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
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
12New |
$2.36K - $2.95K
|
12
$3.18K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
11+ 0.05% |
$2.16K - $2.7K
|
21.5K
$5.68M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
10+ 10.1% |
$1.96K - $2.45K
|
109
$28.9K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
9New |
$1.77K - $2.21K
|
9
$2.38K
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
9+ 0.76% |
$1.77K - $2.21K
|
1.19K
$316K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
9New |
$1.77K - $2.21K
|
9
$2.38K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
8+ 0.61% |
$1.57K - $1.96K
|
1.33K
$351K
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
7+ 0.5% |
$1.37K - $1.72K
|
1.4K
$371K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6+ 0.2% |
$1.18K - $1.47K
|
3.03K
$803K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
6+ 6.0% |
$1.18K - $1.47K
|
106
$28.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
6New |
$1.18K - $1.47K
|
6
$1.59K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5+ 1.35% |
$982 - $1.23K
|
376
$99.6K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
5+ 1.12% |
$982 - $1.23K
|
451
$119K
|
|
|
Feb 09, 2024
Q4 2023
|
Resolute Advisors LLC
|
BUY
|
- |
5+ 0.27% |
$982 - $1.23K
|
1.88K
$497K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
4+ 0.27% |
$785 - $982
|
1.46K
$388K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
4+ 0.15% |
$785 - $982
|
2.61K
$692K
|
|
|
Feb 14, 2024
Q4 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
4+ 0.13% |
$785 - $982
|
3.18K
$842K
|
|
|
Jan 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
BUY
|
- |
4+ 0.19% |
$785 - $982
|
2.12K
$562K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
4New |
$785 - $982
|
4
$1.06K
|
|
|
Jan 23, 2024
Q4 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
4+ 0.01% |
$785 - $982
|
27.4K
$7.25M
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 4.84% |
$589 - $736
|
65
$17.2K
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
BUY
|
- |
3+ 0.21% |
$589 - $736
|
1.42K
$376K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3+ 0.24% |
$589 - $736
|
1.28K
$338K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
3+ 0.11% |
$589 - $736
|
2.63K
$697K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
3+ 0.02% |
$589 - $736
|
16.5K
$4.37M
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
3+ 0.08% |
$589 - $736
|
3.94K
$1.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.29% |
$393 - $491
|
680
$180K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.06% |
$393 - $491
|
3.42K
$906K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
2+ 0.17% |
$393 - $491
|
1.17K
$310K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
2+ 0.32% |
$393 - $491
|
634
$168K
|
|
|
Jan 30, 2024
Q4 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
2+ 0.18% |
$393 - $491
|
1.09K
$288K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
2New |
$393 - $491
|
2
$530
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2New |
$393 - $491
|
2
$530
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.26% |
$196 - $245
|
390
$103K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1New |
$196 - $245
|
1
$265
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$196 - $245
|
1.1K
$291K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1+ 2.0% |
$196 - $245
|
51
$13.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1+ 0.05% |
$196 - $245
|
1.93K
$510K
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.01% |
$196 - $245
|
9.97K
$2.64M
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1+ 0.09% |
$196 - $245
|
1.11K
$295K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1+ 0.06% |
$196 - $245
|
1.63K
$431K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.23% |
$196 - $245
|
432
$114K
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
1+ 0.04% |
$196 - $245
|
2.26K
$599K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1+ 0.92% |
$196 - $245
|
110
$29.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
BUY
|
- |
1+ 0.07% |
$196 - $245
|
1.35K
$358K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 1.05% |
$196 - $245
|
96
$25.4K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-2- 0.15% |
$393 - $491
|
1.33K
$351K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-3- 0.08% |
$589 - $736
|
3.59K
$951K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-3- 0.22% |
$589 - $736
|
1.34K
$355K
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
SELL
|
- |
-4- 0.19% |
$785 - $982
|
2.12K
$560K
|