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
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
3+ 0.19% |
$627 - $689
|
1.61K
$426K
|
|
Aug 01, 2023
Q2 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
2+ 0.12% |
$418 - $459
|
1.66K
$439K
|
|
Aug 10, 2023
Q2 2023
|
Hc Advisors, LLC
|
BUY
|
- |
2+ 0.12% |
$418 - $459
|
1.71K
$453K
|
|
Aug 04, 2023
Q2 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
2+ 0.19% |
$418 - $459
|
1.08K
$287K
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
2+ 0.16% |
$418 - $459
|
1.28K
$339K
|
|
Jan 02, 2024
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
2+ 2.38% |
$418 - $459
|
86
$22.8K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
2+ 0.21% |
$418 - $459
|
966
$256K
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1+ 0.06% |
$209 - $230
|
1.54K
$408K
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.15% |
$209 - $230
|
677
$179K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$209 - $230
|
2.98K
$790K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$209 - $230
|
2.98K
$790K
|
|
Jul 17, 2023
Q2 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1+ 0.11% |
$209 - $230
|
948
$251K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.2% |
$209 - $230
|
497
$132K
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1+ 0.03% |
$209 - $230
|
3.87K
$1.03M
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.04% |
$209 - $230
|
2.35K
$621K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.04% |
$209 - $230
|
2.36K
$624K
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1- 0.51% |
$209 - $230
|
196
$51.9K
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-1- 2.22% |
$209 - $230
|
44
$11.7K
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2- 1.14% |
$418 - $459
|
173
$45.8K
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-2- 0.17% |
$418 - $459
|
1.14K
$302K
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-3- 0.23% |
$627 - $689
|
1.29K
$342K
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-4- 0.31% |
$836 - $919
|
1.29K
$341K
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-4- 0.43% |
$836 - $919
|
929
$246K
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-4- 0.43% |
$836 - $919
|
935
$248K
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-4- 0.27% |
$836 - $919
|
1.46K
$387K
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
SELL
|
- |
-5- 0.47% |
$1.05K - $1.15K
|
1.05K
$278K
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-6- 0.42% |
$1.25K - $1.38K
|
1.41K
$373K
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-6- 0.17% |
$1.25K - $1.38K
|
3.5K
$927K
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-9- 0.28% |
$1.88K - $2.07K
|
3.18K
$842K
|
|
Aug 07, 2023
Q2 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-9- 0.14% |
$1.88K - $2.07K
|
6.45K
$1.71M
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-10- 1.41% |
$2.09K - $2.3K
|
698
$185K
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-10- 4.07% |
$2.09K - $2.3K
|
236
$62.5K
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-10- 0.47% |
$2.09K - $2.3K
|
2.13K
$565K
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-10- 0.15% |
$2.09K - $2.3K
|
6.81K
$1.8M
|
|
Jul 10, 2024
Q2 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-10- 0.25% |
$2.09K - $2.3K
|
3.98K
$1.05M
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-10- 1.48% |
$2.09K - $2.3K
|
664
$176K
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-11- 0.23% |
$2.3K - $2.53K
|
4.8K
$1.27M
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-12- 4.65% |
$2.51K - $2.76K
|
246
$65.2K
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-12- 0.44% |
$2.51K - $2.76K
|
2.71K
$718K
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-12- 0.18% |
$2.51K - $2.76K
|
6.65K
$1.76M
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-12- 0.44% |
$2.51K - $2.76K
|
2.71K
$718K
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-13- 0.7% |
$2.72K - $2.99K
|
1.84K
$488K
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-13- 0.23% |
$2.72K - $2.99K
|
5.63K
$1.49M
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-13- 1.1% |
$2.72K - $2.99K
|
1.17K
$310K
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
SELL
|
- |
-13- 1.18% |
$2.72K - $2.99K
|
1.09K
$287K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-14- 4.68% |
$2.93K - $3.22K
|
285
$75.5K
|
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
SELL
|
- |
-14- 14.0% |
$2.93K - $3.22K
|
86
$22.8K
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-16- 10.32% |
$3.35K - $3.68K
|
139
$36.8K
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-16- 0.85% |
$3.35K - $3.68K
|
1.87K
$494K
|
|
Jul 19, 2023
Q2 2023
|
Planning Directions Inc
|
SELL
|
- |
-17- 0.97% |
$3.56K - $3.91K
|
1.73K
$457K
|