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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
553+ 6.95% |
$133K - $148K
|
8.51K
$2.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
29+ 0.52% |
$6.97K - $7.77K
|
5.65K
$1.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
3.5K+ 7.79% |
$840K - $936K
|
48.3K
$13.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
4+ 0.22% |
$962 - $1.07K
|
1.83K
$512K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
65+ 4.46% |
$15.6K - $17.4K
|
1.52K
$427K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
3+ 0.12% |
$721 - $804
|
2.48K
$696K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.13% |
$240 - $268
|
785
$220K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-8- 0.19% |
$1.92K - $2.14K
|
4.23K
$1.19M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-627- 6.42% |
$151K - $168K
|
9.14K
$2.57M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-82- 7.12% |
$19.7K - $22K
|
1.07K
$300K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-28- 45.16% |
$6.73K - $7.5K
|
34
$9.54K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
78+ 2.92% |
$18.8K - $20.9K
|
2.75K
$772K
|
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
BUY
|
- |
2.29K+ 34.11% |
$550K - $613K
|
9K
$2.53M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.46% |
$481 - $536
|
434
$122K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-959- 1.29% |
$231K - $257K
|
73.2K
$20.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.42K+ 8.94% |
$583K - $649K
|
29.5K
$8.28M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.86KNew |
$688K - $767K
|
2.86K
$803K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
40+ 0.1% |
$9.62K - $10.7K
|
38.7K
$10.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-46- 1.3% |
$11.1K - $12.3K
|
3.5K
$982K
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
919New |
$221K - $246K
|
919
$258K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-6- 0.69% |
$1.44K - $1.61K
|
863
$242K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
941New |
$226K - $252K
|
941
$264K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
7+ 0.6% |
$1.68K - $1.88K
|
1.18K
$331K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
117+ 0.74% |
$28.1K - $31.3K
|
16K
$4.49M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.27K- 10.59% |
$545K - $607K
|
19.1K
$5.37M
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
168+ 4.76% |
$40.4K - $45K
|
3.7K
$1.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-12- 0.22% |
$2.89K - $3.22K
|
5.42K
$1.52M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
795+ 5.09% |
$191K - $213K
|
16.4K
$4.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
8.89K+ 21.13% |
$2.14M - $2.38M
|
51K
$14.3M
|
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-130- 20.97% |
$31.3K - $34.8K
|
490
$137K
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
6+ 0.24% |
$1.44K - $1.61K
|
2.53K
$710K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-29- 1.6% |
$6.97K - $7.77K
|
1.78K
$500K
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
867New |
$208K - $232K
|
867
$243K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-364- 21.19% |
$87.5K - $97.5K
|
1.35K
$380K
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-54- 5.35% |
$13K - $14.5K
|
955
$268K
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
244+ 6.62% |
$58.7K - $65.4K
|
3.93K
$1.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
9+ 0.5% |
$2.16K - $2.41K
|
1.82K
$510K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-21- 1.02% |
$5.05K - $5.63K
|
2.05K
$574K
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
763New |
$183K - $204K
|
763
$214K
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
88+ 0.6% |
$21.2K - $23.6K
|
14.7K
$4.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
859+ 0.63% |
$207K - $230K
|
138K
$38.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-297- 11.09% |
$71.4K - $79.6K
|
2.38K
$668K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
856+ 99.3% |
$206K - $229K
|
1.72K
$482K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
49+ 0.37% |
$11.8K - $13.1K
|
13.4K
$3.77M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.61K- 33.4% |
$1.35M - $1.5M
|
11.2K
$3.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-60- 0.45% |
$14.4K - $16.1K
|
13.4K
$3.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
752New |
$181K - $201K
|
752
$211K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-5.7K- 85.66% |
$1.37M - $1.53M
|
955
$268K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.38K- 11.09% |
$813K - $906K
|
27.1K
$7.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
50+ 5.85% |
$12K - $13.4K
|
904
$254K
|