Purchases and Sales Made in Q4 2023 in Vanguard Small Cap Growth ETF (VBK)
This table provides information about the institutional ownership of Vanguard Small Cap Growth ETF (VBK) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
882K+ 15.54% |
$173M - $216M
|
6.56M
$1.95B
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
214K+ 12.56% |
$42M - $52.5M
|
1.92M
$571M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
214K+ 244.51% |
$41.9M - $52.4M
|
301K
$89.6M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
196KNew |
$38.6M - $48.2M
|
196K
$58.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
138KNew |
$27.2M - $34M
|
138K
$41.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
84.3K+ 36.8% |
$16.6M - $20.7M
|
313K
$93.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
81K+ 48.91% |
$15.9M - $19.9M
|
247K
$73.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
68.9KNew |
$13.5M - $16.9M
|
68.9K
$20.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
62.5K+ 734.54% |
$12.3M - $15.3M
|
71K
$21.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
56.1K+ 594.22% |
$11M - $13.8M
|
65.5K
$19.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
47.6K+ 3.68% |
$9.35M - $11.7M
|
1.34M
$400M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
47.1KNew |
$9.26M - $11.6M
|
47.1K
$14M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.6K+ 941.0% |
$8.37M - $10.5M
|
47.1K
$14M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
42K+ 15.2% |
$8.24M - $10.3M
|
318K
$94.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
40.7K+ 102.53% |
$7.99M - $9.98M
|
80.3K
$23.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
39.7K+ 20.02% |
$7.8M - $9.75M
|
238K
$70.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
39.5K+ 22.97% |
$7.75M - $9.69M
|
211K
$62.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
38.1K+ 11.36% |
$7.48M - $9.35M
|
373K
$111M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
35.2K+ 5.6% |
$6.91M - $8.63M
|
663K
$197M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
34.1KNew |
$6.7M - $8.37M
|
34.1K
$10.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
33.8K+ 91470.27% |
$6.65M - $8.31M
|
33.9K
$10.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
33.3K+ 3.93% |
$6.54M - $8.18M
|
881K
$262M
|
|
|
Feb 14, 2024
Q4 2023
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
29.9KNew |
$5.88M - $7.35M
|
29.9K
$8.92M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
27K+ 124.54% |
$5.3M - $6.63M
|
48.7K
$14.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
27KNew |
$5.3M - $6.63M
|
27K
$8.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.9K+ 1.42% |
$5.27M - $6.59M
|
1.92M
$571M
|
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
26.1KNew |
$5.13M - $6.41M
|
26.1K
$7.78M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
25.3K+ 6.83% |
$4.97M - $6.21M
|
396K
$118M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
24.6K+ 11.13% |
$4.83M - $6.04M
|
246K
$73.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
24.1K+ 10.84% |
$4.72M - $5.9M
|
246K
$73.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
23.9KNew |
$4.69M - $5.87M
|
23.9K
$7.12M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
23.6K+ 95.37% |
$4.64M - $5.8M
|
48.4K
$14.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21.2K+ 89.37% |
$4.17M - $5.21M
|
45K
$13.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
21.1K+ 2.81% |
$4.15M - $5.18M
|
773K
$230M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
21K+ 6.71% |
$4.12M - $5.15M
|
333K
$99.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
20.9K+ 33.3% |
$4.1M - $5.13M
|
83.6K
$24.9M
|
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
BUY
|
- |
20.4K+ 123.44% |
$4.01M - $5.01M
|
37K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20K+ 7.46% |
$3.93M - $4.91M
|
288K
$85.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
19.1K+ 44.3% |
$3.75M - $4.69M
|
62.3K
$18.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
19K+ 4427.21% |
$3.74M - $4.67M
|
19.5K
$5.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
17.8K+ 16.65% |
$3.5M - $4.37M
|
125K
$37.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
17.8KNew |
$3.49M - $4.36M
|
17.8K
$5.29M
|
|
|
Jan 30, 2024
Q4 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
16.4KNew |
$3.22M - $4.03M
|
16.4K
$4.89M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
16.1K+ 5.83% |
$3.15M - $3.94M
|
291K
$86.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
15.8KNew |
$3.1M - $3.87M
|
15.8K
$4.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
15.8K+ 17.07% |
$3.1M - $3.87M
|
108K
$32.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
15.1K+ 49.37% |
$2.96M - $3.7M
|
45.7K
$13.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
15.1K+ 71.65% |
$2.96M - $3.7M
|
36.1K
$10.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
14KNew |
$2.75M - $3.44M
|
14K
$4.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
14K+ 1.83% |
$2.75M - $3.44M
|
777K
$232M
|