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 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.48K+ 53.07% |
$342K - $386K
|
4.27K
$1.27M
|
|
|
Apr 11, 2024
Q1 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
1.46K+ 4.12% |
$338K - $382K
|
37K
$11M
|
|
|
Apr 08, 2024
Q1 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.44K+ 12.24% |
$334K - $376K
|
13.2K
$3.94M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.44K+ 26.95% |
$332K - $375K
|
6.77K
$2.02M
|
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
BUY
|
- |
1.44KNew |
$331K - $374K
|
1.44K
$427K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.43KNew |
$330K - $373K
|
1.43K
$426K
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.43KNew |
$330K - $372K
|
1.43K
$425K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.43KNew |
$329K - $372K
|
1.43K
$424K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.4KNew |
$324K - $365K
|
1.4K
$417K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
1.38KNew |
$320K - $361K
|
1.38K
$412K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.37K+ 159.74% |
$316K - $357K
|
2.23K
$663K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.36K+ 42.75% |
$315K - $356K
|
4.56K
$1.36M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.36KNew |
$314K - $354K
|
1.36K
$404K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.35K+ 33.78% |
$313K - $353K
|
5.36K
$1.6M
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.35K+ 50.75% |
$312K - $352K
|
4.01K
$1.19M
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1.34K+ 2.56% |
$310K - $350K
|
53.9K
$16.1M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.33K+ 26.57% |
$308K - $347K
|
6.35K
$1.89M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.3KNew |
$301K - $340K
|
1.3K
$388K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.26K+ 7.85% |
$291K - $328K
|
17.3K
$5.15M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
1.24K+ 116.35% |
$286K - $323K
|
2.3K
$686K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.22KNew |
$282K - $318K
|
1.22K
$364K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.22K+ 4.24% |
$282K - $318K
|
30K
$8.93M
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.2K+ 0.89% |
$277K - $313K
|
136K
$40.5M
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.19K+ 4.2% |
$276K - $311K
|
29.6K
$8.82M
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
BUY
|
- |
1.19KNew |
$274K - $309K
|
1.19K
$354K
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.14K+ 75.21% |
$264K - $298K
|
2.67K
$794K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.14K+ 12.04% |
$262K - $296K
|
10.6K
$3.15M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
1.12K+ 24.52% |
$258K - $291K
|
5.66K
$1.69M
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
BUY
|
- |
1.09KNew |
$252K - $285K
|
1.09K
$325K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.08K+ 7.02% |
$250K - $282K
|
16.5K
$4.91M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.07K+ 19.42% |
$248K - $280K
|
6.6K
$1.97M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.07K+ 18.42% |
$246K - $278K
|
6.86K
$2.04M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.06K+ 71.47% |
$245K - $277K
|
2.55K
$759K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.06K+ 10.21% |
$245K - $276K
|
11.4K
$3.41M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.06K+ 9.12% |
$244K - $275K
|
12.6K
$3.76M
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.03KNew |
$238K - $269K
|
1.03K
$307K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.01K+ 16.25% |
$234K - $264K
|
7.23K
$2.15M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
1KNew |
$231K - $261K
|
1K
$298K
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
990New |
$229K - $258K
|
990
$295K
|
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
988+ 1.95% |
$228K - $258K
|
51.7K
$15.4M
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
972+ 8.02% |
$225K - $253K
|
13.1K
$3.9M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
969+ 43.26% |
$224K - $253K
|
3.21K
$956K
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
968New |
$224K - $252K
|
968
$288K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
964+ 68.56% |
$223K - $251K
|
2.37K
$706K
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
958New |
$221K - $250K
|
958
$285K
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
934New |
$216K - $244K
|
934
$278K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
933New |
$216K - $243K
|
933
$278K
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
931New |
$215K - $243K
|
931
$277K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
930New |
$215K - $242K
|
930
$277K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
929+ 3.7% |
$215K - $242K
|
26K
$7.75M
|