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 05, 2020
Q1 2020
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1.48KClosed |
$190K - $311K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-40Closed |
$5.15K - $8.41K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-261Closed |
$33.6K - $54.9K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-158Closed |
$20.3K - $33.2K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Rovin Capital
|
SELL
|
- |
-1.22KClosed |
$156K - $255K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Howard Capital Management Inc.
|
SELL
|
- |
-17.1KClosed |
$2.19M - $3.59M
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
True Private Wealth Advisors
|
SELL
|
- |
-170Closed |
$21.9K - $35.7K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.09KClosed |
$140K - $229K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-171Closed |
$30.3K - $34.2K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-3.06KClosed |
$542K - $611K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.13KClosed |
$200K - $225K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-55Closed |
$9.75K - $11K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-23Closed |
$4.08K - $4.6K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
205New |
$36.3K - $41K
|
205
$58.2K
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-228Closed |
$40.4K - $45.6K
|
0
$0
|
|
Feb 05, 2020
Q4 2019
|
Essex Savings Bank
|
SELL
|
- |
-1.45KClosed |
$257K - $290K
|
0
$0
|
|
Jan 31, 2020
Q4 2019
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.56KNew |
$454K - $512K
|
2.56K
$727K
|
|
Jan 30, 2020
Q4 2019
|
Rice Partnership, LLC
|
SELL
|
- |
-114Closed |
$20.2K - $22.8K
|
0
$0
|
|
Jan 29, 2020
Q4 2019
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-2.57KClosed |
$456K - $514K
|
0
$0
|
|
Jan 27, 2020
Q4 2019
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
569New |
$101K - $114K
|
569
$161K
|
|
Jan 27, 2020
Q4 2019
|
Ma Private Wealth
|
SELL
|
- |
-3.9KClosed |
$691K - $779K
|
0
$0
|
|
Jan 17, 2020
Q4 2019
|
Roof Eidam & Maycock
|
SELL
|
- |
-300Closed |
$53.2K - $59.9K
|
0
$0
|
|
Jan 16, 2020
Q4 2019
|
Affiance Financial, LLC
|
BUY
|
- |
45New |
$7.98K - $8.99K
|
45
$12.8K
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-129Closed |
$22.9K - $25.8K
|
0
$0
|
|
Q3 2019 | |||||||
Dec 21, 2023
Q3 2019
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
210New |
$38K - $39.6K
|
210
$59.6K
|
|
Nov 12, 2019
Q3 2019
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.34KClosed |
$243K - $253K
|
0
$0
|
|
Nov 06, 2019
Q3 2019
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-75Closed |
$13.6K - $14.2K
|
0
$0
|
|
Nov 06, 2019
Q3 2019
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-12- 48.0% |
$2.17K - $2.26K
|
13
$3.69K
|
|
Nov 04, 2019
Q3 2019
|
Bourgeon Capital Management LLC
|
BUY
|
- |
152New |
$27.5K - $28.7K
|
152
$43.1K
|
|
Nov 04, 2019
Q3 2019
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.46KClosed |
$265K - $276K
|
0
$0
|
|
Nov 01, 2019
Q3 2019
|
Northstar Group, Inc.
|
SELL
|
- |
-1.2KClosed |
$217K - $226K
|
0
$0
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1- 4.76% |
$181 - $189
|
20
$5.68K
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-61Closed |
$11K - $11.5K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 14, 2019
Q2 2019
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-115Closed |
N/A
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-229Closed |
N/A
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-133Closed |
N/A
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-1.14KClosed |
N/A
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-134Closed |
N/A
|
0
$0
|
|
Aug 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-13Closed |
N/A
|
0
$0
|
|
Jul 30, 2019
Q2 2019
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-45Closed |
N/A
|
0
$0
|
|
Jul 26, 2019
Q2 2019
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-165Closed |
N/A
|
0
$0
|
|
Jul 25, 2019
Q2 2019
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.56KClosed |
N/A
|
0
$0
|
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-630Closed |
N/A
|
0
$0
|
|
Jul 19, 2019
Q2 2019
|
Parisi Gray Wealth Management
|
SELL
|
- |
-11Closed |
N/A
|
0
$0
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-1.1KClosed |
N/A
|
0
$0
|
|
Q1 2019 | |||||||
Jun 17, 2024
Q1 2019
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
3.25KNew |
N/A
|
3.25K
$922K
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-102Closed |
N/A
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-12Closed |
N/A
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-143Closed |
N/A
|
0
$0
|