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 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
48New |
$9.43K - $11.8K
|
48
$12.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
48+ 75.0% |
$9.43K - $11.8K
|
112
$28.3K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
46+ 0.29% |
$9.03K - $11.3K
|
16K
$4.06M
|
|
|
Jan 09, 2024
Q4 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
45+ 1.25% |
$8.84K - $11K
|
3.63K
$919K
|
|
|
Feb 06, 2024
Q4 2023
|
Performa LTD (Us), LLC
|
BUY
|
- |
45+ 0.25% |
$8.84K - $11K
|
18.1K
$4.58M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
44+ 2.89% |
$8.64K - $10.8K
|
1.57K
$396K
|
|
|
Jan 08, 2024
Q4 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
42+ 1.52% |
$8.25K - $10.3K
|
2.8K
$709K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
40+ 5.57% |
$7.85K - $9.82K
|
758
$192K
|
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
39+ 0.72% |
$7.66K - $9.57K
|
5.48K
$1.39M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
36+ 3.7% |
$7.07K - $8.84K
|
1.01K
$255K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
35+ 67.31% |
$6.87K - $8.59K
|
87
$22K
|
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
32+ 1.15% |
$6.28K - $7.85K
|
2.82K
$714K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
31New |
$6.09K - $7.61K
|
31
$7.84K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
31+ 1.71% |
$6.09K - $7.61K
|
1.85K
$467K
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
28+ 2.51% |
$5.5K - $6.87K
|
1.14K
$289K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
27+ 0.47% |
$5.3K - $6.63K
|
5.81K
$1.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
27+ 0.31% |
$5.3K - $6.63K
|
8.75K
$2.21M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
25New |
$4.91K - $6.14K
|
25
$6.32K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
25New |
$4.91K - $6.14K
|
25
$6.32K
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
24+ 0.93% |
$4.71K - $5.89K
|
2.59K
$655K
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
23+ 0.5% |
$4.52K - $5.65K
|
4.61K
$1.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
23+ 1.75% |
$4.52K - $5.65K
|
1.34K
$339K
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
23+ 2.12% |
$4.52K - $5.65K
|
1.11K
$280K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
22+ 1.18% |
$4.32K - $5.4K
|
1.89K
$477K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
21+ 1.17% |
$4.12K - $5.15K
|
1.82K
$460K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
21+ 1.14% |
$4.12K - $5.15K
|
1.86K
$470K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
21New |
$4.12K - $5.15K
|
21
$5.31K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
20+ 4.17% |
$3.93K - $4.91K
|
500
$126K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
20+ 46.51% |
$3.93K - $4.91K
|
63
$15.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
20+ 1.17% |
$3.93K - $4.91K
|
1.73K
$438K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
18New |
$3.53K - $4.42K
|
18
$4.55K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
18+ 6.0% |
$3.53K - $4.42K
|
318
$80.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
18+ 1.04% |
$3.53K - $4.42K
|
1.75K
$441K
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
18+ 0.84% |
$3.53K - $4.42K
|
2.16K
$547K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
18+ 120.0% |
$3.53K - $4.42K
|
33
$8.35K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
17+ 0.63% |
$3.34K - $4.17K
|
2.72K
$687K
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
16+ 0.24% |
$3.14K - $3.93K
|
6.64K
$1.68M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
16+ 0.24% |
$3.14K - $3.93K
|
6.71K
$1.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
15+ 0.43% |
$2.95K - $3.68K
|
3.49K
$882K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
15+ 0.27% |
$2.95K - $3.68K
|
5.64K
$1.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
14+ 2.07% |
$2.75K - $3.44K
|
691
$175K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
14New |
$2.75K - $3.44K
|
14
$3.54K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
14+ 6.01% |
$2.75K - $3.44K
|
247
$62.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
14+ 1.24% |
$2.75K - $3.44K
|
1.15K
$290K
|
|
|
Feb 09, 2024
Q4 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
14+ 0.84% |
$2.75K - $3.44K
|
1.68K
$424K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
14+ 4.22% |
$2.75K - $3.44K
|
346
$87.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
BUY
|
- |
14+ 0.87% |
$2.75K - $3.44K
|
1.62K
$409K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13+ 0.06% |
$2.55K - $3.19K
|
21.8K
$5.52M
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
13+ 100.0% |
$2.55K - $3.19K
|
26
$6.58K
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
BUY
|
- |
12+ 0.26% |
$2.36K - $2.95K
|
4.56K
$1.15M
|