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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q1 2024
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-901Closed |
$208K - $235K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-903- 28.39% |
$209K - $235K
|
2.28K
$683K
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-931- 20.85% |
$215K - $243K
|
3.54K
$1.06M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-960- 23.32% |
$222K - $250K
|
3.16K
$947K
|
|
|
Jul 17, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-973- 36.7% |
$225K - $254K
|
1.68K
$503K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1K- 4.66% |
$231K - $261K
|
20.5K
$6.13M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.05K- 56.65% |
$243K - $274K
|
805
$241K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.06K- 8.78% |
$244K - $276K
|
11K
$3.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-1.07K- 2.27% |
$248K - $279K
|
46.1K
$13.8M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.13K- 0.6% |
$260K - $294K
|
186K
$55.9M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.17KClosed |
$271K - $306K
|
0
$0
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.19K- 26.43% |
$276K - $311K
|
3.32K
$997K
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.2K- 9.87% |
$277K - $312K
|
10.9K
$3.28M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.27K- 48.35% |
$294K - $332K
|
1.36K
$408K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.31K- 15.43% |
$301K - $340K
|
7.15K
$2.15M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.31K- 13.85% |
$303K - $342K
|
8.16K
$2.45M
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.32K- 39.07% |
$305K - $344K
|
2.06K
$617K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.33K- 31.21% |
$306K - $346K
|
2.92K
$877K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.36K- 1.07% |
$314K - $354K
|
126K
$37.9M
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.4K- 2.89% |
$324K - $365K
|
47K
$14.1M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.43K- 11.85% |
$329K - $372K
|
10.6K
$3.18M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.45K- 9.77% |
$335K - $378K
|
13.4K
$4.02M
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
SELL
|
- |
-1.47K- 22.07% |
$339K - $383K
|
5.19K
$1.56M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.49K- 24.57% |
$344K - $388K
|
4.58K
$1.37M
|
|
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-1.49K- 14.72% |
$345K - $389K
|
8.65K
$2.59M
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-1.52K- 2.43% |
$351K - $397K
|
61K
$18.3M
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.52K- 4.52% |
$352K - $397K
|
32.2K
$9.65M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.55K- 4.63% |
$359K - $405K
|
32K
$9.59M
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.55K- 4.63% |
$359K - $405K
|
32K
$9.59M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.57K- 84.47% |
$363K - $410K
|
289
$86.7K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.65K- 2.64% |
$380K - $429K
|
60.7K
$18.2M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.79K- 19.96% |
$414K - $467K
|
7.19K
$2.16M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.97K- 5.42% |
$455K - $514K
|
34.4K
$10.3M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2K- 57.82% |
$462K - $521K
|
1.46K
$438K
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-2.02K- 5.93% |
$467K - $527K
|
32.1K
$9.62M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-2.09K- 20.53% |
$482K - $544K
|
8.08K
$2.42M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.11K- 10.41% |
$488K - $551K
|
18.2K
$5.45M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-2.22K- 6.67% |
$512K - $577K
|
31K
$9.3M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-2.29K- 32.03% |
$528K - $596K
|
4.85K
$1.46M
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-2.33K- 28.69% |
$538K - $608K
|
5.79K
$1.74M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.33K- 28.69% |
$538K - $608K
|
5.79K
$1.74M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.35K- 34.56% |
$543K - $612K
|
4.45K
$1.33M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.5K- 37.82% |
$578K - $653K
|
4.12K
$1.23M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.54K- 0.33% |
$587K - $662K
|
771K
$231M
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
SELL
|
- |
-2.62K- 2.64% |
$605K - $683K
|
96.7K
$29M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.71K- 19.1% |
$626K - $706K
|
11.5K
$3.44M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.89K- 20.11% |
$667K - $753K
|
11.5K
$3.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-3.03K- 5.04% |
$700K - $790K
|
57.1K
$17.1M
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-3.19K- 2.17% |
$737K - $832K
|
144K
$43.1M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.28K- 3.93% |
$759K - $856K
|
80.3K
$24.1M
|