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 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.16KNew |
$518K - $577K
|
2.16K
$612K
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
4+ 0.1% |
$962 - $1.07K
|
3.95K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
221+ 1.99% |
$53.1K - $59.2K
|
11.3K
$3.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-1- 0.03% |
$240 - $268
|
3.56K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-6.17K- 4.84% |
$1.48M - $1.65M
|
121K
$34.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.13K- 1.78% |
$272K - $303K
|
62.4K
$17.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-9.58K- 1.08% |
$2.3M - $2.57M
|
874K
$248M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-77- 2.17% |
$18.5K - $20.6K
|
3.48K
$986K
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-8- 0.25% |
$1.92K - $2.14K
|
3.22K
$914K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
852+ 13.46% |
$205K - $228K
|
7.18K
$2.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
97+ 1.21% |
$23.3K - $26K
|
8.1K
$2.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-66- 1.77% |
$15.9K - $17.7K
|
3.66K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
393+ 6.44% |
$94.5K - $105K
|
6.5K
$1.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-13.6K- 7.72% |
$3.27M - $3.64M
|
163K
$46.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
11+ 0.92% |
$2.65K - $2.95K
|
1.2K
$342K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
210+ 6.58% |
$50.5K - $56.3K
|
3.4K
$965K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-76- 0.34% |
$18.3K - $20.4K
|
22.1K
$6.26M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.01K+ 18.11% |
$243K - $271K
|
6.6K
$1.87M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.01K+ 2.54% |
$965K - $1.08M
|
162K
$46.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-230- 20.09% |
$55.3K - $61.6K
|
915
$260K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.16KNew |
$518K - $577K
|
2.16K
$612K
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
3.27KNew |
$787K - $876K
|
3.27K
$928K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.87KNew |
$1.17M - $1.3M
|
4.87K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-42- 2.2% |
$10.1K - $11.3K
|
1.87K
$531K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
393+ 1.92% |
$94.5K - $105K
|
20.9K
$5.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.06K+ 12.39% |
$255K - $284K
|
9.6K
$2.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-222- 1.44% |
$53.4K - $59.5K
|
15.2K
$4.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-39- 2.18% |
$9.38K - $10.4K
|
1.75K
$498K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-253- 24.66% |
$60.8K - $67.8K
|
773
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
16+ 0.67% |
$3.85K - $4.29K
|
2.4K
$681K
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
3.6KNew |
$865K - $963K
|
3.6K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.64K- 9.91% |
$875K - $975K
|
33.1K
$9.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
3+ 0.35% |
$721 - $804
|
856
$243K
|
|
|
Nov 12, 2024
Q3 2024
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
782+ 2.15% |
$188K - $210K
|
37.2K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-264- 3.18% |
$63.5K - $70.7K
|
8.03K
$2.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-314K- 99.46% |
$75.4M - $84M
|
1.71K
$484K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-1- 0.05% |
$240 - $268
|
2.06K
$586K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
62+ 0.16% |
$14.9K - $16.6K
|
37.7K
$10.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.1K+ 18.65% |
$265K - $296K
|
7.02K
$1.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-17- 29.31% |
$4.09K - $4.55K
|
41
$11.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
828+ 2.65% |
$199K - $222K
|
32.1K
$9.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-1.04K- 1.11% |
$251K - $279K
|
93.3K
$26.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
87+ 0.84% |
$20.9K - $23.3K
|
10.5K
$2.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
57+ 183.87% |
$13.7K - $15.3K
|
88
$25K
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
1.19KNew |
$285K - $318K
|
1.19K
$336K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.26K+ 8.81% |
$303K - $338K
|
15.6K
$4.42M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
BUY
|
- |
2+ 0.15% |
$481 - $536
|
1.37K
$388K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
158+ 7.79% |
$38K - $42.3K
|
2.19K
$621K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-54- 0.94% |
$13K - $14.5K
|
5.69K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
21.1K+ 4.7% |
$5.07M - $5.64M
|
469K
$133M
|