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
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
37+ 0.96% |
$7.74K - $8.5K
|
3.88K
$1.16M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
37+ 10.42% |
$7.74K - $8.5K
|
392
$117K
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
36+ 0.66% |
$7.53K - $8.27K
|
5.46K
$1.63M
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
36+ 144.0% |
$7.53K - $8.27K
|
61
$18.2K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
35+ 2.7% |
$7.32K - $8.04K
|
1.33K
$397K
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
35+ 0.14% |
$7.32K - $8.04K
|
25.1K
$7.47M
|
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
34+ 0.31% |
$7.11K - $7.81K
|
10.9K
$3.24M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
33+ 1.95% |
$6.9K - $7.58K
|
1.72K
$513K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
30+ 1.61% |
$6.27K - $6.89K
|
1.89K
$564K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
30+ 1.44% |
$6.27K - $6.89K
|
2.11K
$629K
|
|
|
Aug 04, 2023
Q2 2023
|
Performa LTD (Us), LLC
|
BUY
|
- |
30+ 0.17% |
$6.27K - $6.89K
|
18K
$5.37M
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
28+ 2.2% |
$5.86K - $6.43K
|
1.3K
$388K
|
|
|
Aug 10, 2023
Q2 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
27+ 0.24% |
$5.65K - $6.2K
|
11.2K
$3.33M
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
27+ 2.08% |
$5.65K - $6.2K
|
1.32K
$394K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
26+ 1.34% |
$5.44K - $5.97K
|
1.97K
$586K
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
26New |
$5.44K - $5.97K
|
26
$7.74K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
26+ 1.11% |
$5.44K - $5.97K
|
2.37K
$707K
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
24+ 0.8% |
$5.02K - $5.51K
|
3.01K
$897K
|
|
|
Aug 03, 2023
Q2 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
21+ 0.04% |
$4.39K - $4.82K
|
57.2K
$17M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
20New |
$4.18K - $4.59K
|
20
$5.96K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
20+ 0.39% |
$4.18K - $4.59K
|
5.16K
$1.54M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
19+ 10.27% |
$3.97K - $4.37K
|
204
$60.8K
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
19+ 0.04% |
$3.97K - $4.37K
|
47.1K
$14M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
19New |
$3.97K - $4.37K
|
19
$5.66K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
19+ 0.3% |
$3.97K - $4.37K
|
6.41K
$1.91M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
18+ 1.13% |
$3.76K - $4.14K
|
1.62K
$481K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
17+ 17.0% |
$3.56K - $3.91K
|
117
$34.8K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
17+ 0.12% |
$3.56K - $3.91K
|
14K
$4.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
16+ 1.63% |
$3.35K - $3.68K
|
996
$297K
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
16+ 0.16% |
$3.35K - $3.68K
|
9.8K
$2.92M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
16+ 1.02% |
$3.35K - $3.68K
|
1.59K
$472K
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
15+ 0.95% |
$3.14K - $3.45K
|
1.6K
$476K
|
|
|
Aug 08, 2023
Q2 2023
|
Zeit Capital LLC
|
BUY
|
- |
15+ 0.12% |
$3.14K - $3.45K
|
12.1K
$3.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
14New |
$2.93K - $3.22K
|
14
$4.17K
|
|
|
Jul 31, 2023
Q2 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
13+ 0.11% |
$2.72K - $2.99K
|
11.5K
$3.44M
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
12New |
$2.51K - $2.76K
|
12
$3.57K
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
12New |
$2.51K - $2.76K
|
12
$3.57K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
10New |
$2.09K - $2.3K
|
10
$2.98K
|
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
10New |
$2.09K - $2.3K
|
10
$2.98K
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
BUY
|
- |
8+ 0.18% |
$1.67K - $1.84K
|
4.56K
$1.36M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
6+ 0.23% |
$1.25K - $1.38K
|
2.61K
$779K
|
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
6+ 0.31% |
$1.25K - $1.38K
|
1.92K
$571K
|
|
|
Aug 10, 2023
Q2 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
5+ 0.2% |
$1.05K - $1.15K
|
2.51K
$748K
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
BUY
|
- |
4+ 0.16% |
$836 - $919
|
2.56K
$764K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
4+ 0.06% |
$836 - $919
|
6.84K
$2.04M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
3+ 9.09% |
$627 - $689
|
36
$10.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Resolute Advisors LLC
|
BUY
|
- |
3+ 0.16% |
$627 - $689
|
1.87K
$556K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3+ 0.79% |
$627 - $689
|
382
$114K
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
3+ 0.19% |
$627 - $689
|
1.61K
$479K
|
|
|
Aug 01, 2023
Q2 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
2+ 0.12% |
$418 - $459
|
1.66K
$494K
|