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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
1.44K+ 84.17% |
$303K - $345K
|
3.15K
$874K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-608- 10.86% |
$128K - $146K
|
4.99K
$1.38M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
211New |
$44.4K - $50.5K
|
211
$58.5K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
11New |
$2.32K - $2.63K
|
11
$3.05K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
34New |
$7.16K - $8.14K
|
34
$9.43K
|
|
|
Oct 19, 2023
Q3 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-43- 3.44% |
$9.06K - $10.3K
|
1.21K
$335K
|
|
|
Oct 18, 2023
Q3 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-16- 0.88% |
$3.37K - $3.83K
|
1.8K
$498K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-774- 3.6% |
$163K - $185K
|
20.7K
$5.74M
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
26New |
$5.44K - $5.97K
|
26
$7.21K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
45New |
$9.41K - $10.3K
|
45
$12.5K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-5.34K- 5.14% |
$1.12M - $1.23M
|
98.6K
$27.3M
|
|
|
Jan 02, 2024
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
2+ 2.38% |
$418 - $459
|
86
$23.9K
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.32K- 51.18% |
$277K - $304K
|
1.26K
$350K
|
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
10New |
$2.09K - $2.3K
|
10
$2.77K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-44- 64.71% |
$9.2K - $10.1K
|
24
$6.66K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-104- 73.76% |
$21.7K - $23.9K
|
37
$10.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-1.11K- 96.7% |
$233K - $255K
|
38
$10.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-39- 4.88% |
$8.16K - $8.96K
|
760
$211K
|
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
8.51KNew |
$1.78M - $1.96M
|
8.51K
$2.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
22.3KNew |
$4.66M - $5.12M
|
22.3K
$6.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-207- 7.36% |
$43.3K - $47.6K
|
2.61K
$723K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-110- 84.62% |
$23K - $25.3K
|
20
$5.55K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-480- 9.28% |
$100K - $110K
|
4.69K
$1.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-200- 16.54% |
$41.8K - $45.9K
|
1.01K
$280K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
81+ 101.25% |
$16.9K - $18.6K
|
161
$44.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
10New |
$2.09K - $2.3K
|
10
$2.77K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.56K- 31.13% |
$535K - $588K
|
5.66K
$1.57M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
67New |
$14K - $15.4K
|
67
$18.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
10.8KNew |
$2.26M - $2.48M
|
10.8K
$3M
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-623- 2.7% |
$130K - $143K
|
22.4K
$6.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
341New |
$71.3K - $78.3K
|
341
$94.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
67.8KNew |
$14.2M - $15.6M
|
67.8K
$18.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Bronte Capital Management Pty Ltd.
|
BUY
|
- |
172KNew |
$35.9M - $39.4M
|
172K
$47.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
12New |
$2.51K - $2.76K
|
12
$3.33K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.2% |
$209 - $230
|
497
$138K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
33+ 1.95% |
$6.9K - $7.58K
|
1.72K
$478K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
19.8K+ 5.52% |
$4.14M - $4.55M
|
378K
$105M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-217- 4.11% |
$45.4K - $49.9K
|
5.07K
$1.41M
|
|
|
Jul 27, 2023
Q2 2023
|
Capital Management Corp
|
SELL
|
- |
-37- 2.96% |
$7.74K - $8.5K
|
1.21K
$336K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-73- 24.5% |
$15.3K - $16.8K
|
225
$62.4K
|
|
|
Jul 27, 2023
Q2 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
25.7KNew |
$5.38M - $5.91M
|
25.7K
$7.14M
|
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
BUY
|
- |
318New |
$66.5K - $73.1K
|
318
$88.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
4+ 0.06% |
$836 - $919
|
6.84K
$1.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
2+ 0.21% |
$418 - $459
|
966
$268K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
976New |
$204K - $224K
|
976
$271K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-80- 38.1% |
$16.7K - $18.4K
|
130
$36.1K
|
|
|
Jul 21, 2023
Q2 2023
|
Addenda Capital Inc.
|
BUY
|
- |
9.5KNew |
$1.99M - $2.18M
|
9.5K
$2.63M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-80- 38.1% |
$16.7K - $18.4K
|
130
$36.1K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
3+ 9.09% |
$627 - $689
|
36
$9.98K
|
|