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
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.23K- 4.13% |
$324K - $373K
|
28.4K
$8.71M
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-1.29K- 4.13% |
$342K - $394K
|
30K
$9.21M
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.31K- 37.48% |
$345K - $398K
|
2.18K
$668K
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
SELL
|
- |
-1.37K- 1.31% |
$362K - $416K
|
103K
$31.6M
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.41K- 9.24% |
$374K - $430K
|
13.9K
$4.26M
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.44K- 3.8% |
$381K - $438K
|
36.5K
$11.2M
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.47K- 30.16% |
$388K - $447K
|
3.4K
$1.04M
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.48K- 2.88% |
$390K - $449K
|
49.8K
$15.2M
|
|
Feb 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-1.52K- 1.62% |
$400K - $461K
|
91.7K
$28.1M
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-1.61K- 3.03% |
$424K - $488K
|
51.3K
$15.7M
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-1.64K- 5.85% |
$434K - $499K
|
26.4K
$8.1M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.66K- 3.87% |
$438K - $504K
|
41.1K
$12.6M
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-1.71K- 25.89% |
$452K - $520K
|
4.9K
$1.5M
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.82K- 13.51% |
$480K - $553K
|
11.6K
$3.56M
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
SELL
|
- |
-1.87K- 3.61% |
$493K - $567K
|
49.7K
$15.2M
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.95K- 1.59% |
$514K - $592K
|
121K
$36.9M
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.98K- 4.47% |
$523K - $603K
|
42.3K
$13M
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-2.07K- 50.1% |
$548K - $631K
|
2.07K
$633K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.11K- 18.36% |
$557K - $642K
|
9.38K
$2.87M
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.25K- 2.86% |
$594K - $684K
|
76.5K
$23.4M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.3K- 0.99% |
$608K - $700K
|
230K
$70.5M
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.31K- 5.13% |
$610K - $702K
|
42.7K
$13.1M
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-2.32K- 1.89% |
$613K - $706K
|
120K
$36.8M
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.37K- 3.19% |
$626K - $721K
|
72.1K
$22.1M
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.57K- 1.58% |
$679K - $781K
|
160K
$48.9M
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-2.82K- 2.03% |
$744K - $857K
|
136K
$41.7M
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.17K- 4.23% |
$837K - $964K
|
71.8K
$22M
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-3.48K- 31.36% |
$919K - $1.06M
|
7.61K
$2.33M
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.77K- 4.69% |
$997K - $1.15M
|
76.6K
$23.5M
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-4.04K- 24.66% |
$1.07M - $1.23M
|
12.4K
$3.79M
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.07K- 12.74% |
$1.07M - $1.24M
|
27.8K
$8.53M
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.2K- 12.87% |
$1.11M - $1.28M
|
28.4K
$8.71M
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.89K- 46.63% |
$1.29M - $1.49M
|
5.6K
$1.72M
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-5.11K- 73.56% |
$1.35M - $1.55M
|
1.84K
$562K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-5.22K- 6.31% |
$1.38M - $1.59M
|
77.4K
$23.7M
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-5.28K- 52.56% |
$1.4M - $1.61M
|
4.77K
$1.46M
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-5.66K- 24.16% |
$1.5M - $1.72M
|
17.8K
$5.45M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.74K- 8.78% |
$1.52M - $1.75M
|
59.7K
$18.3M
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6.48K- 81.26% |
$1.71M - $1.97M
|
1.49K
$458K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.36K- 1.04% |
$1.94M - $2.24M
|
698K
$214M
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-8.09K- 24.91% |
$2.14M - $2.46M
|
24.4K
$7.48M
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-8.24K- 13.79% |
$2.18M - $2.51M
|
51.5K
$15.8M
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-8.33K- 6.86% |
$2.2M - $2.54M
|
113K
$34.7M
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-8.66K- 4.33% |
$2.29M - $2.64M
|
191K
$58.7M
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-10.3K- 99.72% |
$2.73M - $3.14M
|
29
$8.89K
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-10.5K- 31.28% |
$2.79M - $3.21M
|
23.2K
$7.1M
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-17.4K- 12.98% |
$4.58M - $5.28M
|
116K
$35.7M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18.8K- 16.25% |
$4.96M - $5.72M
|
96.9K
$29.7M
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-20K- 29.44% |
$5.29M - $6.09M
|
48K
$14.7M
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-20.3K- 2.63% |
$5.38M - $6.19M
|
754K
$231M
|