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 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
106New |
$20.8K - $26K
|
106
$26.5K
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
105+ 0.45% |
$20.6K - $25.8K
|
23.2K
$5.79M
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
103+ 7.86% |
$20.2K - $25.3K
|
1.41K
$353K
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
99New |
$19.4K - $24.3K
|
99
$24.7K
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
99+ 8.11% |
$19.4K - $24.3K
|
1.32K
$329K
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
93+ 0.21% |
$18.3K - $22.8K
|
44.3K
$11.1M
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
90+ 5.59% |
$17.7K - $22.1K
|
1.7K
$424K
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
88New |
$17.3K - $21.6K
|
88
$22K
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
BUY
|
- |
84+ 2.16% |
$16.5K - $20.6K
|
3.97K
$990K
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
83+ 59.71% |
$16.3K - $20.4K
|
222
$55.4K
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
81+ 2.02% |
$15.9K - $19.9K
|
4.08K
$1.02M
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
81New |
$15.9K - $19.9K
|
81
$20.2K
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
80+ 6.48% |
$15.7K - $19.6K
|
1.31K
$328K
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
80+ 0.74% |
$15.7K - $19.6K
|
10.9K
$2.73M
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
77+ 23.77% |
$15.1K - $18.9K
|
401
$100K
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
75+ 227.27% |
$14.7K - $18.4K
|
108
$27K
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
75+ 2.22% |
$14.7K - $18.4K
|
3.45K
$862K
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
75+ 4.48% |
$14.7K - $18.4K
|
1.75K
$436K
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
75+ 5.36% |
$14.7K - $18.4K
|
1.47K
$368K
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
74+ 1.4% |
$14.5K - $18.2K
|
5.38K
$1.34M
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
74New |
$14.5K - $18.2K
|
74
$18.5K
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
71+ 5.1% |
$13.9K - $17.4K
|
1.46K
$365K
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
70+ 0.98% |
$13.7K - $17.2K
|
7.2K
$1.8M
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
70+ 12.61% |
$13.7K - $17.2K
|
625
$156K
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
68+ 0.08% |
$13.4K - $16.7K
|
81.7K
$20.4M
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
63+ 203.23% |
$12.4K - $15.5K
|
94
$23.5K
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
58New |
$11.4K - $14.2K
|
58
$14.5K
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
58+ 2900.0% |
$11.4K - $14.2K
|
60
$15K
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
57+ 0.15% |
$11.2K - $14K
|
37.6K
$9.39M
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
57New |
$11.2K - $14K
|
57
$14.2K
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
57+ 1.96% |
$11.2K - $14K
|
2.97K
$740K
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
56+ 2.77% |
$11K - $13.7K
|
2.08K
$519K
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
54+ 2.97% |
$10.6K - $13.3K
|
1.88K
$468K
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
52+ 4.43% |
$10.2K - $12.8K
|
1.23K
$306K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
52New |
$10.2K - $12.8K
|
52
$13K
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
51+ 3.4% |
$10K - $12.5K
|
1.55K
$388K
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
50New |
$9.82K - $12.3K
|
50
$12.5K
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
49+ 125.64% |
$9.62K - $12K
|
88
$22K
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
48New |
$9.43K - $11.8K
|
48
$12K
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
48+ 75.0% |
$9.43K - $11.8K
|
112
$27.9K
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
46+ 0.29% |
$9.03K - $11.3K
|
16K
$4M
|
|
Jan 09, 2024
Q4 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
45+ 1.25% |
$8.84K - $11K
|
3.63K
$907K
|
|
Feb 06, 2024
Q4 2023
|
Performa LTD (Us), LLC
|
BUY
|
- |
45+ 0.25% |
$8.84K - $11K
|
18.1K
$4.51M
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
44+ 2.89% |
$8.64K - $10.8K
|
1.57K
$391K
|
|
Jan 08, 2024
Q4 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
42+ 1.52% |
$8.25K - $10.3K
|
2.8K
$699K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
40+ 5.57% |
$7.85K - $9.82K
|
758
$189K
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
39+ 0.72% |
$7.66K - $9.57K
|
5.48K
$1.37M
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
36+ 3.7% |
$7.07K - $8.84K
|
1.01K
$252K
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
35+ 67.31% |
$6.87K - $8.59K
|
87
$21.7K
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
32+ 1.15% |
$6.28K - $7.85K
|
2.82K
$704K
|