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 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
578+ 50.13% |
$113K - $142K
|
1.73K
$495K
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
569+ 1.14% |
$112K - $140K
|
50.7K
$14.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
556+ 4.07% |
$109K - $136K
|
14.2K
$4.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
545+ 2.76% |
$107K - $134K
|
20.3K
$5.81M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
532+ 13.98% |
$104K - $131K
|
4.34K
$1.24M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
529+ 43.01% |
$104K - $130K
|
1.76K
$503K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
525+ 20.69% |
$103K - $129K
|
3.06K
$877K
|
|
|
Jan 24, 2024
Q4 2023
|
Brickley Wealth Management
|
BUY
|
- |
509+ 0.54% |
$99.9K - $125K
|
95.2K
$27.2M
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
509+ 36.65% |
$99.9K - $125K
|
1.9K
$543K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
508+ 24.64% |
$99.8K - $125K
|
2.57K
$736K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
462New |
$90.7K - $113K
|
462
$132K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
454+ 9.96% |
$89.1K - $111K
|
5.01K
$1.43M
|
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
453+ 1.09% |
$89K - $111K
|
42K
$12M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
446+ 48.9% |
$87.6K - $109K
|
1.36K
$389K
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
422+ 3.16% |
$82.9K - $104K
|
13.8K
$3.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
418+ 2.51% |
$82.1K - $103K
|
17.1K
$4.89M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
407+ 39.36% |
$79.9K - $99.9K
|
1.44K
$412K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
403New |
$79.1K - $98.9K
|
403
$115K
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
387+ 15.01% |
$76K - $95K
|
2.97K
$849K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
381+ 2.23% |
$74.8K - $93.5K
|
17.5K
$5M
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
376+ 9.4% |
$73.8K - $92.3K
|
4.38K
$1.25M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
369+ 39.05% |
$72.5K - $90.6K
|
1.31K
$376K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
368+ 9.04% |
$72.3K - $90.3K
|
4.44K
$1.27M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
365New |
$71.7K - $89.6K
|
365
$104K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
362+ 12.18% |
$71.1K - $88.9K
|
3.33K
$954K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
356+ 8.68% |
$69.9K - $87.4K
|
4.46K
$1.28M
|
|
|
Jan 12, 2024
Q4 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
351+ 37.14% |
$68.9K - $86.2K
|
1.3K
$371K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
348+ 10.19% |
$68.3K - $85.4K
|
3.76K
$1.08M
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
344+ 17.86% |
$67.5K - $84.4K
|
2.27K
$650K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
332+ 13.62% |
$65.2K - $81.5K
|
2.77K
$793K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
332+ 2.55% |
$65.2K - $81.5K
|
13.4K
$3.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
331+ 0.92% |
$65K - $81.2K
|
36.5K
$10.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
327+ 11.89% |
$64.2K - $80.3K
|
3.08K
$881K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
324+ 32.37% |
$63.6K - $79.5K
|
1.33K
$379K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
317+ 7.78% |
$62.2K - $77.8K
|
4.39K
$1.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
312+ 31.48% |
$61.3K - $76.6K
|
1.3K
$373K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
308+ 4.99% |
$60.5K - $75.6K
|
6.48K
$1.85M
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
305+ 14.8% |
$59.9K - $74.9K
|
2.37K
$677K
|
|
|
Feb 06, 2024
Q4 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
302+ 2.49% |
$59.3K - $74.1K
|
12.4K
$3.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
301+ 2.69% |
$59.1K - $73.9K
|
11.5K
$3.29M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
300+ 300.0% |
$58.9K - $73.6K
|
400
$114K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
292+ 10.66% |
$57.3K - $71.7K
|
3.03K
$867K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
291+ 5.02% |
$57.1K - $71.4K
|
6.09K
$1.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
290+ 4.56% |
$56.9K - $71.2K
|
6.65K
$1.9M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
285New |
$56K - $70K
|
285
$81.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
277+ 2.34% |
$54.4K - $68K
|
12.1K
$3.47M
|
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
273+ 1.76% |
$53.6K - $67K
|
15.8K
$4.52M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
273+ 16.19% |
$53.6K - $67K
|
1.96K
$561K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
270+ 21.81% |
$53K - $66.3K
|
1.51K
$432K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
264+ 6.16% |
$51.8K - $64.8K
|
4.55K
$1.3M
|