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 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
36+ 144.0% |
$7.53K - $8.27K
|
61
$15.2K
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
35+ 0.14% |
$7.32K - $8.04K
|
25.1K
$6.26M
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
35+ 2.7% |
$7.32K - $8.04K
|
1.33K
$333K
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
34+ 0.31% |
$7.11K - $7.81K
|
10.9K
$2.71M
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
33+ 1.95% |
$6.9K - $7.58K
|
1.72K
$430K
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
30+ 1.61% |
$6.27K - $6.89K
|
1.89K
$472K
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
30+ 1.44% |
$6.27K - $6.89K
|
2.11K
$527K
|
|
Aug 04, 2023
Q2 2023
|
Performa LTD (Us), LLC
|
BUY
|
- |
30+ 0.17% |
$6.27K - $6.89K
|
18K
$4.5M
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
28+ 2.2% |
$5.86K - $6.43K
|
1.3K
$325K
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
27+ 2.08% |
$5.65K - $6.2K
|
1.32K
$330K
|
|
Aug 10, 2023
Q2 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
27+ 0.24% |
$5.65K - $6.2K
|
11.2K
$2.79M
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
26+ 1.11% |
$5.44K - $5.97K
|
2.37K
$592K
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
26+ 1.34% |
$5.44K - $5.97K
|
1.97K
$491K
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
26New |
$5.44K - $5.97K
|
26
$6.49K
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
24+ 0.8% |
$5.02K - $5.51K
|
3.01K
$752K
|
|
Aug 03, 2023
Q2 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
21+ 0.04% |
$4.39K - $4.82K
|
57.2K
$14.3M
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
20New |
$4.18K - $4.59K
|
20
$4.99K
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
20+ 0.39% |
$4.18K - $4.59K
|
5.16K
$1.29M
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
19New |
$3.97K - $4.37K
|
19
$4.74K
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
19+ 0.3% |
$3.97K - $4.37K
|
6.41K
$1.6M
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
19+ 10.27% |
$3.97K - $4.37K
|
204
$50.9K
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
19+ 0.04% |
$3.97K - $4.37K
|
47.1K
$11.8M
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
18+ 1.13% |
$3.76K - $4.14K
|
1.62K
$403K
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
17+ 0.12% |
$3.56K - $3.91K
|
14K
$3.5M
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
17+ 17.0% |
$3.56K - $3.91K
|
117
$29.2K
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
16+ 0.16% |
$3.35K - $3.68K
|
9.8K
$2.45M
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
16+ 1.02% |
$3.35K - $3.68K
|
1.59K
$396K
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
16+ 1.63% |
$3.35K - $3.68K
|
996
$249K
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
15+ 0.95% |
$3.14K - $3.45K
|
1.6K
$399K
|
|
Aug 08, 2023
Q2 2023
|
Zeit Capital LLC
|
BUY
|
- |
15+ 0.12% |
$3.14K - $3.45K
|
12.1K
$3.01M
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
14New |
$2.93K - $3.22K
|
14
$3.49K
|
|
Jul 31, 2023
Q2 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
13+ 0.11% |
$2.72K - $2.99K
|
11.5K
$2.88M
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
12New |
$2.51K - $2.76K
|
12
$2.99K
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
12New |
$2.51K - $2.76K
|
12
$2.99K
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
10New |
$2.09K - $2.3K
|
10
$2.5K
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
10New |
$2.09K - $2.3K
|
10
$2.5K
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
BUY
|
- |
8+ 0.18% |
$1.67K - $1.84K
|
4.56K
$1.14M
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
6+ 0.31% |
$1.25K - $1.38K
|
1.92K
$479K
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
6+ 0.23% |
$1.25K - $1.38K
|
2.61K
$652K
|
|
Aug 10, 2023
Q2 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
5+ 0.2% |
$1.05K - $1.15K
|
2.51K
$627K
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
4+ 0.06% |
$836 - $919
|
6.84K
$1.71M
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
BUY
|
- |
4+ 0.16% |
$836 - $919
|
2.56K
$640K
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
3+ 0.19% |
$627 - $689
|
1.61K
$401K
|
|
Aug 09, 2023
Q2 2023
|
Resolute Advisors LLC
|
BUY
|
- |
3+ 0.16% |
$627 - $689
|
1.87K
$466K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3+ 0.79% |
$627 - $689
|
382
$95.3K
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
3+ 9.09% |
$627 - $689
|
36
$8.98K
|
|
Jan 02, 2024
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
2+ 2.38% |
$418 - $459
|
86
$21.5K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
2+ 0.21% |
$418 - $459
|
966
$241K
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
2+ 0.16% |
$418 - $459
|
1.28K
$319K
|
|
Aug 04, 2023
Q2 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
2+ 0.19% |
$418 - $459
|
1.08K
$270K
|