Essential Planning, Llc. Vanguard Small Cap Growth ETF Transaction History

Essential Planning, Llc.

  • $269 Billion
  • Q2 2025

A detailed history of Essential Planning, Llc. transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Essential Planning, Llc. holds 16,863 shares of VBK stock, worth $4.7 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares
16,863
Previous 16,970 0.63%
Holding current value
$4.7 Million
Previous $4.27 Billion 9.3%
% of portfolio
1.74%
Previous 1.72%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$219.76 - $276.94 $23,514 - $29,632
-107 Reduced 0.63%
16,863 $4.67 Billion
Q1 2025

May 08, 2025
SELL
$247.97 - $296.33 $271 Million - $324 Million
-1,092,439 Reduced 98.47%
16,970 $4.27 Billion
Q4 2024

Feb 07, 2025
BUY
$264.18 - $304.19 $288 Million - $332 Million
1,091,640 Added 6143.51%
1,109,409 $311 Million
Q3 2024

Nov 07, 2024
SELL
$240.48 - $267.94 $22,124 - $24,650
-92 Reduced 0.52%
17,769 $4.75 Million
Q2 2024

Aug 14, 2024
SELL
$237.63 - $258.31 $19,010 - $20,664
-80 Reduced 0.45%
17,861 $4.47 Million
Q1 2024

May 08, 2024
SELL
$231.0 - $260.72 $6,930 - $7,821
-30 Reduced 0.17%
17,941 $4.68 Million
Q4 2023

Feb 13, 2024
SELL
$196.36 - $245.46 $39,075 - $48,846
-199 Reduced 1.1%
17,971 $4.34 Million
Q3 2023

Nov 08, 2023
BUY
$210.59 - $239.48 $39,169 - $44,543
186 Added 1.03%
18,170 $3.89 Million
Q2 2023

Aug 10, 2023
BUY
$209.12 - $229.74 $186,325 - $204,698
891 Added 5.21%
17,984 $4.13 Million
Q1 2023

May 09, 2023
BUY
$198.77 - $233.54 $261,581 - $307,338
1,316 Added 8.34%
17,093 $3.7 Million
Q4 2022

Feb 14, 2023
BUY
$192.0 - $216.09 $3.03 Million - $3.41 Million
15,777 New
15,777 $3.16 Million

Others Institutions Holding VBK

# of Institutions
1,238
Shares Held
44.7M
Call Options Held
63.2K
Put Options Held
44.5K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

VBK Quotes by TradingView
  • Ticker VBK
  • Sector ETFs
  • Industry ETFs
More about VBK
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