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 19, 2024
Q4 2023
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
2.36K+ 7.12% |
$464K - $580K
|
35.6K
$8.99M
|
|
|
Feb 08, 2024
Q4 2023
|
Lindenwold Advisors
|
BUY
|
- |
2.31KNew |
$454K - $568K
|
2.31K
$585K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.31K+ 260.2% |
$453K - $567K
|
3.2K
$808K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.28KNew |
$448K - $560K
|
2.28K
$578K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.2K+ 5.51% |
$433K - $541K
|
42.2K
$10.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
2.2KNew |
$432K - $540K
|
2.2K
$556K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2.18KNew |
$428K - $535K
|
2.18K
$551K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.16KNew |
$425K - $531K
|
2.16K
$547K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.11K+ 2.41% |
$414K - $517K
|
89.6K
$22.7M
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.03KNew |
$398K - $498K
|
2.03K
$513K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2K+ 55.73% |
$393K - $491K
|
5.59K
$1.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2K+ 137.08% |
$393K - $491K
|
3.46K
$875K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
1.99K+ 24.34% |
$391K - $488K
|
10.2K
$2.57M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.95K+ 76.21% |
$384K - $480K
|
4.52K
$1.14M
|
|
|
Feb 16, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
1.9KNew |
$372K - $465K
|
1.9K
$480K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.89K+ 54.91% |
$371K - $464K
|
5.33K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.81K+ 13.85% |
$355K - $444K
|
14.9K
$3.76M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.77K+ 19.31% |
$348K - $435K
|
10.9K
$2.77M
|
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
1.74KNew |
$341K - $427K
|
1.74K
$440K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.72K+ 1210.56% |
$338K - $422K
|
1.86K
$471K
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.69K+ 4.44% |
$331K - $414K
|
39.6K
$10M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.64K+ 81.77% |
$322K - $403K
|
3.65K
$923K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.62K+ 232.76% |
$318K - $398K
|
2.32K
$586K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
1.62KNew |
$318K - $397K
|
1.62K
$409K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.6KNew |
$314K - $392K
|
1.6K
$404K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
1.59K+ 6.37% |
$313K - $391K
|
26.6K
$6.74M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
1.57K+ 9.33% |
$308K - $385K
|
18.4K
$4.65M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
1.55K+ 21.47% |
$304K - $380K
|
8.77K
$2.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.53KNew |
$301K - $376K
|
1.53K
$387K
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
1.53KNew |
$300K - $375K
|
1.53K
$386K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.52K+ 13.92% |
$298K - $372K
|
12.4K
$3.14M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.51K+ 14.67% |
$297K - $372K
|
11.8K
$2.99M
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1.49K+ 1.42% |
$293K - $366K
|
107K
$27M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.49K+ 3.98% |
$293K - $366K
|
39K
$9.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.49K+ 10.72% |
$293K - $366K
|
15.4K
$3.89M
|
|
|
Feb 20, 2024
Q4 2023
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1.48KNew |
$291K - $364K
|
1.48K
$375K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.48K+ 0.89% |
$291K - $364K
|
169K
$42.7M
|
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
1.48K+ 2.42% |
$290K - $363K
|
62.6K
$15.8M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.48K+ 36.65% |
$290K - $363K
|
5.51K
$1.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.48K+ 5.3% |
$290K - $362K
|
29.3K
$7.42M
|
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
1.45KNew |
$286K - $357K
|
1.45K
$368K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.45K+ 14.33% |
$285K - $356K
|
11.6K
$2.93M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.44K+ 9.15% |
$283K - $354K
|
17.2K
$4.35M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.44K+ 9.15% |
$283K - $354K
|
17.2K
$4.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.44K+ 6.86% |
$282K - $353K
|
22.4K
$5.67M
|
|
|
Jan 10, 2025
Q4 2023
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.42KNew |
$278K - $348K
|
1.42K
$358K
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.41KNew |
$276K - $345K
|
1.41K
$356K
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
BUY
|
- |
1.4K+ 4.44% |
$275K - $343K
|
32.9K
$8.32M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.4K+ 5.53% |
$275K - $343K
|
26.7K
$6.75M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.4K+ 13.09% |
$274K - $342K
|
12.1K
$3.05M
|