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 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
102+ 5.14% |
$21.3K - $23.4K
|
2.09K
$621K
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
102+ 2.08% |
$21.3K - $23.4K
|
5.01K
$1.49M
|
|
Aug 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
100+ 1.75% |
$20.9K - $23K
|
5.81K
$1.73M
|
|
Aug 07, 2023
Q2 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
99+ 3.22% |
$20.7K - $22.7K
|
3.17K
$945K
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
99+ 3.25% |
$20.7K - $22.7K
|
3.15K
$938K
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
98+ 2.58% |
$20.5K - $22.5K
|
3.9K
$1.16M
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
97+ 210.87% |
$20.3K - $22.3K
|
143
$42.6K
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
95New |
$19.9K - $21.8K
|
95
$28.3K
|
|
Jul 28, 2023
Q2 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
95+ 9.09% |
$19.9K - $21.8K
|
1.14K
$340K
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
92+ 2.78% |
$19.2K - $21.1K
|
3.4K
$1.01M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
89+ 1.62% |
$18.6K - $20.4K
|
5.6K
$1.67M
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
84+ 2.97% |
$17.6K - $19.3K
|
2.92K
$868K
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
81+ 101.25% |
$16.9K - $18.6K
|
161
$48K
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
80+ 4.79% |
$16.7K - $18.4K
|
1.75K
$522K
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
79+ 1.09% |
$16.5K - $18.1K
|
7.33K
$2.18M
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
79+ 4.09% |
$16.5K - $18.1K
|
2.01K
$599K
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
76+ 4.78% |
$15.9K - $17.5K
|
1.67K
$496K
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
75+ 0.44% |
$15.7K - $17.2K
|
17.2K
$5.13M
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
74+ 2.77% |
$15.5K - $17K
|
2.75K
$818K
|
|
Aug 07, 2023
Q2 2023
|
Ing Groep Nv
|
BUY
|
- |
70+ 9.06% |
$14.6K - $16.1K
|
843
$251K
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
69+ 0.9% |
$14.4K - $15.9K
|
7.73K
$2.3M
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
67New |
$14K - $15.4K
|
67
$20K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
66+ 2.64% |
$13.8K - $15.2K
|
2.57K
$764K
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
66+ 1.01% |
$13.8K - $15.2K
|
6.58K
$1.96M
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
64+ 1.15% |
$13.4K - $14.7K
|
5.62K
$1.67M
|
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
63+ 1.24% |
$13.2K - $14.5K
|
5.13K
$1.53M
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
62+ 2.78% |
$13K - $14.2K
|
2.29K
$682K
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
60+ 2.42% |
$12.5K - $13.8K
|
2.54K
$755K
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
60+ 0.66% |
$12.5K - $13.8K
|
9.14K
$2.72M
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
56+ 105.66% |
$11.7K - $12.9K
|
109
$32.5K
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
54+ 1.69% |
$11.3K - $12.4K
|
3.25K
$967K
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
54+ 4.4% |
$11.3K - $12.4K
|
1.28K
$382K
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
52+ 577.78% |
$10.9K - $11.9K
|
61
$18.2K
|
|
Aug 14, 2023
Q2 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
51New |
$10.7K - $11.7K
|
51
$15.2K
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
49+ 6.36% |
$10.2K - $11.3K
|
820
$244K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
47New |
$9.83K - $10.8K
|
47
$14K
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
45New |
$9.41K - $10.3K
|
45
$13.4K
|
|
Aug 10, 2023
Q2 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
44+ 1.54% |
$9.2K - $10.1K
|
2.9K
$863K
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
42+ 2.09% |
$8.78K - $9.65K
|
2.05K
$611K
|
|
Jul 20, 2023
Q2 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
41+ 1.52% |
$8.57K - $9.42K
|
2.74K
$817K
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
41+ 1.22% |
$8.57K - $9.42K
|
3.41K
$1.02M
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
41New |
$8.57K - $9.42K
|
41
$12.2K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
41+ 53.25% |
$8.57K - $9.42K
|
118
$35.1K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
41+ 0.12% |
$8.57K - $9.42K
|
35K
$10.4M
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
40+ 1.03% |
$8.36K - $9.19K
|
3.93K
$1.17M
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
40+ 45.45% |
$8.36K - $9.19K
|
128
$38.1K
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
39+ 48.75% |
$8.16K - $8.96K
|
119
$35.4K
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
38+ 2.93% |
$7.95K - $8.73K
|
1.33K
$397K
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
38+ 1.51% |
$7.95K - $8.73K
|
2.55K
$760K
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
37+ 2.82% |
$7.74K - $8.5K
|
1.35K
$401K
|