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 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
929+ 10.77% |
$215K - $242K
|
9.56K
$2.85M
|
|
Apr 22, 2024
Q1 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
928+ 1.92% |
$214K - $242K
|
49.2K
$14.7M
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
926New |
$214K - $241K
|
926
$276K
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
925+ 26.52% |
$214K - $241K
|
4.41K
$1.31M
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
921+ 0.11% |
$213K - $240K
|
843K
$251M
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
915New |
$211K - $239K
|
915
$273K
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
911+ 6.13% |
$210K - $238K
|
15.8K
$4.7M
|
|
May 29, 2024
Q1 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
910New |
$210K - $237K
|
910
$271K
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
887+ 5.09% |
$205K - $231K
|
18.3K
$5.45M
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
882New |
$204K - $230K
|
882
$263K
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
882+ 18.37% |
$204K - $230K
|
5.68K
$1.69M
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
861+ 9.21% |
$199K - $224K
|
10.2K
$3.04M
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
858+ 19.61% |
$198K - $224K
|
5.23K
$1.56M
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
BUY
|
- |
857New |
$198K - $223K
|
857
$255K
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
839New |
$194K - $219K
|
839
$250K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
837+ 28.13% |
$193K - $218K
|
3.81K
$1.14M
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
820New |
$189K - $214K
|
820
$244K
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
808+ 18.8% |
$187K - $211K
|
5.11K
$1.52M
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
807New |
$186K - $210K
|
807
$240K
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
801+ 5.33% |
$185K - $209K
|
15.8K
$4.71M
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
790New |
$182K - $206K
|
790
$235K
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
789New |
$182K - $206K
|
789
$235K
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
784New |
$181K - $204K
|
784
$234K
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
783New |
$181K - $204K
|
783
$233K
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
783New |
$181K - $204K
|
783
$233K
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
783New |
$181K - $204K
|
783
$233K
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
781New |
$180K - $204K
|
781
$233K
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
BUY
|
- |
780New |
$180K - $203K
|
780
$232K
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
779New |
$180K - $203K
|
779
$232K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
778+ 25.28% |
$180K - $203K
|
3.86K
$1.15M
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
773+ 19.98% |
$179K - $202K
|
4.64K
$1.38M
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
773New |
$179K - $202K
|
773
$230K
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
770New |
$178K - $201K
|
770
$229K
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
770New |
$178K - $201K
|
770
$229K
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
761+ 85.6% |
$176K - $198K
|
1.65K
$491K
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
753+ 84.8% |
$174K - $196K
|
1.64K
$489K
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
752+ 10.14% |
$174K - $196K
|
8.17K
$2.43M
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
745+ 12.23% |
$172K - $194K
|
6.84K
$2.04M
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
BUY
|
- |
740+ 29.91% |
$171K - $193K
|
3.21K
$957K
|
|
Apr 29, 2024
Q1 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
731+ 13.63% |
$169K - $191K
|
6.1K
$1.82M
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
715+ 5.61% |
$165K - $186K
|
13.5K
$4.01M
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
709+ 20.82% |
$164K - $185K
|
4.12K
$1.23M
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
700+ 36.27% |
$162K - $183K
|
2.63K
$783K
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
698+ 23.53% |
$161K - $182K
|
3.66K
$1.09M
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
696+ 12.44% |
$161K - $181K
|
6.29K
$1.87M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
695+ 0.22% |
$161K - $181K
|
314K
$93.5M
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
692+ 15.96% |
$160K - $180K
|
5.03K
$1.5M
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
692+ 640.74% |
$160K - $180K
|
800
$238K
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
684+ 294.83% |
$158K - $178K
|
916
$273K
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
684+ 6.25% |
$158K - $178K
|
11.6K
$3.46M
|