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 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
288+ 8.83% |
$71.4K - $85.3K
|
3.55K
$937K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
287+ 2.1% |
$71.2K - $85K
|
14K
$3.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
279+ 4.71% |
$69.2K - $82.7K
|
6.21K
$1.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
272+ 5.55% |
$67.4K - $80.6K
|
5.17K
$1.36M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
271+ 2.22% |
$67.2K - $80.3K
|
12.5K
$3.29M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
269+ 3.45% |
$66.7K - $79.7K
|
8.06K
$2.13M
|
|
|
May 06, 2025
Q1 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
266+ 14.26% |
$66K - $78.8K
|
2.13K
$562K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
262+ 4.75% |
$65K - $77.6K
|
5.78K
$1.52M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
258+ 7.21% |
$64K - $76.5K
|
3.84K
$1.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
249+ 14.98% |
$61.7K - $73.8K
|
1.91K
$504K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
246+ 10.23% |
$61K - $72.9K
|
2.65K
$699K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
246+ 9.85% |
$61K - $72.9K
|
2.74K
$724K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
233+ 4.58% |
$57.8K - $69K
|
5.32K
$1.4M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
231+ 3.7% |
$57.3K - $68.5K
|
6.48K
$1.71M
|
|
|
May 07, 2025
Q1 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
227+ 6.77% |
$56.3K - $67.3K
|
3.58K
$944K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
223+ 0.9% |
$55.3K - $66.1K
|
25K
$6.59M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
219+ 4.43% |
$54.3K - $64.9K
|
5.16K
$1.36M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
215+ 24.43% |
$53.3K - $63.7K
|
1.1K
$289K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
205+ 3.21% |
$50.8K - $60.7K
|
6.59K
$1.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
195+ 1.94% |
$48.4K - $57.8K
|
10.3K
$2.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
195+ 19.7% |
$48.4K - $57.8K
|
1.19K
$313K
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
BUY
|
- |
191+ 1.37% |
$47.4K - $56.6K
|
14.1K
$3.72M
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
176+ 1.73% |
$43.6K - $52.2K
|
10.4K
$2.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
176New |
$43.6K - $52.2K
|
176
$46.4K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
169New |
$41.9K - $50.1K
|
169
$44.6K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
165+ 4.28% |
$40.9K - $48.9K
|
4.02K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
161+ 8.9% |
$39.9K - $47.7K
|
1.97K
$520K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
158+ 0.38% |
$39.2K - $46.8K
|
41.8K
$11M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
156New |
$38.7K - $46.2K
|
156
$41.2K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
154+ 14.41% |
$38.2K - $45.6K
|
1.22K
$323K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
153+ 9.27% |
$37.9K - $45.3K
|
1.8K
$476K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
151+ 17.68% |
$37.4K - $44.7K
|
1.01K
$265K
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
150+ 3.65% |
$37.2K - $44.4K
|
4.26K
$1.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
144New |
$35.7K - $42.7K
|
144
$38K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
143+ 1.15% |
$35.5K - $42.4K
|
12.6K
$3.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
141+ 16.1% |
$35K - $41.8K
|
1.02K
$268K
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
140+ 8.91% |
$34.7K - $41.5K
|
1.71K
$452K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
139+ 4.08% |
$34.5K - $41.2K
|
3.55K
$936K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
136+ 1.63% |
$33.7K - $40.3K
|
8.46K
$2.23M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
135+ 16.73% |
$33.5K - $40K
|
942
$249K
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
133+ 2.13% |
$33K - $39.4K
|
6.36K
$1.68M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
133+ 1.9% |
$33K - $39.4K
|
7.13K
$1.88M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
130+ 1.73% |
$32.2K - $38.5K
|
7.63K
$2.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
130New |
$32.2K - $38.5K
|
130
$34.3K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
129+ 23.58% |
$32K - $38.2K
|
676
$178K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
128+ 17.88% |
$31.7K - $37.9K
|
844
$223K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
127+ 1.16% |
$31.5K - $37.6K
|
11.1K
$2.93M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
125+ 1.47% |
$31K - $37K
|
8.62K
$2.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
124+ 2.39% |
$30.7K - $36.7K
|
5.32K
$1.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
123+ 5.14% |
$30.5K - $36.4K
|
2.51K
$663K
|