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 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-64- 2.7% |
$12.6K - $15.7K
|
2.3K
$691K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-69- 0.46% |
$13.5K - $16.9K
|
14.9K
$4.48M
|
|
|
Oct 09, 2024
Q4 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-70- 0.45% |
$13.7K - $17.2K
|
15.3K
$4.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-70- 3.56% |
$13.7K - $17.2K
|
1.9K
$569K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-76- 2.75% |
$14.9K - $18.7K
|
2.69K
$807K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-79- 0.81% |
$15.5K - $19.4K
|
9.65K
$2.89M
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-81- 1.49% |
$15.9K - $19.9K
|
5.35K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-85- 3.13% |
$16.7K - $20.9K
|
2.63K
$789K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-95- 3.75% |
$18.7K - $23.3K
|
2.44K
$732K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-96- 21.62% |
$18.9K - $23.6K
|
348
$104K
|
|
|
Jan 09, 2024
Q4 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-97- 1.31% |
$19K - $23.8K
|
7.3K
$2.19M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-98- 0.42% |
$19.2K - $24.1K
|
23K
$6.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-100- 1.27% |
$19.6K - $24.5K
|
7.78K
$2.33M
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-100- 6.71% |
$19.6K - $24.5K
|
1.39K
$417K
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-100- 1.48% |
$19.6K - $24.5K
|
6.66K
$2M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-101- 7.16% |
$19.8K - $24.8K
|
1.31K
$393K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-104- 5.7% |
$20.4K - $25.5K
|
1.72K
$517K
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-104- 4.29% |
$20.4K - $25.5K
|
2.32K
$697K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-113- 3.75% |
$22.2K - $27.7K
|
2.9K
$869K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-115- 3.84% |
$22.6K - $28.2K
|
2.88K
$863K
|
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-115- 1.79% |
$22.6K - $28.2K
|
6.32K
$1.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-115- 31.59% |
$22.6K - $28.2K
|
249
$74.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-116- 3.62% |
$22.8K - $28.5K
|
3.09K
$926K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-116- 5.84% |
$22.8K - $28.5K
|
1.87K
$561K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-120- 21.82% |
$23.6K - $29.5K
|
430
$129K
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-124- 1.71% |
$24.3K - $30.4K
|
7.14K
$2.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-130- 0.38% |
$25.5K - $31.9K
|
34.1K
$10.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-143- 1.6% |
$28.1K - $35.1K
|
8.8K
$2.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-149- 3.35% |
$29.3K - $36.6K
|
4.3K
$1.29M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-150- 10.27% |
$29.5K - $36.8K
|
1.31K
$393K
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-151- 21.6% |
$29.7K - $37.1K
|
548
$164K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-151- 7.26% |
$29.7K - $37.1K
|
1.93K
$579K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-151- 1.18% |
$29.7K - $37.1K
|
12.7K
$3.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-156- 1.22% |
$30.6K - $38.3K
|
12.6K
$3.78M
|
|
|
Sep 04, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-159- 1.58% |
$31.2K - $39K
|
9.93K
$2.98M
|
|
|
Feb 07, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-159- 1.58% |
$31.2K - $39K
|
9.93K
$2.98M
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-159- 5.19% |
$31.2K - $39K
|
2.91K
$871K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-159- 3.44% |
$31.2K - $39K
|
4.46K
$1.34M
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-160- 2.85% |
$31.4K - $39.3K
|
5.45K
$1.63M
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-167- 1.8% |
$32.8K - $41K
|
9.1K
$2.73M
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-167- 8.07% |
$32.8K - $41K
|
1.9K
$571K
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-168- 5.82% |
$33K - $41.2K
|
2.72K
$815K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-168- 3.94% |
$33K - $41.2K
|
4.1K
$1.23M
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-168- 8.67% |
$33K - $41.2K
|
1.77K
$531K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-174- 2.96% |
$34.2K - $42.7K
|
5.71K
$1.71M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-181- 7.83% |
$35.5K - $44.4K
|
2.13K
$639K
|
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-199- 1.1% |
$39.1K - $48.8K
|
18K
$5.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-201- 3.53% |
$39.5K - $49.3K
|
5.5K
$1.65M
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-206- 5.18% |
$40.5K - $50.6K
|
3.77K
$1.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-207- 12.3% |
$40.6K - $50.8K
|
1.48K
$443K
|