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 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1+ 0.04% |
$264 - $304
|
2.54K
$670K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1+ 0.1% |
$264 - $304
|
961
$254K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
1+ 0.09% |
$264 - $304
|
1.09K
$287K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.13% |
$264 - $304
|
786
$207K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.11% |
$264 - $304
|
908
$240K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1+ 0.13% |
$264 - $304
|
753
$199K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 0.07% |
$264 - $304
|
1.35K
$356K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 1.59% |
$264 - $304
|
64
$16.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1+ 0.1% |
$264 - $304
|
986
$260K
|
|
|
Feb 18, 2025
Q4 2024
|
Unconventional Investor, LLC
|
BUY
|
- |
1+ 0.06% |
$264 - $304
|
1.69K
$446K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
1+ 0.11% |
$264 - $304
|
938
$247K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1+ 0.12% |
$264 - $304
|
839
$221K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.49% |
$264 - $304
|
205
$54.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1- 0.04% |
$264 - $304
|
2.76K
$728K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-1- 4.0% |
$264 - $304
|
24
$6.33K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-1- 0.01% |
$264 - $304
|
7.5K
$1.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2- 0.08% |
$528 - $608
|
2.41K
$635K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-2- 0.06% |
$528 - $608
|
3.4K
$898K
|
|
|
Feb 14, 2025
Q4 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-2- 0.18% |
$528 - $608
|
1.13K
$298K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-3- 0.16% |
$793 - $913
|
1.84K
$486K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-3- 0.13% |
$793 - $913
|
2.26K
$596K
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-3- 0.31% |
$793 - $913
|
960
$253K
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-4- 0.07% |
$1.06K - $1.22K
|
5.7K
$1.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-4- 0.23% |
$1.06K - $1.22K
|
1.73K
$457K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.28% |
$1.32K - $1.52K
|
1.78K
$469K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-5- 0.21% |
$1.32K - $1.52K
|
2.38K
$628K
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-5- 0.38% |
$1.32K - $1.52K
|
1.32K
$347K
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-5- 0.03% |
$1.32K - $1.52K
|
15.5K
$4.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-6- 0.63% |
$1.59K - $1.83K
|
949
$250K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-6Closed |
$1.59K - $1.83K
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-7- 43.75% |
$1.85K - $2.13K
|
9
$2.37K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-7- 3.41% |
$1.85K - $2.13K
|
198
$52.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-7- 7.29% |
$1.85K - $2.13K
|
89
$23.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-8- 0.08% |
$2.11K - $2.43K
|
10.4K
$2.74M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-9- 0.91% |
$2.38K - $2.74K
|
977
$258K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-9- 0.35% |
$2.38K - $2.74K
|
2.54K
$670K
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-9- 0.15% |
$2.38K - $2.74K
|
6.2K
$1.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-9- 1.05% |
$2.38K - $2.74K
|
847
$223K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-10- 0.4% |
$2.64K - $3.04K
|
2.46K
$649K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-10- 0.24% |
$2.64K - $3.04K
|
4.21K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-10- 0.27% |
$2.64K - $3.04K
|
3.67K
$968K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-10- 31.25% |
$2.64K - $3.04K
|
22
$5.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-10- 0.42% |
$2.64K - $3.04K
|
2.39K
$631K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-11- 0.41% |
$2.91K - $3.35K
|
2.65K
$698K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-11- 0.91% |
$2.91K - $3.35K
|
1.19K
$315K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-11- 4.66% |
$2.91K - $3.35K
|
225
$59.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-11- 1.19% |
$2.91K - $3.35K
|
914
$241K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-12- 0.04% |
$3.17K - $3.65K
|
27.1K
$7.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-12- 0.76% |
$3.17K - $3.65K
|
1.56K
$411K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-12- 29.27% |
$3.17K - $3.65K
|
29
$7.65K
|