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 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
10+ 0.84% |
$2.11K - $2.39K
|
1.2K
$361K
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
9+ 0.07% |
$1.9K - $2.16K
|
12.3K
$3.68M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
9New |
$1.9K - $2.16K
|
9
$2.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
8+ 0.83% |
$1.68K - $1.92K
|
974
$292K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
8+ 0.38% |
$1.68K - $1.92K
|
2.12K
$636K
|
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
8+ 0.42% |
$1.68K - $1.92K
|
1.93K
$578K
|
|
|
Nov 08, 2023
Q3 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
7+ 0.06% |
$1.47K - $1.68K
|
11.2K
$3.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7+ 0.26% |
$1.47K - $1.68K
|
2.72K
$815K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
7+ 5.47% |
$1.47K - $1.68K
|
135
$40.5K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
6New |
$1.26K - $1.44K
|
6
$1.8K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
5+ 62.5% |
$1.05K - $1.2K
|
13
$3.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 0.91% |
$842 - $958
|
444
$133K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
4+ 0.16% |
$842 - $958
|
2.57K
$771K
|
|
|
Nov 08, 2023
Q3 2023
|
Northeast Investment Management
|
BUY
|
- |
4+ 0.19% |
$842 - $958
|
2.12K
$636K
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
BUY
|
- |
3+ 0.12% |
$632 - $718
|
2.57K
$770K
|
|
|
Nov 09, 2023
Q3 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
3+ 0.18% |
$632 - $718
|
1.66K
$499K
|
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
3+ 0.22% |
$632 - $718
|
1.39K
$418K
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3+ 0.05% |
$632 - $718
|
5.46K
$1.64M
|
|
|
Nov 07, 2023
Q3 2023
|
Resolute Advisors LLC
|
BUY
|
- |
3+ 0.16% |
$632 - $718
|
1.87K
$561K
|
|
|
Nov 07, 2023
Q3 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
2+ 0.18% |
$421 - $479
|
1.09K
$325K
|
|
|
Nov 13, 2023
Q3 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2+ 0.05% |
$421 - $479
|
3.94K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2+ 0.01% |
$421 - $479
|
28K
$8.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
2+ 0.06% |
$421 - $479
|
3.18K
$952K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.06% |
$421 - $479
|
3.42K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2+ 0.16% |
$421 - $479
|
1.27K
$382K
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
2+ 0.12% |
$421 - $479
|
1.61K
$483K
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2+ 0.04% |
$421 - $479
|
5.63K
$1.69M
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.15% |
$211 - $239
|
678
$203K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.26% |
$211 - $239
|
389
$117K
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
BUY
|
- |
1+ 0.16% |
$211 - $239
|
632
$190K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.23% |
$211 - $239
|
431
$129K
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
BUY
|
- |
1+ 0.07% |
$211 - $239
|
1.42K
$425K
|
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
1+ 0.01% |
$211 - $239
|
16.3K
$4.87M
|
|
|
Nov 03, 2023
Q3 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
1+ 0.02% |
$211 - $239
|
4.45K
$1.33M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1+ 0.05% |
$211 - $239
|
2.01K
$604K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.4% |
$211 - $239
|
251
$75.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
1+ 0.1% |
$211 - $239
|
965
$289K
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$211 - $239
|
9.14K
$2.74M
|
|
|
Oct 24, 2023
Q3 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
1+ 0.09% |
$211 - $239
|
1.1K
$331K
|
|
|
Nov 02, 2023
Q3 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1+ 0.02% |
$211 - $239
|
5.79K
$1.74M
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1- 0.42% |
$211 - $239
|
235
$70.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 2.7% |
$211 - $239
|
36
$10.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Pecaut & Co.
|
SELL
|
- |
-2- 2.33% |
$421 - $479
|
84
$25.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2- 0.14% |
$421 - $479
|
1.46K
$438K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2- 1.02% |
$421 - $479
|
194
$58.2K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-3- 0.17% |
$632 - $718
|
1.82K
$544K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-3- 1.73% |
$632 - $718
|
170
$51K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-3- 0.1% |
$632 - $718
|
3.01K
$903K
|
|
|
Jul 10, 2024
Q3 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-5- 0.13% |
$1.05K - $1.2K
|
3.98K
$1.19M
|