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 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
477+ 9.45% |
$94.8K - $111K
|
5.52K
$1.66M
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
460+ 9.13% |
$91.4K - $107K
|
5.5K
$1.65M
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
453+ 27.4% |
$90K - $106K
|
2.11K
$632K
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
445+ 14.14% |
$88.5K - $104K
|
3.59K
$1.08M
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
423+ 17.57% |
$84.1K - $98.8K
|
2.83K
$849K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
422New |
$83.9K - $98.6K
|
422
$127K
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
415+ 1.36% |
$82.5K - $96.9K
|
31K
$9.3M
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
383+ 8.78% |
$76.1K - $89.4K
|
4.75K
$1.42M
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
355+ 37.85% |
$70.6K - $82.9K
|
1.29K
$388K
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
332+ 8.29% |
$66K - $77.5K
|
4.34K
$1.3M
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
320+ 5.71% |
$63.6K - $74.7K
|
5.93K
$1.78M
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
311+ 14.01% |
$61.8K - $72.6K
|
2.53K
$759K
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
307+ 2.36% |
$61K - $71.7K
|
13.3K
$3.99M
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
307+ 2.79% |
$61K - $71.7K
|
11.3K
$3.39M
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
290+ 28.38% |
$57.6K - $67.7K
|
1.31K
$394K
|
|
May 09, 2023
Q1 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
286+ 4.99% |
$56.8K - $66.8K
|
6.02K
$1.81M
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
281+ 17.56% |
$55.9K - $65.6K
|
1.88K
$564K
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
280+ 2.81% |
$55.7K - $65.4K
|
10.3K
$3.08M
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
273+ 5.81% |
$54.3K - $63.8K
|
4.97K
$1.49M
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
264+ 15.67% |
$52.5K - $61.7K
|
1.95K
$585K
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
251+ 5.7% |
$49.9K - $58.6K
|
4.66K
$1.4M
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
251+ 48.27% |
$49.9K - $58.6K
|
771
$231K
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
250+ 3.94% |
$49.7K - $58.4K
|
6.59K
$1.98M
|
|
May 08, 2023
Q1 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
245+ 1.85% |
$48.7K - $57.2K
|
13.5K
$4.04M
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
238+ 4.72% |
$47.3K - $55.6K
|
5.28K
$1.58M
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
238+ 13.16% |
$47.3K - $55.6K
|
2.05K
$614K
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
234+ 9.07% |
$46.5K - $54.6K
|
2.81K
$844K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
225New |
$44.7K - $52.5K
|
225
$67.5K
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
219+ 11.29% |
$43.5K - $51.1K
|
2.16K
$647K
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
219+ 5.76% |
$43.5K - $51.1K
|
4.02K
$1.21M
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
215+ 3.91% |
$42.7K - $50.2K
|
5.71K
$1.71M
|
|
Apr 25, 2023
Q1 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
214+ 10.33% |
$42.5K - $50K
|
2.29K
$685K
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
213+ 2.13% |
$42.3K - $49.7K
|
10.2K
$3.06M
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
202+ 1.26% |
$40.2K - $47.2K
|
16.2K
$4.87M
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
200+ 6.5% |
$39.8K - $46.7K
|
3.28K
$984K
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
200+ 25.71% |
$39.8K - $46.7K
|
978
$293K
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
192+ 1.57% |
$38.2K - $44.8K
|
12.4K
$3.73M
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
190+ 6.64% |
$37.8K - $44.4K
|
3.05K
$915K
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
189+ 8.56% |
$37.6K - $44.1K
|
2.4K
$719K
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
188+ 3.89% |
$37.4K - $43.9K
|
5.02K
$1.51M
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
185New |
$36.8K - $43.2K
|
185
$55.5K
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
180New |
$35.8K - $42K
|
180
$54K
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
175+ 5.8% |
$34.8K - $40.9K
|
3.19K
$957K
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
174+ 4.96% |
$34.6K - $40.6K
|
3.68K
$1.1M
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
172+ 2.79% |
$34.2K - $40.2K
|
6.34K
$1.9M
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
170+ 0.26% |
$33.8K - $39.7K
|
66K
$19.8M
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
166+ 9.14% |
$33K - $38.8K
|
1.98K
$595K
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
165+ 3.09% |
$32.8K - $38.5K
|
5.51K
$1.65M
|
|
May 15, 2023
Q1 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
165+ 3.21% |
$32.8K - $38.5K
|
5.31K
$1.59M
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
165+ 4.85% |
$32.8K - $38.5K
|
3.57K
$1.07M
|