Purchases and Sales Made in Q2 2025 in Vanguard Small Cap Growth ETF (VBK)
This table provides information about the institutional ownership of Vanguard Small Cap Growth ETF (VBK) during Q2 2025. 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 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.19K- 23.48% |
$262K - $330K
|
3.89K
$1.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-1.24K- 9.85% |
$273K - $345K
|
11.4K
$3.49M
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.27K- 3.23% |
$278K - $350K
|
37.9K
$11.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-1.36K- 75.49% |
$299K - $377K
|
442
$135K
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.5K- 21.41% |
$330K - $416K
|
5.51K
$1.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.55K- 5.85% |
$340K - $429K
|
24.9K
$7.64M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.56K- 47.08% |
$342K - $431K
|
1.75K
$536K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.57K- 68.49% |
$346K - $436K
|
724
$222K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.58K- 2.21% |
$347K - $438K
|
69.9K
$21.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.58K- 3.27% |
$347K - $438K
|
46.8K
$14.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.65K- 1.82% |
$362K - $456K
|
88.7K
$27.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.65K- 40.04% |
$363K - $458K
|
2.48K
$759K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.66K- 29.96% |
$365K - $459K
|
3.88K
$1.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-1.74K- 11.93% |
$382K - $481K
|
12.8K
$3.92M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1.74K- 16.24% |
$382K - $482K
|
8.97K
$2.75M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.82K- 46.19% |
$401K - $505K
|
2.12K
$651K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.85K- 10.65% |
$407K - $513K
|
15.5K
$4.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.89K- 3.35% |
$416K - $525K
|
54.7K
$16.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.95K- 5.65% |
$429K - $541K
|
32.6K
$10M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.99K- 16.9% |
$438K - $551K
|
9.79K
$3M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-2.05K- 32.15% |
$451K - $569K
|
4.33K
$1.33M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-2.07K- 30.33% |
$455K - $573K
|
4.75K
$1.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.07K- 30.33% |
$455K - $573K
|
4.75K
$1.46M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.11K- 17.11% |
$464K - $585K
|
10.2K
$3.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2.13K- 25.19% |
$468K - $590K
|
6.33K
$1.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-2.18K- 15.04% |
$479K - $604K
|
12.3K
$3.77M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-2.19K- 1.64% |
$480K - $605K
|
131K
$40.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Tenret CO LLC
|
SELL
|
- |
-2.23K- 12.32% |
$489K - $616K
|
15.8K
$4.86M
|
|
|
Aug 11, 2025
Q2 2025
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-2.24K- 63.75% |
$493K - $621K
|
1.28K
$391K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2.32K- 12.73% |
$511K - $644K
|
15.9K
$4.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-2.41K- 36.73% |
$530K - $668K
|
4.15K
$1.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.45K- 9.83% |
$539K - $679K
|
22.5K
$6.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.46K- 3.79% |
$540K - $680K
|
62.3K
$19.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-2.46K- 0.77% |
$541K - $681K
|
317K
$97.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-2.47K- 61.83% |
$543K - $685K
|
1.53K
$468K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.48K- 11.91% |
$545K - $687K
|
18.3K
$5.62M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.53K- 8.39% |
$555K - $699K
|
27.6K
$8.45M
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-2.63K- 74.55% |
$577K - $728K
|
897
$275K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-2.66K- 4.66% |
$585K - $737K
|
54.4K
$16.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.67K- 37.35% |
$588K - $741K
|
4.49K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.73K- 5.36% |
$600K - $757K
|
48.2K
$14.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2.76K- 19.72% |
$605K - $763K
|
11.2K
$3.44M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.81K- 1.79% |
$617K - $778K
|
154K
$47.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.94K- 6.91% |
$646K - $814K
|
39.6K
$12.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.96K- 9.22% |
$649K - $818K
|
29.1K
$8.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.97K- 6.9% |
$653K - $823K
|
40.1K
$12.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.06K- 2.64% |
$672K - $847K
|
113K
$34.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-3.15K- 12.67% |
$693K - $873K
|
21.7K
$6.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-3.16K- 44.31% |
$695K - $875K
|
3.97K
$1.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.19K- 88.94% |
$700K - $882K
|
396
$121K
|