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
|
Blue Investment Partners LLC
Alamo, CA |
SELL
|
- |
-3.57K- 14.37% |
$824K - $930K
|
21.3K
$6.33M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4.31K- 10.68% |
$995K - $1.12M
|
36K
$10.7M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-4.4K- 36.53% |
$1.02M - $1.15M
|
7.64K
$2.28M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.83K- 1.96% |
$1.12M - $1.26M
|
242K
$72M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-4.85K- 2.87% |
$1.12M - $1.26M
|
164K
$48.9M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.86K- 10.98% |
$1.12M - $1.27M
|
39.4K
$11.7M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-5.27K- 31.15% |
$1.22M - $1.37M
|
11.6K
$3.47M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-5.32K- 46.86% |
$1.23M - $1.39M
|
6.04K
$1.8M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.57K- 3.34% |
$1.29M - $1.45M
|
161K
$48M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.89K- 16.91% |
$1.59M - $1.8M
|
33.9K
$10.1M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-7.02K- 42.11% |
$1.62M - $1.83M
|
9.65K
$2.88M
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-7.44K- 16.44% |
$1.72M - $1.94M
|
37.8K
$11.3M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.91K- 7.4% |
$1.83M - $2.06M
|
99.1K
$29.5M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-8.07K- 7.66% |
$1.87M - $2.11M
|
97.3K
$29M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-9.97K- 26.48% |
$2.3M - $2.6M
|
27.7K
$8.24M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-10.4K- 3.11% |
$2.39M - $2.7M
|
323K
$96.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.2K- 4.55% |
$2.59M - $2.92M
|
235K
$69.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-11.2K- 41.28% |
$2.59M - $2.93M
|
16K
$4.76M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-12.3K- 2.36% |
$2.83M - $3.2M
|
506K
$151M
|
|
|
May 10, 2024
Q1 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-14.8K- 90.5% |
$3.43M - $3.87M
|
1.56K
$464K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-18.8K- 4.74% |
$4.33M - $4.89M
|
377K
$112M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-21K- 8.83% |
$4.86M - $5.48M
|
217K
$64.7M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-23.1K- 50.52% |
$5.33M - $6.01M
|
22.6K
$6.73M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-28.4K- 19.32% |
$6.56M - $7.4M
|
119K
$35.3M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-29.9K- 2.23% |
$6.91M - $7.8M
|
1.31M
$391M
|
|
|
Apr 25, 2024
Q1 2024
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-32.7K- 47.4% |
$7.54M - $8.51M
|
36.2K
$10.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-33.3K- 98.22% |
$7.69M - $8.68M
|
603
$180K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-34.4K- 72.87% |
$7.94M - $8.96M
|
12.8K
$3.81M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-35K- 28.07% |
$8.09M - $9.13M
|
89.7K
$26.7M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-69.4K- 97.71% |
$16M - $18.1M
|
1.63K
$485K
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-76.8K- 56.5% |
$17.7M - $20M
|
59.2K
$17.6M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-112K- 30.42% |
$25.9M - $29.2M
|
256K
$76.3M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-201K- 7.74% |
$46.4M - $52.4M
|
2.39M
$713M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-214K- 71.09% |
$49.4M - $55.8M
|
87K
$25.9M
|