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 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.23K- 4.75% |
$245K - $287K
|
24.7K
$7.41M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.24K- 1.15% |
$246K - $289K
|
106K
$31.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.26KClosed |
$250K - $294K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.31K- 1.35% |
$259K - $305K
|
95.1K
$28.5M
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-1.31K- 3.92% |
$261K - $307K
|
32.2K
$9.67M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.36K- 0.89% |
$270K - $317K
|
151K
$45.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
SELL
|
- |
-1.36K- 54.64% |
$270K - $317K
|
1.13K
$338K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.38K- 1.28% |
$273K - $321K
|
106K
$31.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-1.39K- 4.29% |
$275K - $324K
|
30.9K
$9.27M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.44K- 0.72% |
$286K - $336K
|
198K
$59.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.44K- 12.19% |
$287K - $337K
|
10.4K
$3.12M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.46K- 4.97% |
$291K - $342K
|
28K
$8.39M
|
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.47K- 13.88% |
$292K - $343K
|
9.12K
$2.74M
|
|
|
Apr 24, 2023
Q1 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-1.54K- 6.27% |
$307K - $360K
|
23.1K
$6.92M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.55K- 66.88% |
$308K - $362K
|
767
$230K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.57K- 2.42% |
$312K - $367K
|
63.2K
$19M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.61K- 4.53% |
$319K - $375K
|
33.8K
$10.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.65K- 8.28% |
$327K - $384K
|
18.2K
$5.47M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.66K- 48.41% |
$330K - $387K
|
1.77K
$530K
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.68KClosed |
$333K - $391K
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.92K- 13.12% |
$381K - $447K
|
12.7K
$3.8M
|
|
|
May 04, 2023
Q1 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.96K- 30.26% |
$390K - $458K
|
4.52K
$1.35M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.97K- 33.69% |
$391K - $459K
|
3.87K
$1.16M
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2K- 27.85% |
$397K - $466K
|
5.17K
$1.55M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.05K- 3.82% |
$406K - $478K
|
51.6K
$15.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.06K- 35.66% |
$409K - $481K
|
3.72K
$1.11M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.19K- 20.74% |
$434K - $510K
|
8.35K
$2.5M
|
|
|
May 01, 2023
Q1 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-2.21K- 7.88% |
$439K - $516K
|
25.9K
$7.75M
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-2.25K- 1.31% |
$447K - $525K
|
169K
$50.6M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.27K- 21.63% |
$451K - $530K
|
8.22K
$2.47M
|
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-2.4K- 23.6% |
$477K - $560K
|
7.77K
$2.33M
|
|
|
Apr 26, 2023
Q1 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-2.41K- 30.68% |
$479K - $562K
|
5.44K
$1.63M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.55K- 11.39% |
$506K - $595K
|
19.8K
$5.94M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-2.58K- 51.98% |
$513K - $603K
|
2.38K
$715K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.59K- 28.9% |
$514K - $604K
|
6.37K
$1.91M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.61K- 6.44% |
$519K - $610K
|
37.9K
$11.4M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.65K- 24.49% |
$526K - $618K
|
8.16K
$2.45M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.65K- 2.87% |
$527K - $619K
|
89.8K
$26.9M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.75K- 15.43% |
$547K - $643K
|
15.1K
$4.53M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.94K- 31.87% |
$584K - $686K
|
6.28K
$1.88M
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-3.19K- 96.9% |
$634K - $745K
|
102
$30.6K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.22K- 1.22% |
$641K - $753K
|
261K
$78.4M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.25K- 0.3% |
$646K - $759K
|
1.09M
$328M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.33K- 61.56% |
$663K - $779K
|
2.08K
$625K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.72K- 4.04% |
$740K - $869K
|
88.3K
$26.5M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.79K- 12.06% |
$753K - $884K
|
27.6K
$8.28M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.87K- 0.61% |
$769K - $904K
|
635K
$191M
|
|
|
May 15, 2023
Q1 2023
|
Jentner Corp
|
SELL
|
- |
-3.96K- 3.96% |
$786K - $924K
|
95.8K
$28.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-3.96K- 14.41% |
$787K - $925K
|
23.5K
$7.05M
|
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-4.23K- 8.46% |
$840K - $987K
|
45.7K
$13.7M
|