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
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
59+ 4.42% |
$14.6K - $17.5K
|
1.39K
$368K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
58+ 2.36% |
$14.4K - $17.2K
|
2.52K
$665K
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
54+ 13.88% |
$13.4K - $16K
|
443
$117K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
52+ 2.71% |
$12.9K - $15.4K
|
1.97K
$520K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
52New |
$12.9K - $15.4K
|
52
$13.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
51New |
$12.6K - $15.1K
|
51
$13.5K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
50+ 1.52% |
$12.4K - $14.8K
|
3.33K
$878K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
48+ 0.78% |
$11.9K - $14.2K
|
6.19K
$1.63M
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
48+ 9.76% |
$11.9K - $14.2K
|
540
$142K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
48New |
$11.9K - $14.2K
|
48
$12.7K
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
47+ 1.39% |
$11.7K - $13.9K
|
3.44K
$907K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
46+ 3.74% |
$11.4K - $13.6K
|
1.28K
$337K
|
|
|
May 13, 2025
Q1 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
45+ 4.17% |
$11.2K - $13.3K
|
1.12K
$297K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
45+ 3.47% |
$11.2K - $13.3K
|
1.34K
$354K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
45+ 2.82% |
$11.2K - $13.3K
|
1.64K
$433K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
45+ 4.48% |
$11.2K - $13.3K
|
1.05K
$277K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
41+ 113.89% |
$10.2K - $12.1K
|
77
$20.3K
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
39+ 0.27% |
$9.67K - $11.6K
|
14.7K
$3.89M
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
BUY
|
- |
37+ 1.68% |
$9.17K - $11K
|
2.24K
$590K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
37+ 0.77% |
$9.17K - $11K
|
4.86K
$1.28M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
37+ 4.67% |
$9.17K - $11K
|
830
$219K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
34+ 0.91% |
$8.43K - $10.1K
|
3.76K
$991K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
34New |
$8.43K - $10.1K
|
34
$8.97K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
33+ 1.85% |
$8.18K - $9.78K
|
1.81K
$478K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
31+ 0.91% |
$7.69K - $9.19K
|
3.43K
$906K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
30New |
$7.44K - $8.89K
|
30
$7.91K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
29+ 2.34% |
$7.19K - $8.59K
|
1.27K
$335K
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
29+ 0.41% |
$7.19K - $8.59K
|
7.05K
$1.86M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
28+ 2.42% |
$6.94K - $8.3K
|
1.19K
$313K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
28+ 1.5% |
$6.94K - $8.3K
|
1.9K
$500K
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
27+ 29.67% |
$6.7K - $8K
|
118
$31.1K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
27+ 337.5% |
$6.7K - $8K
|
35
$9.23K
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
27New |
$6.7K - $8K
|
27
$7.12K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.16% |
$6.45K - $7.7K
|
15.9K
$4.19M
|
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
26+ 1.68% |
$6.45K - $7.7K
|
1.58K
$416K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
25+ 0.4% |
$6.2K - $7.41K
|
6.29K
$1.66M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
25+ 1.42% |
$6.2K - $7.41K
|
1.79K
$471K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
25+ 15.53% |
$6.2K - $7.41K
|
186
$49.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
24+ 4.53% |
$5.95K - $7.11K
|
554
$146K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
24+ 0.13% |
$5.95K - $7.11K
|
18.4K
$4.85M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
23+ 0.14% |
$5.7K - $6.82K
|
16.8K
$4.43M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
23+ 104.55% |
$5.7K - $6.82K
|
45
$11.9K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
22+ 2.82% |
$5.46K - $6.52K
|
801
$211K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
22+ 0.87% |
$5.46K - $6.52K
|
2.56K
$676K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
21+ 0.41% |
$5.21K - $6.22K
|
5.17K
$1.36M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
21+ 0.7% |
$5.21K - $6.22K
|
3.02K
$796K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
20+ 0.76% |
$4.96K - $5.93K
|
2.66K
$702K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
19+ 0.02% |
$4.71K - $5.63K
|
81.1K
$21.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
18+ 0.46% |
$4.46K - $5.33K
|
3.95K
$1.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
18+ 0.31% |
$4.46K - $5.33K
|
5.81K
$1.53M
|