Purchases and Sales Made in Q3 2023 in Vanguard Small Cap Growth ETF (VBK)
This table provides information about the institutional ownership of Vanguard Small Cap Growth ETF (VBK) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-384- 5.05% |
$80.9K - $92K
|
7.22K
$2.07M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-411- 3.12% |
$86.6K - $98.4K
|
12.7K
$3.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-431- 3.43% |
$90.8K - $103K
|
12.1K
$3.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-440- 0.67% |
$92.7K - $105K
|
64.9K
$18.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-476- 11.7% |
$100K - $114K
|
3.59K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-479- 7.63% |
$101K - $115K
|
5.8K
$1.66M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-483- 77.03% |
$102K - $116K
|
144
$41.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-488- 6.8% |
$103K - $117K
|
6.69K
$1.91M
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-499- 13.48% |
$105K - $120K
|
3.2K
$917K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-501- 41.75% |
$106K - $120K
|
699
$200K
|
|
|
Oct 09, 2024
Q3 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-515- 3.24% |
$108K - $123K
|
15.4K
$4.41M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-519- 32.95% |
$109K - $124K
|
1.06K
$302K
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-584- 17.17% |
$123K - $140K
|
2.82K
$806K
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-599- 4.07% |
$126K - $143K
|
14.1K
$4.05M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-608- 10.86% |
$128K - $146K
|
4.99K
$1.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-619- 14.28% |
$130K - $148K
|
3.72K
$1.06M
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-625- 21.73% |
$132K - $150K
|
2.25K
$644K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-634- 39.9% |
$134K - $152K
|
955
$273K
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-692- 7.07% |
$146K - $166K
|
9.1K
$2.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-737- 0.63% |
$155K - $176K
|
115K
$33M
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-749- 26.65% |
$158K - $179K
|
2.06K
$590K
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-749- 10.36% |
$158K - $179K
|
6.48K
$1.86M
|
|
|
Oct 30, 2023
Q3 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-764- 4.42% |
$161K - $183K
|
16.5K
$4.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-768- 11.54% |
$162K - $184K
|
5.89K
$1.68M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-774- 3.6% |
$163K - $185K
|
20.7K
$5.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-797- 7.04% |
$168K - $191K
|
10.5K
$3.01M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-802- 19.57% |
$169K - $192K
|
3.3K
$943K
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-830- 13.45% |
$175K - $199K
|
5.34K
$1.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-840- 37.53% |
$177K - $201K
|
1.4K
$400K
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-842- 3.52% |
$177K - $202K
|
23.1K
$6.61M
|
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-851- 22.14% |
$179K - $204K
|
2.99K
$857K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-853- 22.18% |
$180K - $204K
|
2.99K
$857K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-885- 4.29% |
$186K - $212K
|
19.7K
$5.65M
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-900- 43.75% |
$190K - $216K
|
1.16K
$331K
|
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-944- 41.08% |
$199K - $226K
|
1.35K
$388K
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-945- 8.14% |
$199K - $226K
|
10.7K
$3.05M
|
|
|
Nov 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-972- 1.65% |
$205K - $233K
|
58.1K
$16.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.03K- 9.11% |
$216K - $246K
|
10.2K
$2.93M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.05K- 49.04% |
$220K - $251K
|
1.09K
$311K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.09K- 3.09% |
$230K - $262K
|
34.3K
$9.81M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.16K- 0.97% |
$245K - $278K
|
119K
$34.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.2K- 91.29% |
$252K - $286K
|
114
$32.6K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.23K- 2.99% |
$259K - $295K
|
40K
$11.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.25K- 1.75% |
$263K - $299K
|
70.2K
$20.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.27K- 3.45% |
$268K - $305K
|
35.5K
$10.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-1.28K- 7.89% |
$269K - $305K
|
14.9K
$4.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.3K- 40.63% |
$274K - $311K
|
1.9K
$544K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.35K- 42.37% |
$285K - $324K
|
1.84K
$527K
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.41K- 4.04% |
$296K - $337K
|
33.4K
$9.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-1.48K- 3.41% |
$311K - $353K
|
41.8K
$12M
|