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 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.37KNew |
$588K - $703K
|
2.37K
$626K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
2.32K+ 13.76% |
$576K - $688K
|
19.2K
$5.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2.3K+ 4.2% |
$571K - $682K
|
57.1K
$15.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.23K+ 10.44% |
$554K - $662K
|
23.6K
$6.23M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.1K+ 21.09% |
$520K - $621K
|
12K
$3.17M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
2.07K+ 75.44% |
$514K - $614K
|
4.82K
$1.27M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.02K+ 17.94% |
$501K - $599K
|
13.3K
$3.51M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.01K+ 18.65% |
$499K - $597K
|
12.8K
$3.38M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
2.01K+ 3.64% |
$498K - $595K
|
57.2K
$15.1M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.99K+ 6.49% |
$494K - $590K
|
32.7K
$8.62M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.97K+ 11.25% |
$489K - $585K
|
19.5K
$5.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
1.97K+ 3.11% |
$488K - $583K
|
65.2K
$17.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.95K+ 6.93% |
$484K - $578K
|
30.1K
$7.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1.94K+ 3.89% |
$481K - $574K
|
51.7K
$13.6M
|
|
|
May 13, 2025
Q1 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
1.91K+ 3.37% |
$473K - $566K
|
58.5K
$15.4M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.85K+ 2.09% |
$458K - $547K
|
90.4K
$23.8M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.81K+ 4.45% |
$449K - $537K
|
42.5K
$11.2M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
1.8K+ 3.12% |
$445K - $532K
|
59.3K
$15.6M
|
|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.79K+ 11.71% |
$443K - $530K
|
17.1K
$4.5M
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1.77K+ 63.3% |
$439K - $525K
|
4.57K
$1.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.77K+ 50.52% |
$438K - $523K
|
5.26K
$1.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
1.73K+ 7.56% |
$430K - $514K
|
24.7K
$6.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
1.73K+ 2.8% |
$428K - $511K
|
63.4K
$16.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
BUY
|
- |
1.69K+ 4.92% |
$418K - $500K
|
36K
$9.49M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.68K+ 133.1% |
$416K - $497K
|
2.94K
$775K
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1.65K+ 10.05% |
$410K - $490K
|
18.1K
$4.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.63KNew |
$404K - $483K
|
1.63K
$430K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.58K+ 61.87% |
$392K - $468K
|
4.13K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.56K+ 3.16% |
$387K - $463K
|
51K
$13.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.5K+ 14.55% |
$371K - $443K
|
11.8K
$3.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.44K+ 17.77% |
$356K - $426K
|
9.52K
$2.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
1.42KNew |
$352K - $421K
|
1.42K
$375K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.4K+ 68.43% |
$347K - $414K
|
3.44K
$908K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.38K+ 13.3% |
$343K - $410K
|
11.8K
$3.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.37K+ 146.1% |
$339K - $406K
|
2.31K
$608K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.37K+ 62.69% |
$339K - $405K
|
3.55K
$935K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
1.34KNew |
$332K - $396K
|
1.34K
$353K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.34K+ 62.78% |
$331K - $396K
|
3.46K
$914K
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1.33KNew |
$330K - $394K
|
1.33K
$351K
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.32K+ 6.79% |
$327K - $391K
|
20.7K
$5.47M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.32K+ 4.56% |
$326K - $390K
|
30.2K
$7.96M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.28K+ 0.4% |
$316K - $378K
|
319K
$84.2M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
1.27K+ 5.4% |
$316K - $378K
|
24.9K
$6.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
1.26K+ 5.02% |
$313K - $374K
|
26.4K
$6.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.23K+ 21.31% |
$305K - $365K
|
7.01K
$1.85M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.2K+ 6.23% |
$297K - $355K
|
20.4K
$5.39M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.2KNew |
$297K - $355K
|
1.2K
$316K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.18K+ 66.12% |
$291K - $348K
|
2.95K
$779K
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
1.16KNew |
$288K - $345K
|
1.16K
$307K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.16K+ 3.65% |
$287K - $343K
|
32.9K
$8.67M
|