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 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
619+ 52.37% |
$164K - $188K
|
1.8K
$492K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
598+ 0.21% |
$158K - $182K
|
286K
$78.1M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
597+ 8.51% |
$158K - $182K
|
7.62K
$2.08M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
581+ 0.29% |
$153K - $177K
|
198K
$54.1M
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
577+ 1.79% |
$152K - $176K
|
32.8K
$8.98M
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
562+ 1.7% |
$148K - $171K
|
33.6K
$9.2M
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
BUY
|
- |
554+ 6.16% |
$146K - $169K
|
9.55K
$2.61M
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
552+ 53.38% |
$146K - $168K
|
1.59K
$434K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
545+ 5.32% |
$144K - $166K
|
10.8K
$2.95M
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
544+ 8.6% |
$144K - $165K
|
6.87K
$1.88M
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
527+ 4.01% |
$139K - $160K
|
13.7K
$3.74M
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
525+ 8.11% |
$139K - $160K
|
7K
$1.91M
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
523+ 7.26% |
$138K - $159K
|
7.73K
$2.11M
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
504+ 5.94% |
$133K - $153K
|
8.98K
$2.46M
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
503+ 16.2% |
$133K - $153K
|
3.61K
$987K
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
489+ 48900.0% |
$129K - $149K
|
490
$134K
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
485+ 11.47% |
$128K - $148K
|
4.71K
$1.29M
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
485+ 3.86% |
$128K - $148K
|
13K
$3.57M
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
483+ 4.26% |
$128K - $147K
|
11.8K
$3.24M
|
|
Feb 11, 2025
Q4 2024
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
460+ 1.24% |
$122K - $140K
|
37.7K
$10.3M
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
458+ 2.56% |
$121K - $139K
|
18.4K
$5.03M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
456+ 2.83% |
$120K - $139K
|
16.6K
$4.53M
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
450+ 12.33% |
$119K - $137K
|
4.1K
$1.12M
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
429+ 7.21% |
$113K - $130K
|
6.38K
$1.74M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
427+ 3.21% |
$113K - $130K
|
13.7K
$3.76M
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
426+ 13.77% |
$113K - $130K
|
3.52K
$962K
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
420+ 96.77% |
$111K - $128K
|
854
$234K
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
420+ 6.43% |
$111K - $128K
|
6.95K
$1.9M
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
419+ 0.66% |
$111K - $127K
|
63.8K
$17.5M
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
406+ 164.37% |
$107K - $124K
|
653
$179K
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
404+ 1.58% |
$107K - $123K
|
26K
$7.11M
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
399New |
$105K - $121K
|
399
$109K
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
389New |
$103K - $118K
|
389
$106K
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
385+ 11.0% |
$102K - $117K
|
3.89K
$1.06M
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
384+ 3.85% |
$101K - $117K
|
10.4K
$2.83M
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
382+ 13.92% |
$101K - $116K
|
3.13K
$855K
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
379+ 3.49% |
$100K - $115K
|
11.2K
$3.07M
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
379New |
$100K - $115K
|
379
$104K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
378+ 43.8% |
$99.9K - $115K
|
1.24K
$339K
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
374+ 25.72% |
$98.8K - $114K
|
1.83K
$500K
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
371New |
$98K - $113K
|
371
$101K
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
371New |
$98K - $113K
|
371
$101K
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
369+ 17.45% |
$97.5K - $112K
|
2.48K
$679K
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
369+ 8.48% |
$97.5K - $112K
|
4.72K
$1.29M
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
354+ 1.66% |
$93.5K - $108K
|
21.7K
$5.93M
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
352+ 21.84% |
$93K - $107K
|
1.96K
$537K
|
|
Jan 31, 2025
Q4 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
348+ 3.29% |
$91.9K - $106K
|
10.9K
$2.99M
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
346+ 13.67% |
$91.4K - $105K
|
2.88K
$787K
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
335+ 3.49% |
$88.5K - $102K
|
9.94K
$2.72M
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
334New |
$88.2K - $102K
|
334
$91.3K
|