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 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
352+ 11.29% |
$81.3K - $91.8K
|
3.47K
$1.04M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
348+ 41.83% |
$80.4K - $90.7K
|
1.18K
$354K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
338+ 6.14% |
$78.1K - $88.1K
|
5.85K
$1.75M
|
|
|
May 14, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
332+ 5.43% |
$76.7K - $86.6K
|
6.45K
$1.93M
|
|
|
Nov 13, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
332+ 5.43% |
$76.7K - $86.6K
|
6.45K
$1.93M
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
319+ 0.3% |
$73.7K - $83.2K
|
107K
$32.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
317New |
$73.2K - $82.6K
|
317
$95.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
315+ 3.14% |
$72.8K - $82.1K
|
10.3K
$3.1M
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
312+ 15.39% |
$72.1K - $81.3K
|
2.34K
$702K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
310+ 0.86% |
$71.6K - $80.8K
|
36.4K
$10.9M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
310+ 1.85% |
$71.6K - $80.8K
|
17.1K
$5.13M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
300New |
$69.3K - $78.2K
|
300
$90K
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
300+ 3.59% |
$69.3K - $78.2K
|
8.65K
$2.59M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
297+ 10.17% |
$68.6K - $77.4K
|
3.22K
$965K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
292+ 1.84% |
$67.5K - $76.1K
|
16.2K
$4.85M
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
282+ 2.66% |
$65.1K - $73.5K
|
10.9K
$3.26M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
279+ 2.96% |
$64.4K - $72.7K
|
9.71K
$2.91M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
278New |
$64.2K - $72.5K
|
278
$83.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
BUY
|
- |
270+ 1.68% |
$62.4K - $70.4K
|
16.4K
$4.91M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
268+ 2.11% |
$61.9K - $69.9K
|
13K
$3.88M
|
|
|
May 03, 2024
Q1 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
259+ 0.94% |
$59.8K - $67.5K
|
27.8K
$8.35M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
252+ 6.52% |
$58.2K - $65.7K
|
4.12K
$1.24M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
252+ 13.28% |
$58.2K - $65.7K
|
2.15K
$645K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
244+ 13.87% |
$56.4K - $63.6K
|
2K
$601K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
242+ 12.82% |
$55.9K - $63.1K
|
2.13K
$639K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
226New |
$52.2K - $58.9K
|
226
$67.8K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
224+ 125.84% |
$51.7K - $58.4K
|
402
$121K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
223New |
$51.5K - $58.1K
|
223
$66.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
215+ 4.82% |
$49.7K - $56.1K
|
4.67K
$1.4M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
212+ 3.65% |
$49K - $55.3K
|
6.02K
$1.81M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
212+ 13.03% |
$49K - $55.3K
|
1.84K
$552K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
209+ 15.67% |
$48.3K - $54.5K
|
1.54K
$463K
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
209+ 0.86% |
$48.3K - $54.5K
|
24.5K
$7.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
204+ 3.09% |
$47.1K - $53.2K
|
6.82K
$2.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
200+ 166.67% |
$46.2K - $52.1K
|
320
$96K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
200+ 11.15% |
$46.2K - $52.1K
|
1.99K
$598K
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
196+ 2.39% |
$45.3K - $51.1K
|
8.41K
$2.52M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
195+ 397.96% |
$45K - $50.8K
|
244
$73.2K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
195+ 3.1% |
$45K - $50.8K
|
6.5K
$1.95M
|
|
|
May 13, 2024
Q1 2024
|
Rs Crum Inc.
|
BUY
|
- |
192+ 0.42% |
$44.4K - $50.1K
|
46.3K
$13.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
188+ 14.51% |
$43.4K - $49K
|
1.48K
$445K
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
185+ 9.6% |
$42.7K - $48.2K
|
2.11K
$634K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
183+ 1.38% |
$42.3K - $47.7K
|
13.4K
$4.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
182+ 11.72% |
$42K - $47.5K
|
1.74K
$520K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
174+ 5.79% |
$40.2K - $45.4K
|
3.18K
$953K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
172+ 44.1% |
$39.7K - $44.8K
|
562
$169K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
171+ 5.04% |
$39.5K - $44.6K
|
3.56K
$1.07M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
163+ 6.2% |
$37.7K - $42.5K
|
2.79K
$838K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
162+ 0.71% |
$37.4K - $42.2K
|
23.1K
$6.94M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
162+ 110.96% |
$37.4K - $42.2K
|
308
$92.4K
|