Purchases and Sales Made in Q3 2023 in Vanguard Small Cap Growth ETF (VBK)
This table provides information about the institutional ownership of Vanguard Small Cap Growth ETF (VBK) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
335KNew |
$70.6M - $80.3M
|
335K
$95.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
261K+ 1560.71% |
$54.9M - $62.4M
|
277K
$79.3M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
245KNew |
$51.6M - $58.7M
|
245K
$70M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
240K+ 108.32% |
$50.5M - $57.4M
|
461K
$132M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
199K+ 917.01% |
$42M - $47.7M
|
221K
$63.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
133KNew |
$28M - $31.8M
|
133K
$38M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
87.5KNew |
$18.4M - $21M
|
87.5K
$25M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
63.3K+ 61.87% |
$13.3M - $15.2M
|
166K
$47.4M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
52.2KNew |
$11M - $12.5M
|
52.2K
$14.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
48.6K+ 8.62% |
$10.2M - $11.6M
|
612K
$175M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
45.7K+ 17.15% |
$9.63M - $10.9M
|
312K
$89.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
36.6K+ 19.01% |
$7.71M - $8.76M
|
229K
$65.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
36.5K+ 2.91% |
$7.7M - $8.75M
|
1.29M
$370M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
36.2KNew |
$7.62M - $8.66M
|
36.2K
$10.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
33.4K+ 63.82% |
$7.04M - $8.01M
|
85.8K
$24.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
28.3KNew |
$5.96M - $6.78M
|
28.3K
$8.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
27.6KNew |
$5.81M - $6.61M
|
27.6K
$7.89M
|
|
|
Dec 20, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
24.9K+ 264.49% |
$5.25M - $5.97M
|
34.4K
$9.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
24.6K+ 10.11% |
$5.18M - $5.89M
|
268K
$76.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
22.9KNew |
$4.82M - $5.48M
|
22.9K
$6.55M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
21.4K+ 2.59% |
$4.51M - $5.13M
|
848K
$243M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
20.5K+ 48.63% |
$4.32M - $4.91M
|
62.7K
$17.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
20.2K+ 2.72% |
$4.25M - $4.83M
|
763K
$218M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
19.3K+ 35.44% |
$4.06M - $4.62M
|
73.7K
$21.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
19K+ 25.87% |
$4M - $4.55M
|
92.4K
$26.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
BUY
|
- |
16.6KNew |
$3.49M - $3.96M
|
16.6K
$4.73M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.5K+ 0.83% |
$3.26M - $3.71M
|
1.89M
$540M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
15.2K+ 356.73% |
$3.2M - $3.64M
|
19.5K
$5.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
15KNew |
$3.16M - $3.6M
|
15K
$4.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
14.2KNew |
$2.98M - $3.39M
|
14.2K
$4.05M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
14K+ 5.33% |
$2.94M - $3.35M
|
276K
$79M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.8K+ 2.08% |
$2.69M - $3.06M
|
628K
$180M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.5K+ 23.18% |
$2.62M - $2.98M
|
66.2K
$18.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
11.3K+ 3.14% |
$2.37M - $2.7M
|
371K
$106M
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
10.6KNew |
$2.24M - $2.55M
|
10.6K
$3.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10.5K+ 2.12% |
$2.21M - $2.52M
|
507K
$145M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
9.75K+ 296.38% |
$2.05M - $2.34M
|
13K
$3.73M
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
9.73KNew |
$2.05M - $2.33M
|
9.73K
$2.78M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.7K+ 3.06% |
$2.04M - $2.32M
|
327K
$93.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.38K+ 5.37% |
$1.97M - $2.25M
|
184K
$52.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.12K+ 5.6% |
$1.92M - $2.18M
|
172K
$49.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
8.53K+ 17.08% |
$1.8M - $2.04M
|
58.5K
$16.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.73K+ 596.06% |
$1.63M - $1.85M
|
9.02K
$2.58M
|
|
|
Oct 30, 2023
Q3 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
7.48K+ 30.57% |
$1.58M - $1.79M
|
32K
$9.14M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
7.4K+ 16.12% |
$1.56M - $1.77M
|
53.3K
$15.2M
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
7.29K+ 26.06% |
$1.53M - $1.74M
|
35.2K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6.86K+ 69.89% |
$1.44M - $1.64M
|
16.7K
$4.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.77K+ 18.09% |
$1.43M - $1.62M
|
44.2K
$12.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.68K+ 4.16% |
$1.41M - $1.6M
|
167K
$47.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.25K+ 28.95% |
$1.32M - $1.5M
|
27.8K
$7.96M
|