Purchases and Sales Made in Q1 2023 in Vanguard Small Cap Growth ETF (VBK)
This table provides information about the institutional ownership of Vanguard Small Cap Growth ETF (VBK) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD SMALL-CAP GROWTH ETF .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-50- 1.71% |
$9.94K - $11.7K
|
2.88K
$742K
|
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-50- 0.38% |
$9.94K - $11.7K
|
13.2K
$3.39M
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-51- 4.42% |
$10.1K - $11.9K
|
1.1K
$284K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-52- 3.89% |
$10.3K - $12.1K
|
1.29K
$332K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-54- 0.69% |
$10.7K - $12.6K
|
7.78K
$2.01M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-55- 1.3% |
$10.9K - $12.8K
|
4.18K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-56- 1.14% |
$11.1K - $13.1K
|
4.86K
$1.25M
|
|
|
May 11, 2023
Q1 2023
|
Planning Directions Inc
|
SELL
|
- |
-57- 3.16% |
$11.3K - $13.3K
|
1.74K
$450K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-58- 0.71% |
$11.5K - $13.5K
|
8.11K
$2.09M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-59- 2.29% |
$11.7K - $13.8K
|
2.51K
$649K
|
|
|
May 12, 2023
Q1 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-60- 2.45% |
$11.9K - $14K
|
2.39K
$616K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-61- 13.86% |
$12.1K - $14.2K
|
379
$97.8K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-61- 8.28% |
$12.1K - $14.2K
|
676
$174K
|
|
|
Nov 13, 2024
Q1 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-66- 1.08% |
$13.1K - $15.4K
|
6.02K
$1.55M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-66- 0.89% |
$13.1K - $15.4K
|
7.31K
$1.89M
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-68- 1.52% |
$13.5K - $15.9K
|
4.41K
$1.14M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-69- 2.86% |
$13.7K - $16.1K
|
2.35K
$606K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-69- 3.87% |
$13.7K - $16.1K
|
1.72K
$443K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-69- 3.39% |
$13.7K - $16.1K
|
1.97K
$507K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-70- 4.37% |
$13.9K - $16.3K
|
1.53K
$395K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-70- 2.85% |
$13.9K - $16.3K
|
2.39K
$617K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-72- 1.47% |
$14.3K - $16.8K
|
4.81K
$1.24M
|
|
|
Apr 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-74- 0.68% |
$14.7K - $17.3K
|
10.8K
$2.8M
|
|
|
May 15, 2023
Q1 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-76- 1.67% |
$15.1K - $17.7K
|
4.48K
$1.16M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-77- 4.43% |
$15.3K - $18K
|
1.66K
$428K
|
|
|
Apr 26, 2023
Q1 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-79- 0.83% |
$15.7K - $18.4K
|
9.44K
$2.44M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-80- 7.55% |
$15.9K - $18.7K
|
979
$253K
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-80- 0.74% |
$15.9K - $18.7K
|
10.7K
$2.76M
|
|
|
Apr 18, 2023
Q1 2023
|
Steph & CO
|
SELL
|
- |
-83- 2.79% |
$16.5K - $19.4K
|
2.89K
$747K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-84- 1.73% |
$16.7K - $19.6K
|
4.77K
$1.23M
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-85- 0.34% |
$16.9K - $19.9K
|
25.1K
$6.47M
|
|
|
May 10, 2023
Q1 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-85- 3.79% |
$16.9K - $19.9K
|
2.16K
$556K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-87- 1.25% |
$17.3K - $20.3K
|
6.88K
$1.78M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-92- 1.84% |
$18.3K - $21.5K
|
4.91K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-92- 1.44% |
$18.3K - $21.5K
|
6.31K
$1.63M
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-95- 3.67% |
$18.9K - $22.2K
|
2.5K
$644K
|
|
|
Apr 14, 2023
Q1 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-97- 0.2% |
$19.3K - $22.7K
|
48K
$12.4M
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-100- 2.25% |
$19.9K - $23.4K
|
4.35K
$1.12M
|
|
|
May 03, 2023
Q1 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-102- 3.21% |
$20.3K - $23.8K
|
3.07K
$793K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-106- 3.74% |
$21.1K - $24.8K
|
2.73K
$704K
|
|
|
Jun 05, 2023
Q1 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-108- 7.0% |
$21.5K - $25.2K
|
1.43K
$370K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-108- 0.79% |
$21.5K - $25.2K
|
13.6K
$3.52M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-111- 4.19% |
$22.1K - $25.9K
|
2.54K
$656K
|
|
|
Apr 24, 2023
Q1 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-115- 4.61% |
$22.9K - $26.9K
|
2.38K
$614K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-119- 1.69% |
$23.7K - $27.8K
|
6.93K
$1.79M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-121- 0.35% |
$24.1K - $28.3K
|
34.4K
$8.88M
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-125- 10.23% |
$24.8K - $29.2K
|
1.1K
$283K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-126- 41.86% |
$25K - $29.4K
|
175
$45.2K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-126- 4.09% |
$25K - $29.4K
|
2.96K
$763K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-129- 4.59% |
$25.6K - $30.1K
|
2.68K
$692K
|