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 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
4.65KNew |
$912K - $1.14M
|
4.65K
$1.33M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
4.64K+ 7.94% |
$912K - $1.14M
|
63.1K
$18.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
4.5KNew |
$883K - $1.1M
|
4.5K
$1.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.47K+ 191.55% |
$877K - $1.1M
|
6.8K
$1.95M
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
4.39KNew |
$862K - $1.08M
|
4.39K
$1.26M
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
4.36K+ 18.18% |
$856K - $1.07M
|
28.3K
$8.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
4.34KNew |
$852K - $1.07M
|
4.34K
$1.24M
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
4.18K+ 4.71% |
$821K - $1.03M
|
93K
$26.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
4.14KNew |
$812K - $1.01M
|
4.14K
$1.18M
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
BUY
|
- |
4.1KNew |
$804K - $1.01M
|
4.1K
$1.17M
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
4.06K+ 58.94% |
$797K - $997K
|
10.9K
$3.13M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.04K+ 5.03% |
$793K - $991K
|
84.4K
$24.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4.01KNew |
$786K - $983K
|
4.01K
$1.15M
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
4KNew |
$785K - $981K
|
4K
$1.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4K+ 49.46% |
$785K - $981K
|
12.1K
$3.46M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.92K+ 22.91% |
$770K - $962K
|
21K
$6.02M
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.92KNew |
$769K - $961K
|
3.92K
$1.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
3.87KNew |
$760K - $950K
|
3.87K
$1.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
3.85KNew |
$755K - $944K
|
3.85K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
3.68KNew |
$723K - $903K
|
3.68K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.65K+ 1.99% |
$717K - $896K
|
188K
$53.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
3.62K+ 6.35% |
$711K - $889K
|
60.7K
$17.4M
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
3.59KNew |
$705K - $881K
|
3.59K
$1.03M
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
3.59K+ 64.57% |
$704K - $880K
|
9.14K
$2.62M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
3.53K+ 365.49% |
$693K - $866K
|
4.49K
$1.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.38K+ 2.74% |
$663K - $829K
|
127K
$36.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
3.31K+ 0.43% |
$650K - $812K
|
766K
$219M
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
3.31KNew |
$649K - $811K
|
3.31K
$946K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.28K+ 4.33% |
$644K - $805K
|
78.9K
$22.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
3.21K+ 48.98% |
$630K - $788K
|
9.76K
$2.79M
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
BUY
|
- |
3.19KNew |
$626K - $783K
|
3.19K
$913K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.18K+ 11.38% |
$625K - $781K
|
31.1K
$8.91M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.14K+ 41.21% |
$617K - $771K
|
10.8K
$3.08M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.12KNew |
$612K - $765K
|
3.12K
$892K
|
|
|
Feb 12, 2024
Q4 2023
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
3.05KNew |
$598K - $747K
|
3.05K
$872K
|
|
|
Mar 15, 2024
Q4 2023
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
2.96KNew |
$581K - $727K
|
2.96K
$847K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.93K+ 32.14% |
$574K - $718K
|
12K
$3.44M
|
|
|
Jul 11, 2024
Q4 2023
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
2.76K+ 32.73% |
$541K - $676K
|
11.2K
$3.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
2.7KNew |
$531K - $663K
|
2.7K
$774K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.64K+ 22.78% |
$518K - $647K
|
14.2K
$4.07M
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
2.63KNew |
$517K - $647K
|
2.63K
$754K
|
|
|
Feb 13, 2024
Q4 2023
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
2.48KNew |
$487K - $609K
|
2.48K
$710K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.46K+ 39.19% |
$484K - $605K
|
8.75K
$2.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2.44K+ 45.14% |
$479K - $599K
|
7.85K
$2.25M
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
2.43K+ 4.85% |
$478K - $597K
|
52.6K
$15M
|
|
|
Jan 24, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
2.43KNew |
$477K - $597K
|
2.43K
$696K
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2.42KNew |
$476K - $595K
|
2.42K
$694K
|
|
|
Feb 06, 2024
Q4 2023
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
2.4KNew |
$471K - $588K
|
2.4K
$686K
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
2.4KNew |
$470K - $588K
|
2.4K
$686K
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
2.36K+ 7.12% |
$464K - $580K
|
35.6K
$10.2M
|