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
|
Legacy Financial Group LLC
|
BUY
|
- |
211New |
$44.4K - $50.5K
|
211
$60.4K
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
208+ 9.26% |
$43.8K - $49.8K
|
2.46K
$703K
|
|
Nov 07, 2023
Q3 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
208+ 3.99% |
$43.8K - $49.8K
|
5.42K
$1.55M
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
204+ 24.88% |
$43K - $48.9K
|
1.02K
$293K
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
198+ 10.94% |
$41.7K - $47.4K
|
2.01K
$575K
|
|
Nov 13, 2023
Q3 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
196+ 1.28% |
$41.3K - $46.9K
|
15.5K
$4.44M
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
194New |
$40.9K - $46.5K
|
194
$55.5K
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
190+ 4.9% |
$40K - $45.5K
|
4.07K
$1.16M
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
188+ 2.05% |
$39.6K - $45K
|
9.34K
$2.67M
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
187+ 16.64% |
$39.4K - $44.8K
|
1.31K
$375K
|
|
Nov 08, 2023
Q3 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
186+ 1.03% |
$39.2K - $44.5K
|
18.2K
$5.2M
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
185+ 17.87% |
$39K - $44.3K
|
1.22K
$349K
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
183+ 1.1% |
$38.5K - $43.8K
|
16.8K
$4.81M
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
181+ 0.46% |
$38.1K - $43.3K
|
39.7K
$11.4M
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
181+ 8.42% |
$38.1K - $43.3K
|
2.33K
$667K
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
179+ 10.65% |
$37.7K - $42.9K
|
1.86K
$532K
|
|
Oct 30, 2023
Q3 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
178+ 2.76% |
$37.5K - $42.6K
|
6.63K
$1.9M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
175+ 4.49% |
$36.9K - $41.9K
|
4.07K
$1.17M
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
175+ 9.99% |
$36.9K - $41.9K
|
1.93K
$551K
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
171+ 13.34% |
$36K - $41K
|
1.45K
$416K
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
166+ 1.21% |
$35K - $39.8K
|
13.9K
$3.98M
|
|
Jan 26, 2024
Q3 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
164+ 6.04% |
$34.5K - $39.3K
|
2.88K
$825K
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
162+ 0.41% |
$34.1K - $38.8K
|
39.7K
$11.4M
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
162+ 0.41% |
$34.1K - $38.8K
|
39.7K
$11.4M
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
159+ 10.6% |
$33.5K - $38.1K
|
1.66K
$475K
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
159+ 7.04% |
$33.5K - $38.1K
|
2.42K
$692K
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
156+ 7.55% |
$32.9K - $37.4K
|
2.22K
$636K
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
154+ 8.41% |
$32.4K - $36.9K
|
1.99K
$568K
|
|
Oct 24, 2023
Q3 2023
|
Eclectic Associates Inc
|
BUY
|
- |
149+ 1.75% |
$31.4K - $35.7K
|
8.66K
$2.48M
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
142+ 7.7% |
$29.9K - $34K
|
1.99K
$568K
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
142+ 7.53% |
$29.9K - $34K
|
2.03K
$580K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
139+ 0.59% |
$29.3K - $33.3K
|
23.8K
$6.8M
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
138New |
$29.1K - $33K
|
138
$39.5K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
136New |
$28.6K - $32.6K
|
136
$38.9K
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
135+ 10.78% |
$28.4K - $32.3K
|
1.39K
$397K
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
135+ 2.32% |
$28.4K - $32.3K
|
5.94K
$1.7M
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
BUY
|
- |
134+ 13.67% |
$28.2K - $32.1K
|
1.11K
$319K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
130+ 5.17% |
$27.4K - $31.1K
|
2.64K
$757K
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
125+ 1.85% |
$26.3K - $29.9K
|
6.89K
$1.97M
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
125+ 3.02% |
$26.3K - $29.9K
|
4.27K
$1.22M
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
BUY
|
- |
124+ 3.1% |
$26.1K - $29.7K
|
4.13K
$1.18M
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
124+ 2.55% |
$26.1K - $29.7K
|
4.99K
$1.43M
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
123+ 13.87% |
$25.9K - $29.5K
|
1.01K
$289K
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
120+ 4.91% |
$25.3K - $28.7K
|
2.56K
$734K
|
|
Nov 01, 2023
Q3 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
118+ 12.07% |
$24.8K - $28.3K
|
1.1K
$314K
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
114+ 11.66% |
$24K - $27.3K
|
1.09K
$313K
|
|
Oct 16, 2023
Q3 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
103+ 0.22% |
$21.7K - $24.7K
|
47.2K
$13.5M
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
102+ 6.69% |
$21.5K - $24.4K
|
1.63K
$465K
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$21.1K - $23.9K
|
100
$28.6K
|
|
Oct 16, 2023
Q3 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
100+ 2.47% |
$21.1K - $23.9K
|
4.15K
$1.19M
|