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 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-159- 2.11% |
$39.4K - $47.1K
|
7.37K
$1.94M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-164- 4.03% |
$40.7K - $48.6K
|
3.9K
$1.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-174- 1.15% |
$43.1K - $51.6K
|
15K
$3.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-181- 4.52% |
$44.9K - $53.6K
|
3.82K
$1.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-184- 3.65% |
$45.6K - $54.5K
|
4.86K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-188- 17.59% |
$46.6K - $55.7K
|
881
$232K
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-190- 9.2% |
$47.1K - $56.3K
|
1.88K
$495K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-196- 3.51% |
$48.6K - $58.1K
|
5.39K
$1.42M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-197- 1.69% |
$48.9K - $58.4K
|
11.4K
$3.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-204- 10.91% |
$50.6K - $60.5K
|
1.67K
$440K
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-206- 1.54% |
$51.1K - $61K
|
13.2K
$3.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-207- 4.6% |
$51.3K - $61.3K
|
4.29K
$1.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-207- 1.92% |
$51.3K - $61.3K
|
10.6K
$2.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-220- 2.75% |
$54.6K - $65.2K
|
7.79K
$2.05M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-225- 8.68% |
$55.8K - $66.7K
|
2.37K
$624K
|
|
|
May 14, 2025
Q1 2025
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-226- 15.8% |
$56K - $67K
|
1.2K
$318K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-228- 6.94% |
$56.5K - $67.6K
|
3.06K
$807K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-229- 8.18% |
$56.8K - $67.9K
|
2.57K
$678K
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-233- 6.46% |
$57.8K - $69K
|
3.38K
$890K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-235- 3.13% |
$58.3K - $69.6K
|
7.28K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-236- 27.6% |
$58.5K - $69.9K
|
619
$163K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-236- 8.35% |
$58.5K - $69.9K
|
2.59K
$684K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-241- 3.19% |
$59.8K - $71.4K
|
7.32K
$1.93M
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-244- 31.04% |
$60.5K - $72.3K
|
542
$143K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-244- 18.86% |
$60.5K - $72.3K
|
1.05K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-249- 3.65% |
$61.7K - $73.8K
|
6.56K
$1.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-250- 19.65% |
$62K - $74.1K
|
1.02K
$270K
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
SELL
|
- |
-257- 0.7% |
$63.7K - $76.2K
|
36.7K
$9.67M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-259- 13.07% |
$64.2K - $76.7K
|
1.72K
$455K
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-262- 9.5% |
$65K - $77.6K
|
2.5K
$658K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-266- 2.08% |
$66K - $78.8K
|
12.5K
$3.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-277- 2.42% |
$68.7K - $82.1K
|
11.2K
$2.94M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-279- 15.0% |
$69.2K - $82.7K
|
1.58K
$417K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-281- 1.19% |
$69.7K - $83.3K
|
23.2K
$6.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-281- 1.37% |
$69.7K - $83.3K
|
20.3K
$5.34M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-282- 0.37% |
$69.9K - $83.6K
|
76.2K
$20.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-283- 93.09% |
$70.2K - $83.9K
|
21
$5.54K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-287- 3.55% |
$71.2K - $85K
|
7.81K
$2.06M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-292- 6.13% |
$72.4K - $86.5K
|
4.48K
$1.18M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-297- 4.02% |
$73.6K - $88K
|
7.09K
$1.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-299- 15.59% |
$74.1K - $88.6K
|
1.62K
$427K
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-303- 25.04% |
$75.1K - $89.8K
|
907
$239K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-307- 4.42% |
$76.1K - $91K
|
6.65K
$1.75M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-308- 3.17% |
$76.4K - $91.3K
|
9.4K
$2.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-309- 10.36% |
$76.6K - $91.6K
|
2.67K
$705K
|
|
|
Apr 22, 2025
Q1 2025
|
Friday Financial
Dubuque, IA |
SELL
|
- |
-312- 9.72% |
$77.4K - $92.5K
|
2.9K
$765K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-312- 2.36% |
$77.4K - $92.5K
|
12.9K
$3.41M
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-319- 11.0% |
$79.1K - $94.5K
|
2.58K
$681K
|
|
|
May 08, 2025
Q1 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-327- 11.05% |
$81.1K - $96.9K
|
2.63K
$694K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-333- 13.9% |
$82.6K - $98.7K
|
2.06K
$544K
|