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 |
---|---|---|---|---|---|---|---|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.15K+ 31.34% |
$242K - $275K
|
4.82K
$1.4M
|
|
Oct 23, 2023
Q3 2023
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
1.15K+ 3.58% |
$242K - $275K
|
33.2K
$9.63M
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.14K+ 3.38% |
$241K - $274K
|
35K
$10.1M
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.14K+ 90.76% |
$240K - $273K
|
2.39K
$694K
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.14K+ 4.71% |
$239K - $272K
|
25.3K
$7.33M
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.13KNew |
$239K - $271K
|
1.13K
$329K
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.1K+ 1.76% |
$232K - $264K
|
63.8K
$18.5M
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.09KNew |
$229K - $260K
|
1.09K
$315K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.07K+ 2.06% |
$226K - $257K
|
53.2K
$15.4M
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
1.02K+ 4.26% |
$216K - $245K
|
25K
$7.26M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.02K+ 4.92% |
$215K - $245K
|
21.8K
$6.33M
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.01K+ 39.33% |
$214K - $243K
|
3.59K
$1.04M
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1KNew |
$211K - $240K
|
1K
$290K
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
971+ 100.41% |
$204K - $233K
|
1.94K
$562K
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
956+ 5.4% |
$201K - $229K
|
18.7K
$5.42M
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
941New |
$198K - $225K
|
941
$273K
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
900+ 29.01% |
$190K - $216K
|
4K
$1.16M
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
899+ 5.5% |
$189K - $215K
|
17.2K
$5M
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
883+ 14.14% |
$186K - $211K
|
7.13K
$2.07M
|
|
Oct 13, 2023
Q3 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
870+ 0.84% |
$183K - $208K
|
105K
$30.5M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
863+ 2.91% |
$182K - $207K
|
30.6K
$8.86M
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
836+ 766.97% |
$176K - $200K
|
945
$274K
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
795+ 21.1% |
$167K - $190K
|
4.56K
$1.32M
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
789+ 73.74% |
$166K - $189K
|
1.86K
$539K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
744+ 3.33% |
$157K - $178K
|
23.1K
$6.7M
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
739+ 22.77% |
$156K - $177K
|
3.99K
$1.16M
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
732+ 13.02% |
$154K - $175K
|
6.36K
$1.84M
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
730+ 4.93% |
$154K - $175K
|
15.5K
$4.51M
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
722+ 14.11% |
$152K - $173K
|
5.84K
$1.69M
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
711+ 32.35% |
$150K - $170K
|
2.91K
$844K
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
711+ 6.98% |
$150K - $170K
|
10.9K
$3.16M
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
710+ 9.1% |
$150K - $170K
|
8.51K
$2.47M
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
707+ 4.5% |
$149K - $169K
|
16.4K
$4.76M
|
|
Nov 13, 2023
Q3 2023
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
693+ 0.73% |
$146K - $166K
|
95K
$27.6M
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
692+ 7.19% |
$146K - $166K
|
10.3K
$2.99M
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
BUY
|
- |
683+ 1.75% |
$144K - $164K
|
39.8K
$11.5M
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
668+ 10.88% |
$141K - $160K
|
6.81K
$1.97M
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
661New |
$139K - $158K
|
661
$192K
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
659+ 38.23% |
$139K - $158K
|
2.38K
$691K
|
|
Oct 18, 2023
Q3 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
643+ 10.91% |
$135K - $154K
|
6.54K
$1.9M
|
|
Nov 01, 2023
Q3 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
640+ 14.74% |
$135K - $153K
|
4.98K
$1.45M
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
611+ 61.35% |
$129K - $146K
|
1.61K
$466K
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
569+ 10.37% |
$120K - $136K
|
6.06K
$1.76M
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
549+ 5.73% |
$116K - $131K
|
10.1K
$2.94M
|
|
Oct 26, 2023
Q3 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
497+ 1.62% |
$105K - $119K
|
31.2K
$9.04M
|
|
Apr 22, 2024
Q3 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
497+ 1.62% |
$105K - $119K
|
31.2K
$9.04M
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
481+ 3.5% |
$101K - $115K
|
14.2K
$4.12M
|
|
Nov 13, 2023
Q3 2023
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
471+ 2.05% |
$99.2K - $113K
|
23.4K
$6.8M
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
468+ 1800.0% |
$98.6K - $112K
|
494
$143K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
467+ 38.31% |
$98.3K - $112K
|
1.69K
$489K
|