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 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
157+ 12.14% |
$36.3K - $40.9K
|
1.45K
$435K
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
156New |
$36K - $40.7K
|
156
$46.8K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
147+ 9.6% |
$34K - $38.3K
|
1.68K
$503K
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
147+ 5.31% |
$34K - $38.3K
|
2.92K
$875K
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
147+ 7.91% |
$34K - $38.3K
|
2.01K
$601K
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
145+ 16.5% |
$33.5K - $37.8K
|
1.02K
$307K
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
145+ 4.76% |
$33.5K - $37.8K
|
3.19K
$957K
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
145New |
$33.5K - $37.8K
|
145
$43.5K
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
144+ 0.95% |
$33.3K - $37.5K
|
15.3K
$4.6M
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
142+ 8.99% |
$32.8K - $37K
|
1.72K
$517K
|
|
May 15, 2024
Q1 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
140+ 3.03% |
$32.3K - $36.5K
|
4.75K
$1.43M
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
138+ 2.13% |
$31.9K - $36K
|
6.62K
$1.98M
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
137New |
$31.6K - $35.7K
|
137
$41.1K
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
137+ 3.36% |
$31.6K - $35.7K
|
4.22K
$1.27M
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
132+ 30.7% |
$30.5K - $34.4K
|
562
$169K
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
131+ 2.98% |
$30.3K - $34.2K
|
4.52K
$1.36M
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
130+ 14.04% |
$30K - $33.9K
|
1.06K
$317K
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
129+ 12.99% |
$29.8K - $33.6K
|
1.12K
$337K
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
126+ 0.32% |
$29.1K - $32.9K
|
39.8K
$11.9M
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
125+ 403.23% |
$28.9K - $32.6K
|
156
$46.8K
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
123+ 3.72% |
$28.4K - $32.1K
|
3.43K
$1.03M
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
115+ 7.98% |
$26.6K - $30K
|
1.56K
$467K
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
111+ 1.61% |
$25.6K - $28.9K
|
7.02K
$2.11M
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
109+ 0.19% |
$25.2K - $28.4K
|
57.4K
$17.2M
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
106New |
$24.5K - $27.6K
|
106
$31.8K
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
105+ 0.46% |
$24.3K - $27.4K
|
22.7K
$6.82M
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
102New |
$23.6K - $26.6K
|
102
$30.6K
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
101+ 4.35% |
$23.3K - $26.3K
|
2.42K
$727K
|
|
Apr 12, 2024
Q1 2024
|
Cohen Klingenstein LLC
|
BUY
|
- |
100+ 0.03% |
$23.1K - $26.1K
|
360K
$108M
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
100+ 4.17% |
$23.1K - $26.1K
|
2.5K
$749K
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
99+ 4.4% |
$22.9K - $25.8K
|
2.35K
$705K
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
99+ 10.7% |
$22.9K - $25.8K
|
1.02K
$307K
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
95+ 2.19% |
$21.9K - $24.8K
|
4.43K
$1.33M
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
92+ 1.38% |
$21.3K - $24K
|
6.74K
$2.02M
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
92New |
$21.3K - $24K
|
92
$27.6K
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
90+ 2.39% |
$20.8K - $23.5K
|
3.86K
$1.16M
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
88+ 2.27% |
$20.3K - $22.9K
|
3.96K
$1.19M
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
87+ 228.95% |
$20.1K - $22.7K
|
125
$37.5K
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
86+ 97.73% |
$19.9K - $22.4K
|
174
$52.2K
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
BUY
|
- |
86+ 0.08% |
$19.9K - $22.4K
|
104K
$31.2M
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
85New |
$19.6K - $22.2K
|
85
$25.5K
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
85+ 0.74% |
$19.6K - $22.2K
|
11.6K
$3.49M
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
84+ 1.16% |
$19.4K - $21.9K
|
7.31K
$2.19M
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
82+ 11.36% |
$18.9K - $21.4K
|
804
$241K
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
81+ 8.77% |
$18.7K - $21.1K
|
1.01K
$301K
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
80+ 5.97% |
$18.5K - $20.9K
|
1.42K
$426K
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
77+ 1.2% |
$17.8K - $20.1K
|
6.48K
$1.94M
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
76+ 3.33% |
$17.6K - $19.8K
|
2.36K
$708K
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
74+ 0.2% |
$17.1K - $19.3K
|
36.6K
$11M
|
|
Apr 19, 2024
Q1 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
73+ 7.56% |
$16.9K - $19K
|
1.04K
$311K
|