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 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
7.95K+ 3.03% |
$1.66M - $1.83M
|
270K
$80.5M
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
BUY
|
- |
7.89K+ 224.62% |
$1.65M - $1.81M
|
11.4K
$3.4M
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
7.56K+ 3.45% |
$1.58M - $1.74M
|
227K
$67.6M
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
7.41K+ 17.43% |
$1.55M - $1.7M
|
49.9K
$14.9M
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.88K+ 100.2% |
$1.44M - $1.58M
|
13.7K
$4.09M
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
6.8K+ 68.69% |
$1.42M - $1.56M
|
16.7K
$4.97M
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.69K+ 20.73% |
$1.4M - $1.54M
|
38.9K
$11.6M
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
6.35KNew |
$1.33M - $1.46M
|
6.35K
$1.89M
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
6.24K+ 6.19% |
$1.3M - $1.43M
|
107K
$31.9M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.21K+ 40.4% |
$1.3M - $1.43M
|
21.6K
$6.43M
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
6.15K+ 15.47% |
$1.29M - $1.41M
|
45.9K
$13.7M
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6.02K+ 113.27% |
$1.26M - $1.38M
|
11.3K
$3.37M
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
5.89K+ 31.71% |
$1.23M - $1.35M
|
24.5K
$7.29M
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.42K+ 2.07% |
$1.13M - $1.24M
|
267K
$79.4M
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.39K+ 275.84% |
$1.13M - $1.24M
|
7.34K
$2.19M
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
5.3K+ 3.86% |
$1.11M - $1.22M
|
143K
$42.5M
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
5.26K+ 1.48% |
$1.1M - $1.21M
|
360K
$107M
|
|
Aug 11, 2023
Q2 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
5.16K+ 19.43% |
$1.08M - $1.19M
|
31.7K
$9.45M
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.99K+ 186.12% |
$1.04M - $1.15M
|
7.67K
$2.28M
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
4.93K+ 3.27% |
$1.03M - $1.13M
|
156K
$46.4M
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
4.92K+ 132.84% |
$1.03M - $1.13M
|
8.62K
$2.57M
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.81K+ 32.29% |
$1.01M - $1.11M
|
19.7K
$5.87M
|
|
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
BUY
|
- |
4.59K+ 10.58% |
$960K - $1.06M
|
48K
$14.3M
|
|
Aug 01, 2023
Q2 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
4.39K+ 6.34% |
$918K - $1.01M
|
73.6K
$21.9M
|
|
Jul 14, 2023
Q2 2023
|
Cohen Klingenstein LLC
|
BUY
|
- |
4.31K+ 1.25% |
$902K - $991K
|
350K
$104M
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.82K+ 3.61% |
$799K - $877K
|
110K
$32.7M
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.74KNew |
$782K - $859K
|
3.74K
$1.11M
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.68K+ 307.44% |
$769K - $845K
|
4.87K
$1.45M
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.6K+ 44.12% |
$753K - $827K
|
11.8K
$3.5M
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.51K+ 3.69% |
$734K - $807K
|
98.6K
$29.4M
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
3.5KNew |
$732K - $804K
|
3.5K
$1.04M
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.47K+ 4.68% |
$725K - $797K
|
77.6K
$23.1M
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
3.39K+ 22.5% |
$710K - $780K
|
18.5K
$5.5M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.34K+ 2.12% |
$699K - $768K
|
161K
$47.9M
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
3.34KNew |
$699K - $768K
|
3.34K
$995K
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
3.33K+ 22.86% |
$696K - $765K
|
17.9K
$5.33M
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
3.23K+ 2.28% |
$675K - $741K
|
145K
$43.1M
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.2KNew |
$669K - $735K
|
3.2K
$953K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.19K+ 193.09% |
$666K - $732K
|
4.84K
$1.44M
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.17K+ 45.27% |
$664K - $729K
|
10.2K
$3.03M
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.14K+ 42.85% |
$657K - $721K
|
10.5K
$3.12M
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
3.11K+ 6.87% |
$651K - $715K
|
48.4K
$14.4M
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.09K+ 38.6% |
$646K - $710K
|
11.1K
$3.3M
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.92K+ 14.1% |
$611K - $671K
|
23.6K
$7.04M
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
2.88K+ 120.85% |
$602K - $662K
|
5.27K
$1.57M
|
|
Jul 13, 2023
Q2 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
2.86K+ 193.05% |
$598K - $657K
|
4.34K
$1.29M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
2.83K+ 12.95% |
$591K - $649K
|
24.7K
$7.34M
|
|
Jul 21, 2023
Q2 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
2.67K+ 7.3% |
$559K - $614K
|
39.3K
$11.7M
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
2.64K+ 23.81% |
$551K - $605K
|
13.7K
$4.08M
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
2.64K+ 23.81% |
$551K - $605K
|
13.7K
$4.08M
|