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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
273+ 1.76% |
$53.6K - $67K
|
15.8K
$4.08M
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
270+ 21.81% |
$53K - $66.3K
|
1.51K
$389K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
264+ 6.16% |
$51.8K - $64.8K
|
4.55K
$1.17M
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
263+ 39.79% |
$51.6K - $64.6K
|
924
$238K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
259+ 0.77% |
$50.9K - $63.6K
|
33.7K
$8.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
255New |
$50.1K - $62.6K
|
255
$65.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
252+ 10.45% |
$49.5K - $61.9K
|
2.66K
$687K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
251+ 3.69% |
$49.3K - $61.6K
|
7.06K
$1.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
250New |
$49.1K - $61.4K
|
250
$64.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
248+ 21.07% |
$48.7K - $60.9K
|
1.43K
$368K
|
|
|
Jan 23, 2024
Q4 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
239+ 3.66% |
$46.9K - $58.7K
|
6.78K
$1.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
238+ 14.22% |
$46.7K - $58.4K
|
1.91K
$493K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
235New |
$46.1K - $57.7K
|
235
$60.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
230+ 16.29% |
$45.2K - $56.5K
|
1.64K
$424K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
228+ 112.87% |
$44.8K - $56K
|
430
$111K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
227New |
$44.6K - $55.7K
|
227
$58.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
218+ 17.19% |
$42.8K - $53.5K
|
1.49K
$384K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
216+ 1.53% |
$42.4K - $53K
|
14.4K
$3.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
215+ 3.73% |
$42.2K - $52.8K
|
5.98K
$1.54M
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
209+ 3.24% |
$41K - $51.3K
|
6.66K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
208+ 8.21% |
$40.8K - $51.1K
|
2.74K
$708K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
205+ 6.55% |
$40.3K - $50.3K
|
3.34K
$861K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
205+ 4.69% |
$40.3K - $50.3K
|
4.57K
$1.18M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
203+ 106.84% |
$39.9K - $49.8K
|
393
$101K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
200+ 5.01% |
$39.3K - $49.1K
|
4.19K
$1.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
195+ 16.97% |
$38.3K - $47.9K
|
1.34K
$347K
|
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
192+ 19.98% |
$37.7K - $47.1K
|
1.15K
$298K
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
192+ 16.59% |
$37.7K - $47.1K
|
1.35K
$348K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
191+ 9.49% |
$37.5K - $46.9K
|
2.2K
$569K
|
|
|
Jan 29, 2024
Q4 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
190+ 0.8% |
$37.3K - $46.6K
|
24K
$6.18M
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
190+ 8.95% |
$37.3K - $46.6K
|
2.31K
$597K
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
184+ 1.13% |
$36.1K - $45.2K
|
16.4K
$4.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
181New |
$35.5K - $44.4K
|
181
$46.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
179+ 8.64% |
$35.1K - $43.9K
|
2.25K
$581K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
178New |
$35K - $43.7K
|
178
$45.9K
|
|
|
Jan 21, 2025
Q4 2023
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
170+ 1.94% |
$33.4K - $41.7K
|
8.94K
$2.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
168+ 2.51% |
$33K - $41.2K
|
6.87K
$1.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
161+ 1.08% |
$31.6K - $39.5K
|
15.1K
$3.89M
|
|
|
Jan 03, 2024
Q4 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
160+ 4.78% |
$31.4K - $39.3K
|
3.51K
$905K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
158+ 16.54% |
$31K - $38.8K
|
1.11K
$287K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
157+ 209.33% |
$30.8K - $38.5K
|
232
$59.9K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
157+ 2.59% |
$30.8K - $38.5K
|
6.22K
$1.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
151+ 2.53% |
$29.7K - $37.1K
|
6.12K
$1.58M
|
|
|
Nov 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
151+ 2.53% |
$29.7K - $37.1K
|
6.12K
$1.58M
|
|
|
Feb 05, 2024
Q4 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
149+ 2.99% |
$29.3K - $36.6K
|
5.13K
$1.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
147+ 5.52% |
$28.9K - $36.1K
|
2.81K
$725K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
144+ 15.37% |
$28.3K - $35.3K
|
1.08K
$279K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
143+ 1.4% |
$28.1K - $35.1K
|
10.4K
$2.68M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
138+ 30.4% |
$27.1K - $33.9K
|
592
$153K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
136+ 12.45% |
$26.7K - $33.4K
|
1.23K
$317K
|