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 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.15K- 58.58% |
$241K - $264K
|
814
$244K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.18K- 2.91% |
$248K - $272K
|
39.5K
$11.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.2K- 3.87% |
$250K - $275K
|
29.7K
$8.91M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-1.23K- 12.79% |
$257K - $283K
|
8.4K
$2.52M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.27K- 3.1% |
$265K - $291K
|
39.5K
$11.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.27K- 3.1% |
$265K - $291K
|
39.5K
$11.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
SELL
|
- |
-1.29K- 45.99% |
$270K - $297K
|
1.52K
$455K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-1.32K- 2.96% |
$276K - $303K
|
43.3K
$13M
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.32K- 51.18% |
$277K - $304K
|
1.26K
$379K
|
|
|
Jul 11, 2023
Q2 2023
|
Members Trust CO
|
SELL
|
- |
-1.33K- 0.93% |
$278K - $306K
|
141K
$42.4M
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1.37K- 6.28% |
$286K - $314K
|
20.4K
$6.12M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.38K- 10.92% |
$289K - $318K
|
11.3K
$3.38M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.39K- 21.69% |
$290K - $319K
|
5.01K
$1.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.41K- 10.82% |
$294K - $323K
|
11.6K
$3.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.49K- 37.36% |
$311K - $341K
|
2.49K
$747K
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.55K- 60.28% |
$324K - $356K
|
1.02K
$307K
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.55K- 1.87% |
$325K - $357K
|
81.6K
$24.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.57K- 39.11% |
$328K - $361K
|
2.44K
$733K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.65K- 6.87% |
$345K - $379K
|
22.4K
$6.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.69K- 5.62% |
$353K - $388K
|
28.4K
$8.51M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.97K- 23.85% |
$412K - $452K
|
6.28K
$1.88M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.03K- 7.24% |
$423K - $465K
|
25.9K
$7.78M
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.2K- 20.6% |
$460K - $505K
|
8.48K
$2.54M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.21K- 15.43% |
$463K - $508K
|
12.1K
$3.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.22K- 6.56% |
$464K - $510K
|
31.6K
$9.48M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.28K- 35.75% |
$476K - $523K
|
4.09K
$1.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.45K- 1.14% |
$512K - $562K
|
212K
$63.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.56K- 31.13% |
$535K - $588K
|
5.66K
$1.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.79K- 15.92% |
$584K - $641K
|
14.7K
$4.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2.81K- 26.51% |
$588K - $646K
|
7.8K
$2.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.83K- 1.43% |
$592K - $650K
|
195K
$58.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.88K- 22.69% |
$602K - $661K
|
9.81K
$2.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.91K- 0.36% |
$609K - $669K
|
807K
$242M
|
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-2.95K- 9.15% |
$616K - $677K
|
29.3K
$8.78M
|
|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-3.25K- 5.22% |
$680K - $747K
|
59.1K
$17.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.34K- 3.83% |
$698K - $767K
|
83.9K
$25.2M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.34K- 3.83% |
$698K - $767K
|
83.9K
$25.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.37K- 7.56% |
$705K - $775K
|
41.3K
$12.4M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.84K- 72.44% |
$802K - $882K
|
1.46K
$438K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.16K- 8.98% |
$870K - $956K
|
42.2K
$12.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-5K- 18.69% |
$1.05M - $1.15M
|
21.8K
$6.52M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-5.34K- 5.14% |
$1.12M - $1.23M
|
98.6K
$29.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-5.53K- 3.55% |
$1.16M - $1.27M
|
150K
$45M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-6.53K- 36.14% |
$1.37M - $1.5M
|
11.5K
$3.46M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.24K- 11.87% |
$1.51M - $1.66M
|
53.7K
$16.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.37K- 54.07% |
$1.54M - $1.69M
|
6.26K
$1.88M
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-7.38K- 8.89% |
$1.54M - $1.7M
|
75.6K
$22.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-7.63K- 26.77% |
$1.59M - $1.75M
|
20.9K
$6.26M
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-8.14K- 3.34% |
$1.7M - $1.87M
|
235K
$70.6M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-8.92K- 86.55% |
$1.86M - $2.05M
|
1.39K
$416K
|