Klingman & Associates, LLC Vanguard Small Cap Growth ETF Transaction History

Klingman & Associates, LLC

$1.8 Billion
Q2 2025

A detailed history of Klingman & Associates, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Klingman & Associates, LLC holds 1,061 shares of VBK stock, worth $324,209. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,061

Previous 993 6.85%

Holding current value

$324,209

Previous $250,000 17.2%

% of portfolio

0.02%

Previous 0.02%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$219.76 - $276.94 $14,943 - $18,831	68 Added 6.85%	1,061 $293,000
Q1 2025 May 12, 2025	SELL	$247.97 - $296.33 $8,678 - $10,371	-35 Reduced 3.4%	993 $250,000
Q4 2024 Jan 31, 2025	SELL	$264.18 - $304.19 $91,406 - $105,249	-346 Reduced 25.18%	1,028 $287,000
Q3 2024 Nov 01, 2024	SELL	$240.48 - $267.94 $1,683 - $1,875	-7 Reduced 0.51%	1,374 $367,000
Q2 2024 Jul 30, 2024	SELL	$237.63 - $258.31 $6,178 - $6,716	-26 Reduced 1.85%	1,381 $345,000
Q2 2023 Jul 31, 2023	SELL	$209.12 - $229.74 $1,254 - $1,378	-6 Reduced 0.42%	1,407 $323,000
Q4 2022 Feb 03, 2023	BUY	$192.0 - $216.09 $960 - $1,080	5 Added 0.36%	1,413 $283,000
Q3 2022 Oct 28, 2022	BUY	$192.77 - $237.17 $30,843 - $37,947	160 Added 12.82%	1,408 $275,000
Q1 2022 May 06, 2022	SELL	$224.28 - $282.83 $23,549 - $29,697	-105 Reduced 7.76%	1,248 $310,000
Q3 2021 Nov 01, 2021	BUY	$273.65 - $297.37 $55,003 - $59,771	201 Added 17.45%	1,353 $379,000
Q2 2021 Jul 27, 2021	SELL	$260.67 - $292.07 $1,303 - $1,460	-5 Reduced 0.43%	1,152 $334,000
Q1 2021 Apr 29, 2021	SELL	$262.76 - $302.04 $39,676 - $45,608	-151 Reduced 11.54%	1,157 $318,000
Q3 2020 Nov 03, 2020	SELL	$197.81 - $223.21 $49,650 - $56,025	-251 Reduced 16.1%	1,308 $281,000
Q2 2020 Aug 04, 2020	SELL	$139.78 - $205.13 $4,193 - $6,153	-30 Reduced 1.89%	1,559 $311,000
Q1 2020 Apr 29, 2020	BUY	$128.7 - $210.28 $1,930 - $3,154	15 Added 0.95%	1,589 $239,000
Q4 2019 Jan 29, 2020	BUY	$177.24 - $199.81 $278,975 - $314,500	1,574 New	1,574 $313,000

Others Institutions Holding VBK

# of Institutions

1,245

Shares Held

44.7M

Call Options Held

63.2K

Put Options Held

44.5K

View Full List

About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
Sector ETFs
Industry ETFs

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Klingman & Associates, LLC Vanguard Small Cap Growth ETF Transaction History