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 |
---|---|---|---|---|---|---|---|
Apr 12, 2023
Q1 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
2.29K+ 4.76% |
$456K - $536K
|
50.5K
$14.5M
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.2KNew |
$438K - $514K
|
2.2K
$631K
|
|
May 11, 2023
Q1 2023
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
2.14K+ 7.45% |
$425K - $499K
|
30.8K
$8.82M
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
2.1KNew |
$417K - $490K
|
2.1K
$601K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
2.1K+ 10.62% |
$416K - $489K
|
21.8K
$6.25M
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
2.07K+ 4.87% |
$411K - $483K
|
44.6K
$12.8M
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.04KNew |
$406K - $477K
|
2.04K
$584K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2K+ 2.78% |
$398K - $468K
|
74.2K
$21.2M
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.95KNew |
$388K - $456K
|
1.95K
$559K
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.92K+ 106.54% |
$382K - $449K
|
3.73K
$1.07M
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.9KNew |
$378K - $444K
|
1.9K
$545K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.89K+ 1.21% |
$375K - $440K
|
157K
$45M
|
|
May 15, 2023
Q1 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
1.83K+ 17.83% |
$364K - $427K
|
12.1K
$3.46M
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.72K+ 12.85% |
$341K - $401K
|
15.1K
$4.32M
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.7K+ 70.37% |
$339K - $398K
|
4.12K
$1.18M
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.7K+ 31.88% |
$337K - $396K
|
7.01K
$2.01M
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.69KNew |
$337K - $395K
|
1.69K
$485K
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.67KNew |
$332K - $390K
|
1.67K
$478K
|
|
May 08, 2023
Q1 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1.66KNew |
$329K - $387K
|
1.66K
$474K
|
|
Apr 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.62K+ 1.56% |
$322K - $379K
|
106K
$30.3M
|
|
May 01, 2023
Q1 2023
|
United Bank
Vienna, VA |
BUY
|
- |
1.6KNew |
$317K - $372K
|
1.6K
$457K
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.57KNew |
$312K - $367K
|
1.57K
$449K
|
|
Apr 24, 2023
Q1 2023
|
Marion Wealth Management
|
BUY
|
- |
1.56K+ 5.37% |
$310K - $365K
|
30.6K
$8.77M
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.56K+ 2.31% |
$310K - $364K
|
69K
$19.8M
|
|
Oct 09, 2024
Q1 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
1.55K+ 10.15% |
$309K - $363K
|
16.9K
$4.83M
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.54KNew |
$306K - $359K
|
1.54K
$441K
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
1.48KNew |
$295K - $346K
|
1.48K
$424K
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.48KNew |
$294K - $345K
|
1.48K
$423K
|
|
May 02, 2023
Q1 2023
|
Jacobsen Capital Management
|
BUY
|
- |
1.46K+ 4.21% |
$291K - $341K
|
36.2K
$10.4M
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.44KNew |
$287K - $337K
|
1.44K
$413K
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.39K+ 9.55% |
$276K - $325K
|
15.9K
$4.56M
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.35KNew |
$268K - $315K
|
1.35K
$386K
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.34KNew |
$267K - $314K
|
1.34K
$384K
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.34K+ 6.32% |
$267K - $313K
|
22.6K
$6.46M
|
|
Apr 18, 2023
Q1 2023
|
Members Trust CO
|
BUY
|
- |
1.33K+ 0.94% |
$264K - $311K
|
143K
$40.9M
|
|
May 09, 2023
Q1 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1.32K+ 8.34% |
$262K - $307K
|
17.1K
$4.89M
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
BUY
|
- |
1.3K+ 3.08% |
$258K - $303K
|
43.4K
$12.4M
|
|
May 15, 2023
Q1 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.29K+ 5.02% |
$256K - $301K
|
27K
$7.73M
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.28K+ 0.89% |
$255K - $300K
|
145K
$41.4M
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.26K+ 8.37% |
$250K - $294K
|
16.3K
$4.67M
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.23K+ 12.5% |
$244K - $287K
|
11.1K
$3.17M
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.2KNew |
$238K - $279K
|
1.2K
$342K
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.19KNew |
$237K - $279K
|
1.19K
$341K
|
|
Apr 24, 2023
Q1 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.18K+ 11.6% |
$234K - $275K
|
11.3K
$3.24M
|
|
Apr 20, 2023
Q1 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
1.15K+ 3.25% |
$229K - $269K
|
36.6K
$10.5M
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.11K+ 33.86% |
$220K - $259K
|
4.38K
$1.25M
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
BUY
|
- |
1.07KNew |
$212K - $249K
|
1.07K
$305K
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.05KNew |
$208K - $245K
|
1.05K
$300K
|
|
Apr 14, 2023
Q1 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
1.05KNew |
$208K - $244K
|
1.05K
$299K
|
|
May 03, 2023
Q1 2023
|
Granite Investment Partners, LLC
|
BUY
|
- |
1.03KNew |
$205K - $241K
|
1.03K
$295K
|