Purchases and Sales Made in Q2 2024 in Vanguard Small Cap Growth ETF (VBK)
This table provides information about the institutional ownership of Vanguard Small Cap Growth ETF (VBK) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
99+ 1.79% |
$23.5K - $25.6K
|
5.64K
$1.58M
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
97+ 3.89% |
$23.1K - $25.1K
|
2.59K
$727K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
95+ 0.35% |
$22.6K - $24.5K
|
27.4K
$7.69M
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
94+ 12.01% |
$22.3K - $24.3K
|
877
$246K
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
BUY
|
- |
92+ 3.53% |
$21.9K - $23.8K
|
2.7K
$756K
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Planning LLC
|
BUY
|
- |
91+ 2.53% |
$21.6K - $23.5K
|
3.69K
$1.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
90+ 123.29% |
$21.4K - $23.2K
|
163
$45.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
87+ 3.91% |
$20.7K - $22.5K
|
2.31K
$649K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
85+ 4.36% |
$20.2K - $22K
|
2.04K
$571K
|
|
|
Oct 09, 2024
Q2 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
83+ 0.56% |
$19.7K - $21.4K
|
14.9K
$4.17M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
82+ 1.81% |
$19.5K - $21.2K
|
4.6K
$1.29M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
81+ 3.23% |
$19.2K - $20.9K
|
2.59K
$727K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
81+ 142.11% |
$19.2K - $20.9K
|
138
$38.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
78+ 4.08% |
$18.5K - $20.1K
|
1.99K
$558K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
77+ 0.42% |
$18.3K - $19.9K
|
18.3K
$5.14M
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
BUY
|
- |
75+ 5.5% |
$17.8K - $19.4K
|
1.44K
$404K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
71+ 3.86% |
$16.9K - $18.3K
|
1.91K
$535K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
70+ 3.73% |
$16.6K - $18.1K
|
1.95K
$546K
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
70+ 0.29% |
$16.6K - $18.1K
|
24.6K
$6.89M
|
|
|
Aug 08, 2024
Q2 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
69+ 1.45% |
$16.4K - $17.8K
|
4.82K
$1.35M
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
68+ 2.81% |
$16.2K - $17.6K
|
2.49K
$699K
|
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
BUY
|
- |
67+ 4.37% |
$15.9K - $17.3K
|
1.6K
$449K
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
65+ 5.79% |
$15.4K - $16.8K
|
1.19K
$333K
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
63+ 7.97% |
$15K - $16.3K
|
853
$239K
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
62+ 0.22% |
$14.7K - $16K
|
27.7K
$7.78M
|
|
|
Jul 30, 2024
Q2 2024
|
St. Louis Trust CO
|
BUY
|
- |
61+ 1.8% |
$14.5K - $15.8K
|
3.45K
$968K
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
61+ 1.93% |
$14.5K - $15.8K
|
3.22K
$902K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
58+ 1.94% |
$13.8K - $15K
|
3.05K
$855K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
52+ 1.5% |
$12.4K - $13.4K
|
3.52K
$988K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
51+ 3.57% |
$12.1K - $13.2K
|
1.48K
$415K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
50+ 121.95% |
$11.9K - $12.9K
|
91
$25.5K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
45New |
$10.7K - $11.6K
|
45
$12.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
44+ 1.15% |
$10.5K - $11.4K
|
3.86K
$1.08M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
43+ 0.65% |
$10.2K - $11.1K
|
6.66K
$1.87M
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
BUY
|
- |
41+ 820.0% |
$9.74K - $10.6K
|
46
$12.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
40+ 8.99% |
$9.51K - $10.3K
|
485
$136K
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
40+ 2.23% |
$9.51K - $10.3K
|
1.84K
$515K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
40+ 21.74% |
$9.51K - $10.3K
|
224
$62.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
BUY
|
- |
40+ 1.91% |
$9.51K - $10.3K
|
2.14K
$599K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
39+ 2.94% |
$9.27K - $10.1K
|
1.37K
$383K
|
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
39+ 1.22% |
$9.27K - $10.1K
|
3.23K
$906K
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
38+ 3.78% |
$9.03K - $9.82K
|
1.04K
$293K
|
|
|
Jul 16, 2024
Q2 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
38+ 0.09% |
$9.03K - $9.82K
|
42.5K
$11.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
37+ 2.52% |
$8.79K - $9.56K
|
1.51K
$422K
|
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
36+ 0.24% |
$8.55K - $9.3K
|
15.2K
$4.25M
|
|
|
Aug 13, 2024
Q2 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
36+ 2.31% |
$8.55K - $9.3K
|
1.59K
$447K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
35New |
$8.32K - $9.04K
|
35
$9.82K
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
34+ 1.73% |
$8.08K - $8.78K
|
2K
$562K
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
33+ 0.9% |
$7.84K - $8.52K
|
3.72K
$1.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
33+ 1.52% |
$7.84K - $8.52K
|
2.21K
$620K
|