Purchases and Sales Made in Q1 2024 in Vanguard Small Cap Growth ETF (VBK)
This table provides information about the institutional ownership of Vanguard Small Cap Growth ETF (VBK) during Q1 2024. 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 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-12- 3.47% |
$2.77K - $3.13K
|
334
$97.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.63% |
$2.77K - $3.13K
|
1.89K
$550K
|
|
|
Apr 25, 2024
Q1 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-13- 0.04% |
$3K - $3.39K
|
31.1K
$9.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-13- 3.1% |
$3K - $3.39K
|
407
$118K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-13- 13.27% |
$3K - $3.39K
|
85
$24.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-13- 50.0% |
$3K - $3.39K
|
13
$3.78K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-13- 0.32% |
$3K - $3.39K
|
4.08K
$1.19M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-14- 1.04% |
$3.23K - $3.65K
|
1.33K
$386K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-14- 1.58% |
$3.23K - $3.65K
|
871
$253K
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-14- 0.54% |
$3.23K - $3.65K
|
2.58K
$750K
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-15- 0.34% |
$3.47K - $3.91K
|
4.34K
$1.26M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-16- 0.83% |
$3.7K - $4.17K
|
1.91K
$556K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-18- 5.66% |
$4.16K - $4.69K
|
300
$87.3K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-19- 8.37% |
$4.39K - $4.95K
|
208
$60.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-20- 0.39% |
$4.62K - $5.21K
|
5.11K
$1.49M
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-20- 3.67% |
$4.62K - $5.21K
|
525
$153K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-20- 1.05% |
$4.62K - $5.21K
|
1.89K
$548K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-21- 2.08% |
$4.85K - $5.48K
|
989
$288K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-21- 1.16% |
$4.85K - $5.48K
|
1.8K
$522K
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-22- 1.27% |
$5.08K - $5.74K
|
1.71K
$497K
|
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-23- 1.74% |
$5.31K - $6K
|
1.3K
$378K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-24- 1.34% |
$5.54K - $6.26K
|
1.77K
$516K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-27- 2.04% |
$6.24K - $7.04K
|
1.3K
$378K
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-28- 0.46% |
$6.47K - $7.3K
|
6.03K
$1.75M
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-28- 0.92% |
$6.47K - $7.3K
|
3K
$873K
|
|
|
May 08, 2024
Q1 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-30- 0.17% |
$6.93K - $7.82K
|
17.9K
$5.22M
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-30- 25.21% |
$6.93K - $7.82K
|
89
$25.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-30- 0.62% |
$6.93K - $7.82K
|
4.81K
$1.4M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-31- 0.31% |
$7.16K - $8.08K
|
10.1K
$2.94M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-32- 1.71% |
$7.39K - $8.34K
|
1.84K
$535K
|
|
|
May 08, 2024
Q1 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-32- 1.39% |
$7.39K - $8.34K
|
2.27K
$660K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-33- 3.23% |
$7.62K - $8.6K
|
988
$287K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-34- 2.4% |
$7.85K - $8.86K
|
1.38K
$401K
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-34- 2.38% |
$7.85K - $8.86K
|
1.39K
$406K
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-36- 2.29% |
$8.32K - $9.39K
|
1.54K
$447K
|
|
|
May 02, 2024
Q1 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-38- 1.31% |
$8.78K - $9.91K
|
2.87K
$834K
|
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-39- 0.71% |
$9.01K - $10.2K
|
5.44K
$1.58M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-39- 1.29% |
$9.01K - $10.2K
|
2.99K
$870K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-40- 0.44% |
$9.24K - $10.4K
|
9.08K
$2.64M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-40- 8.1% |
$9.24K - $10.4K
|
454
$132K
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-40- 21.05% |
$9.24K - $10.4K
|
150
$43.6K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-40- 0.59% |
$9.24K - $10.4K
|
6.77K
$1.97M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-41- 0.25% |
$9.47K - $10.7K
|
16.4K
$4.78M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-42- 2.01% |
$9.7K - $11K
|
2.05K
$595K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-45- 5.28% |
$10.4K - $11.7K
|
808
$235K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-45- 9.18% |
$10.4K - $11.7K
|
445
$129K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-47- 4.79% |
$10.9K - $12.3K
|
935
$272K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-49- 5.77% |
$11.3K - $12.8K
|
800
$233K
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-50- 0.72% |
$11.6K - $13K
|
6.91K
$2.01M
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-50- 0.37% |
$11.6K - $13K
|
13.4K
$3.9M
|