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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 0.29% |
$462 - $521
|
693
$201K
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
2+ 0.15% |
$462 - $521
|
1.32K
$383K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2+ 0.17% |
$462 - $521
|
1.18K
$342K
|
|
|
Apr 30, 2024
Q1 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
2+ 0.18% |
$462 - $521
|
1.1K
$318K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
2+ 0.14% |
$462 - $521
|
1.47K
$425K
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
2New |
$462 - $521
|
2
$580
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2+ 0.05% |
$462 - $521
|
3.95K
$1.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
2+ 0.15% |
$462 - $521
|
1.33K
$384K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2+ 0.16% |
$462 - $521
|
1.28K
$370K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
1+ 0.09% |
$231 - $261
|
1.09K
$315K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1New |
$231 - $261
|
1
$290
|
|
|
Apr 22, 2024
Q1 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1+ 0.07% |
$231 - $261
|
1.49K
$431K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.15% |
$231 - $261
|
681
$197K
|
|
|
May 02, 2024
Q1 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
1+ 0.04% |
$231 - $261
|
2.4K
$695K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
1+ 0.04% |
$231 - $261
|
2.26K
$656K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.05% |
$231 - $261
|
1.9K
$550K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
1+ 0.02% |
$231 - $261
|
4.49K
$1.3M
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
1+ 0.16% |
$231 - $261
|
635
$184K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.13% |
$231 - $261
|
773
$224K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.06% |
$231 - $261
|
1.75K
$506K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-1- 0.04% |
$231 - $261
|
2.39K
$692K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1- 0.07% |
$231 - $261
|
1.48K
$428K
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
SELL
|
- |
-1- 0.07% |
$231 - $261
|
1.35K
$392K
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.01% |
$231 - $261
|
19.6K
$5.68M
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.02% |
$231 - $261
|
5.42K
$1.57M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-2- 0.07% |
$462 - $521
|
2.71K
$785K
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-2- 0.03% |
$462 - $521
|
7.66K
$2.22M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2- 0.06% |
$462 - $521
|
3.42K
$992K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-3- 4.62% |
$693 - $782
|
62
$18K
|
|
|
May 06, 2024
Q1 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-3- 0.11% |
$693 - $782
|
2.7K
$783K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3- 1.05% |
$693 - $782
|
282
$81.8K
|
|
|
May 09, 2024
Q1 2024
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-4- 0.17% |
$924 - $1.04K
|
2.31K
$669K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-4- 0.15% |
$924 - $1.04K
|
2.69K
$780K
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-4- 0.01% |
$924 - $1.04K
|
61.2K
$17.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-5- 0.44% |
$1.16K - $1.3K
|
1.14K
$332K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-7- 0.08% |
$1.62K - $1.83K
|
8.79K
$2.55M
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-7- 0.32% |
$1.62K - $1.83K
|
2.2K
$637K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-8- 20.0% |
$1.85K - $2.09K
|
32
$9.28K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-8- 0.88% |
$1.85K - $2.09K
|
899
$261K
|
|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-8- 0.28% |
$1.85K - $2.09K
|
2.81K
$816K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-9- 1.8% |
$2.08K - $2.35K
|
491
$142K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-9- 0.47% |
$2.08K - $2.35K
|
1.92K
$556K
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-10- 0.63% |
$2.31K - $2.61K
|
1.57K
$454K
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-10- 0.57% |
$2.31K - $2.61K
|
1.74K
$504K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-10- 0.29% |
$2.31K - $2.61K
|
3.42K
$993K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-10- 0.35% |
$2.31K - $2.61K
|
2.87K
$832K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-11- 21.15% |
$2.54K - $2.87K
|
41
$11.9K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
SELL
|
- |
-11- 52.38% |
$2.54K - $2.87K
|
10
$2.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.63% |
$2.77K - $3.13K
|
1.89K
$548K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-12- 3.47% |
$2.77K - $3.13K
|
334
$96.9K
|