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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-76- 5.55% |
$15.9K - $17.5K
|
1.29K
$370K
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
SELL
|
- |
-77- 4.38% |
$16.1K - $17.7K
|
1.68K
$482K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-78- 2.09% |
$16.3K - $17.9K
|
3.65K
$1.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-79- 2.22% |
$16.5K - $18.1K
|
3.47K
$994K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-80- 38.1% |
$16.7K - $18.4K
|
130
$37.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-80- 1.11% |
$16.7K - $18.4K
|
7.13K
$2.04M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-80- 38.1% |
$16.7K - $18.4K
|
130
$37.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-80- 0.08% |
$16.7K - $18.4K
|
94.4K
$27M
|
|
|
Jul 24, 2023
Q2 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-81- 1.98% |
$16.9K - $18.6K
|
4.01K
$1.15M
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-82- 0.59% |
$17.1K - $18.8K
|
13.8K
$3.95M
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-82- 1.22% |
$17.1K - $18.8K
|
6.63K
$1.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-84- 1.15% |
$17.6K - $19.3K
|
7.23K
$2.07M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-84- 10.42% |
$17.6K - $19.3K
|
722
$207K
|
|
|
Jul 18, 2023
Q2 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-87- 7.32% |
$18.2K - $20K
|
1.1K
$315K
|
|
|
Jul 05, 2023
Q2 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-88- 2.53% |
$18.4K - $20.2K
|
3.39K
$971K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-90- 4.72% |
$18.8K - $20.7K
|
1.82K
$520K
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-90- 5.09% |
$18.8K - $20.7K
|
1.68K
$480K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-90- 2.2% |
$18.8K - $20.7K
|
4K
$1.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-90- 1.13% |
$18.8K - $20.7K
|
7.88K
$2.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-96- 16.27% |
$20.1K - $22.1K
|
494
$141K
|
|
|
Aug 08, 2023
Q2 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-97- 1.83% |
$20.3K - $22.3K
|
5.22K
$1.49M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-98- 4.65% |
$20.5K - $22.5K
|
2.01K
$575K
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-100- 1.59% |
$20.9K - $23K
|
6.21K
$1.78M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-100- 1.92% |
$20.9K - $23K
|
5.1K
$1.46M
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-101- 0.08% |
$21.1K - $23.2K
|
134K
$38.4M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-104- 73.76% |
$21.7K - $23.9K
|
37
$10.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-105- 7.71% |
$22K - $24.1K
|
1.26K
$360K
|
|
|
Jul 18, 2023
Q2 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-105- 5.47% |
$22K - $24.1K
|
1.81K
$519K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-110- 0.55% |
$23K - $25.3K
|
20.1K
$5.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-110- 84.62% |
$23K - $25.3K
|
20
$5.72K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-111- 26.3% |
$23.2K - $25.5K
|
311
$89K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-111- 19.51% |
$23.2K - $25.5K
|
458
$131K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-112- 10.37% |
$23.4K - $25.7K
|
968
$277K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-113- 0.68% |
$23.6K - $26K
|
16.5K
$4.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-118- 9.18% |
$24.7K - $27.1K
|
1.17K
$334K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-120- 7.02% |
$25.1K - $27.6K
|
1.59K
$455K
|
|
|
Jul 19, 2023
Q2 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-124- 4.12% |
$25.9K - $28.5K
|
2.89K
$826K
|
|
|
Jul 11, 2023
Q2 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-129- 1.64% |
$27K - $29.6K
|
7.72K
$2.21M
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-135- 3.16% |
$28.2K - $31K
|
4.14K
$1.19M
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-135- 9.73% |
$28.2K - $31K
|
1.25K
$358K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-143- 0.85% |
$29.9K - $32.9K
|
16.6K
$4.76M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-144- 16.67% |
$30.1K - $33.1K
|
720
$206K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-144- 1.08% |
$30.1K - $33.1K
|
13.2K
$3.77M
|
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-144- 1.27% |
$30.1K - $33.1K
|
11.2K
$3.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-144- 7.36% |
$30.1K - $33.1K
|
1.81K
$519K
|
|
|
Aug 14, 2023
Q2 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-145- 3.24% |
$30.3K - $33.3K
|
4.34K
$1.24M
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-149- 1.87% |
$31.2K - $34.2K
|
7.82K
$2.24M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-150- 8.86% |
$31.4K - $34.5K
|
1.54K
$442K
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-151- 36.65% |
$31.6K - $34.7K
|
261
$74.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-153- 10.69% |
$32K - $35.2K
|
1.28K
$366K
|