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 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
612+ 32.28% |
$152K - $181K
|
2.51K
$662K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
607+ 2.33% |
$151K - $180K
|
26.7K
$7.03M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
602+ 5.48% |
$149K - $178K
|
11.6K
$3.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
599+ 0.94% |
$149K - $178K
|
64.4K
$17M
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
595+ 1.66% |
$148K - $176K
|
36.4K
$9.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
592+ 1.53% |
$147K - $175K
|
39.2K
$10.3M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
590+ 9.65% |
$146K - $175K
|
6.7K
$1.77M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
576+ 23.52% |
$143K - $171K
|
3.03K
$798K
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
564+ 23.38% |
$140K - $167K
|
2.98K
$785K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
559+ 11.23% |
$139K - $166K
|
5.54K
$1.46M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
555+ 5.36% |
$138K - $164K
|
10.9K
$2.88M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
522+ 1.23% |
$129K - $155K
|
43.1K
$11.4M
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
522+ 3.02% |
$129K - $155K
|
17.8K
$4.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
491+ 12.22% |
$122K - $145K
|
4.51K
$1.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
489New |
$121K - $145K
|
489
$129K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
486+ 8.71% |
$121K - $144K
|
6.07K
$1.6M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
480+ 20.26% |
$119K - $142K
|
2.85K
$752K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
466+ 25.0% |
$116K - $138K
|
2.33K
$615K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
464+ 4.16% |
$115K - $137K
|
11.6K
$3.07M
|
|
|
May 13, 2025
Q1 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
453+ 2.96% |
$112K - $134K
|
15.8K
$4.16M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
450+ 45.55% |
$112K - $133K
|
1.44K
$379K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
436+ 1.48% |
$108K - $129K
|
30K
$7.91M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
431+ 7.7% |
$107K - $128K
|
6.03K
$1.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
427+ 1.51% |
$106K - $127K
|
28.6K
$7.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
424+ 6.05% |
$105K - $126K
|
7.43K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
416+ 4.17% |
$103K - $123K
|
10.4K
$2.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
412+ 8.22% |
$102K - $122K
|
5.43K
$1.43M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
407+ 25.66% |
$101K - $121K
|
1.99K
$526K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
405+ 6.47% |
$100K - $120K
|
6.66K
$1.76M
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
400New |
$99.2K - $119K
|
400
$106K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
399+ 43.65% |
$98.9K - $118K
|
1.31K
$346K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
394+ 25.39% |
$97.7K - $117K
|
1.95K
$513K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
389New |
$96.5K - $115K
|
389
$103K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
384+ 12.54% |
$95.2K - $114K
|
3.45K
$909K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
381+ 0.83% |
$94.5K - $113K
|
46.1K
$12.2M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
371+ 1.62% |
$92K - $110K
|
23.3K
$6.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
371+ 6.55% |
$92K - $110K
|
6.04K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
359+ 2.75% |
$89K - $106K
|
13.4K
$3.54M
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
341+ 37.31% |
$84.6K - $101K
|
1.26K
$331K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
335+ 0.6% |
$83.1K - $99.3K
|
56.6K
$14.9M
|
|
|
May 12, 2025
Q1 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
334+ 5.61% |
$82.8K - $99K
|
6.29K
$1.66M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
333+ 27.54% |
$82.6K - $98.7K
|
1.54K
$407K
|
|
|
May 12, 2025
Q1 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
325+ 3.54% |
$80.6K - $96.3K
|
9.52K
$2.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
323+ 8.0% |
$80.1K - $95.7K
|
4.36K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
315+ 0.53% |
$78.1K - $93.3K
|
60K
$15.8M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
314+ 14.18% |
$77.9K - $93K
|
2.53K
$667K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
311+ 3.03% |
$77.1K - $92.2K
|
10.6K
$2.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
295+ 19.93% |
$73.2K - $87.4K
|
1.78K
$468K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
290+ 10.61% |
$71.9K - $85.9K
|
3.02K
$798K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
290+ 8.24% |
$71.9K - $85.9K
|
3.81K
$1M
|