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 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-208- 6.48% |
$40.8K - $51.1K
|
3K
$901K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-212- 8.15% |
$41.6K - $52K
|
2.39K
$716K
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-215- 25.97% |
$42.2K - $52.8K
|
613
$184K
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-226- 4.95% |
$44.4K - $55.5K
|
4.34K
$1.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-233- 8.82% |
$45.8K - $57.2K
|
2.41K
$723K
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-250- 0.41% |
$49.1K - $61.4K
|
61.2K
$18.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-255- 1.93% |
$50.1K - $62.6K
|
12.9K
$3.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-262- 14.22% |
$51.4K - $64.3K
|
1.58K
$474K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-262- 10.47% |
$51.4K - $64.3K
|
2.24K
$672K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-268- 14.42% |
$52.6K - $65.8K
|
1.59K
$477K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-286- 0.78% |
$56.2K - $70.2K
|
36.3K
$10.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-292- 18.14% |
$57.3K - $71.7K
|
1.32K
$395K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-295- 15.28% |
$57.9K - $72.4K
|
1.64K
$491K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-295- 1.02% |
$57.9K - $72.4K
|
28.8K
$8.63M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
SELL
|
- |
-300- 10.65% |
$58.9K - $73.6K
|
2.52K
$755K
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-309- 22.28% |
$60.7K - $75.8K
|
1.08K
$323K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-312- 4.81% |
$61.3K - $76.6K
|
6.17K
$1.85M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-318- 21.68% |
$62.4K - $78.1K
|
1.15K
$345K
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-325- 22.59% |
$63.8K - $79.8K
|
1.11K
$334K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-329- 2.68% |
$64.6K - $80.8K
|
11.9K
$3.58M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-333- 5.54% |
$65.4K - $81.7K
|
5.68K
$1.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-335- 13.65% |
$65.8K - $82.2K
|
2.12K
$636K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-340- 4.79% |
$66.8K - $83.5K
|
6.76K
$2.03M
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-341- 0.6% |
$67K - $83.7K
|
56.7K
$17M
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-342- 0.75% |
$67.2K - $83.9K
|
45.2K
$13.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-345- 5.19% |
$67.7K - $84.7K
|
6.3K
$1.89M
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
SELL
|
- |
-349- 7.42% |
$68.5K - $85.7K
|
4.35K
$1.31M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-351- 2.26% |
$68.9K - $86.2K
|
15.2K
$4.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-360- 0.91% |
$70.7K - $88.4K
|
39.3K
$11.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-360- 0.91% |
$70.7K - $88.4K
|
39.3K
$11.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-373- 8.31% |
$73.2K - $91.6K
|
4.12K
$1.23M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-380- 0.95% |
$74.6K - $93.3K
|
39.6K
$11.9M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-392- 8.9% |
$77K - $96.2K
|
4.01K
$1.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-399- 11.06% |
$78.3K - $97.9K
|
3.21K
$963K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-404- 3.84% |
$79.3K - $99.2K
|
10.1K
$3.04M
|
|
|
Jan 30, 2024
Q4 2023
|
Mtc Wealth Management LLC
|
SELL
|
- |
-416- 3.39% |
$81.7K - $102K
|
11.8K
$3.55M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-432- 11.73% |
$84.8K - $106K
|
3.25K
$975K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-453- 2.63% |
$89K - $111K
|
16.8K
$5.03M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-454- 1.97% |
$89.1K - $111K
|
22.6K
$6.79M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-457- 18.97% |
$89.7K - $112K
|
1.95K
$586K
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
SELL
|
- |
-470- 2.84% |
$92.3K - $115K
|
16.1K
$4.83M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-472- 3.44% |
$92.7K - $116K
|
13.2K
$3.97M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-477- 6.55% |
$93.7K - $117K
|
6.81K
$2.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-487- 0.18% |
$95.6K - $120K
|
267K
$80.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-487- 1.47% |
$95.6K - $120K
|
32.7K
$9.81M
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-489- 16.34% |
$96K - $120K
|
2.5K
$751K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-500- 9.36% |
$98.2K - $123K
|
4.84K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-509- 31.19% |
$99.9K - $125K
|
1.12K
$337K
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-519- 10.41% |
$102K - $127K
|
4.47K
$1.34M
|
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-531- 2.32% |
$104K - $130K
|
22.4K
$6.71M
|