Latest Institutional Transactions on Vanguard Small Cap Growth ETF (VBK)
This table provides information on the latest institutional transactions involving Vanguard Small Cap Growth ETF (VBK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
74+ 0.58% |
$19.5K - $22.5K
|
12.8K
$3.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.3K+ 76.02% |
$1.4M - $1.61M
|
12.3K
$3.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
22+ 3.44% |
$5.81K - $6.69K
|
662
$172K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-598- 7.88% |
$158K - $182K
|
6.99K
$1.82M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11.8KNew |
$3.11M - $3.58M
|
11.8K
$3.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
4.04KNew |
$1.07M - $1.23M
|
4.04K
$1.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-119- 4.17% |
$31.4K - $36.2K
|
2.73K
$711K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
6New |
$1.59K - $1.83K
|
6
$1.56K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-346- 25.18% |
$91.4K - $105K
|
1.03K
$267K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
318+ 0.66% |
$84K - $96.7K
|
48.5K
$12.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
152New |
$40.2K - $46.2K
|
152
$39.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.67KNew |
$441K - $508K
|
1.67K
$434K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-51- 2.14% |
$13.5K - $15.5K
|
2.33K
$606K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.91K+ 3.46% |
$1.03M - $1.19M
|
117K
$30.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.93K+ 225.88% |
$1.04M - $1.19M
|
5.67K
$1.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-43- 0.52% |
$11.4K - $13.1K
|
8.19K
$2.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-3- 0.13% |
$793 - $913
|
2.26K
$587K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.36KNew |
$358K - $412K
|
1.36K
$352K
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-1.61K- 3.03% |
$424K - $488K
|
51.3K
$13.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-132- 2.34% |
$34.9K - $40.2K
|
5.52K
$1.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
420+ 96.77% |
$111K - $128K
|
854
$222K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
10+ 1.28% |
$2.64K - $3.04K
|
791
$206K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-1- 4.0% |
$264 - $304
|
24
$6.24K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.2K+ 5.4% |
$318K - $366K
|
23.5K
$6.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-277- 4.3% |
$73.2K - $84.3K
|
6.16K
$1.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-78- 2.17% |
$20.6K - $23.7K
|
3.51K
$913K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
28+ 2.84% |
$7.4K - $8.52K
|
1.02K
$264K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.19KNew |
$313K - $360K
|
1.19K
$308K
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-59- 1.99% |
$15.6K - $17.9K
|
2.91K
$756K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-90- 0.68% |
$23.8K - $27.4K
|
13.2K
$3.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.1KNew |
$290K - $334K
|
1.1K
$285K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-196- 0.21% |
$51.8K - $59.6K
|
94.8K
$24.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-248- 2.24% |
$65.5K - $75.4K
|
10.8K
$2.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
204+ 7.96% |
$53.9K - $62.1K
|
2.77K
$719K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-14- 0.07% |
$3.7K - $4.26K
|
19.2K
$4.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-169- 4.75% |
$44.6K - $51.4K
|
3.39K
$882K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.02K+ 7.56% |
$271K - $311K
|
14.6K
$3.79M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-2.82K- 2.03% |
$744K - $857K
|
136K
$35.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
26.3K+ 68.04% |
$6.95M - $8M
|
65K
$16.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-86- 6.09% |
$22.7K - $26.2K
|
1.33K
$345K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.78KNew |
$470K - $541K
|
1.78K
$463K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
53New |
$14K - $16.1K
|
53
$13.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
150+ 80.65% |
$39.6K - $45.6K
|
336
$87.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
966+ 29.06% |
$255K - $294K
|
4.29K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-270K- 99.64% |
$71.2M - $82M
|
972
$253K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-60- 3.31% |
$15.9K - $18.3K
|
1.76K
$456K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-158- 2.62% |
$41.7K - $48.1K
|
5.87K
$1.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.31K- 37.48% |
$345K - $398K
|
2.18K
$567K
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
5.19KNew |
$1.37M - $1.58M
|
5.19K
$1.35M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
291+ 5.0% |
$76.9K - $88.5K
|
6.11K
$1.59M
|