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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
9.34K+ 14.79% |
$2.16M - $2.43M
|
72.5K
$21.6M
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
9.27KNew |
$2.14M - $2.42M
|
9.27K
$2.76M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
9.23K+ 9.6% |
$2.13M - $2.41M
|
105K
$31.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
8.64K+ 13.25% |
$2M - $2.25M
|
73.8K
$22M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
8.58K+ 98.03% |
$1.98M - $2.24M
|
17.3K
$5.16M
|
|
|
May 13, 2024
Q1 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
8.42KNew |
$1.95M - $2.2M
|
8.42K
$2.51M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
8.27K+ 17.41% |
$1.91M - $2.16M
|
55.7K
$16.6M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7.57K+ 56.62% |
$1.75M - $1.97M
|
20.9K
$6.23M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
7.56K+ 60.6% |
$1.75M - $1.97M
|
20K
$5.97M
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
7.34K+ 25.89% |
$1.7M - $1.91M
|
35.7K
$10.6M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.33K+ 0.83% |
$1.69M - $1.91M
|
889K
$265M
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
7.29K+ 16.89% |
$1.68M - $1.9M
|
50.4K
$15M
|
|
|
Apr 23, 2024
Q1 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
7.26KNew |
$1.68M - $1.89M
|
7.26K
$2.16M
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
7K+ 89.19% |
$1.62M - $1.82M
|
14.8K
$4.42M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
6.82K+ 38.38% |
$1.58M - $1.78M
|
24.6K
$7.33M
|
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
6.73KNew |
$1.55M - $1.75M
|
6.73K
$2M
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
BUY
|
- |
6.71KNew |
$1.55M - $1.75M
|
6.71K
$2M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.52K+ 8.21% |
$1.5M - $1.7M
|
85.9K
$25.6M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.36K+ 28.4% |
$1.47M - $1.66M
|
28.8K
$8.57M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.15K+ 60.46% |
$1.42M - $1.6M
|
16.3K
$4.86M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.02K+ 5.57% |
$1.39M - $1.57M
|
114K
$34M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
5.96K+ 2.51% |
$1.38M - $1.55M
|
243K
$72.5M
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
5.82KNew |
$1.34M - $1.52M
|
5.82K
$1.73M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.73K+ 293.44% |
$1.32M - $1.49M
|
7.68K
$2.29M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.72K+ 4.13% |
$1.32M - $1.49M
|
144K
$42.9M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.71K+ 3.38% |
$1.32M - $1.49M
|
175K
$52M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
5.58K+ 140.03% |
$1.29M - $1.45M
|
9.57K
$2.85M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
5.34K+ 1.83% |
$1.23M - $1.39M
|
297K
$88.4M
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
5.31K+ 404.96% |
$1.23M - $1.38M
|
6.62K
$1.97M
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
BUY
|
- |
5.29K+ 68.7% |
$1.22M - $1.38M
|
13K
$3.87M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
5.09K+ 240.14% |
$1.18M - $1.33M
|
7.21K
$2.15M
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
4.7K+ 4.91% |
$1.09M - $1.23M
|
100K
$29.9M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
4.51K+ 242.69% |
$1.04M - $1.18M
|
6.37K
$1.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.5K+ 5.33% |
$1.04M - $1.17M
|
88.9K
$26.5M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.4KNew |
$1.02M - $1.15M
|
4.4K
$1.31M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
4.28KNew |
$988K - $1.12M
|
4.28K
$1.27M
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
4.22K+ 64.62% |
$975K - $1.1M
|
10.7K
$3.2M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
4.15K+ 5.08% |
$958K - $1.08M
|
85.8K
$25.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
4.1KNew |
$946K - $1.07M
|
4.1K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.85K+ 27.68% |
$889K - $1M
|
17.8K
$5.29M
|
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
3.73K+ 5.96% |
$862K - $973K
|
66.3K
$19.8M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
3.71K+ 3.99% |
$858K - $968K
|
96.7K
$28.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3.7KNew |
$854K - $963K
|
3.7K
$1.1M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
3.61KNew |
$833K - $941K
|
3.61K
$1.07M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
3.59K+ 120.33% |
$829K - $935K
|
6.57K
$1.96M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.48K+ 3.88% |
$804K - $908K
|
93.1K
$27.7M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.48K+ 7.73% |
$804K - $907K
|
48.5K
$14.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.36K+ 11.98% |
$776K - $875K
|
31.4K
$9.35M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
3.19K+ 11.99% |
$738K - $832K
|
29.8K
$8.88M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.15K+ 25.33% |
$726K - $820K
|
15.6K
$4.63M
|