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 03, 2023
Q3 2023
|
Mtc Wealth Management LLC
|
BUY
|
- |
100+ 0.82% |
$21.1K - $23.9K
|
12.3K
$3.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
98+ 25.65% |
$20.6K - $23.5K
|
480
$144K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
92+ 5.07% |
$19.4K - $22K
|
1.91K
$571K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
91+ 1.6% |
$19.2K - $21.8K
|
5.77K
$1.73M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
89+ 8.4% |
$18.7K - $21.3K
|
1.15K
$345K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
88+ 6.76% |
$18.5K - $21.1K
|
1.39K
$417K
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
87+ 4.39% |
$18.3K - $20.8K
|
2.07K
$621K
|
|
|
Oct 25, 2023
Q3 2023
|
Jacobsen Capital Management
|
BUY
|
- |
86+ 0.19% |
$18.1K - $20.6K
|
45.6K
$13.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
84+ 20.69% |
$17.7K - $20.1K
|
490
$147K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
83+ 2.1% |
$17.5K - $19.9K
|
4.03K
$1.21M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
82+ 5.36% |
$17.3K - $19.6K
|
1.61K
$483K
|
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
79+ 658.33% |
$16.6K - $18.9K
|
91
$27.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
77+ 3.02% |
$16.2K - $18.4K
|
2.63K
$788K
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
75+ 2.24% |
$15.8K - $18K
|
3.42K
$1.02M
|
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
74+ 1.32% |
$15.6K - $17.7K
|
5.7K
$1.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
73+ 2.74% |
$15.4K - $17.5K
|
2.73K
$820K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
73+ 8.97% |
$15.4K - $17.5K
|
887
$266K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
71New |
$15K - $17K
|
71
$21.3K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
70+ 5.82% |
$14.7K - $16.8K
|
1.27K
$382K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
69+ 0.6% |
$14.5K - $16.5K
|
11.5K
$3.44M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
BUY
|
- |
66+ 0.11% |
$13.9K - $15.8K
|
61.4K
$18.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
64New |
$13.5K - $15.3K
|
64
$19.2K
|
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
64+ 0.89% |
$13.5K - $15.3K
|
7.26K
$2.18M
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
63+ 6.06% |
$13.3K - $15.1K
|
1.1K
$331K
|
|
|
Nov 14, 2023
Q3 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
61+ 2.11% |
$12.8K - $14.6K
|
2.96K
$887K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
60+ 19.29% |
$12.6K - $14.4K
|
371
$111K
|
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
60+ 0.16% |
$12.6K - $14.4K
|
37.6K
$11.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
60+ 4.78% |
$12.6K - $14.4K
|
1.32K
$395K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
59+ 5.21% |
$12.4K - $14.1K
|
1.19K
$357K
|
|
|
Oct 19, 2023
Q3 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
58+ 1.84% |
$12.2K - $13.9K
|
3.21K
$962K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
56+ 1.28% |
$11.8K - $13.4K
|
4.43K
$1.33M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
54+ 2.29% |
$11.4K - $12.9K
|
2.41K
$723K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
53+ 4.48% |
$11.2K - $12.7K
|
1.24K
$371K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
52+ 1.91% |
$11K - $12.5K
|
2.77K
$830K
|
|
|
Oct 12, 2023
Q3 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
52+ 5.82% |
$11K - $12.5K
|
945
$283K
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
51+ 0.06% |
$10.7K - $12.2K
|
81.6K
$24.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
50+ 1.96% |
$10.5K - $12K
|
2.6K
$780K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
49New |
$10.3K - $11.7K
|
49
$14.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
48+ 1.75% |
$10.1K - $11.5K
|
2.79K
$837K
|
|
|
Nov 09, 2023
Q3 2023
|
University Of Texas
|
BUY
|
- |
48New |
$10.1K - $11.5K
|
48
$14.4K
|
|
|
Aug 29, 2024
Q3 2023
|
University Of Texas
|
BUY
|
- |
48New |
$10.1K - $11.5K
|
48
$14.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
48+ 1.96% |
$10.1K - $11.5K
|
2.5K
$750K
|
|
|
Oct 30, 2023
Q3 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
48+ 0.39% |
$10.1K - $11.5K
|
12.3K
$3.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
46+ 1.85% |
$9.69K - $11K
|
2.54K
$761K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
45+ 5.57% |
$9.48K - $10.8K
|
853
$256K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
45+ 0.92% |
$9.48K - $10.8K
|
4.92K
$1.48M
|
|
|
Oct 16, 2023
Q3 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
43+ 4.54% |
$9.06K - $10.3K
|
991
$297K
|
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
43New |
$9.06K - $10.3K
|
43
$12.9K
|
|
|
Oct 16, 2023
Q3 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
43+ 3.77% |
$9.06K - $10.3K
|
1.18K
$355K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
40New |
$8.42K - $9.58K
|
40
$12K
|