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 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.52K+ 18.72% |
$531K - $603K
|
16K
$4.79M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.52K+ 7.19% |
$530K - $602K
|
37.5K
$11.2M
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
2.49K+ 13.48% |
$524K - $596K
|
21K
$6.29M
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
2.43K+ 5.06% |
$511K - $581K
|
50.4K
$15.1M
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2.3KNew |
$485K - $552K
|
2.3K
$691K
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
2.12KNew |
$447K - $508K
|
2.12K
$637K
|
|
Nov 16, 2023
Q3 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.11KNew |
$444K - $505K
|
2.11K
$633K
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.08K+ 26.87% |
$437K - $497K
|
9.81K
$2.94M
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
2.06K+ 15.02% |
$434K - $493K
|
15.8K
$4.73M
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
2.06K+ 15.02% |
$434K - $493K
|
15.8K
$4.73M
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.02K+ 7.78% |
$425K - $483K
|
28K
$8.39M
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2K+ 31.19% |
$420K - $478K
|
8.4K
$2.52M
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
2K+ 1.88% |
$420K - $478K
|
108K
$32.5M
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
2K+ 1.88% |
$420K - $478K
|
108K
$32.5M
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.97K+ 17.77% |
$415K - $472K
|
13.1K
$3.92M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.96K+ 9.93% |
$412K - $469K
|
21.7K
$6.5M
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
1.94K+ 30.42% |
$409K - $466K
|
8.34K
$2.5M
|
|
Nov 13, 2023
Q3 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.93KNew |
$407K - $462K
|
1.93K
$579K
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.93KNew |
$406K - $462K
|
1.93K
$579K
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.92KNew |
$403K - $459K
|
1.92K
$574K
|
|
Nov 14, 2023
Q3 2023
|
Jentner Corp
|
BUY
|
- |
1.9K+ 1.97% |
$400K - $455K
|
98.5K
$29.5M
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
1.87K+ 4.7% |
$393K - $447K
|
41.6K
$12.5M
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.8KNew |
$379K - $431K
|
1.8K
$540K
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.76K+ 3.15% |
$370K - $421K
|
57.6K
$17.3M
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.75KNew |
$369K - $419K
|
1.75K
$525K
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.69K+ 41.37% |
$356K - $405K
|
5.78K
$1.73M
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.68K+ 22.41% |
$354K - $402K
|
9.18K
$2.75M
|
|
Oct 27, 2023
Q3 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
1.67KNew |
$352K - $401K
|
1.67K
$502K
|
|
Oct 26, 2023
Q3 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1.65K+ 10.04% |
$348K - $395K
|
18.1K
$5.43M
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.62K+ 55.33% |
$342K - $389K
|
4.56K
$1.37M
|
|
Nov 14, 2023
Q3 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.56K+ 11.91% |
$329K - $375K
|
14.7K
$4.41M
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.56K+ 11.91% |
$329K - $375K
|
14.7K
$4.41M
|
|
Oct 13, 2023
Q3 2023
|
Cohen Klingenstein LLC
|
BUY
|
- |
1.55K+ 0.44% |
$326K - $371K
|
352K
$105M
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.54K+ 1.57% |
$325K - $369K
|
99.7K
$29.9M
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.52K+ 15.07% |
$319K - $363K
|
11.6K
$3.47M
|
|
Nov 14, 2023
Q3 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
1.47K+ 10.76% |
$309K - $351K
|
15.1K
$4.53M
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
1.44K+ 84.17% |
$303K - $345K
|
3.15K
$946K
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.4K+ 27.06% |
$294K - $334K
|
6.55K
$1.97M
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
BUY
|
- |
1.37K+ 3.74% |
$289K - $329K
|
38.1K
$11.4M
|
|
Oct 25, 2023
Q3 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.37K+ 1.86% |
$289K - $329K
|
75K
$22.5M
|
|
Nov 15, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.29KNew |
$272K - $309K
|
1.29K
$387K
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.28K+ 15.67% |
$269K - $306K
|
9.44K
$2.83M
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.25K+ 8.09% |
$262K - $298K
|
16.6K
$4.99M
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
1.23K+ 17.89% |
$259K - $295K
|
8.12K
$2.44M
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.23KNew |
$259K - $295K
|
1.23K
$369K
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.22KNew |
$257K - $292K
|
1.22K
$366K
|
|
Nov 13, 2023
Q3 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.21K+ 46.38% |
$254K - $289K
|
3.8K
$1.14M
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.2K+ 15.6% |
$252K - $287K
|
8.87K
$2.66M
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.19K+ 51.42% |
$251K - $285K
|
3.51K
$1.05M
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.17K+ 1.7% |
$246K - $279K
|
69.7K
$20.9M
|