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 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-168- 8.67% |
$33K - $41.2K
|
1.77K
$467K
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-168- 5.82% |
$33K - $41.2K
|
2.72K
$717K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-168- 3.94% |
$33K - $41.2K
|
4.1K
$1.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-174- 2.96% |
$34.2K - $42.7K
|
5.71K
$1.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-181- 7.83% |
$35.5K - $44.4K
|
2.13K
$562K
|
|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-185- 1.29% |
$36.3K - $45.4K
|
14.1K
$3.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-199- 1.1% |
$39.1K - $48.8K
|
18K
$4.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-201- 3.53% |
$39.5K - $49.3K
|
5.5K
$1.45M
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-206- 5.18% |
$40.5K - $50.6K
|
3.77K
$995K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-207- 12.3% |
$40.6K - $50.8K
|
1.48K
$389K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-208- 6.48% |
$40.8K - $51.1K
|
3K
$793K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-212- 8.15% |
$41.6K - $52K
|
2.39K
$630K
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-215- 25.97% |
$42.2K - $52.8K
|
613
$162K
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-226- 4.95% |
$44.4K - $55.5K
|
4.34K
$1.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-233- 8.82% |
$45.8K - $57.2K
|
2.41K
$636K
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-250- 0.41% |
$49.1K - $61.4K
|
61.2K
$16.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-255- 1.93% |
$50.1K - $62.6K
|
12.9K
$3.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-262- 10.47% |
$51.4K - $64.3K
|
2.24K
$591K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-262- 14.22% |
$51.4K - $64.3K
|
1.58K
$417K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-268- 14.42% |
$52.6K - $65.8K
|
1.59K
$420K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-286- 0.78% |
$56.2K - $70.2K
|
36.3K
$9.58M
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-292- 18.14% |
$57.3K - $71.7K
|
1.32K
$348K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-295- 15.28% |
$57.9K - $72.4K
|
1.64K
$432K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-295- 1.02% |
$57.9K - $72.4K
|
28.8K
$7.59M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
SELL
|
- |
-300- 10.65% |
$58.9K - $73.6K
|
2.52K
$664K
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-309- 22.28% |
$60.7K - $75.8K
|
1.08K
$284K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-312- 4.81% |
$61.3K - $76.6K
|
6.17K
$1.63M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-318- 21.68% |
$62.4K - $78.1K
|
1.15K
$303K
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-325- 22.59% |
$63.8K - $79.8K
|
1.11K
$294K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-329- 2.68% |
$64.6K - $80.8K
|
11.9K
$3.15M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-333- 5.54% |
$65.4K - $81.7K
|
5.68K
$1.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-335- 13.65% |
$65.8K - $82.2K
|
2.12K
$559K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-340- 4.79% |
$66.8K - $83.5K
|
6.76K
$1.78M
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-341- 0.6% |
$67K - $83.7K
|
56.7K
$15M
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-342- 0.75% |
$67.2K - $83.9K
|
45.2K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-345- 5.19% |
$67.7K - $84.7K
|
6.3K
$1.66M
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
SELL
|
- |
-349- 7.42% |
$68.5K - $85.7K
|
4.35K
$1.15M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-351- 2.26% |
$68.9K - $86.2K
|
15.2K
$4.01M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-360- 0.91% |
$70.7K - $88.4K
|
39.3K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-360- 0.91% |
$70.7K - $88.4K
|
39.3K
$10.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-373- 8.31% |
$73.2K - $91.6K
|
4.12K
$1.09M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-380- 0.95% |
$74.6K - $93.3K
|
39.6K
$10.5M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-392- 8.9% |
$77K - $96.2K
|
4.01K
$1.06M
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-399- 11.06% |
$78.3K - $97.9K
|
3.21K
$847K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-404- 3.84% |
$79.3K - $99.2K
|
10.1K
$2.67M
|
|
|
Jan 30, 2024
Q4 2023
|
Mtc Wealth Management LLC
|
SELL
|
- |
-416- 3.39% |
$81.7K - $102K
|
11.8K
$3.13M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-432- 11.73% |
$84.8K - $106K
|
3.25K
$858K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-453- 2.63% |
$89K - $111K
|
16.8K
$4.43M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-454- 1.97% |
$89.1K - $111K
|
22.6K
$5.97M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-457- 18.97% |
$89.7K - $112K
|
1.95K
$515K
|