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 02, 2023
Q2 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2.61K+ 196.17% |
$546K - $599K
|
3.94K
$1.17M
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.61K+ 3.1% |
$545K - $598K
|
86.6K
$25.8M
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
2.55KNew |
$533K - $586K
|
2.55K
$760K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.5K+ 13.64% |
$522K - $574K
|
20.8K
$6.19M
|
|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
2.47K+ 4.76% |
$517K - $568K
|
54.5K
$16.2M
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.44K+ 96.91% |
$511K - $561K
|
4.96K
$1.48M
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.43KNew |
$507K - $557K
|
2.43K
$722K
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.41K+ 7.0% |
$504K - $553K
|
36.8K
$11M
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.35K+ 60.17% |
$491K - $539K
|
6.25K
$1.86M
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
BUY
|
- |
2.33K+ 2.91% |
$488K - $536K
|
82.7K
$24.6M
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.29KNew |
$478K - $525K
|
2.29K
$681K
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.15K+ 6.51% |
$450K - $494K
|
35.2K
$10.5M
|
|
Aug 03, 2023
Q2 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
1.99K+ 18.78% |
$415K - $456K
|
12.6K
$3.74M
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1.96K+ 1.91% |
$409K - $450K
|
104K
$31M
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.9K+ 52.78% |
$396K - $436K
|
5.49K
$1.63M
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.72KNew |
$361K - $396K
|
1.72K
$513K
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.63K+ 22.88% |
$340K - $374K
|
8.74K
$2.6M
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.6K+ 1.66% |
$334K - $367K
|
98.1K
$29.2M
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
1.6K+ 4.25% |
$334K - $366K
|
39.1K
$11.6M
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.56KNew |
$326K - $358K
|
1.56K
$464K
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.53KNew |
$320K - $351K
|
1.53K
$455K
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.44K+ 11.72% |
$301K - $331K
|
13.7K
$4.09M
|
|
Aug 01, 2023
Q2 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
1.44K+ 10.68% |
$301K - $330K
|
14.9K
$4.44M
|
|
Jul 06, 2023
Q2 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1.4K+ 3.86% |
$293K - $322K
|
37.7K
$11.2M
|
|
Aug 07, 2023
Q2 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.38K+ 29.67% |
$289K - $317K
|
6.04K
$1.8M
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.38K+ 27.41% |
$288K - $316K
|
6.4K
$1.91M
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.37K+ 3.69% |
$286K - $314K
|
38.5K
$11.5M
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1.37KNew |
$286K - $314K
|
1.37K
$407K
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.35K+ 26.7% |
$282K - $310K
|
6.4K
$1.91M
|
|
Sep 15, 2023
Q2 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1.33K+ 8.79% |
$278K - $305K
|
16.4K
$4.9M
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.31KNew |
$274K - $301K
|
1.31K
$390K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.3K+ 33.95% |
$271K - $298K
|
5.12K
$1.52M
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.27K+ 12.36% |
$265K - $291K
|
11.5K
$3.43M
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.26KNew |
$262K - $288K
|
1.26K
$374K
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
1.23K+ 3.99% |
$257K - $283K
|
32K
$9.54M
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.17KNew |
$245K - $269K
|
1.17K
$349K
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.14KNew |
$239K - $262K
|
1.14K
$340K
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.13KNew |
$237K - $260K
|
1.13K
$337K
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
1.12KNew |
$235K - $258K
|
1.12K
$335K
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.11KNew |
$232K - $255K
|
1.11K
$331K
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1.11K+ 2.28% |
$232K - $255K
|
49.8K
$14.8M
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.1K+ 7.53% |
$230K - $252K
|
15.7K
$4.68M
|
|
Aug 03, 2023
Q2 2023
|
United Bank
Vienna, VA |
BUY
|
- |
1.1K+ 68.65% |
$229K - $252K
|
2.69K
$801K
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
1.09K+ 3.21% |
$227K - $249K
|
34.8K
$10.4M
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.07K+ 2.1% |
$224K - $247K
|
52.1K
$15.5M
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.04K+ 2.68% |
$218K - $240K
|
40K
$11.9M
|
|
Jul 13, 2023
Q2 2023
|
Veery Capital, LLC
|
BUY
|
- |
1.04K+ 6.85% |
$218K - $240K
|
16.3K
$4.85M
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.04K+ 8.38% |
$218K - $239K
|
13.5K
$4.01M
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.04KNew |
$216K - $238K
|
1.04K
$308K
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
990+ 7.78% |
$207K - $227K
|
13.7K
$4.09M
|