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 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
51+ 2.25% |
$11.8K - $13.3K
|
2.32K
$579K
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
50+ 1.25% |
$11.6K - $13K
|
4.06K
$1.01M
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
47+ 1.14% |
$10.9K - $12.3K
|
4.18K
$1.04M
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
47+ 0.33% |
$10.9K - $12.3K
|
14.3K
$3.56M
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
47+ 0.85% |
$10.9K - $12.3K
|
5.55K
$1.38M
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
45New |
$10.4K - $11.7K
|
45
$11.2K
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
44+ 4.94% |
$10.2K - $11.5K
|
935
$233K
|
|
Apr 16, 2024
Q1 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
44+ 1.49% |
$10.2K - $11.5K
|
3K
$750K
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
42+ 3.21% |
$9.7K - $11K
|
1.35K
$337K
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
41+ 18.47% |
$9.47K - $10.7K
|
263
$65.6K
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
40+ 0.59% |
$9.24K - $10.4K
|
6.82K
$1.7M
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
BUY
|
- |
40+ 1.95% |
$9.24K - $10.4K
|
2.1K
$523K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
39+ 1.29% |
$9.01K - $10.2K
|
3.07K
$766K
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
38New |
$8.78K - $9.91K
|
38
$9.48K
|
|
May 13, 2024
Q1 2024
|
Zeit Capital LLC
|
BUY
|
- |
38+ 0.33% |
$8.78K - $9.91K
|
11.4K
$2.85M
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
35New |
$8.09K - $9.13K
|
35
$8.73K
|
|
May 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
35+ 0.11% |
$8.09K - $9.13K
|
32.7K
$8.17M
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
34+ 0.59% |
$7.85K - $8.86K
|
5.79K
$1.45M
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
BUY
|
- |
33+ 0.08% |
$7.62K - $8.6K
|
40.8K
$10.2M
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
BUY
|
- |
31+ 0.78% |
$7.16K - $8.08K
|
4K
$998K
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
29+ 29.9% |
$6.7K - $7.56K
|
126
$31.4K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
28+ 1.24% |
$6.47K - $7.3K
|
2.28K
$568K
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
28+ 0.45% |
$6.47K - $7.3K
|
6.23K
$1.55M
|
|
May 10, 2024
Q1 2024
|
Performa LTD (Us), LLC
|
BUY
|
- |
28+ 0.15% |
$6.47K - $7.3K
|
18.1K
$4.52M
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
27+ 3.56% |
$6.24K - $7.04K
|
785
$196K
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
26+ 6.58% |
$6.01K - $6.78K
|
421
$105K
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
25+ 0.7% |
$5.78K - $6.52K
|
3.62K
$902K
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
25+ 131.58% |
$5.78K - $6.52K
|
44
$11K
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
23+ 92.0% |
$5.31K - $6K
|
48
$12K
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
22+ 0.19% |
$5.08K - $5.74K
|
11.6K
$2.89M
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
21+ 15.0% |
$4.85K - $5.48K
|
161
$40.2K
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
21+ 7.0% |
$4.85K - $5.48K
|
321
$80.1K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
20+ 60.61% |
$4.62K - $5.21K
|
53
$13.2K
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
19New |
$4.39K - $4.95K
|
19
$4.74K
|
|
May 02, 2024
Q1 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
18+ 0.57% |
$4.16K - $4.69K
|
3.2K
$798K
|
|
Apr 29, 2024
Q1 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
16+ 1.7% |
$3.7K - $4.17K
|
958
$239K
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
16+ 0.75% |
$3.7K - $4.17K
|
2.15K
$536K
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
16New |
$3.7K - $4.17K
|
16
$3.99K
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
15+ 1.22% |
$3.47K - $3.91K
|
1.24K
$310K
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
15+ 0.55% |
$3.47K - $3.91K
|
2.76K
$688K
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
15+ 0.13% |
$3.47K - $3.91K
|
11.5K
$2.87M
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
14+ 10.37% |
$3.23K - $3.65K
|
149
$37.2K
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
14+ 1.2% |
$3.23K - $3.65K
|
1.19K
$296K
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
14+ 0.76% |
$3.23K - $3.65K
|
1.86K
$464K
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
13+ 1.11% |
$3K - $3.39K
|
1.19K
$296K
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
12+ 60.0% |
$2.77K - $3.13K
|
32
$7.99K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
12+ 0.57% |
$2.77K - $3.13K
|
2.13K
$533K
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
12+ 10.53% |
$2.77K - $3.13K
|
126
$31.4K
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12+ 1.09% |
$2.77K - $3.13K
|
1.11K
$278K
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
12+ 6.98% |
$2.77K - $3.13K
|
184
$45.9K
|