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 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
731+ 7.27% |
$193K - $222K
|
10.8K
$2.85M
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
728New |
$192K - $221K
|
728
$192K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
723+ 4.5% |
$191K - $220K
|
16.8K
$4.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
720New |
$190K - $219K
|
720
$190K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
716New |
$189K - $218K
|
716
$189K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
715New |
$189K - $217K
|
715
$189K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
711+ 20.8% |
$188K - $216K
|
4.13K
$1.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
704+ 73.49% |
$186K - $214K
|
1.66K
$438K
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
695+ 0.5% |
$184K - $211K
|
139K
$36.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
694+ 291.6% |
$183K - $211K
|
932
$246K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
662+ 0.9% |
$175K - $201K
|
73.9K
$19.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
655New |
$173K - $199K
|
655
$173K
|
|
|
Feb 12, 2025
Q4 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
644+ 3.09% |
$170K - $196K
|
21.5K
$5.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
625New |
$165K - $190K
|
625
$165K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
621+ 9.85% |
$164K - $189K
|
6.92K
$1.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
619+ 52.37% |
$164K - $188K
|
1.8K
$475K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
619+ 23.2% |
$164K - $188K
|
3.29K
$867K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
598+ 0.21% |
$158K - $182K
|
286K
$75.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
597+ 8.51% |
$158K - $182K
|
7.62K
$2.01M
|
|
|
May 15, 2025
Q4 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
586+ 55.08% |
$155K - $178K
|
1.65K
$435K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
581+ 0.29% |
$153K - $177K
|
198K
$52.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
577+ 1.79% |
$152K - $176K
|
32.8K
$8.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
562+ 1.7% |
$148K - $171K
|
33.6K
$8.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
BUY
|
- |
554+ 6.16% |
$146K - $169K
|
9.55K
$2.52M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
552+ 53.38% |
$146K - $168K
|
1.59K
$418K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
545+ 5.32% |
$144K - $166K
|
10.8K
$2.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
544+ 8.6% |
$144K - $165K
|
6.87K
$1.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
527+ 4.01% |
$139K - $160K
|
13.7K
$3.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
525+ 8.11% |
$139K - $160K
|
7K
$1.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
523+ 7.26% |
$138K - $159K
|
7.73K
$2.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
504+ 5.94% |
$133K - $153K
|
8.98K
$2.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
503+ 16.2% |
$133K - $153K
|
3.61K
$952K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
489+ 48900.0% |
$129K - $149K
|
490
$129K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
485+ 3.86% |
$128K - $148K
|
13K
$3.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
485+ 11.47% |
$128K - $148K
|
4.71K
$1.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
483+ 4.26% |
$128K - $147K
|
11.8K
$3.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
460+ 1.24% |
$122K - $140K
|
37.7K
$9.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
458+ 2.56% |
$121K - $139K
|
18.4K
$4.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
456+ 2.83% |
$120K - $139K
|
16.6K
$4.37M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
450+ 12.33% |
$119K - $137K
|
4.1K
$1.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
429+ 7.21% |
$113K - $130K
|
6.38K
$1.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
427+ 3.21% |
$113K - $130K
|
13.7K
$3.62M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
426+ 13.77% |
$113K - $130K
|
3.52K
$928K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
420+ 6.43% |
$111K - $128K
|
6.95K
$1.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
420+ 96.77% |
$111K - $128K
|
854
$225K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
419+ 0.66% |
$111K - $127K
|
63.8K
$16.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
406+ 164.37% |
$107K - $124K
|
653
$172K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
404+ 1.58% |
$107K - $123K
|
26K
$6.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
399New |
$105K - $121K
|
399
$105K
|
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
389New |
$103K - $118K
|
389
$103K
|