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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-903- 28.39% |
$209K - $235K
|
2.28K
$661K
|
|
May 15, 2024
Q1 2024
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
354+ 4.64% |
$81.8K - $92.3K
|
7.98K
$2.31M
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-19- 8.37% |
$4.39K - $4.95K
|
208
$60.3K
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-14- 0.54% |
$3.23K - $3.65K
|
2.58K
$747K
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
BUY
|
- |
1.44KNew |
$331K - $374K
|
1.44K
$416K
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
13.1KNew |
$3.02M - $3.4M
|
13.1K
$3.79M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.83K- 1.96% |
$1.12M - $1.26M
|
242K
$70.1M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.1K+ 126.5% |
$2.56M - $2.89M
|
19.8K
$5.75M
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
2.2K+ 8.41% |
$507K - $573K
|
28.3K
$8.21M
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
3.05KNew |
$703K - $794K
|
3.05K
$883K
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
BUY
|
- |
1.19KNew |
$274K - $309K
|
1.19K
$344K
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1New |
$231 - $261
|
1
$290
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
156New |
$36K - $40.7K
|
156
$45.2K
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-75- 79.79% |
$17.3K - $19.6K
|
19
$5.51K
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
2New |
$462 - $521
|
2
$580
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.7KNew |
$393K - $443K
|
1.7K
$493K
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-47- 4.79% |
$10.9K - $12.3K
|
935
$271K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-12- 3.47% |
$2.77K - $3.13K
|
334
$96.9K
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-113- 9.19% |
$26.1K - $29.5K
|
1.12K
$324K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
3.61KNew |
$833K - $941K
|
3.61K
$1.05M
|
|
May 10, 2024
Q1 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-7.02K- 42.11% |
$1.62M - $1.83M
|
9.65K
$2.8M
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
6New |
$1.39K - $1.56K
|
6
$1.74K
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-10- 0.63% |
$2.31K - $2.61K
|
1.57K
$454K
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
21+ 15.0% |
$4.85K - $5.48K
|
161
$46.7K
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
925+ 26.52% |
$214K - $241K
|
4.41K
$1.28M
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
21+ 7.0% |
$4.85K - $5.48K
|
321
$93.1K
|
|
May 08, 2024
Q1 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-32- 1.39% |
$7.39K - $8.34K
|
2.27K
$658K
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
779New |
$180K - $203K
|
779
$226K
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
820New |
$189K - $214K
|
820
$238K
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
15+ 1.22% |
$3.47K - $3.91K
|
1.24K
$360K
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
462New |
$107K - $120K
|
462
$134K
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-261- 23.71% |
$60.3K - $68K
|
840
$244K
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
85+ 0.74% |
$19.6K - $22.2K
|
11.6K
$3.38M
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-20- 3.67% |
$4.62K - $5.21K
|
525
$152K
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-39- 0.71% |
$9.01K - $10.2K
|
5.44K
$1.58M
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
SELL
|
- |
-11- 52.38% |
$2.54K - $2.87K
|
10
$2.9K
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.42KNew |
$560K - $632K
|
2.42K
$703K
|
|
May 02, 2024
Q1 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-38- 1.31% |
$8.78K - $9.91K
|
2.87K
$831K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
3New |
$693 - $782
|
3
$870
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-121- 87.68% |
$28K - $31.5K
|
17
$4.93K
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.13% |
$231 - $261
|
773
$224K
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
61+ 5.64% |
$14.1K - $15.9K
|
1.14K
$331K
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.43KNew |
$330K - $372K
|
1.43K
$414K
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
1+ 0.04% |
$231 - $261
|
2.26K
$656K
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-27- 2.04% |
$6.24K - $7.04K
|
1.3K
$376K
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
56New |
$12.9K - $14.6K
|
56
$16.2K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-13- 3.1% |
$3K - $3.39K
|
407
$118K
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-13- 50.0% |
$3K - $3.39K
|
13
$3.77K
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-239- 95.6% |
$55.2K - $62.3K
|
11
$3.19K
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
348+ 41.83% |
$80.4K - $90.7K
|
1.18K
$342K
|