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 |
|---|---|---|---|---|---|---|---|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
159+ 7.54% |
$31.6K - $37.1K
|
2.27K
$658K
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
149+ 13.26% |
$29.6K - $34.8K
|
1.27K
$369K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
148+ 9.26% |
$29.4K - $34.6K
|
1.75K
$507K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
141+ 0.99% |
$28K - $32.9K
|
14.3K
$4.16M
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
140+ 5.42% |
$27.8K - $32.7K
|
2.72K
$789K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
132+ 6.98% |
$26.2K - $30.8K
|
2.02K
$587K
|
|
|
May 02, 2023
Q1 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
131+ 5.51% |
$26K - $30.6K
|
2.51K
$727K
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
131+ 11.0% |
$26K - $30.6K
|
1.32K
$383K
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
BUY
|
- |
130+ 26.53% |
$25.8K - $30.4K
|
620
$180K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
127+ 21.78% |
$25.2K - $29.7K
|
710
$206K
|
|
|
May 12, 2023
Q1 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
126+ 2.12% |
$25K - $29.4K
|
6.06K
$1.76M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
126+ 5.57% |
$25K - $29.4K
|
2.39K
$692K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
122+ 2.94% |
$24.2K - $28.5K
|
4.28K
$1.24M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
110+ 2.1% |
$21.9K - $25.7K
|
5.35K
$1.55M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
110+ 1.4% |
$21.9K - $25.7K
|
7.97K
$2.31M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
110+ 550.0% |
$21.9K - $25.7K
|
130
$37.7K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
109+ 3.23% |
$21.7K - $25.5K
|
3.49K
$1.01M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
108+ 5.41% |
$21.5K - $25.2K
|
2.11K
$610K
|
|
|
Apr 27, 2023
Q1 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
107+ 1.93% |
$21.3K - $25K
|
5.64K
$1.64M
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
BUY
|
- |
103+ 3.81% |
$20.5K - $24.1K
|
2.81K
$814K
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
102+ 0.28% |
$20.3K - $23.8K
|
36.7K
$10.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
100+ 7.51% |
$19.9K - $23.4K
|
1.43K
$415K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
99+ 1.52% |
$19.7K - $23.1K
|
6.61K
$1.92M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
88New |
$17.5K - $20.6K
|
88
$25.5K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
86New |
$17.1K - $20.1K
|
86
$24.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
86+ 3.31% |
$17.1K - $20.1K
|
2.69K
$779K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
78+ 2.14% |
$15.5K - $18.2K
|
3.73K
$1.08M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
75+ 1.83% |
$14.9K - $17.5K
|
4.18K
$1.21M
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
75+ 7.08% |
$14.9K - $17.5K
|
1.14K
$329K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
75+ 4.04% |
$14.9K - $17.5K
|
1.93K
$561K
|
|
|
May 12, 2023
Q1 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
73+ 0.73% |
$14.5K - $17K
|
10K
$2.91M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
73New |
$14.5K - $17K
|
73
$21.2K
|
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
73+ 0.73% |
$14.5K - $17K
|
10K
$2.91M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
73+ 1.33% |
$14.5K - $17K
|
5.56K
$1.61M
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
69+ 2.28% |
$13.7K - $16.1K
|
3.1K
$898K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
68New |
$13.5K - $15.9K
|
68
$19.7K
|
|
|
Apr 13, 2023
Q1 2023
|
Veery Capital, LLC
|
BUY
|
- |
67+ 0.44% |
$13.3K - $15.6K
|
15.2K
$4.42M
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
63New |
$12.5K - $14.7K
|
63
$18.3K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
59+ 5.19% |
$11.7K - $13.8K
|
1.2K
$347K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
58+ 8.49% |
$11.5K - $13.5K
|
741
$215K
|
|
|
May 08, 2023
Q1 2023
|
Zeit Capital LLC
|
BUY
|
- |
58+ 0.48% |
$11.5K - $13.5K
|
12.1K
$3.5M
|
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
55+ 80.88% |
$10.9K - $12.8K
|
123
$35.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
53New |
$10.5K - $12.4K
|
53
$15.4K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
52+ 1.24% |
$10.3K - $12.1K
|
4.23K
$1.23M
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
52New |
$10.3K - $12.1K
|
52
$15.1K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
51+ 49.51% |
$10.1K - $11.9K
|
154
$44.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
51New |
$10.1K - $11.9K
|
51
$14.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
51+ 53.68% |
$10.1K - $11.9K
|
146
$42.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
50+ 16.39% |
$9.94K - $11.7K
|
355
$103K
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
- |
49New |
$9.74K - $11.4K
|
49
$14.2K
|