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 |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
158+ 146.3% |
$41.7K - $48.1K
|
266
$69.4K
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-141- 2.87% |
$37.2K - $42.9K
|
4.76K
$1.24M
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
313+ 4.82% |
$82.7K - $95.2K
|
6.81K
$1.78M
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
18.7KNew |
$4.93M - $5.68M
|
18.7K
$4.87M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.85K+ 3.7% |
$488K - $562K
|
51.8K
$13.5M
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-180- 1.03% |
$47.6K - $54.8K
|
17.4K
$4.52M
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6.48K- 81.26% |
$1.71M - $1.97M
|
1.49K
$390K
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.47KNew |
$389K - $448K
|
1.47K
$384K
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
3+ 0.11% |
$793 - $913
|
2.76K
$719K
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
121+ 0.16% |
$32K - $36.8K
|
74.3K
$19.4M
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-72- 4.71% |
$19K - $21.9K
|
1.46K
$380K
|
|
Feb 10, 2025
Q4 2024
|
Performa LTD (Us), LLC
|
BUY
|
- |
67+ 0.24% |
$17.7K - $20.4K
|
27.9K
$7.28M
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-52- 1.34% |
$13.7K - $15.8K
|
3.82K
$995K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
85New |
$22.5K - $25.9K
|
85
$22.2K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.46K+ 8.23% |
$386K - $444K
|
19.2K
$5.01M
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.71K+ 0.92% |
$2.3M - $2.65M
|
951K
$248M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.22K- 8.32% |
$323K - $372K
|
13.5K
$3.52M
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
891New |
$235K - $271K
|
891
$232K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.29K+ 10.22% |
$340K - $392K
|
13.9K
$3.62M
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1+ 0.05% |
$264 - $304
|
2K
$522K
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
399New |
$105K - $121K
|
399
$104K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
11.7K+ 207.72% |
$3.1M - $3.57M
|
17.4K
$4.53M
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
SELL
|
- |
-1.87K- 3.61% |
$493K - $567K
|
49.7K
$13M
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-50- 3.19% |
$13.2K - $15.2K
|
1.52K
$396K
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
61+ 0.98% |
$16.1K - $18.6K
|
6.26K
$1.63M
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1+ 0.04% |
$264 - $304
|
2.54K
$662K
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-217- 9.43% |
$57.3K - $66K
|
2.08K
$543K
|
|
Feb 10, 2025
Q4 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-1.05K- 12.99% |
$278K - $320K
|
7.04K
$1.84M
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
62New |
$16.4K - $18.9K
|
62
$16.2K
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
1+ 0.09% |
$264 - $304
|
1.09K
$284K
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
9.97K+ 76.93% |
$2.63M - $3.03M
|
22.9K
$5.98M
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
300+ 43.6% |
$79.3K - $91.3K
|
988
$258K
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-63- 0.66% |
$16.6K - $19.2K
|
9.43K
$2.46M
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-324- 11.74% |
$85.6K - $98.6K
|
2.44K
$635K
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
655New |
$173K - $199K
|
655
$171K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.36K- 1.04% |
$1.94M - $2.24M
|
698K
$182M
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-5.22K- 6.31% |
$1.38M - $1.59M
|
77.4K
$20.2M
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-191- 20.87% |
$50.5K - $58.1K
|
724
$189K
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
9.33KNew |
$2.47M - $2.84M
|
9.33K
$2.43M
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.94KNew |
$513K - $591K
|
1.94K
$506K
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
2.18KNew |
$576K - $664K
|
2.18K
$569K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.3K- 0.99% |
$608K - $700K
|
230K
$60M
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
56New |
$14.8K - $17K
|
56
$14.6K
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
8+ 0.11% |
$2.11K - $2.43K
|
7.59K
$1.98M
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
48+ 20.6% |
$12.7K - $14.6K
|
281
$73.3K
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-11- 0.91% |
$2.91K - $3.35K
|
1.19K
$311K
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-195- 18.02% |
$51.5K - $59.3K
|
887
$231K
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-124- 6.09% |
$32.8K - $37.7K
|
1.91K
$499K
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-33- 46.48% |
$8.72K - $10K
|
38
$9.91K
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
14+ 1.49% |
$3.7K - $4.26K
|
955
$249K
|