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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-390- 15.35% |
$81.6K - $89.6K
|
2.15K
$645K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-390- 2.77% |
$81.6K - $89.6K
|
13.7K
$4.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-393- 18.67% |
$82.2K - $90.3K
|
1.71K
$514K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-396- 5.47% |
$82.8K - $91K
|
6.85K
$2.05M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-396- 51.63% |
$82.8K - $91K
|
371
$111K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-396- 51.63% |
$82.8K - $91K
|
371
$111K
|
|
|
Jul 17, 2023
Q2 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-396- 19.16% |
$82.8K - $91K
|
1.67K
$501K
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-421- 4.36% |
$88K - $96.7K
|
9.23K
$2.77M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-425- 5.77% |
$88.9K - $97.6K
|
6.94K
$2.08M
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-435- 3.43% |
$91K - $99.9K
|
12.2K
$3.67M
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-439- 29.7% |
$91.8K - $101K
|
1.04K
$312K
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-444- 4.23% |
$92.8K - $102K
|
10.1K
$3.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-445- 0.64% |
$93.1K - $102K
|
68.6K
$20.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-474- 88.1% |
$99.1K - $109K
|
64
$19.2K
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-475- 1.95% |
$99.3K - $109K
|
23.9K
$7.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-480- 9.28% |
$100K - $110K
|
4.69K
$1.41M
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-496- 2.2% |
$104K - $114K
|
22.1K
$6.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-505- 10.59% |
$106K - $116K
|
4.26K
$1.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-514- 1.35% |
$107K - $118K
|
37.4K
$11.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-514- 0.81% |
$107K - $118K
|
62.7K
$18.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-518- 6.39% |
$108K - $119K
|
7.59K
$2.28M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-524- 11.18% |
$110K - $120K
|
4.16K
$1.25M
|
|
|
Jul 11, 2023
Q2 2023
|
Brickley Wealth Management
|
SELL
|
- |
-535- 0.56% |
$112K - $123K
|
94.9K
$28.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-543- 5.63% |
$114K - $125K
|
9.1K
$2.73M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-577- 13.05% |
$121K - $133K
|
3.85K
$1.15M
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-582- 5.6% |
$122K - $134K
|
9.8K
$2.94M
|
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-592- 1.23% |
$124K - $136K
|
47.4K
$14.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-599- 0.91% |
$125K - $138K
|
65.4K
$19.6M
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-610- 24.44% |
$128K - $140K
|
1.89K
$566K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-623- 2.7% |
$130K - $143K
|
22.4K
$6.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-628- 36.41% |
$131K - $144K
|
1.1K
$329K
|
|
|
Jul 17, 2023
Q2 2023
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-641- 1.12% |
$134K - $147K
|
56.6K
$17M
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-666- 1.93% |
$139K - $153K
|
33.8K
$10.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-677- 14.26% |
$142K - $156K
|
4.07K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-705- 27.85% |
$147K - $162K
|
1.83K
$548K
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-716- 24.08% |
$150K - $164K
|
2.26K
$677K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-738- 16.51% |
$154K - $170K
|
3.73K
$1.12M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-752- 16.0% |
$157K - $173K
|
3.95K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-772- 5.76% |
$161K - $177K
|
12.6K
$3.79M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-877- 8.61% |
$183K - $201K
|
9.31K
$2.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-900- 4.19% |
$188K - $207K
|
20.6K
$6.17M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-910- 5.58% |
$190K - $209K
|
15.4K
$4.62M
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-931- 25.93% |
$195K - $214K
|
2.66K
$798K
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-940- 2.31% |
$197K - $216K
|
39.7K
$11.9M
|
|
|
Oct 09, 2024
Q2 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-953- 5.65% |
$199K - $219K
|
15.9K
$4.77M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-964- 0.44% |
$202K - $221K
|
218K
$65.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-965- 3.25% |
$202K - $222K
|
28.7K
$8.62M
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-979- 10.06% |
$205K - $225K
|
8.75K
$2.62M
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-994- 5.79% |
$208K - $228K
|
16.2K
$4.85M
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-1.11K- 96.7% |
$233K - $255K
|
38
$11.4K
|