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 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
11.9K+ 528.17% |
$2.33M - $2.92M
|
14.1K
$4.21M
|
|
|
Apr 08, 2024
Q4 2023
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
11.8KNew |
$2.32M - $2.89M
|
11.8K
$3.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
11.6KNew |
$2.27M - $2.84M
|
11.6K
$3.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
11.4K+ 2.25% |
$2.24M - $2.8M
|
519K
$154M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
11.4KNew |
$2.23M - $2.79M
|
11.4K
$3.38M
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
11.2K+ 35.01% |
$2.2M - $2.75M
|
43.1K
$12.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
10.9K+ 676.6% |
$2.14M - $2.67M
|
12.5K
$3.72M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
10.3KNew |
$2.02M - $2.53M
|
10.3K
$3.07M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
10KNew |
$1.97M - $2.46M
|
10K
$2.99M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10K+ 240.76% |
$1.97M - $2.46M
|
14.2K
$4.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
9.88K+ 6.21% |
$1.94M - $2.42M
|
169K
$50.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.79K+ 4.52% |
$1.92M - $2.4M
|
227K
$67.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
9.76K+ 18.3% |
$1.92M - $2.39M
|
63.1K
$18.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
9.43KNew |
$1.85M - $2.31M
|
9.43K
$2.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.23K+ 6.7% |
$1.81M - $2.27M
|
147K
$43.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
9.19KNew |
$1.8M - $2.26M
|
9.19K
$2.74M
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
9.19KNew |
$1.8M - $2.26M
|
9.19K
$2.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
8.99K+ 25.3% |
$1.77M - $2.21M
|
44.5K
$13.3M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
8.98KNew |
$1.76M - $2.2M
|
8.98K
$2.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.68KNew |
$1.7M - $2.13M
|
8.68K
$2.58M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
8.63KNew |
$1.69M - $2.12M
|
8.63K
$2.57M
|
|
|
Jan 12, 2024
Q4 2023
|
Cohen Klingenstein LLC
|
BUY
|
- |
8.42K+ 2.4% |
$1.65M - $2.07M
|
360K
$107M
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
7.89K+ 1121.02% |
$1.55M - $1.94M
|
8.6K
$2.56M
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
7.71KNew |
$1.51M - $1.89M
|
7.71K
$2.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
7.63KNew |
$1.5M - $1.87M
|
7.63K
$2.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
7.39K+ 14.16% |
$1.45M - $1.81M
|
59.6K
$17.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
7.34K+ 13.91% |
$1.44M - $1.8M
|
60.1K
$17.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
7.22KNew |
$1.42M - $1.77M
|
7.22K
$2.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
6.63KNew |
$1.3M - $1.63M
|
6.63K
$1.97M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
6.61KNew |
$1.3M - $1.62M
|
6.61K
$1.97M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
6.37KNew |
$1.25M - $1.56M
|
6.37K
$1.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
6.02K+ 27.34% |
$1.18M - $1.48M
|
28K
$8.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
5.82K+ 5.25% |
$1.14M - $1.43M
|
117K
$34.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
5.66K+ 13.54% |
$1.11M - $1.39M
|
47.5K
$14.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
5.66K+ 2.44% |
$1.11M - $1.39M
|
237K
$70.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Jentner Corp
|
BUY
|
- |
5.38K+ 5.46% |
$1.06M - $1.32M
|
104K
$30.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
5.36K+ 15.32% |
$1.05M - $1.31M
|
40.3K
$12M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
5.19K+ 44.3% |
$1.02M - $1.27M
|
16.9K
$5.04M
|
|
|
Jan 31, 2024
Q4 2023
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
5.18KNew |
$1.02M - $1.27M
|
5.18K
$1.54M
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
5.15K+ 292.95% |
$1.01M - $1.26M
|
6.91K
$2.06M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.11K+ 4.92% |
$1M - $1.25M
|
109K
$32.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
5.1K+ 8.88% |
$1M - $1.25M
|
62.5K
$18.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
BUY
|
- |
5.03K+ 58.04% |
$987K - $1.23M
|
13.7K
$4.08M
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
5.02K+ 4.35% |
$985K - $1.23M
|
120K
$35.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.9K+ 258.68% |
$963K - $1.2M
|
6.8K
$2.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.77K+ 13.25% |
$936K - $1.17M
|
40.8K
$12.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.76K+ 5.2% |
$934K - $1.17M
|
96.1K
$28.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.66KNew |
$915K - $1.14M
|
4.66K
$1.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
4.66KNew |
$914K - $1.14M
|
4.66K
$1.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
4.65KNew |
$912K - $1.14M
|
4.65K
$1.38M
|