Purchases and Sales Made in Q2 2024 in Vanguard Small Cap Growth ETF (VBK)
This table provides information about the institutional ownership of Vanguard Small Cap Growth ETF (VBK) during Q2 2024. 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 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-148- 9.68% |
$35.2K - $38.2K
|
1.38K
$414K
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-148- 4.31% |
$35.2K - $38.2K
|
3.29K
$985K
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-150- 5.1% |
$35.6K - $38.7K
|
2.79K
$838K
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-150- 14.65% |
$35.6K - $38.7K
|
874
$262K
|
|
Jul 16, 2024
Q2 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-150- 2.12% |
$35.6K - $38.7K
|
6.93K
$2.08M
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-150- 37.5% |
$35.6K - $38.7K
|
250
$75K
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-150- 14.65% |
$35.6K - $38.7K
|
874
$262K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-153- 4.1% |
$36.4K - $39.5K
|
3.58K
$1.07M
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-154- 16.08% |
$36.6K - $39.8K
|
804
$241K
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-158- 1.97% |
$37.5K - $40.8K
|
7.88K
$2.36M
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-163- 13.76% |
$38.7K - $42.1K
|
1.02K
$307K
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-163- 7.99% |
$38.7K - $42.1K
|
1.88K
$563K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-165- 53.57% |
$39.2K - $42.6K
|
143
$42.9K
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-168- 1.04% |
$39.9K - $43.4K
|
16K
$4.8M
|
|
Jul 22, 2024
Q2 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-170- 5.28% |
$40.4K - $43.9K
|
3.05K
$915K
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-172- 30.6% |
$40.9K - $44.4K
|
390
$117K
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-175- 4.04% |
$41.6K - $45.2K
|
4.16K
$1.25M
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-180Closed |
$42.8K - $46.5K
|
0
$0
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-181- 7.1% |
$43K - $46.8K
|
2.37K
$710K
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-184- 6.8% |
$43.7K - $47.5K
|
2.52K
$756K
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-190- 1.35% |
$45.1K - $49.1K
|
13.9K
$4.16M
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-191- 2.84% |
$45.4K - $49.3K
|
6.52K
$1.96M
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-195- 2.88% |
$46.3K - $50.4K
|
6.57K
$1.97M
|
|
Aug 16, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-197- 3.05% |
$46.8K - $50.9K
|
6.25K
$1.88M
|
|
Nov 13, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-197- 3.05% |
$46.8K - $50.9K
|
6.25K
$1.88M
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-198- 9.67% |
$47.1K - $51.1K
|
1.85K
$555K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-198- 4.29% |
$47.1K - $51.1K
|
4.41K
$1.32M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-198- 0.92% |
$47.1K - $51.1K
|
21.4K
$6.42M
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-200- 3.42% |
$47.5K - $51.7K
|
5.65K
$1.69M
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-201- 1.48% |
$47.8K - $51.9K
|
13.4K
$4.03M
|
|
Aug 13, 2024
Q2 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-205- 3.18% |
$48.7K - $53K
|
6.23K
$1.87M
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-205- 0.73% |
$48.7K - $53K
|
28K
$8.41M
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-206- 0.32% |
$49K - $53.2K
|
63.5K
$19.1M
|
|
Jul 19, 2024
Q2 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-206- 15.08% |
$49K - $53.2K
|
1.16K
$348K
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-207- 15.31% |
$49.2K - $53.5K
|
1.15K
$343K
|
|
Aug 09, 2024
Q2 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-208- 35.56% |
$49.4K - $53.7K
|
377
$113K
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-208- 2.35% |
$49.4K - $53.7K
|
8.64K
$2.59M
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-220- 1.94% |
$52.3K - $56.8K
|
11.1K
$3.33M
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-222- 2.32% |
$52.8K - $57.3K
|
9.34K
$2.8M
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-228- 5.11% |
$54.2K - $58.9K
|
4.23K
$1.27M
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-231- 3.5% |
$54.9K - $59.7K
|
6.37K
$1.91M
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
SELL
|
- |
-237- 10.3% |
$56.3K - $61.2K
|
2.07K
$619K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-239- 84.75% |
$56.8K - $61.7K
|
43
$12.9K
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-245- 9.77% |
$58.2K - $63.3K
|
2.26K
$679K
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
SELL
|
- |
-247- 6.83% |
$58.7K - $63.8K
|
3.37K
$1.01M
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-254- 4.92% |
$60.4K - $65.6K
|
4.91K
$1.47M
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-260- 2.44% |
$61.8K - $67.2K
|
10.4K
$3.12M
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-263- 5.42% |
$62.5K - $67.9K
|
4.59K
$1.38M
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-276- 12.57% |
$65.6K - $71.3K
|
1.92K
$576K
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-284- 5.3% |
$67.5K - $73.4K
|
5.07K
$1.52M
|