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 26, 2023
Q2 2023
|
First American Trust, Fsb
|
BUY
|
- |
980New |
$205K - $225K
|
980
$292K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
976New |
$204K - $224K
|
976
$291K
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
967New |
$202K - $222K
|
967
$288K
|
|
|
Jul 27, 2023
Q2 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
961New |
$201K - $221K
|
961
$286K
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
BUY
|
- |
956New |
$200K - $220K
|
956
$285K
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
955New |
$200K - $219K
|
955
$284K
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
935New |
$196K - $215K
|
935
$278K
|
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
930+ 100.0% |
$194K - $214K
|
1.86K
$554K
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
923New |
$193K - $212K
|
923
$275K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
912New |
$191K - $210K
|
912
$272K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
911+ 45.01% |
$191K - $209K
|
2.94K
$874K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
907+ 5.88% |
$190K - $208K
|
16.3K
$4.86M
|
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
901+ 64.5% |
$188K - $207K
|
2.3K
$684K
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
900New |
$188K - $207K
|
900
$268K
|
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
893New |
$187K - $205K
|
893
$266K
|
|
|
Aug 10, 2023
Q2 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
891+ 5.21% |
$186K - $205K
|
18K
$5.36M
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
890New |
$186K - $204K
|
890
$265K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
889New |
$186K - $204K
|
889
$265K
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
874New |
$183K - $201K
|
874
$260K
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
871New |
$182K - $200K
|
871
$259K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
841+ 0.3% |
$176K - $193K
|
286K
$85.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
837+ 16.55% |
$175K - $192K
|
5.89K
$1.76M
|
|
|
Jul 13, 2023
Q2 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
804+ 4.79% |
$168K - $185K
|
17.6K
$5.24M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
799+ 11.74% |
$167K - $184K
|
7.6K
$2.26M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
778+ 2.12% |
$163K - $179K
|
37.5K
$11.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
776+ 1.3% |
$162K - $178K
|
60.4K
$18M
|
|
|
Aug 14, 2023
Q2 2023
|
Jentner Corp
|
BUY
|
- |
755+ 0.79% |
$158K - $173K
|
96.6K
$28.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
732+ 29.71% |
$153K - $168K
|
3.2K
$952K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
731+ 21.71% |
$153K - $168K
|
4.1K
$1.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
714+ 37.9% |
$149K - $164K
|
2.6K
$774K
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
713+ 36.58% |
$149K - $164K
|
2.66K
$793K
|
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
710+ 1.55% |
$148K - $163K
|
46.4K
$13.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
704+ 40.3% |
$147K - $162K
|
2.45K
$730K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
693+ 12.0% |
$145K - $159K
|
6.47K
$1.93M
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
BUY
|
- |
690+ 108.32% |
$144K - $159K
|
1.33K
$395K
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
684+ 5.39% |
$143K - $157K
|
13.4K
$3.98M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
663+ 16.08% |
$139K - $152K
|
4.79K
$1.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
641New |
$134K - $147K
|
641
$191K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
631New |
$132K - $145K
|
631
$188K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
624New |
$130K - $143K
|
624
$186K
|
|
|
Aug 16, 2023
Q2 2023
|
Tenret CO LLC
|
BUY
|
- |
617+ 3.95% |
$129K - $142K
|
16.2K
$4.83M
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
615+ 8.46% |
$129K - $141K
|
7.89K
$2.35M
|
|
|
Jul 11, 2023
Q2 2023
|
Mtc Wealth Management LLC
|
BUY
|
- |
608+ 5.26% |
$127K - $140K
|
12.2K
$3.62M
|
|
|
Jul 10, 2023
Q2 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
593+ 1.17% |
$124K - $136K
|
51.1K
$15.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
585+ 0.83% |
$122K - $134K
|
71.5K
$21.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
584+ 3.94% |
$122K - $134K
|
15.4K
$4.59M
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
579+ 7.33% |
$121K - $133K
|
8.48K
$2.53M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
567+ 56.25% |
$119K - $130K
|
1.58K
$469K
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
567+ 1.83% |
$119K - $130K
|
31.6K
$9.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
562+ 27.88% |
$118K - $129K
|
2.58K
$768K
|