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 12, 2023
Q1 2023
|
Country Club Bank
|
BUY
|
- |
6.17KNew |
$1.23M - $1.44M
|
6.17K
$1.85M
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
5.73K+ 64.78% |
$1.14M - $1.34M
|
14.6K
$4.37M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.59K+ 78.62% |
$1.11M - $1.3M
|
12.7K
$3.81M
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
BUY
|
- |
5.4K+ 233.39% |
$1.07M - $1.26M
|
7.71K
$2.31M
|
|
May 19, 2023
Q1 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
5.39K+ 14.5% |
$1.07M - $1.26M
|
42.6K
$12.8M
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.21K+ 6059.3% |
$1.04M - $1.22M
|
5.3K
$1.59M
|
|
May 04, 2023
Q1 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
5.06KNew |
$1M - $1.18M
|
5.06K
$1.52M
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.05KNew |
$1M - $1.18M
|
5.05K
$1.51M
|
|
Jun 27, 2023
Q1 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.01K+ 6.35% |
$996K - $1.17M
|
84K
$25.2M
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.76K+ 197.71% |
$945K - $1.11M
|
7.16K
$2.15M
|
|
Apr 26, 2023
Q1 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
4.61K+ 174.84% |
$916K - $1.08M
|
7.24K
$2.17M
|
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4.59K+ 132.41% |
$913K - $1.07M
|
8.06K
$2.42M
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
4.56K+ 30.29% |
$907K - $1.07M
|
19.6K
$5.89M
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.56K+ 8.08% |
$906K - $1.06M
|
61K
$18.3M
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
4.32KNew |
$859K - $1.01M
|
4.32K
$1.3M
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.2K+ 21.19% |
$834K - $980K
|
24K
$7.2M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.07K+ 2.71% |
$809K - $951K
|
154K
$46.2M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.02K+ 1.91% |
$799K - $939K
|
214K
$64.3M
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4K+ 2.19% |
$795K - $934K
|
186K
$55.9M
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.78K+ 176.19% |
$752K - $883K
|
5.93K
$1.78M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.76K+ 25.45% |
$747K - $878K
|
18.5K
$5.56M
|
|
May 08, 2023
Q1 2023
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
3.72K+ 5.79% |
$738K - $868K
|
67.9K
$20.4M
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.69KNew |
$734K - $863K
|
3.69K
$1.11M
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
3.69KNew |
$733K - $862K
|
3.69K
$1.11M
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
3.68K+ 18.14% |
$731K - $858K
|
23.9K
$7.18M
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
BUY
|
- |
3.67K+ 4.78% |
$729K - $856K
|
80.3K
$24.1M
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
3.64K+ 163.24% |
$723K - $849K
|
5.87K
$1.76M
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.44K+ 591.07% |
$684K - $803K
|
4.02K
$1.21M
|
|
Apr 25, 2023
Q1 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
3.41K+ 47.67% |
$678K - $797K
|
10.6K
$3.17M
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.38K+ 19.18% |
$672K - $789K
|
21K
$6.3M
|
|
Apr 14, 2023
Q1 2023
|
Cohen Klingenstein LLC
|
BUY
|
- |
3.25K+ 0.95% |
$647K - $760K
|
346K
$104M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.19K+ 1.13% |
$634K - $745K
|
286K
$85.8M
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.19K+ 3.99% |
$634K - $745K
|
83.1K
$24.9M
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.17K+ 3.24% |
$629K - $739K
|
101K
$30.3M
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
3.09K+ 8.42% |
$614K - $721K
|
39.8K
$11.9M
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
3.08K+ 4.55% |
$613K - $720K
|
70.9K
$21.3M
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.08K+ 31.89% |
$612K - $719K
|
12.7K
$3.82M
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2.98K+ 3.18% |
$591K - $695K
|
96.5K
$29M
|
|
Apr 26, 2023
Q1 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
2.9K+ 18.49% |
$576K - $677K
|
18.6K
$5.57M
|
|
May 15, 2023
Q1 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
2.85KNew |
$567K - $666K
|
2.85K
$856K
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.72KNew |
$541K - $635K
|
2.72K
$816K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.69K+ 3.28% |
$535K - $629K
|
84.7K
$25.4M
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.66K+ 15.17% |
$528K - $621K
|
20.2K
$6.05M
|
|
Apr 21, 2023
Q1 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2.57K+ 1.95% |
$510K - $599K
|
134K
$40.3M
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
2.56K+ 8.19% |
$508K - $597K
|
33.8K
$10.1M
|
|
Apr 18, 2023
Q1 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
2.48K+ 17.35% |
$493K - $579K
|
16.8K
$5.03M
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
2.47K+ 10.24% |
$490K - $576K
|
26.6K
$7.97M
|
|
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.44KNew |
$485K - $570K
|
2.44K
$732K
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.44KNew |
$484K - $569K
|
2.44K
$730K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.38K+ 2.19% |
$473K - $556K
|
111K
$33.3M
|