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 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
50+ 5.85% |
$12K - $13.4K
|
904
$269K
|
|
Nov 12, 2024
Q3 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
50+ 13.16% |
$12K - $13.4K
|
430
$128K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
49+ 0.37% |
$11.8K - $13.1K
|
13.4K
$4M
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
49+ 0.12% |
$11.8K - $13.1K
|
40.2K
$12M
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
48+ 0.65% |
$11.5K - $12.9K
|
7.47K
$2.22M
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
46+ 5.63% |
$11.1K - $12.3K
|
863
$257K
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
46+ 0.45% |
$11.1K - $12.3K
|
10.2K
$3.05M
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
46+ 0.8% |
$11.1K - $12.3K
|
5.83K
$1.74M
|
|
Nov 14, 2024
Q3 2024
|
Performa LTD (Us), LLC
|
BUY
|
- |
46+ 0.17% |
$11.1K - $12.3K
|
27.9K
$8.3M
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
45+ 3.01% |
$10.8K - $12.1K
|
1.54K
$459K
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
42+ 1.49% |
$10.1K - $11.3K
|
2.86K
$852K
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
40+ 1.4% |
$9.62K - $10.7K
|
2.9K
$865K
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
40+ 3.82% |
$9.62K - $10.7K
|
1.09K
$323K
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
40+ 0.1% |
$9.62K - $10.7K
|
38.7K
$11.5M
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
39+ 68.42% |
$9.38K - $10.4K
|
96
$28.6K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
38+ 2.9% |
$9.14K - $10.2K
|
1.35K
$402K
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
38+ 3.47% |
$9.14K - $10.2K
|
1.13K
$338K
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
36+ 8.93% |
$8.66K - $9.65K
|
439
$131K
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
36+ 4.16% |
$8.66K - $9.65K
|
901
$268K
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
34+ 3.67% |
$8.18K - $9.11K
|
960
$286K
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
33New |
$7.94K - $8.84K
|
33
$9.83K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
31+ 1.74% |
$7.45K - $8.31K
|
1.82K
$541K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
30+ 150.0% |
$7.21K - $8.04K
|
50
$14.9K
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
BUY
|
- |
30+ 1.41% |
$7.21K - $8.04K
|
2.17K
$645K
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
29+ 17.79% |
$6.97K - $7.77K
|
192
$57.2K
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
29+ 0.52% |
$6.97K - $7.77K
|
5.65K
$1.68M
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
29+ 3.03% |
$6.97K - $7.77K
|
986
$294K
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
24+ 2.58% |
$5.77K - $6.43K
|
953
$284K
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
24+ 2.41% |
$5.77K - $6.43K
|
1.02K
$304K
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
23+ 1.07% |
$5.53K - $6.16K
|
2.18K
$649K
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
22+ 0.29% |
$5.29K - $5.89K
|
7.51K
$2.24M
|
|
Oct 10, 2024
Q3 2024
|
Zeit Capital LLC
|
BUY
|
- |
20+ 0.18% |
$4.81K - $5.36K
|
11.4K
$3.38M
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
20+ 0.11% |
$4.81K - $5.36K
|
18.6K
$5.54M
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
20+ 8.93% |
$4.81K - $5.36K
|
244
$72.7K
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
18+ 0.27% |
$4.33K - $4.82K
|
6.67K
$1.99M
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
17+ 0.11% |
$4.09K - $4.55K
|
15.5K
$4.62M
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
17+ 1.91% |
$4.09K - $4.55K
|
909
$271K
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
17+ 0.26% |
$4.09K - $4.55K
|
6.54K
$1.95M
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
16+ 0.09% |
$3.85K - $4.29K
|
17.6K
$5.25M
|
|
Nov 12, 2024
Q3 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
16+ 0.67% |
$3.85K - $4.29K
|
2.4K
$715K
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
16+ 0.38% |
$3.85K - $4.29K
|
4.18K
$1.24M
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
16+ 0.17% |
$3.85K - $4.29K
|
9.39K
$2.8M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
15+ 0.66% |
$3.61K - $4.02K
|
2.28K
$679K
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
15+ 0.57% |
$3.61K - $4.02K
|
2.62K
$782K
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
15+ 0.28% |
$3.61K - $4.02K
|
5.38K
$1.6M
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
13+ 1.03% |
$3.13K - $3.48K
|
1.28K
$381K
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
13+ 0.55% |
$3.13K - $3.48K
|
2.39K
$711K
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
12+ 0.88% |
$2.89K - $3.22K
|
1.38K
$410K
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
11+ 0.92% |
$2.65K - $2.95K
|
1.2K
$359K
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
10+ 0.77% |
$2.4K - $2.68K
|
1.31K
$391K
|