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 20, 2023
Q3 2023
|
One Day In July LLC
|
BUY
|
- |
6.16K+ 7.45% |
$1.3M - $1.48M
|
88.8K
$26.5M
|
|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
6.08K+ 33.99% |
$1.28M - $1.46M
|
24K
$7.14M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.06KNew |
$1.28M - $1.45M
|
6.06K
$1.81M
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
5.88KNew |
$1.24M - $1.41M
|
5.88K
$1.75M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.78K+ 2.9% |
$1.22M - $1.39M
|
205K
$61.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.67K+ 201.92% |
$1.19M - $1.36M
|
8.47K
$2.52M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.45K+ 5.54% |
$1.15M - $1.31M
|
104K
$31M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
5.34K+ 5.42% |
$1.13M - $1.28M
|
104K
$31M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.24K+ 324.15% |
$1.1M - $1.25M
|
6.85K
$2.04M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
5.13K+ 1.9% |
$1.08M - $1.23M
|
275K
$82M
|
|
|
Oct 19, 2023
Q3 2023
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
5.03K+ 10.55% |
$1.06M - $1.21M
|
52.8K
$15.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
5.03KNew |
$1.06M - $1.2M
|
5.03K
$1.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.97K+ 2.35% |
$1.05M - $1.19M
|
217K
$64.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.91K+ 3.44% |
$1.03M - $1.18M
|
148K
$44M
|
|
|
Oct 10, 2023
Q3 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.8K+ 5.54% |
$1.01M - $1.15M
|
91.4K
$27.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
4.78K+ 2.11% |
$1.01M - $1.14M
|
232K
$69M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.66K+ 408.24% |
$981K - $1.12M
|
5.8K
$1.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.22K+ 10.83% |
$888K - $1.01M
|
43.2K
$12.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
4KNew |
$842K - $958K
|
4K
$1.19M
|
|
|
Nov 08, 2023
Q3 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
3.91K+ 6.83% |
$823K - $936K
|
61.1K
$18.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
3.84K+ 10.2% |
$810K - $921K
|
41.5K
$12.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.81K+ 3.56% |
$803K - $913K
|
111K
$33M
|
|
|
Nov 14, 2023
Q3 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
3.75K+ 59.05% |
$789K - $897K
|
10.1K
$3.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.7K+ 177.71% |
$779K - $886K
|
5.78K
$1.72M
|
|
|
Oct 10, 2023
Q3 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
3.7K+ 7.97% |
$779K - $886K
|
50.1K
$14.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.68K+ 11.39% |
$775K - $881K
|
36K
$10.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.66K+ 1.88% |
$772K - $877K
|
198K
$59.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.56K+ 1.63% |
$750K - $853K
|
222K
$66.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.48K+ 22.78% |
$733K - $834K
|
18.8K
$5.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.46K+ 4.12% |
$728K - $828K
|
87.4K
$26M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.39K+ 24.74% |
$715K - $813K
|
17.1K
$5.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
3.33K+ 2.14% |
$702K - $798K
|
159K
$47.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
3.11K+ 36.04% |
$654K - $744K
|
11.7K
$3.49M
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
3.06KNew |
$644K - $733K
|
3.06K
$911K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.01K+ 14.98% |
$633K - $720K
|
23.1K
$6.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.99K+ 42.74% |
$629K - $716K
|
9.98K
$2.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.95K+ 4102.78% |
$622K - $707K
|
3.03K
$901K
|
|
|
Oct 06, 2023
Q3 2023
|
Members Trust CO
|
BUY
|
- |
2.94K+ 2.03% |
$619K - $704K
|
148K
$44M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.91K+ 199.25% |
$613K - $697K
|
4.37K
$1.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.84K+ 59.36% |
$598K - $680K
|
7.63K
$2.27M
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.76K+ 7.85% |
$582K - $661K
|
38K
$11.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
2.76KNew |
$581K - $661K
|
2.76K
$822K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.73K+ 43.47% |
$575K - $654K
|
9.01K
$2.68M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.72K+ 3.51% |
$573K - $652K
|
80.4K
$23.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2.7KNew |
$569K - $647K
|
2.7K
$804K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.67K+ 7.86% |
$562K - $639K
|
36.6K
$10.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.66K+ 12.75% |
$560K - $637K
|
23.5K
$7.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
2.59K+ 4.75% |
$545K - $620K
|
57.1K
$17M
|
|
|
Nov 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
2.54KNew |
$534K - $607K
|
2.54K
$755K
|
|
|
Oct 31, 2023
Q3 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
2.52K+ 19.39% |
$531K - $604K
|
15.5K
$4.63M
|