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 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
6New |
$1.26K - $1.44K
|
6
$1.5K
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
5+ 62.5% |
$1.05K - $1.2K
|
13
$3.24K
|
|
Nov 08, 2023
Q3 2023
|
Northeast Investment Management
|
BUY
|
- |
4+ 0.19% |
$842 - $958
|
2.12K
$529K
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 0.91% |
$842 - $958
|
444
$111K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
4+ 0.16% |
$842 - $958
|
2.57K
$641K
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
3+ 0.22% |
$632 - $718
|
1.39K
$348K
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
BUY
|
- |
3+ 0.12% |
$632 - $718
|
2.57K
$641K
|
|
Nov 07, 2023
Q3 2023
|
Resolute Advisors LLC
|
BUY
|
- |
3+ 0.16% |
$632 - $718
|
1.87K
$467K
|
|
Nov 09, 2023
Q3 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
3+ 0.18% |
$632 - $718
|
1.66K
$415K
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3+ 0.05% |
$632 - $718
|
5.46K
$1.36M
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2+ 0.16% |
$421 - $479
|
1.27K
$317K
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.06% |
$421 - $479
|
3.42K
$853K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2+ 0.01% |
$421 - $479
|
28K
$6.99M
|
|
Nov 13, 2023
Q3 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
2+ 0.06% |
$421 - $479
|
3.18K
$792K
|
|
Nov 13, 2023
Q3 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2+ 0.05% |
$421 - $479
|
3.94K
$983K
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2+ 0.04% |
$421 - $479
|
5.63K
$1.4M
|
|
Nov 07, 2023
Q3 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
2+ 0.18% |
$421 - $479
|
1.09K
$271K
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
2+ 0.12% |
$421 - $479
|
1.61K
$402K
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
1+ 0.01% |
$211 - $239
|
16.3K
$4.06M
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
1+ 0.1% |
$211 - $239
|
965
$241K
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.4% |
$211 - $239
|
251
$62.6K
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1+ 0.05% |
$211 - $239
|
2.01K
$502K
|
|
Oct 24, 2023
Q3 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
1+ 0.09% |
$211 - $239
|
1.1K
$275K
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.15% |
$211 - $239
|
678
$169K
|
|
Nov 03, 2023
Q3 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
1+ 0.02% |
$211 - $239
|
4.45K
$1.11M
|
|
Nov 02, 2023
Q3 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1+ 0.02% |
$211 - $239
|
5.79K
$1.44M
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.26% |
$211 - $239
|
389
$97.1K
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.23% |
$211 - $239
|
431
$108K
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
BUY
|
- |
1+ 0.16% |
$211 - $239
|
632
$158K
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
BUY
|
- |
1+ 0.07% |
$211 - $239
|
1.42K
$353K
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$211 - $239
|
9.14K
$2.28M
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 2.7% |
$211 - $239
|
36
$8.98K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2- 1.02% |
$421 - $479
|
194
$48.4K
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2- 0.14% |
$421 - $479
|
1.46K
$364K
|
|
Nov 13, 2023
Q3 2023
|
Pecaut & Co.
|
SELL
|
- |
-2- 2.33% |
$421 - $479
|
84
$21K
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-3- 0.17% |
$632 - $718
|
1.82K
$453K
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-3- 0.1% |
$632 - $718
|
3.01K
$751K
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-3- 1.73% |
$632 - $718
|
170
$42.4K
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-5- 0.19% |
$1.05K - $1.2K
|
2.61K
$651K
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
SELL
|
- |
-5- 0.18% |
$1.05K - $1.2K
|
2.82K
$703K
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-6- 0.11% |
$1.26K - $1.44K
|
5.61K
$1.4M
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-6- 0.14% |
$1.26K - $1.44K
|
4.28K
$1.07M
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-7- 0.26% |
$1.47K - $1.68K
|
2.74K
$683K
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-8- 0.18% |
$1.68K - $1.92K
|
4.55K
$1.14M
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-9- 0.49% |
$1.9K - $2.16K
|
1.83K
$456K
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-10- 0.74% |
$2.11K - $2.39K
|
1.35K
$337K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-11- 0.37% |
$2.32K - $2.63K
|
2.97K
$741K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-11- 0.37% |
$2.32K - $2.63K
|
2.97K
$741K
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-11- 8.4% |
$2.32K - $2.63K
|
120
$29.9K
|