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 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-338- 1.02% |
$83.8K - $100K
|
32.8K
$8.65M
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-342- 21.99% |
$84.8K - $101K
|
1.21K
$320K
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-345- 6.94% |
$85.5K - $102K
|
4.63K
$1.22M
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-378- 3.19% |
$93.7K - $112K
|
11.5K
$3.02M
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-390- 1.44% |
$96.7K - $116K
|
26.7K
$7.04M
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-391- 28.98% |
$97K - $116K
|
958
$253K
|
|
May 13, 2025
Q1 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-396- 6.1% |
$98.2K - $117K
|
6.1K
$1.61M
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-417- 2.79% |
$103K - $124K
|
14.5K
$3.84M
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-433- 6.34% |
$107K - $128K
|
6.4K
$1.69M
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-451- 4.48% |
$112K - $134K
|
9.62K
$2.54M
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-455- 12.79% |
$113K - $135K
|
3.1K
$819K
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-460- 25.61% |
$114K - $136K
|
1.34K
$352K
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-470- 8.16% |
$117K - $139K
|
5.29K
$1.4M
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-473- 9.94% |
$117K - $140K
|
4.29K
$1.13M
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-476- 8.74% |
$118K - $141K
|
4.97K
$1.31M
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-479- 33.95% |
$119K - $142K
|
932
$246K
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-479- 0.66% |
$119K - $142K
|
71.6K
$18.9M
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-499- 14.33% |
$124K - $148K
|
2.98K
$787K
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-519- 28.39% |
$129K - $154K
|
1.31K
$345K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-522- 27.66% |
$129K - $155K
|
1.37K
$360K
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-530- 7.58% |
$131K - $157K
|
6.46K
$1.7M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-531- 3.86% |
$132K - $157K
|
13.2K
$3.48M
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-538- 7.77% |
$133K - $159K
|
6.39K
$1.68M
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-540- 57.94% |
$134K - $160K
|
392
$103K
|
|
Apr 16, 2025
Q1 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-571- 4.06% |
$142K - $169K
|
13.5K
$3.56M
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-587- 30.75% |
$146K - $174K
|
1.32K
$349K
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-597- 4.06% |
$148K - $177K
|
14.1K
$3.72M
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-598- 2.11% |
$148K - $177K
|
27.8K
$7.34M
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-607- 10.34% |
$151K - $180K
|
5.26K
$1.39M
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-608- 14.45% |
$151K - $180K
|
3.6K
$949K
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-634- 2.97% |
$157K - $188K
|
20.7K
$5.47M
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-642- 1.9% |
$159K - $190K
|
33.1K
$8.73M
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-644- 4.82% |
$160K - $191K
|
12.7K
$3.36M
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-645- 12.97% |
$160K - $191K
|
4.33K
$1.14M
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-651- 2.32% |
$161K - $193K
|
27.4K
$7.22M
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-662- 3.6% |
$164K - $196K
|
17.7K
$4.68M
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-666- 13.93% |
$165K - $197K
|
4.11K
$1.09M
|
|
May 20, 2025
Q1 2025
|
Tenret CO LLC
|
SELL
|
- |
-666- 3.55% |
$165K - $197K
|
18.1K
$4.77M
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-674- 13.94% |
$167K - $200K
|
4.16K
$1.1M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-679- 2.79% |
$168K - $201K
|
23.6K
$6.23M
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-685- 43.24% |
$170K - $203K
|
899
$237K
|
|
May 12, 2025
Q1 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-696- 20.64% |
$173K - $206K
|
2.68K
$706K
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-701- 0.6% |
$174K - $208K
|
116K
$30.5M
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-705- 12.88% |
$175K - $209K
|
4.77K
$1.26M
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-729- 1.17% |
$181K - $216K
|
61.4K
$16.2M
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
SELL
|
- |
-730- 1.47% |
$181K - $216K
|
49K
$12.9M
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-743- 23.77% |
$184K - $220K
|
2.38K
$629K
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-745- 13.88% |
$185K - $221K
|
4.62K
$1.22M
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-759- 2.31% |
$188K - $225K
|
32.1K
$8.46M
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-777- 11.18% |
$193K - $230K
|
6.17K
$1.63M
|