Institute For Wealth Management, Llc. Vanguard Small Cap Growth ETF Transaction History

Institute For Wealth Management, Llc.

  • $929 Million
  • Q3 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 12,867 shares of VBK stock, worth $3.94 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
12,867
Previous 10,148 26.79%
Holding current value
$3.94 Million
Previous $2.81 Million 36.26%
% of portfolio
0.41%
Previous 0.32%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$276.51 - $305.12 $751,830 - $829,621
2,719 Added 26.79%
12,867 $3.83 Million
Q2 2025

Jul 18, 2025
BUY
$219.76 - $276.94 $2.23 Million - $2.81 Million
10,148 New
10,148 $2.81 Million
Q2 2022

Jul 25, 2022
SELL
$188.16 - $253.27 $218,641 - $294,299
-1,162 Closed
0 $0
Q4 2021

Jan 21, 2022
SELL
$269.22 - $305.79 $51,151 - $58,100
-190 Reduced 14.05%
1,162 $327,000
Q3 2021

Nov 15, 2021
SELL
$273.65 - $297.37 $30,101 - $32,710
-110 Reduced 7.52%
1,352 $379,000
Q1 2021

May 04, 2021
BUY
$262.76 - $302.04 $143,729 - $165,215
547 Added 59.78%
1,462 $402,000
Q4 2020

Feb 01, 2021
BUY
$216.78 - $272.28 $198,353 - $249,136
915 New
915 $245,000
Q1 2020

Apr 29, 2020
SELL
$128.7 - $210.28 $93,307 - $152,453
-725 Closed
0 $0
Q4 2019

Feb 27, 2020
BUY
$177.24 - $199.81 $128,499 - $144,862
725 New
725 $144,000

Others Institutions Holding VBK

# of Institutions
1,248
Shares Held
44.6M
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
Track This Portfolio

Track Institute For Wealth Management, Llc. Portfolio

Follow Institute For Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email