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
|
Goepper Burkhardt LLC
|
BUY
|
- |
133+ 2.07% |
$26.1K - $32.6K
|
6.56K
$1.69M
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
BUY
|
- |
126+ 4.98% |
$24.7K - $30.9K
|
2.66K
$685K
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
124+ 3.87% |
$24.3K - $30.4K
|
3.33K
$860K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
122+ 11.02% |
$24K - $29.9K
|
1.23K
$317K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
116+ 8.61% |
$22.8K - $28.5K
|
1.46K
$378K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
115+ 6.57% |
$22.6K - $28.2K
|
1.87K
$482K
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
115+ 1.94% |
$22.6K - $28.2K
|
6.06K
$1.56M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
114New |
$22.4K - $28K
|
114
$29.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
110+ 3.34% |
$21.6K - $27K
|
3.41K
$879K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
107+ 3.8% |
$21K - $26.3K
|
2.92K
$754K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
106New |
$20.8K - $26K
|
106
$27.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
106+ 6.83% |
$20.8K - $26K
|
1.66K
$428K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
105+ 0.45% |
$20.6K - $25.8K
|
23.2K
$5.99M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
103+ 7.86% |
$20.2K - $25.3K
|
1.41K
$365K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
99New |
$19.4K - $24.3K
|
99
$25.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
99+ 8.11% |
$19.4K - $24.3K
|
1.32K
$340K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
93+ 0.21% |
$18.3K - $22.8K
|
44.3K
$11.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
90+ 5.59% |
$17.7K - $22.1K
|
1.7K
$439K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
88New |
$17.3K - $21.6K
|
88
$22.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
BUY
|
- |
84+ 2.16% |
$16.5K - $20.6K
|
3.97K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
83+ 59.71% |
$16.3K - $20.4K
|
222
$57.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
81+ 2.02% |
$15.9K - $19.9K
|
4.08K
$1.05M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
81New |
$15.9K - $19.9K
|
81
$20.9K
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
80+ 0.74% |
$15.7K - $19.6K
|
10.9K
$2.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
80+ 6.48% |
$15.7K - $19.6K
|
1.31K
$339K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
77+ 23.77% |
$15.1K - $18.9K
|
401
$103K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
76+ 0.87% |
$14.9K - $18.7K
|
8.85K
$2.28M
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
75+ 4.48% |
$14.7K - $18.4K
|
1.75K
$451K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
75+ 5.36% |
$14.7K - $18.4K
|
1.47K
$380K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
75+ 2.22% |
$14.7K - $18.4K
|
3.45K
$891K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
75+ 227.27% |
$14.7K - $18.4K
|
108
$27.9K
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
74+ 1.4% |
$14.5K - $18.2K
|
5.38K
$1.39M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
74New |
$14.5K - $18.2K
|
74
$19.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
71+ 5.1% |
$13.9K - $17.4K
|
1.46K
$378K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
70+ 0.98% |
$13.7K - $17.2K
|
7.2K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
70+ 12.61% |
$13.7K - $17.2K
|
625
$161K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
68+ 0.08% |
$13.4K - $16.7K
|
81.7K
$21.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
63+ 203.23% |
$12.4K - $15.5K
|
94
$24.3K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
58New |
$11.4K - $14.2K
|
58
$15K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
58+ 2900.0% |
$11.4K - $14.2K
|
60
$15.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
57+ 1.96% |
$11.2K - $14K
|
2.97K
$766K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
57New |
$11.2K - $14K
|
57
$14.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
57+ 0.15% |
$11.2K - $14K
|
37.6K
$9.72M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
56+ 2.77% |
$11K - $13.7K
|
2.08K
$537K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
54+ 2.97% |
$10.6K - $13.3K
|
1.88K
$484K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
52New |
$10.2K - $12.8K
|
52
$13.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
52+ 4.43% |
$10.2K - $12.8K
|
1.23K
$316K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
51+ 3.4% |
$10K - $12.5K
|
1.55K
$401K
|
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
50New |
$9.82K - $12.3K
|
50
$12.9K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
49+ 125.64% |
$9.62K - $12K
|
88
$22.7K
|