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 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-762- 4.58% |
$150K - $187K
|
15.9K
$3.96M
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-765- 1.32% |
$150K - $188K
|
57.3K
$14.3M
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-791- 13.06% |
$155K - $194K
|
5.27K
$1.31M
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-796- 1.69% |
$156K - $195K
|
46.3K
$11.5M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-809- 2.89% |
$159K - $199K
|
27.2K
$6.79M
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-831- 8.71% |
$163K - $204K
|
8.71K
$2.17M
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
SELL
|
- |
-857- 8.81% |
$168K - $210K
|
8.87K
$2.21M
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-890- 31.59% |
$175K - $218K
|
1.93K
$481K
|
|
Jan 25, 2024
Q4 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-897- 5.78% |
$176K - $220K
|
14.6K
$3.65M
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-899- 9.01% |
$177K - $221K
|
9.08K
$2.27M
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-914- 11.6% |
$179K - $224K
|
6.96K
$1.74M
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-943- 5.15% |
$185K - $231K
|
17.4K
$4.34M
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-996- 21.39% |
$196K - $244K
|
3.66K
$913K
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-1.05K- 38.91% |
$207K - $258K
|
1.65K
$412K
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.06K- 1.64% |
$209K - $261K
|
63.9K
$15.9M
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.09K- 4.64% |
$214K - $268K
|
22.4K
$5.6M
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.15K- 4.63% |
$225K - $282K
|
23.6K
$5.89M
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.15K- 24.32% |
$226K - $283K
|
3.59K
$895K
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.16K- 23.01% |
$227K - $284K
|
3.87K
$966K
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.16K- 19.19% |
$228K - $285K
|
4.89K
$1.22M
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-1.18K- 39.89% |
$232K - $290K
|
1.78K
$444K
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.26K- 32.45% |
$246K - $308K
|
2.61K
$652K
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.29K- 23.09% |
$253K - $317K
|
4.3K
$1.07M
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.41K- 2.21% |
$277K - $346K
|
62.4K
$15.6M
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.42K- 11.84% |
$279K - $349K
|
10.6K
$2.64M
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-1.45K- 4.99% |
$285K - $356K
|
27.6K
$6.88M
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-1.49K- 8.99% |
$292K - $365K
|
15K
$3.75M
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.53K- 64.04% |
$300K - $375K
|
857
$214K
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.59K- 17.62% |
$312K - $390K
|
7.43K
$1.85M
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.71K- 4.85% |
$336K - $420K
|
33.5K
$8.37M
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.72K- 63.64% |
$338K - $422K
|
982
$245K
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1.79K- 14.48% |
$351K - $438K
|
10.5K
$2.63M
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-1.85K- 15.97% |
$363K - $454K
|
9.73K
$2.43M
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-1.88K- 18.61% |
$369K - $461K
|
8.21K
$2.05M
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.1K- 14.82% |
$411K - $514K
|
12K
$3M
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
SELL
|
- |
-2.16K- 4.48% |
$424K - $530K
|
46.1K
$11.5M
|
|
Jan 29, 2024
Q4 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-2.32K- 40.11% |
$456K - $570K
|
3.47K
$866K
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.56K- 50.29% |
$503K - $629K
|
2.53K
$632K
|
|
Jan 19, 2024
Q4 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-2.7K- 14.94% |
$531K - $664K
|
15.4K
$3.84M
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-2.88K- 9.21% |
$566K - $708K
|
28.4K
$7.09M
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.93K- 2.71% |
$576K - $720K
|
105K
$26.3M
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3K- 61.06% |
$590K - $737K
|
1.92K
$478K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.14K- 34.08% |
$616K - $770K
|
6.07K
$1.51M
|
|
Feb 14, 2024
Q4 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-3.19K- 20.83% |
$627K - $784K
|
12.1K
$3.03M
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.29K- 0.54% |
$645K - $807K
|
609K
$152M
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-3.29K- 2.2% |
$647K - $809K
|
147K
$36.6M
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-3.63K- 4.81% |
$713K - $891K
|
71.9K
$17.9M
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-3.68K- 46.39% |
$722K - $903K
|
4.25K
$1.06M
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.94K- 67.55% |
$774K - $968K
|
1.9K
$473K
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-3.96K- 3.97% |
$778K - $972K
|
95.7K
$23.9M
|