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 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
40New |
$8.42K - $9.58K
|
40
$10.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
39+ 0.49% |
$8.21K - $9.34K
|
7.93K
$2.01M
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
38+ 1.43% |
$8K - $9.1K
|
2.7K
$683K
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
37+ 4.9% |
$7.79K - $8.86K
|
792
$200K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
37New |
$7.79K - $8.86K
|
37
$9.36K
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
36+ 2.79% |
$7.58K - $8.62K
|
1.33K
$336K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
36+ 0.26% |
$7.58K - $8.62K
|
13.7K
$3.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
36+ 34.95% |
$7.58K - $8.62K
|
139
$35.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
35+ 1.71% |
$7.37K - $8.38K
|
2.09K
$528K
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
35+ 2.46% |
$7.37K - $8.38K
|
1.46K
$369K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
34New |
$7.16K - $8.14K
|
34
$8.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
32+ 1.01% |
$6.74K - $7.66K
|
3.21K
$813K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
30+ 1.51% |
$6.32K - $7.18K
|
2.02K
$512K
|
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
29+ 1.81% |
$6.11K - $6.94K
|
1.63K
$412K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
29New |
$6.11K - $6.94K
|
29
$7.34K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
29+ 1.76% |
$6.11K - $6.94K
|
1.67K
$423K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
28+ 7.14% |
$5.9K - $6.71K
|
420
$106K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
28+ 0.32% |
$5.9K - $6.71K
|
8.77K
$2.22M
|
|
|
Oct 24, 2023
Q3 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
26+ 0.23% |
$5.48K - $6.23K
|
11.6K
$2.93M
|
|
|
Nov 01, 2023
Q3 2023
|
Performa LTD (Us), LLC
|
BUY
|
- |
26+ 0.14% |
$5.48K - $6.23K
|
18K
$4.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
25+ 0.27% |
$5.26K - $5.99K
|
9.34K
$2.36M
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
23+ 1.78% |
$4.84K - $5.51K
|
1.32K
$333K
|
|
|
Nov 13, 2023
Q3 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
23+ 45.1% |
$4.84K - $5.51K
|
74
$18.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
BUY
|
- |
21+ 0.92% |
$4.42K - $5.03K
|
2.31K
$585K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
20+ 2.87% |
$4.21K - $4.79K
|
718
$182K
|
|
|
Nov 13, 2023
Q3 2023
|
Zeit Capital LLC
|
BUY
|
- |
20+ 0.17% |
$4.21K - $4.79K
|
12.1K
$3.06M
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
20+ 6.85% |
$4.21K - $4.79K
|
312
$78.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
20New |
$4.21K - $4.79K
|
20
$5.06K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
20New |
$4.21K - $4.79K
|
20
$5.06K
|
|
|
Nov 07, 2023
Q3 2023
|
Hc Advisors, LLC
|
BUY
|
- |
20+ 1.17% |
$4.21K - $4.79K
|
1.73K
$438K
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
19+ 1.12% |
$4K - $4.55K
|
1.71K
$433K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
19+ 0.38% |
$4K - $4.55K
|
5.03K
$1.27M
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
19+ 0.38% |
$4K - $4.55K
|
5.03K
$1.27M
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
17+ 0.11% |
$3.58K - $4.07K
|
15.4K
$3.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
17+ 1.78% |
$3.58K - $4.07K
|
972
$246K
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
BUY
|
- |
15+ 0.94% |
$3.16K - $3.59K
|
1.61K
$407K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
15+ 83.33% |
$3.16K - $3.59K
|
33
$8.35K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
14New |
$2.95K - $3.35K
|
14
$3.54K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
14+ 0.41% |
$2.95K - $3.35K
|
3.46K
$875K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
13New |
$2.74K - $3.11K
|
13
$3.29K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
13+ 0.84% |
$2.74K - $3.11K
|
1.55K
$393K
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
13+ 0.49% |
$2.74K - $3.11K
|
2.67K
$676K
|
|
|
Nov 13, 2024
Q3 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
12+ 0.2% |
$2.53K - $2.87K
|
5.97K
$1.51M
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
12+ 1.14% |
$2.53K - $2.87K
|
1.06K
$269K
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
12+ 0.49% |
$2.53K - $2.87K
|
2.44K
$616K
|
|
|
Nov 13, 2023
Q3 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
12+ 0.2% |
$2.53K - $2.87K
|
5.97K
$1.51M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
11+ 0.47% |
$2.32K - $2.63K
|
2.36K
$597K
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
11+ 0.39% |
$2.32K - $2.63K
|
2.84K
$718K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
11+ 0.83% |
$2.32K - $2.63K
|
1.34K
$340K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
11New |
$2.32K - $2.63K
|
11
$2.78K
|