Strategic Financial Concepts, LLC Vanguard Small Cap Growth ETF Transaction History

Strategic Financial Concepts, LLC

$711 Billion
Q2 2025

A detailed history of Strategic Financial Concepts, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 959 shares of VBK stock, worth $267,503. This represents 0.04% of its overall portfolio holdings.

Number of Shares

959

Previous 972 1.34%

Holding current value

$267,503

Previous $245 Million 8.53%

% of portfolio

0.04%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$219.76 - $276.94 $2,856 - $3,600	-13 Reduced 1.34%	959 $266 Million
Q4 2024 Jan 30, 2025	SELL	$264.18 - $304.19 $71.2 Million - $82 Million	-269,572 Reduced 99.64%	972 $272 Million
Q4 2024 Jan 27, 2025	BUY	$264.18 - $304.19 $71 Million - $81.8 Million	268,839 Added 15767.68%	270,544 $272 Million
Q3 2024 Nov 12, 2024	SELL	$240.48 - $267.94 $75.4 Million - $84 Million	-313,622 Reduced 99.46%	1,705 $456 Million
Q2 2024 Aug 06, 2024	BUY	$237.63 - $258.31 $74.6 Million - $81.1 Million	313,969 Added 23119.96%	315,327 $2.72 Million
Q1 2024 Apr 22, 2024	BUY	$231.0 - $260.72 $313,698 - $354,057	1,358 New	1,358 $354 Million

Others Institutions Holding VBK

# of Institutions

1,231

Shares Held

44.8M

Call Options Held

51K

Put Options Held

33K

View Full List

About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
Sector ETFs
Industry ETFs

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Strategic Financial Concepts, LLC Vanguard Small Cap Growth ETF Transaction History