Wheelhouse Advisory Group LLC Vanguard Small Cap Growth ETF Transaction History

Wheelhouse Advisory Group LLC

$263 Billion
Q4 2025

A detailed history of Wheelhouse Advisory Group LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Wheelhouse Advisory Group LLC holds 2,176 shares of VBK stock, worth $634,760. This represents 0.25% of its overall portfolio holdings.

Number of Shares

2,176

Previous 1,863 16.8%

Holding current value

$634,760

Previous $555 Million 19.74%

% of portfolio

0.25%

Previous 0.24%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 29, 2026	BUY	$291.71 - $309.36 $91,305 - $96,829	313 Added 16.8%	2,176 $664 Million
Q3 2025 Oct 28, 2025	SELL	$276.51 - $305.12 $9,401 - $10,374	-34 Reduced 1.79%	1,863 $555 Million
Q2 2025 Jul 23, 2025	SELL	$219.76 - $276.94 $10,988 - $13,847	-50 Reduced 2.57%	1,897 $526 Million
Q1 2025 Apr 29, 2025	SELL	$247.97 - $296.33 $22,813 - $27,262	-92 Reduced 4.51%	1,947 $490 Million
Q4 2024 Jan 21, 2025	SELL	$264.18 - $304.19 $73,970 - $85,173	-280 Reduced 12.07%	2,039 $571 Million

Q3 2024 Oct 29, 2024	SELL	$240.48 - $267.94 $212,584 - $236,858	-884 Reduced 27.6%	2,319 $620 Million
Q2 2024 Jul 18, 2024	SELL	$237.63 - $258.31 $311,532 - $338,644	-1,311 Reduced 29.04%	3,203 $797 Million
Q1 2024 Apr 23, 2024	SELL	$231.0 - $260.72 $152,691 - $172,335	-661 Reduced 12.77%	4,514 $1.18 Billion
Q4 2023 Jan 31, 2024	BUY	$196.36 - $245.46 $1.02 Million - $1.27 Million	5,175 New	5,175 $1.25 Billion

Others Institutions Holding VBK

# of Institutions

1,297

Shares Held

45.4M

Call Options Held

45.8K

Put Options Held

26K

View Full List

About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
Sector ETFs
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Wheelhouse Advisory Group LLC Vanguard Small Cap Growth ETF Transaction History