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 |
---|---|---|---|---|---|---|---|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-18- 4.49% |
$4.28K - $4.65K
|
383
$107K
|
|
Jul 12, 2024
Q2 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-75- 1.09% |
$17.8K - $19.4K
|
6.84K
$1.92M
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
144+ 64.57% |
$34.2K - $37.2K
|
367
$103K
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
313New |
$74.4K - $80.9K
|
313
$87.8K
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-13- 1.1% |
$3.09K - $3.36K
|
1.17K
$329K
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
SELL
|
- |
-105- 6.82% |
$25K - $27.1K
|
1.43K
$402K
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
4+ 1.33% |
$951 - $1.03K
|
304
$85.3K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
265New |
$63K - $68.5K
|
265
$74.4K
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
45New |
$10.7K - $11.6K
|
45
$12.6K
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-47- 82.46% |
$11.2K - $12.1K
|
10
$2.81K
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1New |
$238 - $258
|
1
$281
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
903New |
$215K - $233K
|
903
$253K
|
|
Q1 2024 | |||||||
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
465+ 14.3% |
$107K - $121K
|
3.72K
$1.04M
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-118- 11.85% |
$27.3K - $30.8K
|
878
$246K
|
|
Aug 13, 2024
Q1 2024
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-901Closed |
$208K - $235K
|
0
$0
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-34- 2.38% |
$7.85K - $8.86K
|
1.39K
$391K
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-45- 5.28% |
$10.4K - $11.7K
|
808
$227K
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
16New |
$3.7K - $4.17K
|
16
$4.49K
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
68New |
$15.7K - $17.7K
|
68
$19.1K
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.17KClosed |
$271K - $306K
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
933New |
$216K - $243K
|
933
$262K
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
92New |
$21.3K - $24K
|
92
$25.8K
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
BUY
|
- |
740+ 29.91% |
$171K - $193K
|
3.21K
$902K
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
25.9KNew |
$5.98M - $6.75M
|
25.9K
$7.26M
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-903- 28.39% |
$209K - $235K
|
2.28K
$639K
|
|
May 15, 2024
Q1 2024
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
354+ 4.64% |
$81.8K - $92.3K
|
7.98K
$2.24M
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-19- 8.37% |
$4.39K - $4.95K
|
208
$58.4K
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-14- 0.54% |
$3.23K - $3.65K
|
2.58K
$723K
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
BUY
|
- |
1.44KNew |
$331K - $374K
|
1.44K
$403K
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
13.1KNew |
$3.02M - $3.4M
|
13.1K
$3.66M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.83K- 1.96% |
$1.12M - $1.26M
|
242K
$67.9M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.1K+ 126.5% |
$2.56M - $2.89M
|
19.8K
$5.56M
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
2.2K+ 8.41% |
$507K - $573K
|
28.3K
$7.94M
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
3.05KNew |
$703K - $794K
|
3.05K
$854K
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
BUY
|
- |
1.19KNew |
$274K - $309K
|
1.19K
$333K
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1New |
$231 - $261
|
1
$281
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
156New |
$36K - $40.7K
|
156
$43.8K
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-75- 79.79% |
$17.3K - $19.6K
|
19
$5.33K
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
2New |
$462 - $521
|
2
$561
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.7KNew |
$393K - $443K
|
1.7K
$477K
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-47- 4.79% |
$10.9K - $12.3K
|
935
$262K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-12- 3.47% |
$2.77K - $3.13K
|
334
$93.7K
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-113- 9.19% |
$26.1K - $29.5K
|
1.12K
$313K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
3.61KNew |
$833K - $941K
|
3.61K
$1.01M
|
|
May 10, 2024
Q1 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-7.02K- 42.11% |
$1.62M - $1.83M
|
9.65K
$2.71M
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
6New |
$1.39K - $1.56K
|
6
$1.68K
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-10- 0.63% |
$2.31K - $2.61K
|
1.57K
$440K
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
21+ 15.0% |
$4.85K - $5.48K
|
161
$45.2K
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
925+ 26.52% |
$214K - $241K
|
4.41K
$1.24M
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
21+ 7.0% |
$4.85K - $5.48K
|
321
$90.1K
|