Purchases and Sales Made in Q1 2025 in Vanguard Small Cap Growth ETF (VBK)
This table provides information about the institutional ownership of Vanguard Small Cap Growth ETF (VBK) during Q1 2025. 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, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-5- 0.53% |
$1.24K - $1.48K
|
936
$287K
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-5- 55.56% |
$1.24K - $1.48K
|
4
$1.23K
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-5- 0.82% |
$1.24K - $1.48K
|
608
$186K
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-5- 0.65% |
$1.24K - $1.48K
|
768
$235K
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5- 2.5% |
$1.24K - $1.48K
|
195
$59.7K
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-6- 1.8% |
$1.49K - $1.78K
|
328
$100K
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-6- 0.24% |
$1.49K - $1.78K
|
2.53K
$776K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-7- 3.41% |
$1.74K - $2.07K
|
198
$60.7K
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-7- 0.77% |
$1.74K - $2.07K
|
901
$276K
|
|
May 08, 2025
Q1 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
SELL
|
- |
-7- 0.05% |
$1.74K - $2.07K
|
12.9K
$3.95M
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-7- 0.55% |
$1.74K - $2.07K
|
1.27K
$389K
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-8- 17.78% |
$1.98K - $2.37K
|
37
$11.3K
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-9- 0.78% |
$2.23K - $2.67K
|
1.15K
$351K
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-10- 31.25% |
$2.48K - $2.96K
|
22
$6.74K
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-10- 6.21% |
$2.48K - $2.96K
|
151
$46.3K
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-10- 2.22% |
$2.48K - $2.96K
|
441
$135K
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-11- 1.32% |
$2.73K - $3.26K
|
820
$251K
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-11- 10.58% |
$2.73K - $3.26K
|
93
$28.5K
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-12- 1.46% |
$2.98K - $3.56K
|
808
$248K
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-12- 5.74% |
$2.98K - $3.56K
|
197
$60.4K
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-13- 0.5% |
$3.22K - $3.85K
|
2.59K
$793K
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-13- 6.31% |
$3.22K - $3.85K
|
193
$59.1K
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-14- 0.79% |
$3.47K - $4.15K
|
1.75K
$536K
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-14- 0.56% |
$3.47K - $4.15K
|
2.47K
$757K
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-15- 0.79% |
$3.72K - $4.44K
|
1.88K
$577K
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
SELL
|
- |
-15- 1.73% |
$3.72K - $4.44K
|
852
$261K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-15- 20.27% |
$3.72K - $4.44K
|
59
$18.1K
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-15- 93.75% |
$3.72K - $4.44K
|
1
$306
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-15- 3.56% |
$3.72K - $4.44K
|
406
$124K
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-16- 16.84% |
$3.97K - $4.74K
|
79
$24.2K
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-17- 0.25% |
$4.22K - $5.04K
|
6.89K
$2.11M
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-18- 1.89% |
$4.46K - $5.33K
|
935
$286K
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-18- 2.16% |
$4.46K - $5.33K
|
817
$250K
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-18- 0.63% |
$4.46K - $5.33K
|
2.85K
$873K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-19- 0.28% |
$4.71K - $5.63K
|
6.79K
$2.08M
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-19- 1.07% |
$4.71K - $5.63K
|
1.76K
$539K
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-20- 3.84% |
$4.96K - $5.93K
|
501
$154K
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-21- 3.37% |
$5.21K - $6.22K
|
603
$185K
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-22- 0.75% |
$5.46K - $6.52K
|
2.91K
$893K
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-22- 1.26% |
$5.46K - $6.52K
|
1.72K
$528K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-22- 0.31% |
$5.46K - $6.52K
|
7K
$2.14M
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-23- 8.65% |
$5.7K - $6.82K
|
243
$74.5K
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-23- 0.5% |
$5.7K - $6.82K
|
4.57K
$1.4M
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-23- 0.79% |
$5.7K - $6.82K
|
2.89K
$884K
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-23- 1.83% |
$5.7K - $6.82K
|
1.24K
$379K
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-24- 12.12% |
$5.95K - $7.11K
|
174
$53.3K
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-25- 2.21% |
$6.2K - $7.41K
|
1.11K
$339K
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-25- 0.58% |
$6.2K - $7.41K
|
4.31K
$1.32M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-25- 0.33% |
$6.2K - $7.41K
|
7.59K
$2.33M
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-25- 0.59% |
$6.2K - $7.41K
|
4.21K
$1.29M
|