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 08, 2023
Q2 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
556+ 2.42% |
$116K - $128K
|
23.5K
$6.73M
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
550+ 21.55% |
$115K - $126K
|
3.1K
$888K
|
|
Jul 14, 2023
Q2 2023
|
Eclectic Associates Inc
|
BUY
|
- |
520+ 6.5% |
$109K - $119K
|
8.51K
$2.44M
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
509+ 0.92% |
$106K - $117K
|
55.8K
$16M
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
503+ 11.49% |
$105K - $116K
|
4.88K
$1.4M
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
503+ 10.36% |
$105K - $116K
|
5.36K
$1.53M
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
498+ 1.84% |
$104K - $114K
|
27.5K
$7.87M
|
|
Aug 07, 2023
Q2 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
497+ 3.35% |
$104K - $114K
|
15.3K
$4.39M
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
493+ 2.1% |
$103K - $113K
|
24K
$6.87M
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
488+ 2.06% |
$102K - $112K
|
24.1K
$6.91M
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
485+ 20.85% |
$101K - $111K
|
2.81K
$805K
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
480+ 15.46% |
$100K - $110K
|
3.58K
$1.03M
|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
469+ 5.14% |
$98.1K - $108K
|
9.59K
$2.75M
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
451+ 10.23% |
$94.3K - $104K
|
4.86K
$1.39M
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
440New |
$92K - $101K
|
440
$126K
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
434+ 21.24% |
$90.8K - $99.7K
|
2.48K
$709K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
433+ 4.71% |
$90.5K - $99.5K
|
9.63K
$2.76M
|
|
Jul 24, 2023
Q2 2023
|
Marion Wealth Management
|
BUY
|
- |
428+ 1.4% |
$89.5K - $98.3K
|
31.1K
$8.89M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
412+ 1.49% |
$86.2K - $94.7K
|
28K
$8.02M
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
404+ 5.95% |
$84.5K - $92.8K
|
7.2K
$2.06M
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
399+ 19.42% |
$83.4K - $91.7K
|
2.45K
$702K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
391New |
$81.8K - $89.8K
|
391
$112K
|
|
Aug 14, 2023
Q2 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
388+ 2586.67% |
$81.1K - $89.1K
|
403
$115K
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
375+ 11.24% |
$78.4K - $86.2K
|
3.71K
$1.06M
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
373+ 15.56% |
$78K - $85.7K
|
2.77K
$793K
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
370+ 2.81% |
$77.4K - $85K
|
13.5K
$3.87M
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
360+ 50.7% |
$75.3K - $82.7K
|
1.07K
$306K
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
358+ 7.2% |
$74.9K - $82.2K
|
5.33K
$1.53M
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
356+ 24.2% |
$74.4K - $81.8K
|
1.83K
$523K
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
352+ 1.42% |
$73.6K - $80.9K
|
25.1K
$7.17M
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
351+ 9.14% |
$73.4K - $80.6K
|
4.19K
$1.2M
|
|
Jul 18, 2023
Q2 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
344+ 13.5% |
$71.9K - $79K
|
2.89K
$828K
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
341New |
$71.3K - $78.3K
|
341
$97.6K
|
|
Aug 14, 2023
Q2 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
337+ 0.79% |
$70.5K - $77.4K
|
42.9K
$12.3M
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
330+ 18.84% |
$69K - $75.8K
|
2.08K
$596K
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
326+ 13.64% |
$68.2K - $74.9K
|
2.72K
$777K
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
BUY
|
- |
325+ 11.94% |
$68K - $74.7K
|
3.05K
$872K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
321New |
$67.1K - $73.7K
|
321
$91.9K
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
318New |
$66.5K - $73.1K
|
318
$91K
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
BUY
|
- |
318New |
$66.5K - $73.1K
|
318
$91K
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
BUY
|
- |
299+ 0.49% |
$62.5K - $68.7K
|
61.4K
$17.6M
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
295+ 15.5% |
$61.7K - $67.8K
|
2.2K
$629K
|
|
Jul 20, 2023
Q2 2023
|
Derbend Asset Management
|
BUY
|
- |
293+ 14.9% |
$61.3K - $67.3K
|
2.26K
$647K
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
290+ 6.94% |
$60.6K - $66.6K
|
4.47K
$1.28M
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
286+ 232.52% |
$59.8K - $65.7K
|
409
$117K
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
268+ 6.66% |
$56K - $61.6K
|
4.29K
$1.23M
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
265+ 12.03% |
$55.4K - $60.9K
|
2.47K
$706K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
264+ 0.31% |
$55.2K - $60.7K
|
85K
$24.3M
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
255+ 2.87% |
$53.3K - $58.6K
|
9.15K
$2.62M
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
255+ 31.68% |
$53.3K - $58.6K
|
1.06K
$303K
|