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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2024
Q1 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-404- 9.19% |
$80.3K - $94.4K
|
3.99K
$1.2M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-407- 9.58% |
$80.9K - $95.1K
|
3.84K
$1.15M
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-409- 2.86% |
$81.3K - $95.5K
|
13.9K
$4.17M
|
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-425- 24.82% |
$84.5K - $99.3K
|
1.29K
$386K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-425- 21.02% |
$84.5K - $99.3K
|
1.6K
$479K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-431- 2.97% |
$85.7K - $101K
|
14.1K
$4.22M
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-438- 5.61% |
$87.1K - $102K
|
7.36K
$2.21M
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-439- 5.44% |
$87.3K - $103K
|
7.63K
$2.29M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-444- 1.36% |
$88.3K - $104K
|
32.1K
$9.64M
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-452- 14.77% |
$89.8K - $106K
|
2.61K
$782K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-464- 15.65% |
$92.2K - $108K
|
2.5K
$750K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-472- 4.88% |
$93.8K - $110K
|
9.2K
$2.76M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-473- 3.27% |
$94K - $110K
|
14K
$4.2M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-479- 19.2% |
$95.2K - $112K
|
2.02K
$605K
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-496- 22.33% |
$98.6K - $116K
|
1.73K
$517K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-502- 1.27% |
$99.8K - $117K
|
38.9K
$11.7M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-517- 1.25% |
$103K - $121K
|
40.8K
$12.2M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-517- 1.25% |
$103K - $121K
|
40.8K
$12.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-519- 5.1% |
$103K - $121K
|
9.65K
$2.89M
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-528- 12.82% |
$105K - $123K
|
3.59K
$1.08M
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-537- 29.31% |
$107K - $125K
|
1.3K
$388K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-555Closed |
$110K - $130K
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-567- 12.7% |
$113K - $132K
|
3.9K
$1.17M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-596- 11.87% |
$118K - $139K
|
4.42K
$1.33M
|
|
|
Apr 18, 2023
Q1 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-605- 14.81% |
$120K - $141K
|
3.48K
$1.04M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-624- 4.48% |
$124K - $146K
|
13.3K
$3.99M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-655- 20.29% |
$130K - $153K
|
2.57K
$772K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-683- 1.9% |
$136K - $160K
|
35.4K
$10.6M
|
|
|
May 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-702- 1.0% |
$140K - $164K
|
69.3K
$20.8M
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-710- 2.83% |
$141K - $166K
|
24.4K
$7.32M
|
|
|
Apr 18, 2023
Q1 2023
|
Mtc Wealth Management LLC
|
SELL
|
- |
-712- 5.8% |
$142K - $166K
|
11.6K
$3.47M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-715- 23.83% |
$142K - $167K
|
2.29K
$685K
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-778- 2.52% |
$155K - $182K
|
30.1K
$9.02M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-791- 24.3% |
$157K - $185K
|
2.46K
$739K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-795- 5.06% |
$158K - $186K
|
14.9K
$4.47M
|
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-823- 10.92% |
$164K - $192K
|
6.71K
$2.01M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-852- 7.51% |
$169K - $199K
|
10.5K
$3.15M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-898- 32.0% |
$178K - $210K
|
1.91K
$572K
|
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-943- 23.86% |
$187K - $220K
|
3.01K
$903K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-943- 23.98% |
$187K - $220K
|
2.99K
$897K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-952- 27.41% |
$189K - $222K
|
2.52K
$756K
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-958- 5.29% |
$190K - $224K
|
17.2K
$5.15M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-959- 2.03% |
$191K - $224K
|
46.4K
$13.9M
|
|
|
May 11, 2023
Q1 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-978- 5.33% |
$194K - $228K
|
17.4K
$5.21M
|
|
|
May 15, 2023
Q1 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-1.01K- 1.74% |
$201K - $236K
|
57.2K
$17.2M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-1.05K- 10.78% |
$209K - $245K
|
8.7K
$2.61M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.11K- 41.77% |
$221K - $260K
|
1.55K
$466K
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.15K- 18.11% |
$228K - $268K
|
5.2K
$1.56M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.16K- 7.23% |
$231K - $272K
|
14.9K
$4.48M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-1.2K- 3.15% |
$239K - $281K
|
37K
$11.1M
|