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 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.26K- 17.68% |
$846K - $994K
|
19.8K
$5.94M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.26K- 12.12% |
$847K - $996K
|
30.9K
$9.27M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.31K- 19.08% |
$857K - $1.01M
|
18.3K
$5.49M
|
|
|
May 02, 2023
Q1 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-4.57K- 80.95% |
$909K - $1.07M
|
1.08K
$323K
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-4.57K- 4.28% |
$909K - $1.07M
|
102K
$30.7M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-4.74K- 21.29% |
$942K - $1.11M
|
17.5K
$5.26M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.75K- 8.51% |
$945K - $1.11M
|
51.1K
$15.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-4.77K- 76.75% |
$949K - $1.11M
|
1.45K
$434K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.81K- 12.46% |
$955K - $1.12M
|
33.8K
$10.1M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-4.98K- 22.88% |
$989K - $1.16M
|
16.8K
$5.03M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.13K- 38.34% |
$1.02M - $1.2M
|
8.25K
$2.47M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.3K- 34.88% |
$1.05M - $1.24M
|
9.9K
$2.97M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-5.37K- 0.66% |
$1.07M - $1.25M
|
810K
$243M
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-5.43K- 23.12% |
$1.08M - $1.27M
|
18.1K
$5.42M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-5.51K- 10.84% |
$1.09M - $1.29M
|
45.3K
$13.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.98K- 27.99% |
$1.19M - $1.4M
|
15.4K
$4.61M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-6.3K- 5.79% |
$1.25M - $1.47M
|
103K
$30.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-6.38K- 3.94% |
$1.27M - $1.49M
|
156K
$46.7M
|
|
|
Apr 07, 2023
Q1 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-6.46K- 44.7% |
$1.28M - $1.51M
|
7.99K
$2.4M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-6.57K- 34.81% |
$1.31M - $1.53M
|
12.3K
$3.69M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-6.73K- 41.15% |
$1.34M - $1.57M
|
9.63K
$2.89M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-6.84K- 76.42% |
$1.36M - $1.6M
|
2.11K
$633K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-7.66K- 15.84% |
$1.52M - $1.79M
|
40.7K
$12.2M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-8K- 45.52% |
$1.59M - $1.87M
|
9.57K
$2.87M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-8.5K- 43.44% |
$1.69M - $1.99M
|
11.1K
$3.32M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.83K- 2.92% |
$1.75M - $2.06M
|
293K
$88M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.94K- 32.43% |
$1.98M - $2.32M
|
20.7K
$6.21M
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-10.3K- 4.06% |
$2.05M - $2.4M
|
243K
$73M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.8K- 0.58% |
$2.15M - $2.53M
|
1.86M
$557M
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-12.2K- 89.78% |
$2.43M - $2.86M
|
1.39K
$418K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-12.4K- 48.73% |
$2.46M - $2.89M
|
13K
$3.9M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-13.9K- 79.02% |
$2.77M - $3.26M
|
3.7K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-16.1K- 84.9% |
$3.2M - $3.76M
|
2.86K
$858K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-17.5K- 57.99% |
$3.47M - $4.08M
|
12.7K
$3.8M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-19.8K- 15.91% |
$3.93M - $4.62M
|
105K
$31.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-19.9K- 8.31% |
$3.95M - $4.64M
|
219K
$65.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-22.1K- 71.73% |
$4.39M - $5.16M
|
8.71K
$2.61M
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-22.8K- 93.06% |
$4.52M - $5.32M
|
1.7K
$509K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-24.2K- 86.46% |
$4.82M - $5.66M
|
3.8K
$1.14M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-27.2K- 29.44% |
$5.4M - $6.35M
|
65.2K
$19.5M
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-35.6K- 77.03% |
$7.07M - $8.31M
|
10.6K
$3.18M
|
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-49.5KClosed |
$9.84M - $11.6M
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-59.7K- 2.14% |
$11.9M - $14M
|
2.73M
$820M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-320K- 69.99% |
$63.7M - $74.8M
|
137K
$41.2M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-361K- 55.91% |
$71.8M - $84.4M
|
285K
$85.5M
|