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 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
684+ 294.83% |
$158K - $178K
|
916
$236K
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
684+ 6.25% |
$158K - $178K
|
11.6K
$3M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
676+ 7.71% |
$156K - $176K
|
9.44K
$2.44M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
671+ 2.98% |
$155K - $175K
|
23.2K
$5.98M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
645+ 2.42% |
$149K - $168K
|
27.3K
$7.05M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
606+ 3.47% |
$140K - $158K
|
18.1K
$4.67M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
604+ 41.29% |
$140K - $157K
|
2.07K
$533K
|
|
|
Apr 10, 2024
Q1 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
601+ 1.48% |
$139K - $157K
|
41.2K
$10.6M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
601+ 13.14% |
$139K - $157K
|
5.18K
$1.34M
|
|
|
Apr 12, 2024
Q1 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
592+ 2.47% |
$137K - $154K
|
24.5K
$6.34M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
592+ 63.86% |
$137K - $154K
|
1.52K
$392K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
586+ 13.08% |
$135K - $153K
|
5.07K
$1.31M
|
|
|
May 13, 2024
Q1 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
585New |
$135K - $153K
|
585
$151K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
582+ 1.03% |
$134K - $152K
|
57.3K
$14.8M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
565+ 17.68% |
$131K - $147K
|
3.76K
$970K
|
|
|
May 02, 2024
Q1 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
537+ 12.49% |
$124K - $140K
|
4.84K
$1.25M
|
|
|
Apr 24, 2024
Q1 2024
|
Tenret CO LLC
|
BUY
|
- |
536+ 3.17% |
$124K - $140K
|
17.4K
$4.5M
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
535New |
$124K - $139K
|
535
$138K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
521+ 5.89% |
$120K - $136K
|
9.37K
$2.42M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
502+ 127.74% |
$116K - $131K
|
895
$231K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
500+ 7.36% |
$116K - $130K
|
7.29K
$1.88M
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
490+ 7.76% |
$113K - $128K
|
6.81K
$1.76M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
482+ 52.28% |
$111K - $126K
|
1.4K
$362K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
479+ 0.41% |
$111K - $125K
|
117K
$30.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
478+ 1.14% |
$110K - $125K
|
42.5K
$11M
|
|
|
Apr 18, 2024
Q1 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
471+ 10.14% |
$109K - $123K
|
5.12K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
470+ 19.18% |
$109K - $123K
|
2.92K
$754K
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
466+ 3.19% |
$108K - $121K
|
15.1K
$3.89M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
465+ 8.59% |
$107K - $121K
|
5.88K
$1.52M
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
465+ 14.3% |
$107K - $121K
|
3.72K
$959K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
463+ 2.89% |
$107K - $121K
|
16.5K
$4.25M
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
462New |
$107K - $120K
|
462
$119K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
460+ 4.27% |
$106K - $120K
|
11.2K
$2.9M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
451New |
$104K - $118K
|
451
$116K
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
447+ 9.56% |
$103K - $117K
|
5.12K
$1.32M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
436New |
$101K - $114K
|
436
$113K
|
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
434+ 7233.33% |
$100K - $113K
|
440
$114K
|
|
|
Apr 19, 2024
Q1 2024
|
Brickley Wealth Management
|
BUY
|
- |
431+ 0.45% |
$99.6K - $112K
|
95.6K
$24.7M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
425+ 25.98% |
$98.2K - $111K
|
2.06K
$532K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
418+ 9.97% |
$96.6K - $109K
|
4.61K
$1.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
415+ 6.11% |
$95.9K - $108K
|
7.21K
$1.86M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
BUY
|
- |
408+ 12.79% |
$94.2K - $106K
|
3.6K
$928K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
407+ 9.17% |
$94K - $106K
|
4.85K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
403+ 27.36% |
$93.1K - $105K
|
1.88K
$484K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
401+ 1.73% |
$92.6K - $105K
|
23.6K
$6.09M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
388+ 3.71% |
$89.6K - $101K
|
10.8K
$2.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
384+ 1.4% |
$88.7K - $100K
|
27.8K
$7.16M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
379New |
$87.5K - $98.8K
|
379
$97.8K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
369+ 5.13% |
$85.2K - $96.2K
|
7.57K
$1.95M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
368+ 0.52% |
$85K - $95.9K
|
70.8K
$18.3M
|