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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
19+ 10.27% |
$3.97K - $4.37K
|
204
$56.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-151- 36.65% |
$31.6K - $34.7K
|
261
$72.4K
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-16- 10.32% |
$3.35K - $3.68K
|
139
$38.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
105New |
$22K - $24.1K
|
105
$29.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-28- 30.11% |
$5.86K - $6.43K
|
65
$18K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
318New |
$66.5K - $73.1K
|
318
$88.2K
|
|
| Q1 2023 | |||||||
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-3.19K- 96.9% |
$634K - $745K
|
102
$28.3K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
4+ 0.1% |
$795 - $934
|
4.12K
$1.14M
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
58+ 8.49% |
$11.5K - $13.5K
|
741
$206K
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$199 - $234
|
1
$277
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
1.6KNew |
$318K - $374K
|
1.6K
$444K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
20New |
$3.98K - $4.67K
|
20
$5.55K
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
- |
49New |
$9.74K - $11.4K
|
49
$13.6K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
14New |
$2.78K - $3.27K
|
14
$3.88K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
9New |
$1.79K - $2.1K
|
9
$2.5K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-23- 95.83% |
$4.57K - $5.37K
|
1
$277
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.11K- 41.77% |
$221K - $260K
|
1.55K
$431K
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.44KNew |
$287K - $337K
|
1.44K
$400K
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-38- 2.38% |
$7.55K - $8.87K
|
1.56K
$432K
|
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-27- 36.99% |
$5.37K - $6.31K
|
46
$12.8K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
52New |
$10.3K - $12.1K
|
52
$14.4K
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
BUY
|
- |
1.07KNew |
$212K - $249K
|
1.07K
$296K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
496+ 49600.0% |
$98.6K - $116K
|
497
$138K
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-32- 50.0% |
$6.36K - $7.47K
|
32
$8.88K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
30New |
$5.96K - $7.01K
|
30
$8.32K
|
|
|
May 08, 2023
Q1 2023
|
Ti Trust, Inc
|
BUY
|
- |
954New |
$190K - $223K
|
954
$265K
|
|
|
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
$18.3M
|
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-425- 24.82% |
$84.5K - $99.3K
|
1.29K
$357K
|
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.05KNew |
$208K - $245K
|
1.05K
$290K
|
|
|
May 03, 2023
Q1 2023
|
Granite Investment Partners, LLC
|
BUY
|
- |
1.03KNew |
$205K - $241K
|
1.03K
$286K
|
|
|
May 02, 2023
Q1 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-4.57K- 80.95% |
$909K - $1.07M
|
1.08K
$298K
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
3.68K+ 18.14% |
$731K - $858K
|
23.9K
$6.64M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
4.56K+ 30.29% |
$907K - $1.07M
|
19.6K
$5.44M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.72KNew |
$541K - $635K
|
2.72K
$755K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-19- 10.27% |
$3.78K - $4.44K
|
166
$46K
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
SELL
|
- |
-1.36K- 54.64% |
$270K - $317K
|
1.13K
$313K
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
51New |
$10.1K - $11.9K
|
51
$14.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
550New |
$109K - $128K
|
550
$153K
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-4.77K- 76.75% |
$949K - $1.11M
|
1.45K
$401K
|
|
|
Apr 14, 2023
Q1 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-130- 8.93% |
$25.8K - $30.4K
|
1.33K
$367K
|
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
3.69KNew |
$733K - $862K
|
3.69K
$1.02M
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
15.7KNew |
$3.12M - $3.66M
|
15.7K
$4.35M
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
86New |
$17.1K - $20.1K
|
86
$23.9K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-119- 1.69% |
$23.7K - $27.8K
|
6.93K
$1.92M
|
|
| Q4 2022 | |||||||
|
Jan 12, 2024
Q4 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
142+ 7.45% |
$27.3K - $30.7K
|
2.05K
$568K
|
|
|
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
$789K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
59.7KNew |
$11.5M - $12.9M
|
59.7K
$16.6M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
555New |
$107K - $120K
|
555
$154K
|
|
|
Feb 15, 2023
Q4 2022
|
1776 Wealth LLC
|
SELL
|
- |
-279- 12.25% |
$53.6K - $60.3K
|
2K
$554K
|
|