Purchases and Sales Made in Q3 2021 in Vanguard Small Cap Growth ETF (VBK)
This table provides information about the institutional ownership of Vanguard Small Cap Growth ETF (VBK) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
295+ 1.8% |
$80.7K - $87.7K
|
16.6K
$4.3M
|
|
Nov 10, 2021
Q3 2021
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
284+ 6.67% |
$77.7K - $84.5K
|
4.54K
$1.17M
|
|
Nov 12, 2021
Q3 2021
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
283+ 4.94% |
$77.4K - $84.2K
|
6.01K
$1.55M
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
279+ 16.74% |
$76.3K - $83K
|
1.95K
$502K
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
271+ 9.28% |
$74.2K - $80.6K
|
3.19K
$824K
|
|
Oct 19, 2021
Q3 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
263+ 3.13% |
$72K - $78.2K
|
8.66K
$2.24M
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
262+ 11.85% |
$71.7K - $77.9K
|
2.47K
$638K
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
261+ 3.43% |
$71.4K - $77.6K
|
7.88K
$2.03M
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
255+ 19.95% |
$69.8K - $75.8K
|
1.53K
$396K
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
251+ 4.97% |
$68.7K - $74.6K
|
5.3K
$1.37M
|
|
Oct 28, 2021
Q3 2021
|
Goepper Burkhardt LLC
|
BUY
|
- |
250+ 4.57% |
$68.4K - $74.3K
|
5.72K
$1.48M
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
250+ 3.98% |
$68.4K - $74.3K
|
6.53K
$1.68M
|
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
BUY
|
- |
248+ 3.93% |
$67.9K - $73.7K
|
6.56K
$1.69M
|
|
Oct 19, 2021
Q3 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
247+ 6.86% |
$67.6K - $73.5K
|
3.85K
$993K
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
245+ 3.17% |
$67K - $72.9K
|
7.97K
$2.06M
|
|
Nov 09, 2021
Q3 2021
|
Planning Directions Inc
|
BUY
|
- |
236+ 6.93% |
$64.6K - $70.2K
|
3.64K
$940K
|
|
Oct 13, 2021
Q3 2021
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
235+ 15.13% |
$64.3K - $69.9K
|
1.79K
$461K
|
|
Oct 28, 2021
Q3 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
235New |
$64.3K - $69.9K
|
235
$60.7K
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
235+ 15.98% |
$64.3K - $69.9K
|
1.71K
$440K
|
|
Oct 25, 2021
Q3 2021
|
Highland Capital Management, LLC
|
BUY
|
- |
227+ 0.69% |
$62.1K - $67.5K
|
32.9K
$8.49M
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
221+ 17.98% |
$60.5K - $65.7K
|
1.45K
$374K
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
218+ 1.63% |
$59.7K - $64.8K
|
13.6K
$3.51M
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
218+ 7.53% |
$59.7K - $64.8K
|
3.11K
$803K
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
BUY
|
- |
216New |
$59.1K - $64.2K
|
216
$55.7K
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
214+ 8.97% |
$58.6K - $63.6K
|
2.6K
$671K
|
|
Oct 29, 2021
Q3 2021
|
Northstar Asset Management LLC
|
BUY
|
- |
205+ 9.3% |
$56.1K - $61K
|
2.41K
$622K
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
201+ 17.45% |
$55K - $59.8K
|
1.35K
$349K
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
200+ 7.65% |
$54.7K - $59.5K
|
2.81K
$726K
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
199+ 6.32% |
$54.5K - $59.2K
|
3.35K
$864K
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
183+ 2.29% |
$50.1K - $54.4K
|
8.18K
$2.11M
|
|
Nov 16, 2021
Q3 2021
|
Motive Wealth Advisors
|
BUY
|
- |
180+ 4.85% |
$49.3K - $53.5K
|
3.89K
$1M
|
|
Oct 14, 2021
Q3 2021
|
Courier Capital LLC
|
BUY
|
- |
175+ 9.29% |
$47.9K - $52K
|
2.06K
$531K
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
173+ 4.52% |
$47.3K - $51.4K
|
4K
$1.03M
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
BUY
|
- |
165New |
$45.2K - $49.1K
|
165
$42.6K
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
160+ 20.89% |
$43.8K - $47.6K
|
926
$239K
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
154+ 3.76% |
$42.1K - $45.8K
|
4.25K
$1.1M
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
154+ 5.82% |
$42.1K - $45.8K
|
2.8K
$723K
|
|
Oct 12, 2021
Q3 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
150+ 3.56% |
$41K - $44.6K
|
4.36K
$1.12M
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
149+ 13.4% |
$40.8K - $44.3K
|
1.26K
$325K
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
146+ 2.25% |
$40K - $43.4K
|
6.63K
$1.71M
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
145New |
$39.7K - $43.1K
|
145
$37.4K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
140+ 80.92% |
$38.3K - $41.6K
|
313
$80.8K
|
|
Nov 01, 2021
Q3 2021
|
Hallmark Capital Management Inc
|
BUY
|
- |
136+ 1.54% |
$37.2K - $40.4K
|
8.96K
$2.31M
|
|
Nov 15, 2021
Q3 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
131+ 6.92% |
$35.8K - $39K
|
2.02K
$522K
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
126New |
$34.5K - $37.5K
|
126
$32.5K
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
126New |
$34.5K - $37.5K
|
126
$32.5K
|
|
Nov 12, 2021
Q3 2021
|
Firestone Capital Management
|
BUY
|
- |
123New |
$33.7K - $36.6K
|
123
$31.7K
|
|
Nov 09, 2021
Q3 2021
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
120+ 1.85% |
$32.8K - $35.7K
|
6.61K
$1.71M
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
118+ 6.24% |
$32.3K - $35.1K
|
2.01K
$519K
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
118+ 6.24% |
$32.3K - $35.1K
|
2.01K
$519K
|