Purchases and Sales Made in Q4 2023 in Vanguard Small Cap Growth ETF (VBK)
This table provides information about the institutional ownership of Vanguard Small Cap Growth ETF (VBK) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
40+ 5.57% |
$7.85K - $9.82K
|
758
$203K
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
39+ 0.72% |
$7.66K - $9.57K
|
5.48K
$1.47M
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
36+ 3.7% |
$7.07K - $8.84K
|
1.01K
$270K
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
35+ 67.31% |
$6.87K - $8.59K
|
87
$23.3K
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
32+ 1.15% |
$6.28K - $7.85K
|
2.82K
$756K
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
31New |
$6.09K - $7.61K
|
31
$8.3K
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
31+ 1.71% |
$6.09K - $7.61K
|
1.85K
$494K
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
28+ 2.51% |
$5.5K - $6.87K
|
1.14K
$306K
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
27+ 0.47% |
$5.3K - $6.63K
|
5.81K
$1.56M
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
27+ 0.31% |
$5.3K - $6.63K
|
8.75K
$2.34M
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
25New |
$4.91K - $6.14K
|
25
$6.7K
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
25New |
$4.91K - $6.14K
|
25
$6.7K
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
24+ 0.93% |
$4.71K - $5.89K
|
2.59K
$694K
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
23+ 0.5% |
$4.52K - $5.65K
|
4.61K
$1.24M
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
23+ 2.12% |
$4.52K - $5.65K
|
1.11K
$296K
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
23+ 1.75% |
$4.52K - $5.65K
|
1.34K
$359K
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
22+ 1.18% |
$4.32K - $5.4K
|
1.89K
$505K
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
21+ 1.14% |
$4.12K - $5.15K
|
1.86K
$498K
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
21+ 1.17% |
$4.12K - $5.15K
|
1.82K
$487K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
21New |
$4.12K - $5.15K
|
21
$5.62K
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
20+ 1.17% |
$3.93K - $4.91K
|
1.73K
$463K
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
20+ 46.51% |
$3.93K - $4.91K
|
63
$16.9K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
20+ 4.17% |
$3.93K - $4.91K
|
500
$134K
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
18+ 1.04% |
$3.53K - $4.42K
|
1.75K
$467K
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
18+ 6.0% |
$3.53K - $4.42K
|
318
$85.2K
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
18+ 120.0% |
$3.53K - $4.42K
|
33
$8.84K
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
18New |
$3.53K - $4.42K
|
18
$4.82K
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
18+ 0.84% |
$3.53K - $4.42K
|
2.16K
$579K
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
17+ 0.63% |
$3.34K - $4.17K
|
2.72K
$728K
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
16+ 0.24% |
$3.14K - $3.93K
|
6.71K
$1.8M
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
16+ 0.24% |
$3.14K - $3.93K
|
6.64K
$1.78M
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
15+ 0.43% |
$2.95K - $3.68K
|
3.49K
$934K
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
15+ 0.27% |
$2.95K - $3.68K
|
5.64K
$1.51M
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
14+ 4.22% |
$2.75K - $3.44K
|
346
$92.7K
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
14New |
$2.75K - $3.44K
|
14
$3.75K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
14+ 2.07% |
$2.75K - $3.44K
|
691
$185K
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
BUY
|
- |
14+ 0.87% |
$2.75K - $3.44K
|
1.62K
$433K
|
|
Feb 09, 2024
Q4 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
14+ 0.84% |
$2.75K - $3.44K
|
1.68K
$449K
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
14+ 6.01% |
$2.75K - $3.44K
|
247
$66.1K
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
14+ 1.24% |
$2.75K - $3.44K
|
1.15K
$307K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13+ 0.06% |
$2.55K - $3.19K
|
21.8K
$5.85M
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
13+ 100.0% |
$2.55K - $3.19K
|
26
$6.96K
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
12New |
$2.36K - $2.95K
|
12
$3.21K
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
BUY
|
- |
12+ 0.26% |
$2.36K - $2.95K
|
4.56K
$1.22M
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
11+ 0.05% |
$2.16K - $2.7K
|
21.5K
$5.74M
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
10+ 10.1% |
$1.96K - $2.45K
|
109
$29.2K
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
9New |
$1.77K - $2.21K
|
9
$2.41K
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
9+ 0.76% |
$1.77K - $2.21K
|
1.19K
$319K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
9New |
$1.77K - $2.21K
|
9
$2.41K
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
8+ 0.61% |
$1.57K - $1.96K
|
1.33K
$355K
|