Purchases and Sales Made in Q2 2023 in Vanguard Small Cap Growth ETF (VBK)
This table provides information about the institutional ownership of Vanguard Small Cap Growth ETF (VBK) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-20- 1.47% |
$4.18K - $4.59K
|
1.35K
$360K
|
|
Aug 02, 2023
Q2 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-20- 0.93% |
$4.18K - $4.59K
|
2.14K
$572K
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
SELL
|
- |
-23- 1.6% |
$4.81K - $5.28K
|
1.42K
$379K
|
|
Aug 08, 2023
Q2 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-23- 2.33% |
$4.81K - $5.28K
|
966
$259K
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-23- 1.91% |
$4.81K - $5.28K
|
1.18K
$317K
|
|
Jul 20, 2023
Q2 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-25- 0.38% |
$5.23K - $5.74K
|
6.56K
$1.76M
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-25- 1.36% |
$5.23K - $5.74K
|
1.81K
$485K
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-26- 3.39% |
$5.44K - $5.97K
|
741
$198K
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-26- 1.29% |
$5.44K - $5.97K
|
1.98K
$531K
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-28- 30.11% |
$5.86K - $6.43K
|
65
$17.4K
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-30- 1.61% |
$6.27K - $6.89K
|
1.84K
$491K
|
|
Jul 13, 2023
Q2 2023
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-30- 2.4% |
$6.27K - $6.89K
|
1.22K
$327K
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-31- 1.94% |
$6.48K - $7.12K
|
1.57K
$420K
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-32- 21.05% |
$6.69K - $7.35K
|
120
$32.1K
|
|
Aug 04, 2023
Q2 2023
|
Hemington Wealth Management
|
SELL
|
- |
-36- 1.64% |
$7.53K - $8.27K
|
2.17K
$580K
|
|
Jul 27, 2023
Q2 2023
|
Capital Management Corp
|
SELL
|
- |
-37- 2.96% |
$7.74K - $8.5K
|
1.21K
$325K
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-38- 12.42% |
$7.95K - $8.73K
|
268
$71.8K
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-39- 1.86% |
$8.16K - $8.96K
|
2.06K
$551K
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-39- 1.85% |
$8.16K - $8.96K
|
2.07K
$554K
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-39- 4.88% |
$8.16K - $8.96K
|
760
$204K
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-40- 50.63% |
$8.36K - $9.19K
|
39
$10.4K
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-43- 1.3% |
$8.99K - $9.88K
|
3.26K
$874K
|
|
Jul 28, 2023
Q2 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-43- 0.59% |
$8.99K - $9.88K
|
7.2K
$1.93M
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-43- 0.42% |
$8.99K - $9.88K
|
10.2K
$2.74M
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-44- 64.71% |
$9.2K - $10.1K
|
24
$6.43K
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-45- 1.29% |
$9.41K - $10.3K
|
3.44K
$922K
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-45- 1.89% |
$9.41K - $10.3K
|
2.34K
$625K
|
|
Aug 24, 2023
Q2 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-46- 3.21% |
$9.62K - $10.6K
|
1.39K
$372K
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-47- 2.06% |
$9.83K - $10.8K
|
2.24K
$599K
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-50- 3.07% |
$10.5K - $11.5K
|
1.58K
$422K
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-50- 3.55% |
$10.5K - $11.5K
|
1.36K
$364K
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-50- 5.34% |
$10.5K - $11.5K
|
887
$238K
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-51- 33.12% |
$10.7K - $11.7K
|
103
$27.6K
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-51- 0.38% |
$10.7K - $11.7K
|
13.2K
$3.55M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-56- 1.96% |
$11.7K - $12.9K
|
2.81K
$751K
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-57- 90.48% |
$11.9K - $13.1K
|
6
$1.61K
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-58Closed |
$12.1K - $13.3K
|
0
$0
|
|
Aug 04, 2023
Q2 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-59- 1.01% |
$12.3K - $13.6K
|
5.79K
$1.55M
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-60- 1.0% |
$12.5K - $13.8K
|
5.97K
$1.6M
|
|
Aug 10, 2023
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-66- 1.1% |
$13.8K - $15.2K
|
5.96K
$1.59M
|
|
Aug 02, 2023
Q2 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-69- 1.53% |
$14.4K - $15.9K
|
4.45K
$1.19M
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-70- 4.08% |
$14.6K - $16.1K
|
1.65K
$441K
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-70- 7.12% |
$14.6K - $16.1K
|
913
$245K
|
|
Jul 31, 2023
Q2 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-72- 1.27% |
$15.1K - $16.5K
|
5.62K
$1.5M
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-73- 24.5% |
$15.3K - $16.8K
|
225
$60.3K
|
|
Jul 11, 2023
Q2 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-73- 1.93% |
$15.3K - $16.8K
|
3.71K
$995K
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-73- 4.93% |
$15.3K - $16.8K
|
1.41K
$377K
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-74- 5.72% |
$15.5K - $17K
|
1.22K
$326K
|
|
Jul 21, 2023
Q2 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-76- 0.44% |
$15.9K - $17.5K
|
17.3K
$4.63M
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-76- 5.55% |
$15.9K - $17.5K
|
1.29K
$347K
|