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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
467+ 8.16% |
$98.3K - $112K
|
6.19K
$1.84M
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
BUY
|
- |
460+ 41.93% |
$96.9K - $110K
|
1.56K
$464K
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
446+ 42.52% |
$93.9K - $107K
|
1.5K
$445K
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
445+ 24.25% |
$93.7K - $107K
|
2.28K
$679K
|
|
Nov 01, 2023
Q3 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
440+ 2.95% |
$92.7K - $105K
|
15.3K
$4.57M
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
429+ 8.05% |
$90.3K - $103K
|
5.76K
$1.72M
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
425+ 1.37% |
$89.5K - $102K
|
31.5K
$9.38M
|
|
Nov 06, 2023
Q3 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
408+ 3.65% |
$85.9K - $97.7K
|
11.6K
$3.45M
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
407+ 3.22% |
$85.7K - $97.5K
|
13K
$3.88M
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
399+ 4.79% |
$84K - $95.6K
|
8.72K
$2.6M
|
|
Oct 04, 2023
Q3 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
398+ 0.7% |
$83.8K - $95.3K
|
57K
$17M
|
|
Nov 01, 2023
Q3 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
397+ 6.58% |
$83.6K - $95.1K
|
6.43K
$1.92M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
394+ 5.75% |
$83K - $94.4K
|
7.24K
$2.16M
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
390+ 28.51% |
$82.1K - $93.4K
|
1.76K
$524K
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
388+ 27.54% |
$81.7K - $92.9K
|
1.8K
$535K
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
386+ 877.27% |
$81.3K - $92.4K
|
430
$128K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
383+ 6.12% |
$80.7K - $91.7K
|
6.65K
$1.98M
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
380New |
$80K - $91K
|
380
$113K
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
378+ 22.46% |
$79.6K - $90.5K
|
2.06K
$614K
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
376+ 4.96% |
$79.2K - $90K
|
7.96K
$2.37M
|
|
Nov 03, 2023
Q3 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
370+ 13.73% |
$77.9K - $88.6K
|
3.06K
$913K
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
364+ 7.28% |
$76.7K - $87.2K
|
5.36K
$1.6M
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
364+ 59.48% |
$76.7K - $87.2K
|
976
$291K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
364New |
$76.7K - $87.2K
|
364
$108K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
357+ 7.38% |
$75.2K - $85.5K
|
5.19K
$1.55M
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
353+ 8.61% |
$74.3K - $84.5K
|
4.45K
$1.33M
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
350+ 23.79% |
$73.7K - $83.8K
|
1.82K
$542K
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
343New |
$72.2K - $82.1K
|
343
$102K
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
337+ 2.93% |
$71K - $80.7K
|
11.8K
$3.53M
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
335+ 0.67% |
$70.5K - $80.2K
|
50.1K
$14.9M
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
325+ 87.6% |
$68.4K - $77.8K
|
696
$207K
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
323+ 8.65% |
$68K - $77.4K
|
4.06K
$1.21M
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
314+ 13.73% |
$66.1K - $75.2K
|
2.6K
$775K
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
310+ 6.08% |
$65.3K - $74.2K
|
5.41K
$1.61M
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
303+ 32.41% |
$63.8K - $72.6K
|
1.24K
$369K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
298+ 3.35% |
$62.8K - $71.4K
|
9.2K
$2.74M
|
|
Nov 13, 2023
Q3 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
298+ 5.8% |
$62.8K - $71.4K
|
5.43K
$1.62M
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
295+ 72.13% |
$62.1K - $70.6K
|
704
$210K
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
291+ 21.93% |
$61.3K - $69.7K
|
1.62K
$482K
|
|
Oct 13, 2023
Q3 2023
|
Veery Capital, LLC
|
BUY
|
- |
287+ 1.76% |
$60.4K - $68.7K
|
16.6K
$4.93M
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
285+ 3.66% |
$60K - $68.3K
|
8.08K
$2.41M
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
274+ 7.37% |
$57.7K - $65.6K
|
3.99K
$1.19M
|
|
Nov 14, 2023
Q3 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
242+ 1.03% |
$51K - $58K
|
23.8K
$7.08M
|
|
Nov 13, 2023
Q3 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
240+ 3.88% |
$50.5K - $57.5K
|
6.43K
$1.91M
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
237+ 8.19% |
$49.9K - $56.8K
|
3.13K
$933K
|
|
Nov 13, 2023
Q3 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
236+ 2.4% |
$49.7K - $56.5K
|
10.1K
$3M
|
|
Sep 04, 2024
Q3 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
236+ 2.4% |
$49.7K - $56.5K
|
10.1K
$3M
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
230+ 4.29% |
$48.4K - $55.1K
|
5.59K
$1.66M
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
220+ 3.39% |
$46.3K - $52.7K
|
6.7K
$2M
|
|
Nov 13, 2023
Q3 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
211+ 4.82% |
$44.4K - $50.5K
|
4.59K
$1.37M
|