Purchases and Sales Made in Q4 2022 in Vanguard Small Cap Growth ETF (VBK)
This table provides information about the institutional ownership of Vanguard Small Cap Growth ETF (VBK) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-496- 3.44% |
$95.2K - $107K
|
13.9K
$4.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-536- 36.36% |
$103K - $116K
|
938
$272K
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-550- 42.15% |
$106K - $119K
|
755
$219K
|
|
|
Feb 08, 2023
Q4 2022
|
Planning Directions Inc
|
SELL
|
- |
-556- 23.59% |
$107K - $120K
|
1.8K
$522K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-575- 27.9% |
$110K - $124K
|
1.49K
$431K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-577- 19.33% |
$111K - $125K
|
2.41K
$698K
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-577- 31.41% |
$111K - $125K
|
1.26K
$365K
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-580- 3.82% |
$111K - $125K
|
14.6K
$4.23M
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-587- 2.6% |
$113K - $127K
|
22K
$6.38M
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
SELL
|
- |
-600- 19.44% |
$115K - $130K
|
2.49K
$721K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-603- 42.64% |
$116K - $130K
|
811
$235K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-605- 4.09% |
$116K - $131K
|
14.2K
$4.12M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-608- 4.03% |
$117K - $131K
|
14.5K
$4.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-617- 6.45% |
$118K - $133K
|
8.95K
$2.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-625- 28.1% |
$120K - $135K
|
1.6K
$464K
|
|
|
Feb 09, 2023
Q4 2022
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-633- 4.57% |
$122K - $137K
|
13.2K
$3.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-636- 9.77% |
$122K - $137K
|
5.87K
$1.7M
|
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-648- 25.96% |
$124K - $140K
|
1.85K
$536K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-654- 4.24% |
$126K - $141K
|
14.8K
$4.28M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-681- 8.81% |
$131K - $147K
|
7.05K
$2.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-683- 2.7% |
$131K - $148K
|
24.6K
$7.13M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-692- 27.01% |
$133K - $150K
|
1.87K
$542K
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-719- 5.73% |
$138K - $155K
|
11.8K
$3.43M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-796- 7.03% |
$153K - $172K
|
10.5K
$3.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-820- 88.84% |
$157K - $177K
|
103
$29.9K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-838- 0.46% |
$161K - $181K
|
182K
$52.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-850- 1.5% |
$163K - $184K
|
55.8K
$16.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-868- 4.4% |
$167K - $188K
|
18.9K
$5.47M
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-940- 40.0% |
$180K - $203K
|
1.41K
$409K
|
|
|
Jan 25, 2023
Q4 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-970- 27.22% |
$186K - $210K
|
2.59K
$752K
|
|
|
Feb 10, 2023
Q4 2022
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-983- 8.75% |
$189K - $212K
|
10.3K
$2.97M
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-985- 29.88% |
$189K - $213K
|
2.31K
$671K
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-990- 3.14% |
$190K - $214K
|
30.6K
$8.87M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.06K- 19.97% |
$203K - $228K
|
4.23K
$1.23M
|
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
SELL
|
- |
-1.07K- 6.83% |
$206K - $232K
|
14.7K
$4.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.09K- 10.6% |
$210K - $236K
|
9.21K
$2.67M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.14K- 18.94% |
$219K - $247K
|
4.88K
$1.42M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.16K- 7.1% |
$223K - $251K
|
15.2K
$4.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.18K- 15.64% |
$226K - $254K
|
6.35K
$1.84M
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-1.18K- 4.12% |
$227K - $255K
|
27.5K
$7.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.2K- 1.81% |
$230K - $258K
|
64.7K
$18.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.3K- 16.74% |
$250K - $281K
|
6.48K
$1.88M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.32K- 1.91% |
$253K - $285K
|
67.8K
$19.7M
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.35K- 0.78% |
$259K - $291K
|
171K
$49.6M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.37K- 3.21% |
$263K - $296K
|
41.3K
$12M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.37K- 3.21% |
$263K - $296K
|
41.3K
$12M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-1.44K- 18.15% |
$277K - $312K
|
6.51K
$1.89M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.45KClosed |
$278K - $313K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.54K- 4.09% |
$295K - $332K
|
36K
$10.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.55K- 12.88% |
$298K - $335K
|
10.5K
$3.04M
|