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 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-2.6K- 65.89% |
$646K - $772K
|
1.35K
$356K
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-2.67K- 40.12% |
$663K - $792K
|
3.99K
$1.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.74K- 11.24% |
$680K - $813K
|
21.7K
$5.71M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.85K- 2.96% |
$707K - $845K
|
93.6K
$24.7M
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-3.01K- 2.21% |
$745K - $891K
|
133K
$35.1M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.12K- 1.95% |
$773K - $924K
|
157K
$41.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-3.16K- 7.45% |
$782K - $935K
|
39.2K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
SELL
|
- |
-3.16K- 3.07% |
$783K - $936K
|
99.8K
$26.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.29K- 3.38% |
$815K - $974K
|
93.9K
$24.8M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-3.31K- 0.71% |
$822K - $982K
|
463K
$122M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-3.74K- 3.31% |
$928K - $1.11M
|
109K
$28.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-4.42K- 57.22% |
$1.1M - $1.31M
|
3.31K
$872K
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-4.56K- 78.51% |
$1.13M - $1.35M
|
1.25K
$330K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.79K- 4.04% |
$1.19M - $1.42M
|
114K
$30M
|
|
|
May 13, 2025
Q1 2025
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-4.82K- 57.81% |
$1.2M - $1.43M
|
3.52K
$929K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.84K- 39.42% |
$1.2M - $1.43M
|
7.44K
$1.96M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.94K- 13.35% |
$1.22M - $1.46M
|
32K
$8.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-4.98K- 35.83% |
$1.23M - $1.48M
|
8.91K
$2.35M
|
|
|
May 06, 2025
Q1 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-5.21K- 65.05% |
$1.29M - $1.54M
|
2.8K
$739K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-5.31K- 51.95% |
$1.32M - $1.57M
|
4.91K
$1.3M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-5.36K- 6.92% |
$1.33M - $1.59M
|
72.1K
$19M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-5.4K- 23.33% |
$1.34M - $1.6M
|
17.8K
$4.68M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-5.8K- 48.74% |
$1.44M - $1.72M
|
6.1K
$1.61M
|
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-5.85K- 37.33% |
$1.45M - $1.73M
|
9.81K
$2.59M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.87K- 31.51% |
$1.46M - $1.74M
|
12.8K
$3.36M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.15K- 2.07% |
$1.53M - $1.82M
|
291K
$76.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.16K- 10.58% |
$1.53M - $1.82M
|
52.1K
$13.7M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-6.3K- 53.48% |
$1.56M - $1.87M
|
5.48K
$1.44M
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-6.43K- 78.7% |
$1.59M - $1.91M
|
1.74K
$459K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-6.58K- 70.8% |
$1.63M - $1.95M
|
2.71K
$716K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-6.98K- 9.73% |
$1.73M - $2.07M
|
64.8K
$17.1M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.01K- 3.05% |
$1.74M - $2.08M
|
223K
$58.7M
|
|
|
May 05, 2025
Q1 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-7.09K- 64.86% |
$1.76M - $2.1M
|
3.84K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.5K- 6.08% |
$1.86M - $2.22M
|
116K
$30.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-7.87K- 88.65% |
$1.95M - $2.33M
|
1.01K
$266K
|
|
|
May 01, 2025
Q1 2025
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-8.97K- 9.77% |
$2.22M - $2.66M
|
82.8K
$21.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-9.17K- 29.84% |
$2.27M - $2.72M
|
21.6K
$5.69M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-9.19K- 46.19% |
$2.28M - $2.72M
|
10.7K
$2.83M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-9.46K- 33.27% |
$2.34M - $2.8M
|
19K
$5M
|
|
|
May 07, 2025
Q1 2025
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-9.46K- 25.1% |
$2.35M - $2.8M
|
28.2K
$7.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-10.8K- 80.17% |
$2.68M - $3.21M
|
2.68K
$706K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.5K- 3.11% |
$2.85M - $3.41M
|
358K
$94.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-12K- 21.82% |
$2.98M - $3.56M
|
43.1K
$11.4M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-14.8K- 7.74% |
$3.68M - $4.39M
|
177K
$46.6M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-17.3K- 22.59% |
$4.29M - $5.13M
|
59.3K
$15.6M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-18.3K- 2.08% |
$4.55M - $5.43M
|
865K
$228M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-21.9K- 3.23% |
$5.44M - $6.49M
|
657K
$173M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-23.6K- 4.4% |
$5.84M - $6.98M
|
512K
$135M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-23.9K- 49.69% |
$5.91M - $7.07M
|
24.1K
$6.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-26.5K- 90.18% |
$6.57M - $7.85M
|
2.89K
$761K
|