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 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-10.8K- 80.17% |
$2.68M - $3.21M
|
2.68K
$820K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.5K- 3.11% |
$2.85M - $3.41M
|
358K
$110M
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-12K- 21.82% |
$2.98M - $3.56M
|
43.1K
$13.2M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-14.8K- 7.74% |
$3.68M - $4.39M
|
177K
$54.1M
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-17.3K- 22.59% |
$4.29M - $5.13M
|
59.3K
$18.2M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-18.3K- 2.08% |
$4.55M - $5.43M
|
865K
$265M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-21.9K- 3.23% |
$5.44M - $6.49M
|
657K
$201M
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-23.6K- 4.4% |
$5.84M - $6.98M
|
512K
$157M
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-23.9K- 49.69% |
$5.91M - $7.07M
|
24.1K
$7.4M
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-26.5K- 90.18% |
$6.57M - $7.85M
|
2.89K
$884K
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-30.3K- 54.62% |
$7.5M - $8.97M
|
25.1K
$7.7M
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-37.1K- 99.6% |
$9.2M - $11M
|
148
$45.3K
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-38K- 16.52% |
$9.43M - $11.3M
|
192K
$58.9M
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-43.4K- 99.6% |
$10.8M - $12.9M
|
173
$53K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-46.2K- 10.02% |
$11.5M - $13.7M
|
415K
$127M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-50.7K- 89.23% |
$12.6M - $15M
|
6.11K
$1.87M
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-54.4K- 84.04% |
$13.5M - $16.1M
|
10.3K
$3.16M
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
SELL
|
- |
-69.3K- 73.1% |
$17.2M - $20.5M
|
25.5K
$7.82M
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-1.09M- 98.47% |
$271M - $324M
|
17K
$5.2M
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.34M- 69.9% |
$331M - $396M
|
576K
$176M
|