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 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
189+ 74.12% |
$44.9K - $48.8K
|
444
$132K
|
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
186+ 2.55% |
$44.2K - $48K
|
7.49K
$2.23M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
180+ 3.43% |
$42.8K - $46.5K
|
5.43K
$1.62M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
180+ 3.85% |
$42.8K - $46.5K
|
4.85K
$1.45M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
179New |
$42.5K - $46.2K
|
179
$53.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
176+ 10.38% |
$41.8K - $45.5K
|
1.87K
$557K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
174+ 4.28% |
$41.3K - $44.9K
|
4.24K
$1.26M
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
173+ 22.07% |
$41.1K - $44.7K
|
957
$285K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
173+ 540.63% |
$41.1K - $44.7K
|
205
$61.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
169+ 5.5% |
$40.2K - $43.7K
|
3.24K
$965K
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
166+ 10.2% |
$39.4K - $42.9K
|
1.79K
$534K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
162+ 2.64% |
$38.5K - $41.8K
|
6.29K
$1.87M
|
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
158+ 3.95% |
$37.5K - $40.8K
|
4.16K
$1.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
156+ 0.95% |
$37.1K - $40.3K
|
16.6K
$4.94M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
155+ 7.74% |
$36.8K - $40K
|
2.16K
$643K
|
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
150+ 4.44% |
$35.6K - $38.7K
|
3.53K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
149+ 1.29% |
$35.4K - $38.5K
|
11.7K
$3.48M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
149+ 16.0% |
$35.4K - $38.5K
|
1.08K
$322K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
147+ 0.4% |
$34.9K - $38K
|
36.7K
$10.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
144+ 64.57% |
$34.2K - $37.2K
|
367
$109K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
143New |
$34K - $36.9K
|
143
$42.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
139+ 2.99% |
$33K - $35.9K
|
4.78K
$1.42M
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
138+ 1.27% |
$32.8K - $35.6K
|
11K
$3.28M
|
|
|
Jul 16, 2024
Q2 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
137+ 4.56% |
$32.6K - $35.4K
|
3.14K
$936K
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
135+ 13.65% |
$32.1K - $34.9K
|
1.12K
$335K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
135+ 10.99% |
$32.1K - $34.9K
|
1.36K
$406K
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
135+ 4.5% |
$32.1K - $34.9K
|
3.14K
$934K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
134+ 32.92% |
$31.8K - $34.6K
|
541
$161K
|
|
|
Jul 16, 2024
Q2 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
129+ 5.59% |
$30.7K - $33.3K
|
2.44K
$726K
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
129+ 0.41% |
$30.7K - $33.3K
|
31.2K
$9.31M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
122+ 7.91% |
$29K - $31.5K
|
1.67K
$496K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
122+ 2.15% |
$29K - $31.5K
|
5.79K
$1.72M
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
116+ 1.28% |
$27.6K - $30K
|
9.2K
$2.74M
|
|
|
Jul 31, 2024
Q2 2024
|
Bell Bank
|
BUY
|
- |
115+ 5.55% |
$27.3K - $29.7K
|
2.19K
$651K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
114+ 3.31% |
$27.1K - $29.4K
|
3.55K
$1.06M
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
BUY
|
- |
112+ 6.62% |
$26.6K - $28.9K
|
1.8K
$537K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
111+ 6.98% |
$26.4K - $28.7K
|
1.7K
$507K
|
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
110+ 2.05% |
$26.1K - $28.4K
|
5.47K
$1.63M
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
110+ 0.88% |
$26.1K - $28.4K
|
12.6K
$3.76M
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
110+ 0.67% |
$26.1K - $28.4K
|
16.6K
$4.93M
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
109+ 2.46% |
$25.9K - $28.2K
|
4.54K
$1.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
108+ 3.16% |
$25.7K - $27.9K
|
3.53K
$1.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
107+ 1.49% |
$25.4K - $27.6K
|
7.3K
$2.17M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
106+ 0.92% |
$25.2K - $27.4K
|
11.6K
$3.45M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
106+ 6.32% |
$25.2K - $27.4K
|
1.78K
$531K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
105+ 9.43% |
$25K - $27.1K
|
1.22K
$363K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
105+ 1.47% |
$25K - $27.1K
|
7.26K
$2.16M
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
103+ 0.89% |
$24.5K - $26.6K
|
11.7K
$3.48M
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
103+ 15.12% |
$24.5K - $26.6K
|
784
$234K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
101+ 1.68% |
$24K - $26.1K
|
6.12K
$1.82M
|