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 |
---|---|---|---|---|---|---|---|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
118+ 5.53% |
$28.4K - $31.6K
|
2.25K
$671K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
117+ 0.74% |
$28.1K - $31.3K
|
16K
$4.76M
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
114+ 1.03% |
$27.4K - $30.5K
|
11.1K
$3.32M
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
111+ 0.18% |
$26.7K - $29.7K
|
61.7K
$18.4M
|
|
Nov 13, 2024
Q3 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
110New |
$26.5K - $29.5K
|
110
$32.8K
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
109+ 2.61% |
$26.2K - $29.2K
|
4.29K
$1.28M
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
109+ 4.4% |
$26.2K - $29.2K
|
2.58K
$770K
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
107+ 13.11% |
$25.7K - $28.7K
|
923
$275K
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
106+ 5.22% |
$25.5K - $28.4K
|
2.14K
$636K
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
104+ 1.78% |
$25K - $27.9K
|
5.95K
$1.77M
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
102+ 1.87% |
$24.5K - $27.3K
|
5.57K
$1.66M
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
100+ 344.83% |
$24K - $26.8K
|
129
$38.4K
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
97+ 1.21% |
$23.3K - $26K
|
8.1K
$2.41M
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
97+ 0.97% |
$23.3K - $26K
|
10.1K
$3M
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
90+ 4.39% |
$21.6K - $24.1K
|
2.14K
$637K
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
88+ 0.6% |
$21.2K - $23.6K
|
14.7K
$4.37M
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
87+ 6.35% |
$20.9K - $23.3K
|
1.46K
$434K
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
87+ 0.84% |
$20.9K - $23.3K
|
10.5K
$3.11M
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
85+ 5.89% |
$20.4K - $22.8K
|
1.53K
$455K
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
85+ 4.25% |
$20.4K - $22.8K
|
2.09K
$621K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
84New |
$20.2K - $22.5K
|
84
$25K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
84New |
$20.2K - $22.5K
|
84
$25K
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
82+ 0.19% |
$19.7K - $22K
|
43.7K
$13M
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
78+ 2.92% |
$18.8K - $20.9K
|
2.75K
$820K
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
78+ 1.62% |
$18.8K - $20.9K
|
4.91K
$1.46M
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
78+ 1.08% |
$18.8K - $20.9K
|
7.28K
$2.17M
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
77+ 5.08% |
$18.5K - $20.6K
|
1.59K
$475K
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
76+ 1.34% |
$18.3K - $20.4K
|
5.76K
$1.72M
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
75+ 7.59% |
$18K - $20.1K
|
1.06K
$317K
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
73+ 3.0% |
$17.6K - $19.6K
|
2.51K
$748K
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
72+ 2.69% |
$17.3K - $19.3K
|
2.75K
$818K
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
68+ 1.94% |
$16.4K - $18.2K
|
3.57K
$1.06M
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
68+ 81.93% |
$16.4K - $18.2K
|
151
$45K
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
66+ 5.19% |
$15.9K - $17.7K
|
1.34K
$399K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
65+ 0.79% |
$15.6K - $17.4K
|
8.33K
$2.48M
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
65+ 4.46% |
$15.6K - $17.4K
|
1.52K
$453K
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
64+ 0.96% |
$15.4K - $17.1K
|
6.75K
$2.01M
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
63+ 1.79% |
$15.2K - $16.9K
|
3.59K
$1.07M
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
63+ 0.86% |
$15.2K - $16.9K
|
7.36K
$2.19M
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
62+ 0.16% |
$14.9K - $16.6K
|
37.7K
$11.2M
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
58+ 1.87% |
$13.9K - $15.5K
|
3.16K
$941K
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
57+ 0.51% |
$13.7K - $15.3K
|
11.1K
$3.32M
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
57+ 183.87% |
$13.7K - $15.3K
|
88
$26.2K
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
57+ 1.74% |
$13.7K - $15.3K
|
3.33K
$992K
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
55New |
$13.2K - $14.7K
|
55
$16.4K
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
55+ 4.07% |
$13.2K - $14.7K
|
1.41K
$419K
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
54+ 2.28% |
$13K - $14.5K
|
2.43K
$722K
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
51+ 425.0% |
$12.3K - $13.7K
|
63
$18.8K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
51New |
$12.3K - $13.7K
|
51
$15.2K
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
51+ 5.84% |
$12.3K - $13.7K
|
925
$276K
|