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 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5- 0.09% |
$982 - $1.23K
|
5.79K
$1.69M
|
|
|
Jan 29, 2024
Q4 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-7- 0.63% |
$1.37K - $1.72K
|
1.1K
$320K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-10- 4.26% |
$1.96K - $2.45K
|
225
$65.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-10- 0.83% |
$1.96K - $2.45K
|
1.19K
$348K
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-10- 0.74% |
$1.96K - $2.45K
|
1.34K
$391K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-11- 18.33% |
$2.16K - $2.7K
|
49
$14.3K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-11- 0.57% |
$2.16K - $2.7K
|
1.93K
$563K
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
SELL
|
- |
-12- 0.73% |
$2.36K - $2.95K
|
1.63K
$476K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-12- 0.18% |
$2.36K - $2.95K
|
6.79K
$1.98M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
SELL
|
- |
-13- 0.35% |
$2.55K - $3.19K
|
3.75K
$1.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-14- 0.4% |
$2.75K - $3.44K
|
3.45K
$1.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-14- 0.9% |
$2.75K - $3.44K
|
1.54K
$450K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-15- 0.16% |
$2.95K - $3.68K
|
9.12K
$2.66M
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
SELL
|
- |
-16- 0.74% |
$3.14K - $3.93K
|
2.15K
$627K
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-16- 0.17% |
$3.14K - $3.93K
|
9.33K
$2.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-20- 40.0% |
$3.93K - $4.91K
|
30
$8.75K
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-21- 0.94% |
$4.12K - $5.15K
|
2.2K
$643K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-21- 0.69% |
$4.12K - $5.15K
|
3.03K
$884K
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-23- 0.2% |
$4.52K - $5.65K
|
11.6K
$3.37M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-23- 1.93% |
$4.52K - $5.65K
|
1.17K
$341K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-24- 14.12% |
$4.71K - $5.89K
|
146
$42.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-25- 0.91% |
$4.91K - $6.14K
|
2.71K
$790K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-26- 2.13% |
$5.11K - $6.38K
|
1.2K
$349K
|
|
|
Feb 05, 2024
Q4 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-26- 0.08% |
$5.11K - $6.38K
|
31.1K
$9.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-26- 0.23% |
$5.11K - $6.38K
|
11.5K
$3.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-28- 0.33% |
$5.5K - $6.87K
|
8.43K
$2.46M
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-28- 0.48% |
$5.5K - $6.87K
|
5.76K
$1.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-30- 2.86% |
$5.89K - $7.36K
|
1.02K
$297K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-31- 2.07% |
$6.09K - $7.61K
|
1.46K
$427K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-31- 6.28% |
$6.09K - $7.61K
|
463
$135K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-32- 50.0% |
$6.28K - $7.85K
|
32
$9.34K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-32- 3.4% |
$6.28K - $7.85K
|
909
$265K
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-32- 2.36% |
$6.28K - $7.85K
|
1.32K
$386K
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-35- 1.37% |
$6.87K - $8.59K
|
2.53K
$737K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-35- 3.31% |
$6.87K - $8.59K
|
1.02K
$298K
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-36- 0.43% |
$7.07K - $8.84K
|
8.35K
$2.44M
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-36- 13.69% |
$7.07K - $8.84K
|
227
$66.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-38- 0.92% |
$7.46K - $9.33K
|
4.09K
$1.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-39- 0.71% |
$7.66K - $9.57K
|
5.42K
$1.58M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-39- 2.17% |
$7.66K - $9.57K
|
1.76K
$513K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-41- 8.76% |
$8.05K - $10.1K
|
427
$125K
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-41- 3.86% |
$8.05K - $10.1K
|
1.02K
$298K
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-44- 1.15% |
$8.64K - $10.8K
|
3.79K
$1.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-48- 54.55% |
$9.43K - $11.8K
|
40
$11.7K
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-50- 1.44% |
$9.82K - $12.3K
|
3.43K
$1M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-50- 56.82% |
$9.82K - $12.3K
|
38
$11.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-58- 0.89% |
$11.4K - $14.2K
|
6.44K
$1.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-59- 2.04% |
$11.6K - $14.5K
|
2.84K
$828K
|
|
|
Feb 06, 2024
Q4 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-60- 1.11% |
$11.8K - $14.7K
|
5.36K
$1.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-60- 5.31% |
$11.8K - $14.7K
|
1.07K
$313K
|