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 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3+ 0.79% |
$627 - $689
|
382
$117K
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
3+ 0.19% |
$627 - $689
|
1.61K
$493K
|
|
Aug 04, 2023
Q2 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
2+ 0.19% |
$418 - $459
|
1.08K
$332K
|
|
Aug 01, 2023
Q2 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
2+ 0.12% |
$418 - $459
|
1.66K
$508K
|
|
Aug 10, 2023
Q2 2023
|
Hc Advisors, LLC
|
BUY
|
- |
2+ 0.12% |
$418 - $459
|
1.71K
$524K
|
|
Jan 02, 2024
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
2+ 2.38% |
$418 - $459
|
86
$26.4K
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
2+ 0.16% |
$418 - $459
|
1.28K
$392K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
2+ 0.21% |
$418 - $459
|
966
$296K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$209 - $230
|
2.98K
$914K
|
|
Jul 17, 2023
Q2 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1+ 0.11% |
$209 - $230
|
948
$290K
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1+ 0.06% |
$209 - $230
|
1.54K
$472K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.04% |
$209 - $230
|
2.36K
$722K
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1+ 0.03% |
$209 - $230
|
3.87K
$1.19M
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.15% |
$209 - $230
|
677
$207K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.2% |
$209 - $230
|
497
$152K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$209 - $230
|
2.98K
$914K
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.04% |
$209 - $230
|
2.35K
$719K
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-1- 2.22% |
$209 - $230
|
44
$13.5K
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1- 0.51% |
$209 - $230
|
196
$60.1K
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2- 1.14% |
$418 - $459
|
173
$53K
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-2- 0.17% |
$418 - $459
|
1.14K
$350K
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-3- 0.23% |
$627 - $689
|
1.29K
$396K
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-4- 0.31% |
$836 - $919
|
1.29K
$394K
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-4- 0.27% |
$836 - $919
|
1.46K
$448K
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-4- 0.43% |
$836 - $919
|
929
$285K
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-4- 0.43% |
$836 - $919
|
935
$286K
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
SELL
|
- |
-5- 0.47% |
$1.05K - $1.15K
|
1.05K
$321K
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-6- 0.17% |
$1.25K - $1.38K
|
3.5K
$1.07M
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-6- 0.42% |
$1.25K - $1.38K
|
1.41K
$431K
|
|
Aug 07, 2023
Q2 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-9- 0.14% |
$1.88K - $2.07K
|
6.45K
$1.98M
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-9- 0.28% |
$1.88K - $2.07K
|
3.18K
$974K
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-10- 1.48% |
$2.09K - $2.3K
|
664
$203K
|
|
Jul 10, 2024
Q2 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-10- 0.25% |
$2.09K - $2.3K
|
3.98K
$1.22M
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-10- 4.07% |
$2.09K - $2.3K
|
236
$72.3K
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-10- 0.47% |
$2.09K - $2.3K
|
2.13K
$654K
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-10- 0.15% |
$2.09K - $2.3K
|
6.81K
$2.09M
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-10- 1.41% |
$2.09K - $2.3K
|
698
$214K
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-11- 0.23% |
$2.3K - $2.53K
|
4.8K
$1.47M
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-12- 0.18% |
$2.51K - $2.76K
|
6.65K
$2.04M
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-12- 0.44% |
$2.51K - $2.76K
|
2.71K
$830K
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-12- 4.65% |
$2.51K - $2.76K
|
246
$75.4K
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-12- 0.44% |
$2.51K - $2.76K
|
2.71K
$830K
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-13- 1.1% |
$2.72K - $2.99K
|
1.17K
$359K
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
SELL
|
- |
-13- 1.18% |
$2.72K - $2.99K
|
1.09K
$332K
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-13- 0.23% |
$2.72K - $2.99K
|
5.63K
$1.72M
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-13- 0.7% |
$2.72K - $2.99K
|
1.84K
$565K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-14- 4.68% |
$2.93K - $3.22K
|
285
$87.3K
|
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
SELL
|
- |
-14- 14.0% |
$2.93K - $3.22K
|
86
$26.4K
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-16- 0.85% |
$3.35K - $3.68K
|
1.87K
$571K
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-16- 10.32% |
$3.35K - $3.68K
|
139
$42.6K
|