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
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-1.88K- 18.61% |
$369K - $461K
|
8.21K
$2.45M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.1K- 14.82% |
$411K - $514K
|
12K
$3.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
SELL
|
- |
-2.16K- 4.48% |
$424K - $530K
|
46.1K
$13.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-2.32K- 40.11% |
$456K - $570K
|
3.47K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.56K- 50.29% |
$503K - $629K
|
2.53K
$754K
|
|
|
Jan 19, 2024
Q4 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-2.7K- 14.94% |
$531K - $664K
|
15.4K
$4.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-2.88K- 9.21% |
$566K - $708K
|
28.4K
$8.46M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.93K- 2.71% |
$576K - $720K
|
105K
$31.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.93K- 2.71% |
$576K - $720K
|
105K
$31.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3K- 61.06% |
$590K - $737K
|
1.92K
$570K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.14K- 34.08% |
$616K - $770K
|
6.07K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-3.19K- 20.83% |
$627K - $784K
|
12.1K
$3.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.29K- 0.54% |
$645K - $807K
|
609K
$181M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-3.29K- 2.2% |
$647K - $809K
|
147K
$43.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-3.63K- 4.81% |
$713K - $891K
|
71.9K
$21.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-3.68K- 46.39% |
$722K - $903K
|
4.25K
$1.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.94K- 67.55% |
$774K - $968K
|
1.9K
$564K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-3.96K- 3.97% |
$778K - $972K
|
95.7K
$28.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-4.05K- 9.06% |
$794K - $993K
|
40.6K
$12.1M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-4.19K- 62.52% |
$823K - $1.03M
|
2.51K
$748K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-4.91K- 12.87% |
$963K - $1.2M
|
33.2K
$9.89M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-5.02K- 7.15% |
$987K - $1.23M
|
65.2K
$19.4M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-5.22K- 2.13% |
$1.02M - $1.28M
|
240K
$71.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-5.23K- 3.94% |
$1.03M - $1.28M
|
128K
$38M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.5K- 64.87% |
$1.08M - $1.35M
|
2.98K
$886K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.45K- 7.51% |
$1.27M - $1.58M
|
79.4K
$23.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.57K- 44.72% |
$1.29M - $1.61M
|
8.12K
$2.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-6.57K- 44.72% |
$1.29M - $1.61M
|
8.12K
$2.42M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-8.46K- 64.86% |
$1.66M - $2.08M
|
4.58K
$1.36M
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-9.2K- 6.34% |
$1.81M - $2.26M
|
136K
$40.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-9.84K- 86.22% |
$1.93M - $2.41M
|
1.57K
$468K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-10.4K- 29.23% |
$2.04M - $2.54M
|
25.1K
$7.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.2K- 10.24% |
$2.4M - $2.99M
|
107K
$31.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-12.7K- 18.69% |
$2.5M - $3.12M
|
55.4K
$16.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-14.9K- 79.89% |
$2.93M - $3.66M
|
3.76K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-15.4K- 79.07% |
$3.02M - $3.78M
|
4.07K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-15.6K- 83.3% |
$3.07M - $3.84M
|
3.13K
$933K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-16.7K- 25.18% |
$3.27M - $4.09M
|
49.5K
$14.8M
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-19.6K- 96.18% |
$3.85M - $4.81M
|
779
$232K
|
|
|
Jan 29, 2024
Q4 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-21.4K- 22.55% |
$4.21M - $5.26M
|
73.6K
$21.9M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-25K- 7.64% |
$4.9M - $6.13M
|
302K
$89.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-27.2K- 98.53% |
$5.34M - $6.67M
|
407
$121K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-31.6K- 54.92% |
$6.21M - $7.76M
|
25.9K
$7.73M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-31.9K- 43.21% |
$6.26M - $7.82M
|
41.9K
$12.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-34.2K- 1.3% |
$6.71M - $8.39M
|
2.59M
$772M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-37.1K- 94.54% |
$7.28M - $9.1M
|
2.14K
$638K
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
SELL
|
- |
-48.3K- 32.72% |
$9.48M - $11.9M
|
99.3K
$29.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-49.3K- 97.76% |
$9.68M - $12.1M
|
1.13K
$336K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-49.5K- 24.09% |
$9.71M - $12.1M
|
156K
$46.4M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-52.9K- 24.1% |
$10.4M - $13M
|
167K
$49.6M
|