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 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.11K- 41.77% |
$221K - $260K
|
1.55K
$441K
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.44KNew |
$287K - $337K
|
1.44K
$409K
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-38- 2.38% |
$7.55K - $8.87K
|
1.56K
$442K
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.04KNew |
$406K - $477K
|
2.04K
$579K
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-27- 36.99% |
$5.37K - $6.31K
|
46
$13.1K
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
52New |
$10.3K - $12.1K
|
52
$14.8K
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
BUY
|
- |
1.07KNew |
$212K - $249K
|
1.07K
$303K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
496+ 49600.0% |
$98.6K - $116K
|
497
$141K
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-32- 50.0% |
$6.36K - $7.47K
|
32
$9.08K
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
30New |
$5.96K - $7.01K
|
30
$8.51K
|
|
May 08, 2023
Q1 2023
|
Ti Trust, Inc
|
BUY
|
- |
954New |
$190K - $223K
|
954
$271K
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
12.2K+ 22.75% |
$2.43M - $2.85M
|
65.9K
$18.7M
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-425- 24.82% |
$84.5K - $99.3K
|
1.29K
$365K
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.05KNew |
$208K - $245K
|
1.05K
$297K
|
|
May 03, 2023
Q1 2023
|
Granite Investment Partners, LLC
|
BUY
|
- |
1.03KNew |
$205K - $241K
|
1.03K
$292K
|
|
May 02, 2023
Q1 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-4.57K- 80.95% |
$909K - $1.07M
|
1.08K
$305K
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
3.68K+ 18.14% |
$731K - $858K
|
23.9K
$6.8M
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
4.56K+ 30.29% |
$907K - $1.07M
|
19.6K
$5.57M
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.72KNew |
$541K - $635K
|
2.72K
$772K
|
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4.59K+ 132.41% |
$913K - $1.07M
|
8.06K
$2.29M
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-19- 10.27% |
$3.78K - $4.44K
|
166
$47.1K
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
SELL
|
- |
-1.36K- 54.64% |
$270K - $317K
|
1.13K
$320K
|
|
Apr 24, 2023
Q1 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2New |
$398 - $467
|
2
$568
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
51New |
$10.1K - $11.9K
|
51
$14.5K
|
|
Apr 19, 2023
Q1 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
550New |
$109K - $128K
|
550
$156K
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-4.77K- 76.75% |
$949K - $1.11M
|
1.45K
$410K
|
|
Apr 14, 2023
Q1 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-130- 8.93% |
$25.8K - $30.4K
|
1.33K
$376K
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
3.69KNew |
$733K - $862K
|
3.69K
$1.05M
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
15.7KNew |
$3.12M - $3.66M
|
15.7K
$4.45M
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
86New |
$17.1K - $20.1K
|
86
$24.4K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-119- 1.69% |
$23.7K - $27.8K
|
6.93K
$1.97M
|
|
Q4 2022 | |||||||
Jan 12, 2024
Q4 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
142+ 7.45% |
$27.3K - $30.7K
|
2.05K
$581K
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-39Closed |
$7.49K - $8.43K
|
0
$0
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
2.84KNew |
$546K - $614K
|
2.84K
$807K
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
59.7KNew |
$11.5M - $12.9M
|
59.7K
$16.9M
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
555New |
$107K - $120K
|
555
$158K
|
|
Feb 15, 2023
Q4 2022
|
1776 Wealth LLC
|
SELL
|
- |
-279- 12.25% |
$53.6K - $60.3K
|
2K
$567K
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
297New |
$57K - $64.2K
|
297
$84.3K
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
755New |
$145K - $163K
|
755
$214K
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
12.4K+ 26.18% |
$2.38M - $2.68M
|
59.7K
$16.9M
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-374- 20.13% |
$71.8K - $80.8K
|
1.48K
$421K
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-72- 37.5% |
$13.8K - $15.6K
|
120
$34.1K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
39KNew |
$7.49M - $8.43M
|
39K
$11.1M
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
10.2KNew |
$1.96M - $2.21M
|
10.2K
$2.9M
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
33New |
$6.34K - $7.13K
|
33
$9.37K
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-15- 7.98% |
$2.88K - $3.24K
|
173
$49.1K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
720+ 17.15% |
$138K - $156K
|
4.92K
$1.4M
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-636- 9.77% |
$122K - $137K
|
5.87K
$1.67M
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
8New |
$1.54K - $1.73K
|
8
$2.27K
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
1.88KNew |
$361K - $406K
|
1.88K
$533K
|