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 |
---|---|---|---|---|---|---|---|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
54+ 1.24% |
$14.3K - $16.4K
|
4.42K
$1.35M
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
53New |
$14K - $16.1K
|
53
$16.2K
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
50+ 4.91% |
$13.2K - $15.2K
|
1.07K
$328K
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
50+ 3.68% |
$13.2K - $15.2K
|
1.41K
$432K
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
50+ 5.29% |
$13.2K - $15.2K
|
996
$305K
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
48+ 20.6% |
$12.7K - $14.6K
|
281
$86.1K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
47+ 7.32% |
$12.4K - $14.3K
|
689
$211K
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
46+ 0.28% |
$12.2K - $14K
|
16.4K
$5.04M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
43+ 0.17% |
$11.4K - $13.1K
|
25.5K
$7.81M
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
41+ 4.73% |
$10.8K - $12.5K
|
908
$278K
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
40+ 3.58% |
$10.6K - $12.2K
|
1.16K
$354K
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
40+ 2.99% |
$10.6K - $12.2K
|
1.38K
$422K
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
39New |
$10.3K - $11.9K
|
39
$11.9K
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
37+ 0.22% |
$9.77K - $11.3K
|
16.9K
$5.17M
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
36+ 0.76% |
$9.51K - $11K
|
4.78K
$1.46M
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
36New |
$9.51K - $11K
|
36
$11K
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
36+ 0.24% |
$9.51K - $11K
|
15.2K
$4.65M
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
35+ 0.95% |
$9.25K - $10.6K
|
3.74K
$1.14M
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
BUY
|
- |
35+ 1.62% |
$9.25K - $10.6K
|
2.2K
$674K
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
35+ 3.79% |
$9.25K - $10.6K
|
958
$294K
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
35+ 0.92% |
$9.25K - $10.6K
|
3.86K
$1.18M
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
34+ 178.95% |
$8.98K - $10.3K
|
53
$16.2K
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
33+ 2.17% |
$8.72K - $10K
|
1.56K
$476K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
32New |
$8.45K - $9.73K
|
32
$9.8K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
32+ 1.74% |
$8.45K - $9.73K
|
1.87K
$573K
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
32+ 0.43% |
$8.45K - $9.73K
|
7.5K
$2.3M
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
30+ 0.52% |
$7.93K - $9.13K
|
5.82K
$1.78M
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
BUY
|
- |
30+ 1.79% |
$7.93K - $9.13K
|
1.71K
$522K
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
29New |
$7.66K - $8.82K
|
29
$8.89K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
28New |
$7.4K - $8.52K
|
28
$8.58K
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
28+ 2.84% |
$7.4K - $8.52K
|
1.02K
$311K
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
27+ 0.36% |
$7.13K - $8.21K
|
7.6K
$2.33M
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
26+ 7.49% |
$6.87K - $7.91K
|
373
$114K
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
26+ 47.27% |
$6.87K - $7.91K
|
81
$24.8K
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
26+ 0.48% |
$6.87K - $7.91K
|
5.45K
$1.67M
|
|
Feb 14, 2025
Q4 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
25+ 2.11% |
$6.6K - $7.6K
|
1.21K
$371K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
24+ 48.0% |
$6.34K - $7.3K
|
74
$22.7K
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
24+ 0.33% |
$6.34K - $7.3K
|
7.38K
$2.26M
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
24New |
$6.34K - $7.3K
|
24
$7.35K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
24+ 0.03% |
$6.34K - $7.3K
|
95K
$29.1M
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
23+ 0.3% |
$6.08K - $7K
|
7.79K
$2.39M
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
23+ 0.35% |
$6.08K - $7K
|
6.66K
$2.04M
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
23+ 0.53% |
$6.08K - $7K
|
4.35K
$1.33M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
22+ 3.44% |
$5.81K - $6.69K
|
662
$203K
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
21+ 2.08% |
$5.55K - $6.39K
|
1.03K
$316K
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
20+ 0.27% |
$5.28K - $6.08K
|
7.56K
$2.32M
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
19New |
$5.02K - $5.78K
|
19
$5.82K
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
19New |
$5.02K - $5.78K
|
19
$5.82K
|
|
Sep 08, 2025
Q4 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
18+ 2.45% |
$4.76K - $5.48K
|
754
$231K
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
15+ 0.1% |
$3.96K - $4.56K
|
14.3K
$4.39M
|