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
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.72K+ 0.85% |
$412K - $460K
|
204K
$60.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.71K+ 32.79% |
$412K - $459K
|
6.94K
$2.07M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
1.69K+ 17.91% |
$405K - $451K
|
11.1K
$3.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
1.61K+ 7.61% |
$388K - $432K
|
22.8K
$6.8M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
1.61K+ 1.64% |
$387K - $432K
|
100K
$29.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.58K+ 4.27% |
$379K - $423K
|
38.5K
$11.5M
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
BUY
|
- |
1.55K+ 63.63% |
$373K - $416K
|
3.99K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.53KNew |
$367K - $409K
|
1.53K
$455K
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
BUY
|
- |
1.49K+ 1.6% |
$359K - $400K
|
95K
$28.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.4K+ 4.96% |
$337K - $376K
|
29.6K
$8.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.36K+ 152.18% |
$328K - $365K
|
2.26K
$672K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.34K+ 13.99% |
$323K - $360K
|
10.9K
$3.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.34K+ 19.6% |
$322K - $359K
|
8.17K
$2.43M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.3K+ 8.12% |
$313K - $348K
|
17.3K
$5.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
1.3K+ 344.03% |
$312K - $348K
|
1.67K
$499K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.29K+ 8.25% |
$310K - $345K
|
16.9K
$5.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.26K+ 8.81% |
$303K - $338K
|
15.6K
$4.64M
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
1.25K+ 2.66% |
$300K - $334K
|
48.2K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.24K+ 2.99% |
$298K - $332K
|
42.7K
$12.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.23KNew |
$296K - $330K
|
1.23K
$367K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.23K+ 15.23% |
$296K - $330K
|
9.31K
$2.77M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.22K+ 20.57% |
$293K - $327K
|
7.15K
$2.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.2K+ 6.42% |
$290K - $323K
|
20K
$5.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.2K+ 3.8% |
$289K - $322K
|
32.8K
$9.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
1.19KNew |
$285K - $318K
|
1.19K
$353K
|
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
1.16K+ 3.07% |
$278K - $309K
|
38.8K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.15K+ 0.9% |
$275K - $307K
|
129K
$38.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.11K+ 15.31% |
$267K - $298K
|
8.37K
$2.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.1K+ 18.65% |
$265K - $296K
|
7.02K
$2.09M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.1K+ 4.09% |
$264K - $294K
|
27.9K
$8.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.08K+ 6.4% |
$259K - $289K
|
17.9K
$5.34M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
1.06KNew |
$256K - $285K
|
1.06K
$317K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.06K+ 12.39% |
$255K - $284K
|
9.6K
$2.86M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.05K+ 1.43% |
$253K - $282K
|
74.9K
$22.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
1.04K+ 3.17% |
$250K - $279K
|
33.8K
$10.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
BUY
|
- |
1.03K+ 7.41% |
$247K - $276K
|
14.9K
$4.44M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.01K+ 18.11% |
$243K - $271K
|
6.6K
$1.97M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
987New |
$237K - $264K
|
987
$294K
|
|
|
Nov 13, 2024
Q3 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
982New |
$236K - $263K
|
982
$292K
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
969+ 9.36% |
$233K - $260K
|
11.3K
$3.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
962+ 21.77% |
$231K - $258K
|
5.38K
$1.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
958New |
$230K - $257K
|
958
$285K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
954New |
$229K - $256K
|
954
$284K
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
951+ 7.79% |
$229K - $255K
|
13.2K
$3.92M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
948New |
$228K - $254K
|
948
$282K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
947+ 87.69% |
$228K - $254K
|
2.03K
$604K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
941New |
$226K - $252K
|
941
$280K
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
919New |
$221K - $246K
|
919
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
909+ 92.28% |
$219K - $244K
|
1.89K
$564K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
904+ 7.8% |
$217K - $242K
|
12.5K
$3.72M
|