Purchases and Sales Made in Q3 2022 in Vanguard Small Cap Growth ETF (VBK)
This table provides information about the institutional ownership of Vanguard Small Cap Growth ETF (VBK) during Q3 2022. 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 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
205+ 7.76% |
$39.5K - $48.6K
|
2.85K
$815K
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
BUY
|
- |
199+ 4.4% |
$38.4K - $47.2K
|
4.72K
$1.35M
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
190+ 99.48% |
$36.6K - $45.1K
|
381
$109K
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
181+ 0.23% |
$34.9K - $42.9K
|
78.7K
$22.5M
|
|
Oct 11, 2022
Q3 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
180+ 0.53% |
$34.7K - $42.7K
|
34.4K
$9.84M
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
180+ 4.55% |
$34.7K - $42.7K
|
4.13K
$1.18M
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
177+ 1.16% |
$34.1K - $42K
|
15.4K
$4.41M
|
|
Nov 09, 2022
Q3 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
174+ 4.64% |
$33.5K - $41.3K
|
3.92K
$1.12M
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
170+ 3.26% |
$32.8K - $40.3K
|
5.38K
$1.54M
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
161+ 1.82% |
$31K - $38.2K
|
9.01K
$2.58M
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
160+ 12.82% |
$30.8K - $37.9K
|
1.41K
$403K
|
|
Oct 21, 2022
Q3 2022
|
Center For Asset Management LLC
|
BUY
|
- |
158+ 3.74% |
$30.5K - $37.5K
|
4.39K
$1.26M
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
156+ 10.01% |
$30.1K - $37K
|
1.72K
$491K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
154+ 0.99% |
$29.7K - $36.5K
|
15.7K
$4.49M
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
153New |
$29.5K - $36.3K
|
153
$43.8K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
152New |
$29.3K - $36K
|
152
$43.5K
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
151+ 13.27% |
$29.1K - $35.8K
|
1.29K
$369K
|
|
Oct 21, 2022
Q3 2022
|
Forte Capital LLC
|
BUY
|
- |
149+ 6.2% |
$28.7K - $35.3K
|
2.55K
$730K
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
148+ 1.93% |
$28.5K - $35.1K
|
7.82K
$2.24M
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
146+ 0.55% |
$28.1K - $34.6K
|
26.7K
$7.66M
|
|
Oct 17, 2022
Q3 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
142+ 0.09% |
$27.4K - $33.7K
|
165K
$47.1M
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
140+ 12.15% |
$27K - $33.2K
|
1.29K
$370K
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
140New |
$27K - $33.2K
|
140
$40.1K
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
133+ 13.04% |
$25.6K - $31.5K
|
1.15K
$330K
|
|
Oct 25, 2022
Q3 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
131+ 0.57% |
$25.3K - $31.1K
|
23.1K
$6.6M
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
130+ 6.71% |
$25.1K - $30.8K
|
2.07K
$592K
|
|
Nov 14, 2022
Q3 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
125+ 0.19% |
$24.1K - $29.6K
|
65.7K
$18.8M
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
120New |
$23.1K - $28.5K
|
120
$34.3K
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
120+ 45.98% |
$23.1K - $28.5K
|
381
$109K
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
120+ 1090.91% |
$23.1K - $28.5K
|
131
$37.5K
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
BUY
|
- |
120+ 4.63% |
$23.1K - $28.5K
|
2.71K
$777K
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
118+ 3.5% |
$22.7K - $28K
|
3.49K
$999K
|
|
Oct 20, 2022
Q3 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
116+ 10.85% |
$22.4K - $27.5K
|
1.19K
$339K
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
114+ 3.11% |
$22K - $27K
|
3.78K
$1.08M
|
|
Nov 09, 2022
Q3 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
113+ 1.02% |
$21.8K - $26.8K
|
11.2K
$3.22M
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
108New |
$20.8K - $25.6K
|
108
$30.9K
|
|
Nov 08, 2022
Q3 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
106+ 0.77% |
$20.4K - $25.1K
|
13.8K
$3.96M
|
|
Oct 12, 2022
Q3 2022
|
Cohen Klingenstein LLC
|
BUY
|
- |
105+ 0.03% |
$20.2K - $24.9K
|
335K
$95.8M
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
103+ 2.22% |
$19.9K - $24.4K
|
4.73K
$1.36M
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
103+ 5.53% |
$19.9K - $24.4K
|
1.97K
$562K
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
100+ 9.25% |
$19.3K - $23.7K
|
1.18K
$338K
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
100+ 30.49% |
$19.3K - $23.7K
|
428
$123K
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
98+ 1.18% |
$18.9K - $23.2K
|
8.41K
$2.41M
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
91+ 0.29% |
$17.5K - $21.6K
|
31.6K
$9.04M
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
77+ 65.25% |
$14.8K - $18.3K
|
195
$55.8K
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
70+ 1.64% |
$13.5K - $16.6K
|
4.34K
$1.24M
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
66+ 2.52% |
$12.7K - $15.7K
|
2.69K
$769K
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
65+ 0.41% |
$12.5K - $15.4K
|
15.9K
$4.56M
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
61+ 47.29% |
$11.8K - $14.5K
|
190
$54.4K
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
57+ 1.16% |
$11K - $13.5K
|
4.96K
$1.42M
|