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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-136- 24.86% |
$27K - $31.8K
|
411
$123K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-145- 5.06% |
$28.8K - $33.9K
|
2.72K
$816K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-145- 5.06% |
$28.8K - $33.9K
|
2.72K
$816K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-148- 1.6% |
$29.4K - $34.6K
|
9.08K
$2.72M
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-150- 8.24% |
$29.8K - $35K
|
1.67K
$501K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-154- 2.21% |
$30.6K - $36K
|
6.8K
$2.04M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-158- 3.87% |
$31.4K - $36.9K
|
3.93K
$1.18M
|
|
|
Apr 12, 2023
Q1 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-161- 0.44% |
$32K - $37.6K
|
36.3K
$10.9M
|
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-169- 2.81% |
$33.6K - $39.5K
|
5.85K
$1.76M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-181- 9.89% |
$36K - $42.3K
|
1.65K
$495K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-181- 13.02% |
$36K - $42.3K
|
1.21K
$363K
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-184- 2.38% |
$36.6K - $43K
|
7.54K
$2.26M
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-186- 11.42% |
$37K - $43.4K
|
1.44K
$433K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-192- 7.43% |
$38.2K - $44.8K
|
2.39K
$718K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-193- 0.22% |
$38.4K - $45.1K
|
87.2K
$26.2M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-193- 0.22% |
$38.4K - $45.1K
|
87.2K
$26.2M
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-195- 2.39% |
$38.8K - $45.5K
|
7.97K
$2.39M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-198- 73.33% |
$39.4K - $46.2K
|
72
$21.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-208- 3.45% |
$41.3K - $48.6K
|
5.82K
$1.75M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-209- 3.11% |
$41.5K - $48.8K
|
6.52K
$1.96M
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-217- 2.67% |
$43.1K - $50.7K
|
7.9K
$2.37M
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-217- 17.07% |
$43.1K - $50.7K
|
1.05K
$316K
|
|
|
May 03, 2023
Q1 2023
|
St. Louis Trust CO
|
SELL
|
- |
-221- 6.12% |
$43.9K - $51.6K
|
3.39K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-233- 1.49% |
$46.3K - $54.4K
|
15.4K
$4.63M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-235- 16.47% |
$46.7K - $54.9K
|
1.19K
$358K
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-235- 1.07% |
$46.7K - $54.9K
|
21.8K
$6.53M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-239- 10.56% |
$47.5K - $55.8K
|
2.02K
$607K
|
|
|
Apr 24, 2023
Q1 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-240- 3.86% |
$47.7K - $56K
|
5.97K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-241- 1.38% |
$47.9K - $56.3K
|
17.2K
$5.15M
|
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-243- 20.59% |
$48.3K - $56.8K
|
937
$281K
|
|
|
Apr 22, 2024
Q1 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-246- 0.79% |
$48.9K - $57.5K
|
30.9K
$9.27M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-249- 6.01% |
$49.5K - $58.2K
|
3.89K
$1.17M
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-250- 10.54% |
$49.7K - $58.4K
|
2.12K
$636K
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-254- 14.72% |
$50.5K - $59.3K
|
1.47K
$441K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-261- 90.0% |
$51.9K - $61K
|
29
$8.7K
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-263- 21.99% |
$52.3K - $61.4K
|
933
$280K
|
|
|
May 02, 2023
Q1 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-296- 13.37% |
$58.8K - $69.1K
|
1.92K
$575K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-298Closed |
$59.2K - $69.6K
|
0
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-303- 13.11% |
$60.2K - $70.8K
|
2.01K
$603K
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-310- 16.0% |
$61.6K - $72.4K
|
1.63K
$488K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-334- 11.11% |
$66.4K - $78K
|
2.67K
$801K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-338- 35.58% |
$67.2K - $78.9K
|
612
$184K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-344- 22.19% |
$68.4K - $80.3K
|
1.21K
$362K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-350- 26.64% |
$69.6K - $81.7K
|
964
$289K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-353- 4.73% |
$70.2K - $82.4K
|
7.11K
$2.13M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-354- 10.61% |
$70.4K - $82.7K
|
2.98K
$894K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-359- 8.25% |
$71.4K - $83.8K
|
4K
$1.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-370- 26.85% |
$73.5K - $86.4K
|
1.01K
$302K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-380- 7.48% |
$75.5K - $88.7K
|
4.7K
$1.41M
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
SELL
|
- |
-391- 5.44% |
$77.7K - $91.3K
|
6.8K
$2.04M
|