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 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
131+ 2.98% |
$30.3K - $34.2K
|
4.52K
$1.13M
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
130+ 14.04% |
$30K - $33.9K
|
1.06K
$264K
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
129+ 12.99% |
$29.8K - $33.6K
|
1.12K
$280K
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
126+ 0.32% |
$29.1K - $32.9K
|
39.8K
$9.92M
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
125+ 403.23% |
$28.9K - $32.6K
|
156
$38.9K
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
123+ 3.72% |
$28.4K - $32.1K
|
3.43K
$855K
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
115+ 7.98% |
$26.6K - $30K
|
1.56K
$388K
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
111+ 1.61% |
$25.6K - $28.9K
|
7.02K
$1.75M
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
109+ 0.19% |
$25.2K - $28.4K
|
57.4K
$14.3M
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
106New |
$24.5K - $27.6K
|
106
$26.5K
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
105+ 0.46% |
$24.3K - $27.4K
|
22.7K
$5.68M
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
102New |
$23.6K - $26.6K
|
102
$25.5K
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
101+ 4.35% |
$23.3K - $26.3K
|
2.42K
$605K
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
100+ 4.17% |
$23.1K - $26.1K
|
2.5K
$623K
|
|
Apr 12, 2024
Q1 2024
|
Cohen Klingenstein LLC
|
BUY
|
- |
100+ 0.03% |
$23.1K - $26.1K
|
360K
$89.9M
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
99+ 4.4% |
$22.9K - $25.8K
|
2.35K
$586K
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
95+ 2.19% |
$21.9K - $24.8K
|
4.43K
$1.11M
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
92New |
$21.3K - $24K
|
92
$23K
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
92+ 1.38% |
$21.3K - $24K
|
6.74K
$1.68M
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
88+ 2.27% |
$20.3K - $22.9K
|
3.96K
$988K
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
87+ 228.95% |
$20.1K - $22.7K
|
125
$31.2K
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
BUY
|
- |
86+ 0.08% |
$19.9K - $22.4K
|
104K
$25.9M
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
86+ 97.73% |
$19.9K - $22.4K
|
174
$43.4K
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
85+ 0.74% |
$19.6K - $22.2K
|
11.6K
$2.91M
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
85New |
$19.6K - $22.2K
|
85
$21.2K
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
84+ 1.16% |
$19.4K - $21.9K
|
7.31K
$1.82M
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
82+ 11.36% |
$18.9K - $21.4K
|
804
$201K
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
81+ 8.77% |
$18.7K - $21.1K
|
1.01K
$251K
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
80+ 5.97% |
$18.5K - $20.9K
|
1.42K
$354K
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
77+ 1.2% |
$17.8K - $20.1K
|
6.48K
$1.62M
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
76+ 3.33% |
$17.6K - $19.8K
|
2.36K
$589K
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
74+ 0.2% |
$17.1K - $19.3K
|
36.6K
$9.12M
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
73+ 1.03% |
$16.9K - $19K
|
7.13K
$1.78M
|
|
Apr 19, 2024
Q1 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
73+ 7.56% |
$16.9K - $19K
|
1.04K
$259K
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
72+ 0.48% |
$16.6K - $18.8K
|
15.1K
$3.77M
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
70New |
$16.2K - $18.3K
|
70
$17.5K
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
68New |
$15.7K - $17.7K
|
68
$17K
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
66+ 194.12% |
$15.2K - $17.2K
|
100
$25K
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
63+ 4.83% |
$14.6K - $16.4K
|
1.37K
$341K
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
62+ 2.06% |
$14.3K - $16.2K
|
3.07K
$765K
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
62+ 1.65% |
$14.3K - $16.2K
|
3.82K
$952K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
61+ 2.53% |
$14.1K - $15.9K
|
2.47K
$617K
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
61+ 5.64% |
$14.1K - $15.9K
|
1.14K
$285K
|
|
Apr 17, 2024
Q1 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
60+ 0.11% |
$13.9K - $15.6K
|
55.4K
$13.8M
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
60+ 461.54% |
$13.9K - $15.6K
|
73
$18.2K
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
56New |
$12.9K - $14.6K
|
56
$14K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
55New |
$12.7K - $14.3K
|
55
$13.7K
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
52+ 2.15% |
$12K - $13.6K
|
2.48K
$618K
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
52+ 2.94% |
$12K - $13.6K
|
1.82K
$455K
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
51+ 1.53% |
$11.8K - $13.3K
|
3.38K
$844K
|