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 |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
6New |
$1.59K - $1.83K
|
6
$1.66K
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
152New |
$40.2K - $46.2K
|
152
$42.2K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-51- 2.14% |
$13.5K - $15.5K
|
2.33K
$647K
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.36KNew |
$358K - $412K
|
1.36K
$376K
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
10+ 1.28% |
$2.64K - $3.04K
|
791
$219K
|
|
Jan 30, 2025
Q4 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-248- 2.24% |
$65.5K - $75.4K
|
10.8K
$3.01M
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
204+ 7.96% |
$53.9K - $62.1K
|
2.77K
$767K
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-14- 0.07% |
$3.7K - $4.26K
|
19.2K
$5.33M
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
53New |
$14K - $16.1K
|
53
$14.7K
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-270K- 99.64% |
$71.2M - $82M
|
972
$270K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-60- 3.31% |
$15.9K - $18.3K
|
1.76K
$487K
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.31K- 37.48% |
$345K - $398K
|
2.18K
$605K
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
625New |
$165K - $190K
|
625
$173K
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
110KNew |
$29M - $33.4M
|
110K
$30.4M
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-38- 69.09% |
$10K - $11.6K
|
17
$4.71K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
163New |
$43.1K - $49.6K
|
163
$45.2K
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-17- 1.99% |
$4.49K - $5.17K
|
838
$232K
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
1.28K+ 30.48% |
$338K - $389K
|
5.48K
$1.52M
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
114KNew |
$30.2M - $34.8M
|
114K
$31.7M
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-3- 0.16% |
$793 - $913
|
1.84K
$511K
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-827- 1.74% |
$218K - $252K
|
46.8K
$13M
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-32- 2.18% |
$8.45K - $9.73K
|
1.43K
$397K
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
39New |
$10.3K - $11.9K
|
39
$10.8K
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-236- 21.0% |
$62.3K - $71.8K
|
888
$246K
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
10+ 0.7% |
$2.64K - $3.04K
|
1.44K
$400K
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
125+ 14.35% |
$33K - $38K
|
996
$276K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
32New |
$8.45K - $9.73K
|
32
$8.88K
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
BUY
|
- |
554+ 6.16% |
$146K - $169K
|
9.55K
$2.65M
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.5KNew |
$660K - $760K
|
2.5K
$693K
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-19- 2.2% |
$5.02K - $5.78K
|
843
$234K
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
886New |
$234K - $270K
|
886
$246K
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-11- 4.66% |
$2.91K - $3.35K
|
225
$62.4K
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
160+ 10.03% |
$42.3K - $48.7K
|
1.76K
$487K
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
715New |
$189K - $217K
|
715
$198K
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
165+ 5.37% |
$43.6K - $50.2K
|
3.24K
$898K
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
980+ 128.44% |
$259K - $298K
|
1.74K
$483K
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-68- 3.66% |
$18K - $20.7K
|
1.79K
$497K
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1+ 0.13% |
$264 - $304
|
753
$209K
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
24New |
$6.34K - $7.3K
|
24
$6.66K
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
105New |
$27.7K - $31.9K
|
105
$29.1K
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
990New |
$262K - $301K
|
990
$275K
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
15+ 0.92% |
$3.96K - $4.56K
|
1.65K
$458K
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
1.91KNew |
$505K - $581K
|
1.91K
$530K
|
|
Jan 16, 2025
Q4 2024
|
Kennicott Capital Management LLC
|
SELL
|
- |
-408- 7.97% |
$108K - $124K
|
4.71K
$1.31M
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1.09KNew |
$287K - $330K
|
1.09K
$301K
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
105KNew |
$27.7M - $31.9M
|
105K
$29.1M
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-83- 9.62% |
$21.9K - $25.2K
|
780
$216K
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 1.59% |
$264 - $304
|
64
$17.8K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
164New |
$43.3K - $49.9K
|
164
$45.5K
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-50- 19.23% |
$13.2K - $15.2K
|
210
$58.2K
|