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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.52K+ 8.58% |
$362K - $394K
|
19.3K
$5.74M
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.52K+ 17.15% |
$361K - $392K
|
10.4K
$3.09M
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.5K+ 1250.0% |
$356K - $387K
|
1.62K
$483K
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.48K+ 1.47% |
$351K - $382K
|
102K
$30.3M
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.46KNew |
$346K - $376K
|
1.46K
$434K
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.46K+ 13.55% |
$346K - $376K
|
12.2K
$3.63M
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.45K+ 41.13% |
$346K - $376K
|
4.99K
$1.49M
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
1.44KNew |
$343K - $373K
|
1.44K
$430K
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.44KNew |
$343K - $372K
|
1.44K
$429K
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
1.44K+ 3.15% |
$341K - $371K
|
47K
$14M
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.42K+ 71.03% |
$337K - $366K
|
3.41K
$1.02M
|
|
Jul 19, 2024
Q2 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
1.42K+ 2.74% |
$336K - $366K
|
53.1K
$15.8M
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.41K+ 1.11% |
$334K - $363K
|
128K
$38M
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.39K+ 43.26% |
$331K - $360K
|
4.61K
$1.37M
|
|
Aug 13, 2024
Q2 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
1.37KNew |
$326K - $354K
|
1.37K
$408K
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.34K+ 0.99% |
$318K - $346K
|
137K
$40.9M
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1.27K+ 77.27% |
$301K - $328K
|
2.91K
$866K
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.25K+ 27.38% |
$296K - $322K
|
5.8K
$1.73M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.25K+ 3.42% |
$296K - $322K
|
37.7K
$11.2M
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.2K+ 41.48% |
$284K - $309K
|
4.08K
$1.21M
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.13K+ 4.42% |
$269K - $293K
|
26.8K
$7.98M
|
|
Aug 14, 2024
Q2 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1.13KNew |
$268K - $292K
|
1.13K
$336K
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.08KNew |
$256K - $278K
|
1.08K
$321K
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.06K+ 22.57% |
$251K - $273K
|
5.74K
$1.71M
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.04KNew |
$247K - $268K
|
1.04K
$309K
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.02K+ 6.77% |
$243K - $265K
|
16.2K
$4.81M
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.02KNew |
$242K - $263K
|
1.02K
$303K
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.01K+ 11.63% |
$239K - $260K
|
9.65K
$2.88M
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1K+ 4.86% |
$238K - $259K
|
21.6K
$6.44M
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
996New |
$237K - $257K
|
996
$297K
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
985New |
$234K - $254K
|
985
$293K
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
982+ 24.49% |
$233K - $254K
|
4.99K
$1.49M
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
979+ 6.19% |
$233K - $253K
|
16.8K
$5M
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
973New |
$231K - $251K
|
973
$290K
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
962New |
$229K - $248K
|
962
$287K
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
959+ 1.58% |
$228K - $248K
|
61.6K
$18.3M
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
958+ 15.23% |
$228K - $247K
|
7.25K
$2.16M
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
949+ 37.24% |
$226K - $245K
|
3.5K
$1.04M
|
|
Jul 10, 2024
Q2 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
935+ 1.69% |
$222K - $242K
|
56.4K
$16.8M
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
927+ 35.44% |
$220K - $239K
|
3.54K
$1.06M
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
903New |
$215K - $233K
|
903
$269K
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
893+ 2.99% |
$212K - $231K
|
30.7K
$9.15M
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
890+ 1.93% |
$211K - $230K
|
47K
$14M
|
|
Jul 19, 2024
Q2 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
868New |
$206K - $224K
|
868
$259K
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
865New |
$206K - $223K
|
865
$258K
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
862New |
$205K - $223K
|
862
$257K
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
838+ 7.2% |
$199K - $216K
|
12.5K
$3.72M
|
|
Aug 14, 2024
Q2 2024
|
Geneva Capital Management LLC
|
BUY
|
- |
838New |
$199K - $216K
|
838
$250K
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
830+ 26.13% |
$197K - $214K
|
4.01K
$1.19M
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
825+ 0.16% |
$196K - $213K
|
507K
$151M
|