Purchases and Sales Made in Q2 2023 in Vanguard Small Cap Growth ETF (VBK)
This table provides information about the institutional ownership of Vanguard Small Cap Growth ETF (VBK) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-155- 4.73% |
$32.4K - $35.6K
|
3.12K
$930K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-175- 12.11% |
$36.6K - $40.2K
|
1.27K
$378K
|
|
|
Jul 20, 2023
Q2 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-178- 2.98% |
$37.2K - $40.9K
|
5.79K
$1.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-179- 9.63% |
$37.4K - $41.1K
|
1.68K
$500K
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-186- 1.37% |
$38.9K - $42.7K
|
13.4K
$3.98M
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-190- 4.32% |
$39.7K - $43.7K
|
4.21K
$1.25M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-192- 2.3% |
$40.2K - $44.1K
|
8.16K
$2.43M
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-192- 8.46% |
$40.2K - $44.1K
|
2.08K
$619K
|
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-193- 13.85% |
$40.4K - $44.3K
|
1.2K
$357K
|
|
|
Sep 04, 2024
Q2 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-193- 1.92% |
$40.4K - $44.3K
|
9.85K
$2.93M
|
|
|
Aug 09, 2023
Q2 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-193- 1.92% |
$40.4K - $44.3K
|
9.85K
$2.93M
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-200- 8.36% |
$41.8K - $45.9K
|
2.19K
$653K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-200- 16.54% |
$41.8K - $45.9K
|
1.01K
$301K
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-201- 12.04% |
$42K - $46.2K
|
1.47K
$438K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-207- 7.36% |
$43.3K - $47.6K
|
2.61K
$776K
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-208- 3.55% |
$43.5K - $47.8K
|
5.64K
$1.68M
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-209- 4.33% |
$43.7K - $48K
|
4.62K
$1.38M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-216- 3.27% |
$45.2K - $49.6K
|
6.39K
$1.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-217- 4.11% |
$45.4K - $49.9K
|
5.07K
$1.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-220- 5.2% |
$46K - $50.5K
|
4.01K
$1.19M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-221- 53.77% |
$46.2K - $50.8K
|
190
$56.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-222- 7.65% |
$46.4K - $51K
|
2.68K
$798K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-224- 22.49% |
$46.8K - $51.5K
|
772
$230K
|
|
|
Apr 22, 2024
Q2 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-225- 0.73% |
$47.1K - $51.7K
|
30.7K
$9.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
SELL
|
- |
-225- 10.99% |
$47.1K - $51.7K
|
1.82K
$543K
|
|
|
Aug 07, 2023
Q2 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-225- 0.73% |
$47.1K - $51.7K
|
30.7K
$9.14M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-234- 5.4% |
$48.9K - $53.8K
|
4.1K
$1.22M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-236- 4.85% |
$49.4K - $54.2K
|
4.63K
$1.38M
|
|
|
Jul 24, 2023
Q2 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-236- 15.88% |
$49.4K - $54.2K
|
1.25K
$372K
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-250- 0.68% |
$52.3K - $57.4K
|
36.8K
$10.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-253- 38.39% |
$52.9K - $58.1K
|
406
$121K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-270- 7.27% |
$56.5K - $62K
|
3.45K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-276- 7.47% |
$57.7K - $63.4K
|
3.42K
$1.02M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-280- 9.47% |
$58.6K - $64.3K
|
2.68K
$798K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-282- 3.63% |
$59K - $64.8K
|
7.5K
$2.23M
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-286- 13.48% |
$59.8K - $65.7K
|
1.84K
$547K
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-290- 11.91% |
$60.6K - $66.6K
|
2.15K
$639K
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-294- 7.36% |
$61.5K - $67.5K
|
3.7K
$1.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-300- 6.9% |
$62.7K - $68.9K
|
4.05K
$1.21M
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-302- 22.37% |
$63.2K - $69.4K
|
1.05K
$312K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-304- 5.13% |
$63.6K - $69.8K
|
5.62K
$1.67M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-316- 0.04% |
$66.1K - $72.6K
|
762K
$227M
|
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
SELL
|
- |
-331- 11.44% |
$69.2K - $76K
|
2.56K
$763K
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-349- 6.53% |
$73K - $80.2K
|
5K
$1.49M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-353- 12.32% |
$73.8K - $81.1K
|
2.51K
$748K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-356- 8.85% |
$74.4K - $81.8K
|
3.67K
$1.09M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-359- 17.01% |
$75.1K - $82.5K
|
1.75K
$522K
|
|
|
Jul 31, 2023
Q2 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-362- 4.66% |
$75.7K - $83.2K
|
7.41K
$2.21M
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-367- 4.86% |
$76.7K - $84.3K
|
7.18K
$2.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-377- 4.33% |
$78.8K - $86.6K
|
8.32K
$2.48M
|