Purchases and Sales Made in Q3 2024 in Vanguard Small Cap Growth ETF (VBK)
This table provides information about the institutional ownership of Vanguard Small Cap Growth ETF (VBK) during Q3 2024. 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, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
733K+ 8.58% |
$176M - $196M
|
9.28M
$2.78B
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
227K+ 159067.83% |
$54.7M - $60.9M
|
228K
$68.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
118K+ 7.53% |
$28.4M - $31.7M
|
1.69M
$506M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
111K+ 37.47% |
$26.7M - $29.7M
|
407K
$122M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
86.2K+ 143.65% |
$20.7M - $23.1M
|
146K
$43.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
73.2KNew |
$17.6M - $19.6M
|
73.2K
$22M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
67K+ 24.26% |
$16.1M - $17.9M
|
343K
$103M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
51.7K+ 43.72% |
$12.4M - $13.9M
|
170K
$51M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
51.7K+ 9903.26% |
$12.4M - $13.9M
|
52.2K
$15.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
46.9K+ 3.44% |
$11.3M - $12.6M
|
1.41M
$422M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
42.8KNew |
$10.3M - $11.5M
|
42.8K
$12.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
39.7K+ 64.56% |
$9.55M - $10.6M
|
101K
$30.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
32.9K+ 3.97% |
$7.91M - $8.81M
|
862K
$259M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
32.7K+ 3.6% |
$7.87M - $8.77M
|
943K
$283M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.8KNew |
$6.45M - $7.18M
|
26.8K
$8.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23.7K+ 13.4% |
$5.7M - $6.35M
|
201K
$60.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
21.1K+ 4.7% |
$5.07M - $5.64M
|
469K
$141M
|
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
20.6KNew |
$4.95M - $5.52M
|
20.6K
$6.18M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
20.1KNew |
$4.84M - $5.39M
|
20.1K
$6.04M
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
20.1KNew |
$4.84M - $5.39M
|
20.1K
$6.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
15.9KNew |
$3.82M - $4.26M
|
15.9K
$4.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
14.7KNew |
$3.53M - $3.93M
|
14.7K
$4.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
14.3KNew |
$3.44M - $3.83M
|
14.3K
$4.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
13.6K+ 13.36% |
$3.27M - $3.65M
|
115K
$34.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13.5K+ 317.0% |
$3.25M - $3.62M
|
17.8K
$5.33M
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
13.2KNew |
$3.17M - $3.53M
|
13.2K
$3.96M
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
BUY
|
- |
11.5K+ 67.1% |
$2.77M - $3.08M
|
28.7K
$8.6M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.2K+ 4.13% |
$2.69M - $3M
|
282K
$84.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10.9K+ 138.14% |
$2.62M - $2.92M
|
18.8K
$5.63M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10K+ 307.34% |
$2.42M - $2.69M
|
13.3K
$3.99M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
8.89K+ 21.13% |
$2.14M - $2.38M
|
51K
$15.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.17K+ 1.21% |
$1.96M - $2.19M
|
683K
$205M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
8.15K+ 31.91% |
$1.96M - $2.18M
|
33.7K
$10.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.05K+ 3.73% |
$1.94M - $2.16M
|
224K
$67.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.53K+ 3.97% |
$1.81M - $2.02M
|
197K
$59.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
7K+ 0.41% |
$1.68M - $1.87M
|
1.71M
$513M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.97K+ 694.92% |
$1.68M - $1.87M
|
7.97K
$2.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
6.22K+ 145.42% |
$1.5M - $1.67M
|
10.5K
$3.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Lincoln National Corp
|
BUY
|
- |
6.15K+ 4.1% |
$1.48M - $1.65M
|
156K
$46.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.11KNew |
$1.47M - $1.64M
|
6.11K
$1.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
5.27K+ 43.01% |
$1.27M - $1.41M
|
17.5K
$5.26M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.05K+ 4.34% |
$1.22M - $1.35M
|
122K
$36.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.05K+ 23.36% |
$1.21M - $1.35M
|
26.7K
$7.99M
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
4.92K+ 156.68% |
$1.18M - $1.32M
|
8.05K
$2.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.87KNew |
$1.17M - $1.3M
|
4.87K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
4.74KNew |
$1.14M - $1.27M
|
4.74K
$1.42M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
4.74K+ 89.12% |
$1.14M - $1.27M
|
10K
$3.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
4.63K+ 1.49% |
$1.11M - $1.24M
|
315K
$94.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
4.36K+ 9.08% |
$1.05M - $1.17M
|
52.4K
$15.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.35K+ 4.0% |
$1.05M - $1.17M
|
113K
$33.9M
|