Institutional & Family Asset Management, LLC Vanguard Small Cap Growth ETF Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 09, 2023	BUY	$209.12 - $229.74 $2,091 - $2,297	10 New	10 $2,000
Q3 2020 Oct 30, 2020	SELL	$197.81 - $223.21 $989 - $1,116	-5 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$139.78 - $205.13 $698 - $1,025	5 New	5 $1,000
Q4 2018 Feb 14, 2019	SELL	N/A	-41 Closed	0 $0
Q1 2018 May 14, 2018	BUY	N/A	41 New	41 $7,000

Others Institutions Holding VBK

# of Institutions

1,063

Shares Held

41.3M

Call Options Held

30.1K

Put Options Held

19.9K

Bank Of America Corp Charlotte, NC

8.54M
Shares

$2.29 Billion
0.19% of portfolio
Jones Financial Companies Lllp

1.97M
Shares

$527 Million
0.57% of portfolio
Morgan Stanley New York, NY

1.7M
Shares

$456 Million
0.03% of portfolio
Axiom Advisory, LLC San Diego, CA

1.57M
Shares

$420 Million
4.25% of portfolio
Assetmark, Inc

1.36M
Shares

$364 Million
1.06% of portfolio

View Full List

About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
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