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 |
---|---|---|---|---|---|---|---|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
11+ 0.18% |
$2.73K - $3.26K
|
6.17K
$1.71M
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-16- 16.84% |
$3.97K - $4.74K
|
79
$21.9K
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-35- 3.64% |
$8.68K - $10.4K
|
926
$257K
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
76+ 3.42% |
$18.8K - $22.5K
|
2.3K
$637K
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
371+ 6.55% |
$92K - $110K
|
6.04K
$1.67M
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-42- 1.08% |
$10.4K - $12.4K
|
3.84K
$1.06M
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
424+ 6.05% |
$105K - $126K
|
7.43K
$2.06M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-44- 1.03% |
$10.9K - $13K
|
4.25K
$1.18M
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
634+ 17.06% |
$157K - $188K
|
4.35K
$1.21M
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-13- 6.31% |
$3.22K - $3.85K
|
193
$53.5K
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-23- 8.65% |
$5.7K - $6.82K
|
243
$67.4K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
158+ 0.38% |
$39.2K - $46.8K
|
41.8K
$11.6M
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
2+ 0.04% |
$496 - $593
|
4.82K
$1.34M
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-299- 15.59% |
$74.1K - $88.6K
|
1.62K
$449K
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-35- 1.55% |
$8.68K - $10.4K
|
2.22K
$617K
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-62- 5.2% |
$15.4K - $18.4K
|
1.13K
$314K
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
64+ 8.3% |
$15.9K - $19K
|
835
$232K
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.23K+ 21.31% |
$305K - $365K
|
7.01K
$1.95M
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
876+ 13.59% |
$217K - $260K
|
7.32K
$2.03M
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-220- 2.75% |
$54.6K - $65.2K
|
7.79K
$2.16M
|
|
Apr 29, 2025
Q1 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-92- 4.51% |
$22.8K - $27.3K
|
1.95K
$540K
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
874+ 28.08% |
$217K - $259K
|
3.99K
$1.11M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-984- 12.08% |
$244K - $292K
|
7.16K
$1.99M
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
871+ 98.75% |
$216K - $258K
|
1.75K
$486K
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
SELL
|
- |
-145- 0.14% |
$36K - $43K
|
100K
$27.7M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-50.7K- 89.23% |
$12.6M - $15M
|
6.11K
$1.7M
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-146- 3.75% |
$36.2K - $43.3K
|
3.75K
$1.04M
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
2.8K+ 2.74% |
$694K - $829K
|
105K
$29.1M
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
613+ 9.49% |
$152K - $182K
|
7.07K
$1.96M
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-8- 17.78% |
$1.98K - $2.37K
|
37
$10.3K
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
389New |
$96.5K - $115K
|
389
$108K
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5+ 0.26% |
$1.24K - $1.48K
|
1.92K
$532K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-21.9K- 3.23% |
$5.44M - $6.49M
|
657K
$182M
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.24K- 4.55% |
$308K - $368K
|
26K
$7.21M
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
1.07K+ 11.34% |
$265K - $317K
|
10.5K
$2.91M
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
982+ 16.84% |
$244K - $291K
|
6.82K
$1.89M
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
4+ 4.82% |
$992 - $1.19K
|
87
$24.1K
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-48- 3.06% |
$11.9K - $14.2K
|
1.52K
$421K
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
2.54K+ 23.22% |
$629K - $751K
|
13.5K
$3.73M
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
6.92K+ 437.7% |
$1.72M - $2.05M
|
8.5K
$2.36M
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
821+ 3.67% |
$204K - $243K
|
23.2K
$6.42M
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2+ 0.08% |
$496 - $593
|
2.64K
$732K
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-57- 7.48% |
$14.1K - $16.9K
|
705
$196K
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
1.16KNew |
$288K - $345K
|
1.16K
$323K
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
88+ 1.04% |
$21.8K - $26.1K
|
8.54K
$2.37M
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-207- 4.6% |
$51.3K - $61.3K
|
4.29K
$1.19M
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
82New |
$20.3K - $24.3K
|
82
$22.7K
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
107+ 2.25% |
$26.5K - $31.7K
|
4.87K
$1.35M
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
15New |
$3.72K - $4.44K
|
15
$4.16K
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-89- 0.41% |
$22.1K - $26.4K
|
21.6K
$5.99M
|