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 |
---|---|---|---|---|---|---|---|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-3- 10.71% |
$578 - $712
|
25
$6.69K
|
|
Nov 10, 2022
Q3 2022
|
True North Advisors, LLC
|
SELL
|
- |
-500- 16.66% |
$96.4K - $119K
|
2.5K
$669K
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-120- 84.51% |
$23.1K - $28.5K
|
22
$5.89K
|
|
Nov 09, 2022
Q3 2022
|
My Wealth Management Inc.
|
BUY
|
- |
45+ 0.32% |
$8.67K - $10.7K
|
14K
$3.74M
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
7New |
$1.35K - $1.66K
|
7
$1.87K
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-2.45K- 46.48% |
$473K - $582K
|
2.83K
$756K
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-40- 37.04% |
$7.71K - $9.49K
|
68
$18.2K
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
108New |
$20.8K - $25.6K
|
108
$28.9K
|
|
Nov 08, 2022
Q3 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-106K- 95.58% |
$20.5M - $25.2M
|
4.92K
$1.32M
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
45New |
$8.67K - $10.7K
|
45
$12K
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
577+ 46.87% |
$111K - $137K
|
1.81K
$484K
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-70- 3.04% |
$13.5K - $16.6K
|
2.24K
$598K
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
5.58K+ 15.8% |
$1.08M - $1.32M
|
40.9K
$11M
|
|
Nov 01, 2022
Q3 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-254- 12.66% |
$49K - $60.2K
|
1.75K
$469K
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
SELL
|
- |
-94.9K- 98.87% |
$18.3M - $22.5M
|
1.09K
$291K
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
48New |
$9.25K - $11.4K
|
48
$12.8K
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-3.06K- 52.31% |
$590K - $726K
|
2.79K
$747K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3+ 0.16% |
$578 - $712
|
1.91K
$511K
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-88- 22.68% |
$17K - $20.9K
|
300
$80.3K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
544New |
$105K - $129K
|
544
$146K
|
|
Oct 25, 2022
Q3 2022
|
Eidelman Virant Capital
|
BUY
|
- |
4+ 0.13% |
$771 - $949
|
3.11K
$831K
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
18.8K+ 3.58% |
$3.63M - $4.46M
|
545K
$146M
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-10- 55.56% |
$1.93K - $2.37K
|
8
$2.14K
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-69- 1.16% |
$13.3K - $16.4K
|
5.89K
$1.58M
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.82KNew |
$351K - $431K
|
1.82K
$487K
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-372- 22.05% |
$71.7K - $88.2K
|
1.32K
$352K
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
3.33K+ 14.56% |
$641K - $789K
|
26.2K
$7M
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
BUY
|
- |
45New |
$8.67K - $10.7K
|
45
$12K
|
|
Oct 06, 2022
Q3 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
1New |
$193 - $237
|
1
$268
|
|
Oct 06, 2022
Q3 2022
|
Founders Capital Management
|
BUY
|
- |
7New |
$1.35K - $1.66K
|
7
$1.87K
|
|
Q2 2022 | |||||||
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.13KClosed |
$213K - $287K
|
0
$0
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-86- 52.76% |
$16.2K - $21.8K
|
77
$20.6K
|
|
Jan 12, 2023
Q2 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-975Closed |
$183K - $247K
|
0
$0
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4New |
$753 - $1.01K
|
4
$1.07K
|
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-30- 10.34% |
$5.64K - $7.6K
|
260
$69.6K
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
106New |
$19.9K - $26.8K
|
106
$28.4K
|
|
Aug 16, 2022
Q2 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-939Closed |
$177K - $238K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-50Closed |
$9.41K - $12.7K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-142Closed |
$26.7K - $36K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1KClosed |
$188K - $253K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-247- 6.42% |
$46.5K - $62.6K
|
3.6K
$964K
|
|
Aug 15, 2022
Q2 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-11.6KClosed |
$2.19M - $2.95M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.05KNew |
$951K - $1.28M
|
5.05K
$1.35M
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-87Closed |
$16.4K - $22K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.78KNew |
$335K - $452K
|
1.78K
$477K
|
|
Aug 12, 2022
Q2 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-1.09KClosed |
$204K - $275K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.21K+ 16.49% |
$227K - $306K
|
8.53K
$2.28M
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.27KClosed |
$240K - $323K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-2.77K- 62.63% |
$521K - $701K
|
1.65K
$442K
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.66KClosed |
$313K - $421K
|
0
$0
|