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 |
---|---|---|---|---|---|---|---|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-6- 1.8% |
$1.49K - $1.78K
|
328
$86.5K
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-6- 0.24% |
$1.49K - $1.78K
|
2.53K
$668K
|
|
May 08, 2025
Q1 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
SELL
|
- |
-7- 0.05% |
$1.74K - $2.07K
|
12.9K
$3.4M
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-7- 3.41% |
$1.74K - $2.07K
|
198
$52.2K
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-7- 0.77% |
$1.74K - $2.07K
|
901
$238K
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-7- 0.55% |
$1.74K - $2.07K
|
1.27K
$335K
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-8- 17.78% |
$1.98K - $2.37K
|
37
$9.76K
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-9- 0.78% |
$2.23K - $2.67K
|
1.15K
$303K
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-10- 2.22% |
$2.48K - $2.96K
|
441
$116K
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-10- 31.25% |
$2.48K - $2.96K
|
22
$5.8K
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-10- 6.21% |
$2.48K - $2.96K
|
151
$39.8K
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-11- 1.32% |
$2.73K - $3.26K
|
820
$216K
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-11- 10.58% |
$2.73K - $3.26K
|
93
$24.5K
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-12- 5.74% |
$2.98K - $3.56K
|
197
$52K
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-12- 1.46% |
$2.98K - $3.56K
|
808
$213K
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-13- 0.5% |
$3.22K - $3.85K
|
2.59K
$683K
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-13- 6.31% |
$3.22K - $3.85K
|
193
$50.9K
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-14- 0.56% |
$3.47K - $4.15K
|
2.47K
$652K
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-14- 0.79% |
$3.47K - $4.15K
|
1.75K
$461K
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-15- 93.75% |
$3.72K - $4.44K
|
1
$264
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-15- 0.79% |
$3.72K - $4.44K
|
1.88K
$497K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-15- 20.27% |
$3.72K - $4.44K
|
59
$15.6K
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-15- 3.56% |
$3.72K - $4.44K
|
406
$107K
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
SELL
|
- |
-15- 1.73% |
$3.72K - $4.44K
|
852
$225K
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-16- 16.84% |
$3.97K - $4.74K
|
79
$20.8K
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-17- 0.25% |
$4.22K - $5.04K
|
6.89K
$1.82M
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-18- 0.63% |
$4.46K - $5.33K
|
2.85K
$752K
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-18- 2.16% |
$4.46K - $5.33K
|
817
$216K
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-18- 1.89% |
$4.46K - $5.33K
|
935
$247K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-19- 0.28% |
$4.71K - $5.63K
|
6.79K
$1.79M
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-19- 1.07% |
$4.71K - $5.63K
|
1.76K
$464K
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-20- 3.84% |
$4.96K - $5.93K
|
501
$132K
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-21- 3.37% |
$5.21K - $6.22K
|
603
$159K
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-22- 0.75% |
$5.46K - $6.52K
|
2.91K
$769K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-22- 0.31% |
$5.46K - $6.52K
|
7K
$1.85M
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-22- 1.26% |
$5.46K - $6.52K
|
1.72K
$455K
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-23- 1.83% |
$5.7K - $6.82K
|
1.24K
$326K
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-23- 0.5% |
$5.7K - $6.82K
|
4.57K
$1.21M
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-23- 0.79% |
$5.7K - $6.82K
|
2.89K
$761K
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-23- 8.65% |
$5.7K - $6.82K
|
243
$64.1K
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-24- 12.12% |
$5.95K - $7.11K
|
174
$45.9K
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-25- 0.59% |
$6.2K - $7.41K
|
4.21K
$1.11M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-25- 0.33% |
$6.2K - $7.41K
|
7.59K
$2M
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-25- 54.35% |
$6.2K - $7.41K
|
21
$5.54K
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-25- 2.21% |
$6.2K - $7.41K
|
1.11K
$292K
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-25- 0.58% |
$6.2K - $7.41K
|
4.31K
$1.14M
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-26- 2.93% |
$6.45K - $7.7K
|
861
$227K
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-27- 50.94% |
$6.7K - $8K
|
26
$6.86K
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-28- 1.76% |
$6.94K - $8.3K
|
1.57K
$413K
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-28- 8.33% |
$6.94K - $8.3K
|
308
$81.3K
|