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 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-908- 10.0% |
$240K - $276K
|
8.17K
$2.13M
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
3+ 0.17% |
$793 - $913
|
1.8K
$468K
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-21- 2.72% |
$5.55K - $6.39K
|
752
$196K
|
|
Feb 07, 2025
Q4 2024
|
Zeit Capital LLC
|
BUY
|
- |
4K+ 35.21% |
$1.06M - $1.22M
|
15.4K
$4M
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
619+ 23.2% |
$164K - $188K
|
3.29K
$857K
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-290- 6.57% |
$76.6K - $88.2K
|
4.12K
$1.08M
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-4- 0.07% |
$1.06K - $1.22K
|
5.7K
$1.49M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
7.58KNew |
$2M - $2.31M
|
7.58K
$1.98M
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
195New |
$51.5K - $59.3K
|
195
$50.8K
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
4+ 0.11% |
$1.06K - $1.22K
|
3.57K
$931K
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
23+ 0.3% |
$6.08K - $7K
|
7.79K
$2.03M
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
83New |
$21.9K - $25.2K
|
83
$21.6K
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-79- 1.95% |
$20.9K - $24K
|
3.96K
$1.03M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-678- 2.22% |
$179K - $206K
|
29.9K
$7.79M
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
521K+ 3342.81% |
$138M - $159M
|
537K
$140M
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
369+ 17.45% |
$97.5K - $112K
|
2.48K
$648K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.33K+ 1.89% |
$1.41M - $1.62M
|
287K
$74.8M
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-169- 17.83% |
$44.6K - $51.4K
|
779
$203K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.49% |
$264 - $304
|
205
$53.5K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
305+ 0.93% |
$80.6K - $92.8K
|
33.1K
$8.63M
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1.09M+ 6143.51% |
$288M - $332M
|
1.11M
$289M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
98+ 7.05% |
$25.9K - $29.8K
|
1.49K
$388K
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
2.45K+ 33.69% |
$648K - $746K
|
9.73K
$2.54M
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.11% |
$264 - $304
|
908
$237K
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
BUY
|
- |
13+ 0.83% |
$3.43K - $3.95K
|
1.58K
$412K
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.19KNew |
$315K - $363K
|
1.19K
$311K
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
1.4KNew |
$370K - $426K
|
1.4K
$366K
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
711+ 20.8% |
$188K - $216K
|
4.13K
$1.08M
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-862- 21.83% |
$228K - $262K
|
3.09K
$805K
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-241- 4.95% |
$63.7K - $73.3K
|
4.63K
$1.21M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
953+ 2.23% |
$252K - $290K
|
43.7K
$11.4M
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-53- 6.39% |
$14K - $16.1K
|
776
$202K
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-57- 1.64% |
$15.1K - $17.3K
|
3.42K
$891K
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-8.33K- 6.86% |
$2.2M - $2.54M
|
113K
$29.5M
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-9- 1.05% |
$2.38K - $2.74K
|
847
$221K
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
762New |
$201K - $232K
|
762
$199K
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.37K- 3.19% |
$626K - $721K
|
72.1K
$18.8M
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
293+ 3.59% |
$77.4K - $89.1K
|
8.45K
$2.2M
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-334- 3.0% |
$88.2K - $102K
|
10.8K
$2.82M
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
149+ 2.8% |
$39.4K - $45.3K
|
5.48K
$1.43M
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
115+ 7.89% |
$30.4K - $35K
|
1.57K
$410K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
51.3K+ 3.65% |
$13.6M - $15.6M
|
1.46M
$380M
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
55.5K+ 2710.85% |
$14.7M - $16.9M
|
57.5K
$15M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.74K- 8.78% |
$1.52M - $1.75M
|
59.7K
$15.6M
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-295- 12.93% |
$77.9K - $89.7K
|
1.99K
$518K
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
3.12K+ 38.72% |
$824K - $948K
|
11.2K
$2.91M
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
379+ 3.49% |
$100K - $115K
|
11.2K
$2.93M
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.68KNew |
$971K - $1.12M
|
3.68K
$958K
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
174+ 4.99% |
$46K - $52.9K
|
3.66K
$955K
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.99K+ 9.56% |
$1.05M - $1.21M
|
45.7K
$11.9M
|