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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
48+ 75.0% |
$9.43K - $11.8K
|
112
$29.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
48New |
$9.43K - $11.8K
|
48
$12.7K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
46+ 0.29% |
$9.03K - $11.3K
|
16K
$4.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Performa LTD (Us), LLC
|
BUY
|
- |
45+ 0.25% |
$8.84K - $11K
|
18.1K
$4.77M
|
|
|
Jan 09, 2024
Q4 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
45+ 1.25% |
$8.84K - $11K
|
3.63K
$958K
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
44+ 2.89% |
$8.64K - $10.8K
|
1.57K
$413K
|
|
|
Jan 08, 2024
Q4 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
42+ 1.52% |
$8.25K - $10.3K
|
2.8K
$739K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
40+ 5.57% |
$7.85K - $9.82K
|
758
$200K
|
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
39+ 0.72% |
$7.66K - $9.57K
|
5.48K
$1.45M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
36+ 3.7% |
$7.07K - $8.84K
|
1.01K
$266K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
35+ 67.31% |
$6.87K - $8.59K
|
87
$23K
|
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
32+ 1.15% |
$6.28K - $7.85K
|
2.82K
$745K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
31+ 1.71% |
$6.09K - $7.61K
|
1.85K
$487K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
31New |
$6.09K - $7.61K
|
31
$8.18K
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
28+ 2.51% |
$5.5K - $6.87K
|
1.14K
$301K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
27+ 0.31% |
$5.3K - $6.63K
|
8.75K
$2.31M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
27+ 0.47% |
$5.3K - $6.63K
|
5.81K
$1.53M
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
25New |
$4.91K - $6.14K
|
25
$6.6K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
25New |
$4.91K - $6.14K
|
25
$6.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
24+ 0.93% |
$4.71K - $5.89K
|
2.59K
$684K
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
23+ 0.5% |
$4.52K - $5.65K
|
4.61K
$1.22M
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
23+ 2.12% |
$4.52K - $5.65K
|
1.11K
$292K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
23+ 1.75% |
$4.52K - $5.65K
|
1.34K
$353K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
22+ 1.18% |
$4.32K - $5.4K
|
1.89K
$498K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
21New |
$4.12K - $5.15K
|
21
$5.54K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
21+ 1.17% |
$4.12K - $5.15K
|
1.82K
$479K
|
|
|
Jun 10, 2025
Q4 2023
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
21New |
$4.12K - $5.15K
|
21
$5.54K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
21+ 1.14% |
$4.12K - $5.15K
|
1.86K
$490K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
20+ 1.17% |
$3.93K - $4.91K
|
1.73K
$456K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
20+ 4.17% |
$3.93K - $4.91K
|
500
$132K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
20+ 46.51% |
$3.93K - $4.91K
|
63
$16.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
18New |
$3.53K - $4.42K
|
18
$4.75K
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
18+ 0.84% |
$3.53K - $4.42K
|
2.16K
$571K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
18+ 1.04% |
$3.53K - $4.42K
|
1.75K
$460K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
18+ 120.0% |
$3.53K - $4.42K
|
33
$8.71K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
18+ 6.0% |
$3.53K - $4.42K
|
318
$83.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
17+ 0.63% |
$3.34K - $4.17K
|
2.72K
$717K
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
16+ 0.24% |
$3.14K - $3.93K
|
6.64K
$1.75M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
16+ 0.24% |
$3.14K - $3.93K
|
6.71K
$1.77M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
15+ 0.43% |
$2.95K - $3.68K
|
3.49K
$920K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
15+ 0.27% |
$2.95K - $3.68K
|
5.64K
$1.49M
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
14+ 6.01% |
$2.75K - $3.44K
|
247
$65.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
14New |
$2.75K - $3.44K
|
14
$3.69K
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
BUY
|
- |
14+ 0.87% |
$2.75K - $3.44K
|
1.62K
$427K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
14+ 2.07% |
$2.75K - $3.44K
|
691
$182K
|
|
|
Apr 22, 2025
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
14+ 1.09% |
$2.75K - $3.44K
|
1.29K
$341K
|
|
|
Feb 09, 2024
Q4 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
14+ 0.84% |
$2.75K - $3.44K
|
1.68K
$442K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
14+ 1.24% |
$2.75K - $3.44K
|
1.15K
$303K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
14+ 4.22% |
$2.75K - $3.44K
|
346
$91.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13+ 0.06% |
$2.55K - $3.19K
|
21.8K
$5.76M
|