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 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.64K- 9.91% |
$875K - $975K
|
33.1K
$9.92M
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.65K- 76.39% |
$878K - $979K
|
1.13K
$339K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.82K- 1.55% |
$918K - $1.02M
|
242K
$72.5M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.96K- 11.47% |
$952K - $1.06M
|
30.6K
$9.17M
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-4.24K- 8.74% |
$1.02M - $1.14M
|
44.3K
$13.3M
|
|
Nov 13, 2024
Q3 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-4.28K- 32.76% |
$1.03M - $1.15M
|
8.78K
$2.63M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.41K- 4.58% |
$1.06M - $1.18M
|
91.9K
$27.6M
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-4.81K- 78.62% |
$1.16M - $1.29M
|
1.31K
$393K
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-4.93K- 11.18% |
$1.19M - $1.32M
|
39.2K
$11.7M
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.95K- 5.54% |
$1.19M - $1.33M
|
84.4K
$25.3M
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-5.35K- 23.34% |
$1.29M - $1.43M
|
17.6K
$5.27M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.59K- 2.35% |
$1.35M - $1.5M
|
232K
$69.7M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.61K- 33.4% |
$1.35M - $1.5M
|
11.2K
$3.36M
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-5.7K- 85.66% |
$1.37M - $1.53M
|
955
$286K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.9K- 1.95% |
$1.42M - $1.58M
|
297K
$89.1M
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-6.17K- 4.84% |
$1.48M - $1.65M
|
121K
$36.4M
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.85K- 1.1% |
$1.89M - $2.1M
|
705K
$212M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8K- 53.42% |
$1.92M - $2.14M
|
6.98K
$2.09M
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-9.17K- 12.31% |
$2.2M - $2.46M
|
65.3K
$19.6M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.27K- 88.7% |
$2.23M - $2.48M
|
1.18K
$354K
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-9.58K- 1.08% |
$2.3M - $2.57M
|
874K
$262M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-9.83K- 1.25% |
$2.36M - $2.63M
|
774K
$232M
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-10.1K- 15.83% |
$2.42M - $2.7M
|
53.6K
$16.1M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-10.2K- 34.89% |
$2.45M - $2.73M
|
19K
$5.71M
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
SELL
|
- |
-11.4K- 22.74% |
$2.74M - $3.05M
|
38.7K
$11.6M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-11.6K- 71.86% |
$2.79M - $3.11M
|
4.55K
$1.36M
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-11.9K- 33.59% |
$2.85M - $3.18M
|
23.4K
$7.03M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-13.6K- 7.72% |
$3.27M - $3.64M
|
163K
$48.8M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-14.4K- 0.73% |
$3.46M - $3.85M
|
1.95M
$586M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-18.7K- 2.49% |
$4.5M - $5.02M
|
734K
$220M
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-24K- 62.97% |
$5.76M - $6.42M
|
14.1K
$4.23M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-25K- 3.32% |
$6.01M - $6.7M
|
728K
$218M
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-26.6K- 6.12% |
$6.4M - $7.13M
|
408K
$122M
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-34.2K- 29.86% |
$8.23M - $9.17M
|
80.4K
$24.1M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-37.2K- 10.26% |
$8.94M - $9.97M
|
325K
$97.6M
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-68.8K- 89.01% |
$16.5M - $18.4M
|
8.49K
$2.55M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-131K- 39.59% |
$31.5M - $35.1M
|
200K
$60M
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-144K- 98.42% |
$34.6M - $38.5M
|
2.32K
$695K
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-241K- 60.56% |
$57.8M - $64.5M
|
157K
$47M
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-314K- 99.46% |
$75.4M - $84M
|
1.71K
$511K
|