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 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-532- 2.14% |
$104K - $131K
|
24.3K
$7.23M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-559- 23.14% |
$110K - $137K
|
1.86K
$553K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-562- 38.68% |
$110K - $138K
|
891
$265K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-566- 85.24% |
$111K - $139K
|
98
$29.2K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-567- 12.79% |
$111K - $139K
|
3.87K
$1.15M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-571- 14.67% |
$112K - $140K
|
3.32K
$989K
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-589- 27.91% |
$116K - $145K
|
1.52K
$453K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-592- 7.43% |
$116K - $145K
|
7.37K
$2.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-650- 9.49% |
$128K - $160K
|
6.2K
$1.85M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-679- 16.74% |
$133K - $167K
|
3.38K
$1.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-697- 38.74% |
$137K - $171K
|
1.1K
$328K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-714- 13.75% |
$140K - $175K
|
4.48K
$1.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Zeit Capital LLC
|
SELL
|
- |
-729- 6.03% |
$143K - $179K
|
11.4K
$3.39M
|
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-750- 33.19% |
$147K - $184K
|
1.51K
$450K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-762- 4.58% |
$150K - $187K
|
15.9K
$4.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-765- 1.32% |
$150K - $188K
|
57.3K
$17.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-791- 13.06% |
$155K - $194K
|
5.27K
$1.57M
|
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-794- 7.26% |
$156K - $195K
|
10.1K
$3.02M
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-796- 1.69% |
$156K - $195K
|
46.3K
$13.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-809- 2.89% |
$159K - $199K
|
27.2K
$8.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-831- 8.71% |
$163K - $204K
|
8.71K
$2.59M
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
SELL
|
- |
-857- 8.81% |
$168K - $210K
|
8.87K
$2.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-890- 31.59% |
$175K - $218K
|
1.93K
$574K
|
|
|
Jan 25, 2024
Q4 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-897- 5.78% |
$176K - $220K
|
14.6K
$4.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-899- 9.01% |
$177K - $221K
|
9.08K
$2.71M
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-914- 11.6% |
$179K - $224K
|
6.96K
$2.07M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-943- 5.15% |
$185K - $231K
|
17.4K
$5.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-996- 21.39% |
$196K - $244K
|
3.66K
$1.09M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-1.05K- 38.91% |
$207K - $258K
|
1.65K
$492K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.06K- 1.64% |
$209K - $261K
|
63.9K
$19M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.09K- 4.64% |
$214K - $268K
|
22.4K
$6.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.15K- 4.63% |
$225K - $282K
|
23.6K
$7.03M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.15K- 24.32% |
$226K - $283K
|
3.59K
$1.07M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.16K- 23.01% |
$227K - $284K
|
3.87K
$1.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.16K- 19.19% |
$228K - $285K
|
4.89K
$1.46M
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-1.18K- 39.89% |
$232K - $290K
|
1.78K
$530K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.26K- 32.45% |
$246K - $308K
|
2.61K
$778K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.29K- 23.09% |
$253K - $317K
|
4.3K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.41K- 2.21% |
$277K - $346K
|
62.4K
$18.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.42K- 11.84% |
$279K - $349K
|
10.6K
$3.16M
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-1.45K- 4.99% |
$285K - $356K
|
27.6K
$8.22M
|
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-1.49K- 8.99% |
$292K - $365K
|
15K
$4.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.53K- 64.04% |
$300K - $375K
|
857
$255K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.59K- 17.62% |
$312K - $390K
|
7.43K
$2.21M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.65K- 46.87% |
$323K - $404K
|
1.87K
$555K
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.71K- 4.85% |
$336K - $420K
|
33.5K
$9.99M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.71K- 4.85% |
$336K - $420K
|
33.5K
$9.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.72K- 63.64% |
$338K - $422K
|
982
$292K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1.79K- 14.48% |
$351K - $438K
|
10.5K
$3.14M
|
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-1.85K- 15.97% |
$363K - $454K
|
9.73K
$2.9M
|