - $3.01M
|
16.7K
$4.96M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.5K+ 7.35% |
$2.49M - $2.93M
|
183K
$54.5M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
12.2K+ 22.75% |
$2.43M - $2.85M
|
65.9K
$19.6M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.9K+ 4.23% |
$2.36M - $2.78M
|
293K
$87.2M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
11.9K+ 10.82% |
$2.36M - $2.77M
|
122K
$36.2M
|
|
|
May 15, 2023
Q1 2023
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
11.5KNew |
$2.28M - $2.68M
|
11.5K
$3.41M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10.8K+ 2.27% |
$2.15M - $2.53M
|
487K
$145M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
9.34KNew |
$1.86M - $2.18M
|
9.34K
$2.78M
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
8.77K+ 4.17% |
$1.74M - $2.05M
|
219K
$65.3M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.73K+ 7.44% |
$1.74M - $2.04M
|
126K
$37.6M
|
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
8.57K+ 289.17% |
$1.7M - $2M
|
11.5K
$3.44M
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
8.18K+ 96.99% |
$1.63M - $1.91M
|
16.6K
$4.95M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.13K+ 33.67% |
$1.62M - $1.9M
|
32.3K
$9.61M
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
8.03K+ 32.09% |
$1.6M - $1.87M
|
33K
$9.84M
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
8KNew |
$1.59M - $1.87M
|
8K
$2.38M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
7.98K+ 344.43% |
$1.59M - $1.86M
|
10.3K
$3.07M
|
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
BUY
|
- |
7.66K+ 14.34% |
$1.52M - $1.79M
|
61.1K
$18.2M
|
|
|
Sep 01, 2023
Q1 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
7.51K+ 18.99% |
$1.49M - $1.75M
|
47.1K
$14M
|
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
7.21KNew |
$1.43M - $1.68M
|
7.21K
$2.15M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
7.21K+ 9.5% |
$1.43M - $1.68M
|
83K
$24.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
6.77K+ 2.65% |
$1.35M - $1.58M
|
262K
$78.1M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6.67KNew |
$1.33M - $1.56M
|
6.67K
$1.99M
|
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
6.24K+ 13.63% |
$1.24M - $1.46M
|
52K
$15.5M
|