Purchases and Sales Made in Q1 2024 in Vanguard Small Cap Growth ETF (VBK)
This table provides information about the institutional ownership of Vanguard Small Cap Growth ETF (VBK) during Q1 2024. 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 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1New |
$231 - $261
|
1
$258
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
1+ 0.04% |
$231 - $261
|
2.26K
$585K
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1- 0.07% |
$231 - $261
|
1.48K
$381K
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.02% |
$231 - $261
|
5.42K
$1.4M
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-1- 0.04% |
$231 - $261
|
2.39K
$617K
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
SELL
|
- |
-1- 0.07% |
$231 - $261
|
1.35K
$349K
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.01% |
$231 - $261
|
19.6K
$5.06M
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-2- 0.07% |
$462 - $521
|
2.71K
$699K
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-2- 0.03% |
$462 - $521
|
7.66K
$1.98M
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2- 0.06% |
$462 - $521
|
3.42K
$884K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3- 1.05% |
$693 - $782
|
282
$72.9K
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-3- 4.62% |
$693 - $782
|
62
$16K
|
|
May 06, 2024
Q1 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-3- 0.11% |
$693 - $782
|
2.7K
$698K
|
|
May 09, 2024
Q1 2024
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-4- 0.17% |
$924 - $1.04K
|
2.31K
$597K
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-4- 0.15% |
$924 - $1.04K
|
2.69K
$695K
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-4- 0.01% |
$924 - $1.04K
|
61.2K
$15.8M
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-5- 0.44% |
$1.16K - $1.3K
|
1.14K
$296K
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-7- 0.08% |
$1.62K - $1.83K
|
8.79K
$2.27M
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-7- 0.32% |
$1.62K - $1.83K
|
2.2K
$567K
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-8- 0.88% |
$1.85K - $2.09K
|
899
$232K
|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-8- 0.28% |
$1.85K - $2.09K
|
2.81K
$727K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-8- 20.0% |
$1.85K - $2.09K
|
32
$8.27K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-9- 1.8% |
$2.08K - $2.35K
|
491
$127K
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-9- 0.47% |
$2.08K - $2.35K
|
1.92K
$496K
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-10- 0.63% |
$2.31K - $2.61K
|
1.57K
$405K
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-10- 0.29% |
$2.31K - $2.61K
|
3.42K
$885K
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-10- 0.57% |
$2.31K - $2.61K
|
1.74K
$449K
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-10- 0.35% |
$2.31K - $2.61K
|
2.87K
$741K
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-11- 21.15% |
$2.54K - $2.87K
|
41
$10.6K
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
SELL
|
- |
-11- 52.38% |
$2.54K - $2.87K
|
10
$2.58K
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.63% |
$2.77K - $3.13K
|
1.89K
$489K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-12- 3.47% |
$2.77K - $3.13K
|
334
$86.3K
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-13- 13.27% |
$3K - $3.39K
|
85
$22K
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-13- 0.32% |
$3K - $3.39K
|
4.08K
$1.06M
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-13- 50.0% |
$3K - $3.39K
|
13
$3.36K
|
|
Apr 25, 2024
Q1 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-13- 0.04% |
$3K - $3.39K
|
31.1K
$8.05M
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-13- 3.1% |
$3K - $3.39K
|
407
$105K
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-14- 1.58% |
$3.23K - $3.65K
|
871
$225K
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-14- 1.04% |
$3.23K - $3.65K
|
1.33K
$343K
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-14- 0.54% |
$3.23K - $3.65K
|
2.58K
$666K
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-16- 0.83% |
$3.7K - $4.17K
|
1.91K
$494K
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-18- 5.66% |
$4.16K - $4.69K
|
300
$77.5K
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-19- 8.37% |
$4.39K - $4.95K
|
208
$53.8K
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-20- 3.67% |
$4.62K - $5.21K
|
525
$136K
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-20- 1.05% |
$4.62K - $5.21K
|
1.89K
$487K
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-20- 0.39% |
$4.62K - $5.21K
|
5.11K
$1.32M
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-21- 1.16% |
$4.85K - $5.48K
|
1.8K
$464K
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-21- 2.08% |
$4.85K - $5.48K
|
989
$256K
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-22- 1.27% |
$5.08K - $5.74K
|
1.71K
$442K
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-23- 1.74% |
$5.31K - $6K
|
1.3K
$336K
|