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 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-14- 0.54% |
$3.23K - $3.65K
|
2.58K
$690K
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-15- 0.34% |
$3.47K - $3.91K
|
4.34K
$1.16M
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-16- 0.83% |
$3.7K - $4.17K
|
1.91K
$512K
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-18- 5.66% |
$4.16K - $4.69K
|
300
$80.3K
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-19- 8.37% |
$4.39K - $4.95K
|
208
$55.7K
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-20- 3.67% |
$4.62K - $5.21K
|
525
$141K
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-20- 0.39% |
$4.62K - $5.21K
|
5.11K
$1.37M
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-20- 1.05% |
$4.62K - $5.21K
|
1.89K
$505K
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-21- 1.16% |
$4.85K - $5.48K
|
1.8K
$481K
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-21- 2.08% |
$4.85K - $5.48K
|
989
$265K
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-22- 1.27% |
$5.08K - $5.74K
|
1.71K
$457K
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-23- 1.74% |
$5.31K - $6K
|
1.3K
$348K
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-24- 1.34% |
$5.54K - $6.26K
|
1.77K
$475K
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-27- 2.04% |
$6.24K - $7.04K
|
1.3K
$348K
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-28- 0.92% |
$6.47K - $7.3K
|
3K
$804K
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-28- 0.46% |
$6.47K - $7.3K
|
6.03K
$1.61M
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-30- 0.62% |
$6.93K - $7.82K
|
4.81K
$1.29M
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-30- 25.21% |
$6.93K - $7.82K
|
89
$23.8K
|
|
May 08, 2024
Q1 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-30- 0.17% |
$6.93K - $7.82K
|
17.9K
$4.8M
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-31- 0.31% |
$7.16K - $8.08K
|
10.1K
$2.7M
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-32- 1.71% |
$7.39K - $8.34K
|
1.84K
$492K
|
|
May 08, 2024
Q1 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-32- 1.39% |
$7.39K - $8.34K
|
2.27K
$608K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-33- 3.23% |
$7.62K - $8.6K
|
988
$265K
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-34- 2.38% |
$7.85K - $8.86K
|
1.39K
$373K
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-34- 2.4% |
$7.85K - $8.86K
|
1.38K
$370K
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-36- 2.29% |
$8.32K - $9.39K
|
1.54K
$411K
|
|
May 02, 2024
Q1 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-38- 1.31% |
$8.78K - $9.91K
|
2.87K
$768K
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-39- 0.71% |
$9.01K - $10.2K
|
5.44K
$1.46M
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-39- 1.29% |
$9.01K - $10.2K
|
2.99K
$801K
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-40- 21.05% |
$9.24K - $10.4K
|
150
$40.2K
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-40- 0.59% |
$9.24K - $10.4K
|
6.77K
$1.81M
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-40- 8.1% |
$9.24K - $10.4K
|
454
$122K
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-40- 0.44% |
$9.24K - $10.4K
|
9.08K
$2.43M
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-41- 0.25% |
$9.47K - $10.7K
|
16.4K
$4.4M
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-42- 2.01% |
$9.7K - $11K
|
2.05K
$548K
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-45- 9.18% |
$10.4K - $11.7K
|
445
$119K
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-45- 5.28% |
$10.4K - $11.7K
|
808
$216K
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-47- 4.79% |
$10.9K - $12.3K
|
935
$250K
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-49- 5.77% |
$11.3K - $12.8K
|
800
$214K
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-50- 0.7% |
$11.6K - $13K
|
7.08K
$1.9M
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-50- 3.77% |
$11.6K - $13K
|
1.28K
$342K
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-50- 0.72% |
$11.6K - $13K
|
6.91K
$1.85M
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-50- 0.37% |
$11.6K - $13K
|
13.4K
$3.59M
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
SELL
|
- |
-51- 1.92% |
$11.8K - $13.3K
|
2.6K
$697K
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-51- 1.58% |
$11.8K - $13.3K
|
3.18K
$851K
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-52- 4.24% |
$12K - $13.6K
|
1.17K
$314K
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-55- 4.11% |
$12.7K - $14.3K
|
1.28K
$344K
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-55- 3.88% |
$12.7K - $14.3K
|
1.36K
$365K
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-60- 0.29% |
$13.9K - $15.6K
|
20.4K
$5.46M
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-60- 1.33% |
$13.9K - $15.6K
|
4.44K
$1.19M
|