Purchases and Sales Made in Q4 2024 in Vanguard Small Cap Growth ETF (VBK)
This table provides information about the institutional ownership of Vanguard Small Cap Growth ETF (VBK) during Q4 2024. 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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1.09M+ 6143.51% |
$288M - $332M
|
1.11M
$306M
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
521K+ 3342.81% |
$138M - $159M
|
537K
$148M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
467KNew |
$123M - $142M
|
467K
$129M
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
BUY
|
- |
312K+ 86.13% |
$82.5M - $95M
|
675K
$186M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
298K+ 3.21% |
$78.7M - $90.6M
|
9.57M
$2.64B
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
269K+ 15767.68% |
$71M - $81.8M
|
271K
$74.6M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
136K+ 41.77% |
$35.9M - $41.3M
|
461K
$127M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
122K+ 16.6% |
$32.2M - $37M
|
855K
$236M
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
114KNew |
$30.2M - $34.8M
|
114K
$31.5M
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
110KNew |
$29M - $33.4M
|
110K
$30.3M
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
105KNew |
$27.7M - $31.9M
|
105K
$28.9M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
93K+ 5.44% |
$24.6M - $28.3M
|
1.8M
$497M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
65.3K+ 27.29% |
$17.3M - $19.9M
|
305K
$84.1M
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
63.2KNew |
$16.7M - $19.2M
|
63.2K
$17.4M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
62.6K+ 9.16% |
$16.5M - $19.1M
|
746K
$206M
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
55.5K+ 2710.85% |
$14.7M - $16.9M
|
57.5K
$15.9M
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
54.5K+ 2351.08% |
$14.4M - $16.6M
|
56.8K
$15.7M
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
53.4K+ 13.11% |
$14.1M - $16.2M
|
461K
$127M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
51.3K+ 3.65% |
$13.6M - $15.6M
|
1.46M
$403M
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
41.3K+ 293.42% |
$10.9M - $12.6M
|
55.4K
$15.3M
|
|
Jan 23, 2025
Q4 2024
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
40.2KNew |
$10.6M - $12.2M
|
40.2K
$11.1M
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
39.8KNew |
$10.5M - $12.1M
|
39.8K
$11M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
31.3K+ 34.1% |
$8.28M - $9.53M
|
123K
$34M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
28.5K+ 28.1% |
$7.52M - $8.66M
|
130K
$35.8M
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
28K+ 5.51% |
$7.39M - $8.51M
|
536K
$148M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
26.7K+ 7.78% |
$7.05M - $8.12M
|
370K
$102M
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
26.3K+ 68.04% |
$6.95M - $8M
|
65K
$17.9M
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
26.2K+ 840.17% |
$6.93M - $7.98M
|
29.4K
$8.1M
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
24.3KNew |
$6.42M - $7.39M
|
24.3K
$6.71M
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
22.3KNew |
$5.9M - $6.8M
|
22.3K
$6.16M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
21.4K+ 2.49% |
$5.66M - $6.52M
|
884K
$244M
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
20.4K+ 6.78% |
$5.38M - $6.2M
|
321K
$88.5M
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
20K+ 11.79% |
$5.3M - $6.1M
|
190K
$52.4M
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
18.7KNew |
$4.93M - $5.68M
|
18.7K
$5.15M
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
16.6K+ 3.53% |
$4.37M - $5.04M
|
486K
$134M
|
|
Feb 13, 2025
Q4 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
15.3KNew |
$4.04M - $4.65M
|
15.3K
$4.22M
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
13.2K+ 3.23% |
$3.49M - $4.02M
|
422K
$116M
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
12.9KNew |
$3.4M - $3.92M
|
12.9K
$3.55M
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.9KNew |
$3.14M - $3.62M
|
11.9K
$3.28M
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11.8KNew |
$3.11M - $3.58M
|
11.8K
$3.25M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
11.7K+ 207.72% |
$3.1M - $3.57M
|
17.4K
$4.8M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.6K+ 5.7% |
$3.07M - $3.53M
|
215K
$59.4M
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
11.2K+ 9.25% |
$2.97M - $3.42M
|
133K
$36.6M
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
11K+ 158.29% |
$2.91M - $3.35M
|
18K
$4.95M
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
10.7KNew |
$2.82M - $3.25M
|
10.7K
$2.95M
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
9.97K+ 76.93% |
$2.63M - $3.03M
|
22.9K
$6.33M
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
9.33KNew |
$2.47M - $2.84M
|
9.33K
$2.58M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.08K+ 107.38% |
$2.4M - $2.76M
|
17.5K
$4.84M
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.71K+ 0.92% |
$2.3M - $2.65M
|
951K
$262M
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
8.22KNew |
$2.17M - $2.5M
|
8.22K
$2.27M
|