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 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
123+ 5.74% |
$30.5K - $36.4K
|
2.27K
$598K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
123+ 3.36% |
$30.5K - $36.4K
|
3.79K
$999K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
122+ 3.08% |
$30.3K - $36.2K
|
4.08K
$1.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
121+ 6.56% |
$30K - $35.9K
|
1.97K
$519K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
114+ 14.14% |
$28.3K - $33.8K
|
920
$243K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
114+ 8.09% |
$28.3K - $33.8K
|
1.52K
$402K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
113+ 5.21% |
$28K - $33.5K
|
2.28K
$602K
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
111+ 0.92% |
$27.5K - $32.9K
|
12.2K
$3.21M
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
111+ 1.61% |
$27.5K - $32.9K
|
6.99K
$1.84M
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
110+ 6.35% |
$27.3K - $32.6K
|
1.84K
$486K
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
107+ 4.26% |
$26.5K - $31.7K
|
2.62K
$690K
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
107+ 2.25% |
$26.5K - $31.7K
|
4.87K
$1.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
105+ 3.09% |
$26K - $31.1K
|
3.51K
$925K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
105+ 7.62% |
$26K - $31.1K
|
1.48K
$391K
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
100+ 6.4% |
$24.8K - $29.6K
|
1.66K
$438K
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
99+ 2.11% |
$24.5K - $29.3K
|
4.79K
$1.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
97+ 2.35% |
$24.1K - $28.7K
|
4.23K
$1.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
95+ 5.8% |
$23.6K - $28.2K
|
1.73K
$457K
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
93+ 2.09% |
$23.1K - $27.6K
|
4.54K
$1.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
92+ 7.74% |
$22.8K - $27.3K
|
1.28K
$338K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
92+ 3.82% |
$22.8K - $27.3K
|
2.5K
$659K
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
90+ 1.28% |
$22.3K - $26.7K
|
7.13K
$1.88M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
90+ 97.83% |
$22.3K - $26.7K
|
182
$48K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
88+ 1.04% |
$21.8K - $26.1K
|
8.54K
$2.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
87+ 2.6% |
$21.6K - $25.8K
|
3.43K
$906K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
86+ 2.12% |
$21.3K - $25.5K
|
4.15K
$1.09M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
85+ 8.7% |
$21.1K - $25.2K
|
1.06K
$280K
|
|
|
May 12, 2025
Q1 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
82+ 1.33% |
$20.3K - $24.3K
|
6.24K
$1.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
82New |
$20.3K - $24.3K
|
82
$21.6K
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
81+ 0.52% |
$20.1K - $24K
|
15.6K
$4.11M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
77+ 1.04% |
$19.1K - $22.8K
|
7.45K
$1.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
76+ 3.42% |
$18.8K - $22.5K
|
2.3K
$606K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
76New |
$18.8K - $22.5K
|
76
$20.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
75+ 9.04% |
$18.6K - $22.2K
|
905
$239K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
74+ 3.87% |
$18.3K - $21.9K
|
1.99K
$524K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
72+ 3.31% |
$17.9K - $21.3K
|
2.25K
$593K
|
|
|
May 15, 2025
Q1 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
71+ 1.31% |
$17.6K - $21K
|
5.48K
$1.45M
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
71+ 4.95% |
$17.6K - $21K
|
1.51K
$397K
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
71+ 5.06% |
$17.6K - $21K
|
1.47K
$389K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
70+ 111.11% |
$17.4K - $20.7K
|
133
$35.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
68+ 4.49% |
$16.9K - $20.2K
|
1.58K
$417K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
68+ 0.37% |
$16.9K - $20.2K
|
18.3K
$4.82M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
67New |
$16.6K - $19.9K
|
67
$17.7K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
67+ 3.37% |
$16.6K - $19.9K
|
2.05K
$542K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
66+ 1.77% |
$16.4K - $19.6K
|
3.8K
$1M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
64+ 2.33% |
$15.9K - $19K
|
2.82K
$743K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
64+ 1.52% |
$15.9K - $19K
|
4.27K
$1.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
64+ 8.3% |
$15.9K - $19K
|
835
$220K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
61+ 4.27% |
$15.1K - $18.1K
|
1.49K
$393K
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
61+ 6.7% |
$15.1K - $18.1K
|
972
$256K
|