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 |
---|---|---|---|---|---|---|---|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
24New |
$5.27K - $6.65K
|
24
$7.35K
|
|
Aug 12, 2025
Q2 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
24+ 0.44% |
$5.27K - $6.65K
|
5.5K
$1.69M
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
22+ 0.92% |
$4.83K - $6.09K
|
2.41K
$738K
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
22+ 2.01% |
$4.83K - $6.09K
|
1.12K
$342K
|
|
Aug 13, 2025
Q2 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
20New |
$4.4K - $5.54K
|
20
$6.13K
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
20+ 0.34% |
$4.4K - $5.54K
|
5.83K
$1.79M
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
19+ 2.17% |
$4.18K - $5.26K
|
894
$274K
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
18+ 1.31% |
$3.96K - $4.98K
|
1.39K
$427K
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
18+ 2.2% |
$3.96K - $4.98K
|
835
$256K
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
17+ 3.51% |
$3.74K - $4.71K
|
502
$154K
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
15+ 48.39% |
$3.3K - $4.15K
|
46
$14.1K
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
15New |
$3.3K - $4.15K
|
15
$4.6K
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
15+ 1.02% |
$3.3K - $4.15K
|
1.49K
$456K
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
15+ 0.36% |
$3.3K - $4.15K
|
4.18K
$1.28M
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
14+ 0.35% |
$3.08K - $3.88K
|
4K
$1.23M
|
|
Jul 18, 2025
Q2 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
14+ 0.49% |
$3.08K - $3.88K
|
2.88K
$884K
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
12+ 0.18% |
$2.64K - $3.32K
|
6.6K
$2.02M
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
11+ 31.43% |
$2.42K - $3.05K
|
46
$14.1K
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
10New |
$2.2K - $2.77K
|
10
$3.06K
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
9+ 0.15% |
$1.98K - $2.49K
|
6.18K
$1.89M
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
9+ 2.04% |
$1.98K - $2.49K
|
450
$138K
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
8+ 0.79% |
$1.76K - $2.22K
|
1.02K
$312K
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8+ 0.1% |
$1.76K - $2.22K
|
7.64K
$2.34M
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
8New |
$1.76K - $2.22K
|
8
$2.45K
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
8+ 0.14% |
$1.76K - $2.22K
|
5.73K
$1.75M
|
|
Aug 20, 2025
Q2 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
7+ 0.55% |
$1.54K - $1.94K
|
1.28K
$391K
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
6+ 300.0% |
$1.32K - $1.66K
|
8
$2.45K
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
6+ 0.27% |
$1.32K - $1.66K
|
2.23K
$683K
|
|
Aug 12, 2025
Q2 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
5+ 0.07% |
$1.1K - $1.38K
|
7.08K
$2.17M
|
|
Aug 08, 2025
Q2 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
5+ 0.28% |
$1.1K - $1.38K
|
1.76K
$539K
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5+ 0.2% |
$1.1K - $1.38K
|
2.48K
$758K
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
5+ 0.22% |
$1.1K - $1.38K
|
2.25K
$690K
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
3+ 13.04% |
$659 - $831
|
26
$7.97K
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2+ 2.15% |
$440 - $554
|
95
$29.1K
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2+ 0.04% |
$440 - $554
|
5.54K
$1.7M
|
|
Aug 15, 2025
Q2 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2+ 0.15% |
$440 - $554
|
1.35K
$414K
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.11% |
$220 - $277
|
902
$276K
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1+ 0.06% |
$220 - $277
|
1.57K
$480K
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1+ 1.61% |
$220 - $277
|
63
$19.3K
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-1- 1.22% |
$220 - $277
|
81
$24.8K
|
|
Jul 18, 2025
Q2 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-1- 0.01% |
$220 - $277
|
14.3K
$4.37M
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
SELL
|
- |
-1- 0.04% |
$220 - $277
|
2.56K
$785K
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2- 0.11% |
$440 - $554
|
1.78K
$546K
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-3- 7.89% |
$659 - $831
|
35
$10.7K
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
SELL
|
- |
-3- 0.26% |
$659 - $831
|
1.16K
$355K
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-4- 0.3% |
$879 - $1.11K
|
1.32K
$404K
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-4- 0.2% |
$879 - $1.11K
|
1.98K
$608K
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-4- 0.35% |
$879 - $1.11K
|
1.13K
$346K
|