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 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
18+ 1.88% |
$4.46K - $5.33K
|
973
$257K
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
16+ 0.5% |
$3.97K - $4.74K
|
3.21K
$847K
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
16+ 0.28% |
$3.97K - $4.74K
|
5.68K
$1.5M
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
15+ 1.17% |
$3.72K - $4.44K
|
1.3K
$342K
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
15New |
$3.72K - $4.44K
|
15
$3.96K
|
|
Apr 16, 2025
Q1 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
15+ 0.04% |
$3.72K - $4.44K
|
41K
$10.8M
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
15+ 0.68% |
$3.72K - $4.44K
|
2.23K
$588K
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
15New |
$3.72K - $4.44K
|
15
$3.96K
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
14+ 0.45% |
$3.47K - $4.15K
|
3.1K
$818K
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
13+ 1.31% |
$3.22K - $3.85K
|
1.01K
$266K
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
12New |
$2.98K - $3.56K
|
12
$3.17K
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
12+ 1.09% |
$2.98K - $3.56K
|
1.12K
$294K
|
|
May 12, 2025
Q1 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
12+ 0.64% |
$2.98K - $3.56K
|
1.89K
$498K
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
11+ 0.94% |
$2.73K - $3.26K
|
1.18K
$312K
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
BUY
|
- |
11+ 5.12% |
$2.73K - $3.26K
|
226
$59.6K
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
11New |
$2.73K - $3.26K
|
11
$2.9K
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
11+ 0.18% |
$2.73K - $3.26K
|
6.17K
$1.63M
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
11+ 0.5% |
$2.73K - $3.26K
|
2.22K
$586K
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
10+ 0.13% |
$2.48K - $2.96K
|
7.6K
$2M
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
10+ 125.0% |
$2.48K - $2.96K
|
18
$4.75K
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
10+ 0.36% |
$2.48K - $2.96K
|
2.77K
$730K
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
10+ 0.48% |
$2.48K - $2.96K
|
2.11K
$558K
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
10+ 0.18% |
$2.48K - $2.96K
|
5.71K
$1.51M
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
10+ 0.06% |
$2.48K - $2.96K
|
17.3K
$4.56M
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
9+ 1.07% |
$2.23K - $2.67K
|
848
$224K
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
9+ 1.1% |
$2.23K - $2.67K
|
826
$218K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
9+ 0.13% |
$2.23K - $2.67K
|
7.01K
$1.85M
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
9+ 0.15% |
$2.23K - $2.67K
|
6.21K
$1.64M
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
8+ 34.78% |
$1.98K - $2.37K
|
31
$8.18K
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
7+ 0.17% |
$1.74K - $2.07K
|
4.17K
$1.1M
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
7New |
$1.74K - $2.07K
|
7
$1.85K
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
7New |
$1.74K - $2.07K
|
7
$1.85K
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
7+ 0.55% |
$1.74K - $2.07K
|
1.29K
$339K
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
7New |
$1.74K - $2.07K
|
7
$1.85K
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6+ 0.75% |
$1.49K - $1.78K
|
809
$213K
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
6+ 0.41% |
$1.49K - $1.78K
|
1.47K
$389K
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5+ 0.26% |
$1.24K - $1.48K
|
1.92K
$506K
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
4+ 4.82% |
$992 - $1.19K
|
87
$23K
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
4New |
$992 - $1.19K
|
4
$1.06K
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4+ 1.07% |
$992 - $1.19K
|
377
$99.5K
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4+ 0.17% |
$992 - $1.19K
|
2.39K
$629K
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
3+ 2.5% |
$744 - $889
|
123
$32.4K
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3+ 0.07% |
$744 - $889
|
4.35K
$1.15M
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
3+ 0.2% |
$744 - $889
|
1.53K
$403K
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
3+ 0.12% |
$744 - $889
|
2.58K
$679K
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
3+ 0.16% |
$744 - $889
|
1.86K
$491K
|
|
May 14, 2025
Q1 2025
|
Resolute Advisors LLC
|
BUY
|
- |
3+ 0.16% |
$744 - $889
|
1.89K
$498K
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3+ 0.31% |
$744 - $889
|
961
$254K
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
3New |
$744 - $889
|
3
$791
|
|
May 09, 2025
Q1 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
2+ 0.08% |
$496 - $593
|
2.37K
$626K
|