Purchases and Sales Made in Q4 2024 in Vanguard Small Cap Growth ETF (VBK)
This table provides information about the institutional ownership of Vanguard Small Cap Growth ETF (VBK) during Q4 2024. 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, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
30+ 0.52% |
$7.93K - $9.13K
|
5.82K
$1.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
29New |
$7.66K - $8.82K
|
29
$7.93K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
28+ 2.84% |
$7.4K - $8.52K
|
1.02K
$278K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
28New |
$7.4K - $8.52K
|
28
$7.66K
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
27+ 0.36% |
$7.13K - $8.21K
|
7.6K
$2.08M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
26+ 7.49% |
$6.87K - $7.91K
|
373
$102K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
26+ 47.27% |
$6.87K - $7.91K
|
81
$22.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
26+ 0.48% |
$6.87K - $7.91K
|
5.45K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
25+ 2.11% |
$6.6K - $7.6K
|
1.21K
$331K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
24+ 48.0% |
$6.34K - $7.3K
|
74
$20.2K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
24New |
$6.34K - $7.3K
|
24
$6.56K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
24+ 0.33% |
$6.34K - $7.3K
|
7.38K
$2.02M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
24+ 0.03% |
$6.34K - $7.3K
|
95K
$26M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
23+ 0.35% |
$6.08K - $7K
|
6.66K
$1.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
23+ 0.3% |
$6.08K - $7K
|
7.79K
$2.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
23+ 0.53% |
$6.08K - $7K
|
4.35K
$1.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
22+ 3.44% |
$5.81K - $6.69K
|
662
$181K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
21+ 2.08% |
$5.55K - $6.39K
|
1.03K
$282K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
20+ 0.27% |
$5.28K - $6.08K
|
7.56K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
19New |
$5.02K - $5.78K
|
19
$5.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
19New |
$5.02K - $5.78K
|
19
$5.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
15+ 0.92% |
$3.96K - $4.56K
|
1.65K
$451K
|
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
15+ 0.1% |
$3.96K - $4.56K
|
14.3K
$3.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
15+ 0.83% |
$3.96K - $4.56K
|
1.83K
$501K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
14+ 1.49% |
$3.7K - $4.26K
|
955
$261K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
14New |
$3.7K - $4.26K
|
14
$3.83K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
BUY
|
- |
13+ 0.83% |
$3.43K - $3.95K
|
1.58K
$432K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
13+ 9.63% |
$3.43K - $3.95K
|
148
$40.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
12+ 14.81% |
$3.17K - $3.65K
|
93
$25.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
11+ 2.9% |
$2.91K - $3.35K
|
390
$107K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
11+ 0.99% |
$2.91K - $3.35K
|
1.12K
$307K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
11+ 0.06% |
$2.91K - $3.35K
|
17.3K
$4.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
11+ 0.05% |
$2.91K - $3.35K
|
20.9K
$5.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
11+ 2.87% |
$2.91K - $3.35K
|
394
$108K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
10+ 0.7% |
$2.64K - $3.04K
|
1.44K
$395K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
10New |
$2.64K - $3.04K
|
10
$2.73K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
10+ 6.62% |
$2.64K - $3.04K
|
161
$44K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
10+ 1.28% |
$2.64K - $3.04K
|
791
$216K
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
9+ 1.2% |
$2.38K - $2.74K
|
759
$208K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
9+ 0.2% |
$2.38K - $2.74K
|
4.5K
$1.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8+ 0.88% |
$2.11K - $2.43K
|
913
$250K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
8New |
$2.11K - $2.43K
|
8
$2.19K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
8+ 0.55% |
$2.11K - $2.43K
|
1.47K
$403K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
8+ 0.24% |
$2.11K - $2.43K
|
3.41K
$932K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
8+ 0.11% |
$2.11K - $2.43K
|
7.59K
$2.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
6New |
$1.59K - $1.83K
|
6
$1.64K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5+ 100.0% |
$1.32K - $1.52K
|
10
$2.73K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
5New |
$1.32K - $1.52K
|
5
$1.37K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
5+ 0.36% |
$1.32K - $1.52K
|
1.38K
$377K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
4+ 0.31% |
$1.06K - $1.22K
|
1.28K
$350K
|