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 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
4.21K+ 4.33% |
$1.01M - $1.13M
|
101K
$30.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.16K+ 202.73% |
$1M - $1.11M
|
6.21K
$1.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.11K+ 32.9% |
$987K - $1.1M
|
16.6K
$4.94M
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
4.09K+ 36.49% |
$984K - $1.1M
|
15.3K
$4.56M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.01K+ 2.54% |
$965K - $1.08M
|
162K
$48.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.96K+ 55.19% |
$953K - $1.06M
|
11.1K
$3.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.88K+ 6.31% |
$933K - $1.04M
|
65.4K
$19.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.83K+ 37.67% |
$920K - $1.03M
|
14K
$4.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
3.68KNew |
$886K - $987K
|
3.68K
$1.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.68K+ 3.28% |
$884K - $985K
|
116K
$34.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
3.6KNew |
$865K - $963K
|
3.6K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.57K+ 3.1% |
$858K - $956K
|
119K
$35.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
3.5K+ 7.79% |
$840K - $936K
|
48.3K
$14.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.49KNew |
$839K - $934K
|
3.49K
$1.04M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.31K+ 6.51% |
$796K - $886K
|
54.1K
$16.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
3.27KNew |
$787K - $876K
|
3.27K
$974K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.26K+ 1.16% |
$783K - $873K
|
285K
$84.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.25K+ 2.73% |
$782K - $871K
|
123K
$36.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3.2K+ 5.65% |
$769K - $857K
|
59.8K
$17.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
3.1K+ 5.33% |
$746K - $831K
|
61.3K
$18.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.07KNew |
$739K - $823K
|
3.07K
$915K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.96K+ 148.64% |
$711K - $793K
|
4.95K
$1.47M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.95KNew |
$709K - $790K
|
2.95K
$879K
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.91K+ 2.43% |
$700K - $780K
|
123K
$36.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
2.91K+ 1993.84% |
$700K - $780K
|
3.06K
$911K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
2.87K+ 9.33% |
$689K - $768K
|
33.6K
$10M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.86KNew |
$688K - $767K
|
2.86K
$852K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.82K+ 63.92% |
$678K - $756K
|
7.23K
$2.15M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
2.76KNew |
$663K - $739K
|
2.76K
$822K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.73K+ 37.69% |
$657K - $732K
|
9.98K
$2.97M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.65K+ 75.1% |
$636K - $709K
|
6.17K
$1.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.47K+ 38.3% |
$594K - $662K
|
8.92K
$2.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
2.46K+ 18.04% |
$593K - $660K
|
16.1K
$4.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.42K+ 8.94% |
$583K - $649K
|
29.5K
$8.79M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.41K+ 27.84% |
$579K - $645K
|
11.1K
$3.29M
|
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
BUY
|
- |
2.29K+ 34.11% |
$550K - $613K
|
9K
$2.68M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.25K+ 38.78% |
$541K - $603K
|
8.05K
$2.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
2.23K+ 5.24% |
$535K - $596K
|
44.7K
$13.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.16K+ 5.61% |
$520K - $580K
|
40.7K
$12.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.16KNew |
$518K - $577K
|
2.16K
$642K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.16KNew |
$518K - $577K
|
2.16K
$642K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.15K+ 8.32% |
$518K - $577K
|
28K
$8.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
2.1K+ 103.04% |
$505K - $563K
|
4.14K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.07K+ 2.7% |
$499K - $555K
|
78.7K
$23.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2.01K+ 1.83% |
$482K - $537K
|
112K
$33.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2KNew |
$481K - $536K
|
2K
$596K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.97K+ 30.32% |
$473K - $527K
|
8.46K
$2.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.88KNew |
$452K - $504K
|
1.88K
$560K
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
1.85K+ 3.01% |
$445K - $496K
|
63.4K
$18.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.79K+ 16.62% |
$430K - $480K
|
12.6K
$3.74M
|