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 08, 2024
Q1 2024
|
Marion Wealth Management
|
SELL
|
- |
-453- 1.38% |
$105K - $118K
|
32.4K
$8.38M
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-474- 3.97% |
$109K - $124K
|
11.5K
$2.96M
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-476- 8.12% |
$110K - $124K
|
5.39K
$1.39M
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-482- 19.04% |
$111K - $126K
|
2.05K
$530K
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-483- 12.83% |
$112K - $126K
|
3.28K
$848K
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-509- 20.33% |
$118K - $133K
|
2K
$516K
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-519- 9.14% |
$120K - $135K
|
5.16K
$1.33M
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-526- 3.52% |
$122K - $137K
|
14.4K
$3.73M
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-527- 12.15% |
$122K - $137K
|
3.81K
$985K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-542- 1.01% |
$125K - $141K
|
53.3K
$13.8M
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-559- 41.59% |
$129K - $146K
|
785
$203K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-565- 0.19% |
$131K - $147K
|
301K
$77.9M
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-593- 1.87% |
$137K - $155K
|
31.1K
$8.04M
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-612- 1.32% |
$141K - $160K
|
45.7K
$11.8M
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-631- 8.56% |
$146K - $165K
|
6.74K
$1.74M
|
|
Apr 23, 2024
Q1 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-661- 12.77% |
$153K - $172K
|
4.51K
$1.17M
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-692- 2.22% |
$160K - $180K
|
30.5K
$7.87M
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-697- 18.09% |
$161K - $182K
|
3.16K
$816K
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-700- 32.12% |
$162K - $183K
|
1.48K
$382K
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-731- 28.44% |
$169K - $191K
|
1.84K
$475K
|
|
Apr 12, 2024
Q1 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-755- 26.94% |
$174K - $197K
|
2.05K
$529K
|
|
Apr 24, 2024
Q1 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-791- 3.54% |
$183K - $206K
|
21.6K
$5.57M
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-799- 4.6% |
$185K - $208K
|
16.6K
$4.29M
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-826- 24.75% |
$191K - $215K
|
2.51K
$649K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-846- 18.46% |
$195K - $221K
|
3.74K
$966K
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-861- 27.95% |
$199K - $224K
|
2.22K
$574K
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-870- 16.52% |
$201K - $227K
|
4.4K
$1.14M
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-881- 34.24% |
$204K - $230K
|
1.69K
$437K
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-903- 28.39% |
$209K - $235K
|
2.28K
$589K
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-931- 20.85% |
$215K - $243K
|
3.54K
$914K
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-960- 23.32% |
$222K - $250K
|
3.16K
$816K
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1K- 4.66% |
$231K - $261K
|
20.5K
$5.29M
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.05K- 56.65% |
$243K - $274K
|
805
$208K
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.06K- 8.78% |
$244K - $276K
|
11K
$2.84M
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-1.07K- 2.27% |
$248K - $279K
|
46.1K
$11.9M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.13K- 0.6% |
$260K - $294K
|
186K
$48.2M
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.17KClosed |
$271K - $306K
|
0
$0
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.19K- 26.43% |
$276K - $311K
|
3.32K
$859K
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.2K- 9.87% |
$277K - $312K
|
10.9K
$2.83M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.27K- 48.35% |
$294K - $332K
|
1.36K
$351K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.31K- 15.43% |
$301K - $340K
|
7.15K
$1.85M
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.31K- 13.85% |
$303K - $342K
|
8.16K
$2.11M
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.32K- 39.07% |
$305K - $344K
|
2.06K
$532K
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.33K- 31.21% |
$306K - $346K
|
2.92K
$756K
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.36K- 1.07% |
$314K - $354K
|
126K
$32.6M
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.4K- 2.89% |
$324K - $365K
|
47K
$12.2M
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.43K- 11.85% |
$329K - $372K
|
10.6K
$2.74M
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.45K- 9.77% |
$335K - $378K
|
13.4K
$3.46M
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
SELL
|
- |
-1.47K- 22.07% |
$339K - $383K
|
5.19K
$1.34M
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-1.52K- 2.43% |
$351K - $397K
|
61K
$15.8M
|