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 |
---|---|---|---|---|---|---|---|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
119New |
$31.4K - $36.2K
|
119
$33K
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-46- 5.85% |
$12.2K - $14K
|
740
$205K
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
6+ 0.76% |
$1.59K - $1.83K
|
793
$220K
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
3.09KNew |
$817K - $941K
|
3.09K
$858K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
164New |
$43.3K - $49.9K
|
164
$45.5K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-173- 7.37% |
$45.7K - $52.6K
|
2.17K
$603K
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-72- 2.97% |
$19K - $21.9K
|
2.36K
$653K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.07K- 12.74% |
$1.07M - $1.24M
|
27.8K
$7.72M
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
371New |
$98K - $113K
|
371
$103K
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
10.7KNew |
$2.82M - $3.25M
|
10.7K
$2.96M
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
5New |
$1.32K - $1.52K
|
5
$1.39K
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.97KNew |
$1.05M - $1.21M
|
3.97K
$1.1M
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
785+ 24.25% |
$207K - $239K
|
4.02K
$1.12M
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.09% |
$264 - $304
|
1.13K
$314K
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
2New |
$528 - $608
|
2
$555
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
BUY
|
- |
2.39KNew |
$631K - $727K
|
2.39K
$663K
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
270+ 15.03% |
$71.3K - $82.1K
|
2.07K
$573K
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.11KNew |
$293K - $337K
|
1.11K
$307K
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-301- 47.85% |
$79.5K - $91.6K
|
328
$91K
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-46- 3.97% |
$12.2K - $14K
|
1.11K
$308K
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5+ 100.0% |
$1.32K - $1.52K
|
10
$2.77K
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-26- 12.62% |
$6.87K - $7.91K
|
180
$49.9K
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
19New |
$5.02K - $5.78K
|
19
$5.27K
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
174New |
$46K - $52.9K
|
174
$48.3K
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-102- 18.55% |
$26.9K - $31K
|
448
$124K
|
|
Feb 14, 2025
Q4 2024
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
1.5KNew |
$395K - $455K
|
1.5K
$415K
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
379New |
$100K - $115K
|
379
$105K
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
19New |
$5.02K - $5.78K
|
19
$5.27K
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-175- 19.25% |
$46.2K - $53.2K
|
734
$204K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-135- 3.37% |
$35.7K - $41.1K
|
3.87K
$1.07M
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
740New |
$195K - $225K
|
740
$205K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-409- 13.34% |
$108K - $124K
|
2.66K
$737K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-51- 60.71% |
$13.5K - $15.5K
|
33
$9.15K
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
11K+ 158.29% |
$2.91M - $3.35M
|
18K
$4.98M
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-38- 40.43% |
$10K - $11.6K
|
56
$15.5K
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-218- 3.76% |
$57.6K - $66.3K
|
5.59K
$1.55M
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
39.8KNew |
$10.5M - $12.1M
|
39.8K
$11M
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
371New |
$98K - $113K
|
371
$103K
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-12- 29.27% |
$3.17K - $3.65K
|
29
$8.04K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
63New |
$16.6K - $19.2K
|
63
$17.5K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-51- 60.71% |
$13.5K - $15.5K
|
33
$9.15K
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-6Closed |
$1.59K - $1.83K
|
0
$0
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
28New |
$7.4K - $8.52K
|
28
$7.77K
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
1+ 0.13% |
$264 - $304
|
801
$222K
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
720New |
$190K - $219K
|
720
$200K
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
14New |
$3.7K - $4.26K
|
14
$3.88K
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
662+ 0.9% |
$175K - $201K
|
73.9K
$20.5M
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
2+ 0.2% |
$528 - $608
|
1.01K
$279K
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-50- 12.66% |
$13.2K - $15.2K
|
345
$95.7K
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
1.43KNew |
$379K - $436K
|
1.43K
$398K
|