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 |
---|---|---|---|---|---|---|---|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
37+ 0.22% |
$9.77K - $11.3K
|
16.9K
$3.99M
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
36+ 0.76% |
$9.51K - $11K
|
4.78K
$1.13M
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
36+ 0.24% |
$9.51K - $11K
|
15.2K
$3.59M
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
36New |
$9.51K - $11K
|
36
$8.52K
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
35+ 0.92% |
$9.25K - $10.6K
|
3.86K
$912K
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
BUY
|
- |
35+ 1.62% |
$9.25K - $10.6K
|
2.2K
$520K
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
35+ 3.79% |
$9.25K - $10.6K
|
958
$227K
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
35+ 0.95% |
$9.25K - $10.6K
|
3.74K
$883K
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
34+ 178.95% |
$8.98K - $10.3K
|
53
$12.5K
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
33+ 2.17% |
$8.72K - $10K
|
1.56K
$368K
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
32+ 0.43% |
$8.45K - $9.73K
|
7.5K
$1.77M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
32+ 1.74% |
$8.45K - $9.73K
|
1.87K
$442K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
32New |
$8.45K - $9.73K
|
32
$7.57K
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
30+ 0.52% |
$7.93K - $9.13K
|
5.82K
$1.38M
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
BUY
|
- |
30+ 1.79% |
$7.93K - $9.13K
|
1.71K
$403K
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
29New |
$7.66K - $8.82K
|
29
$6.86K
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
28+ 2.84% |
$7.4K - $8.52K
|
1.02K
$240K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
28New |
$7.4K - $8.52K
|
28
$6.62K
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
27+ 0.36% |
$7.13K - $8.21K
|
7.6K
$1.8M
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
26+ 0.48% |
$6.87K - $7.91K
|
5.45K
$1.29M
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
26+ 7.49% |
$6.87K - $7.91K
|
373
$88.2K
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
26+ 47.27% |
$6.87K - $7.91K
|
81
$19.2K
|
|
Feb 14, 2025
Q4 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
25+ 2.11% |
$6.6K - $7.6K
|
1.21K
$286K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
24+ 0.03% |
$6.34K - $7.3K
|
95K
$22.5M
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
24+ 0.33% |
$6.34K - $7.3K
|
7.38K
$1.75M
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
24+ 48.0% |
$6.34K - $7.3K
|
74
$17.5K
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
24New |
$6.34K - $7.3K
|
24
$5.68K
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
23+ 0.3% |
$6.08K - $7K
|
7.79K
$1.84M
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
23+ 0.53% |
$6.08K - $7K
|
4.35K
$1.03M
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
23+ 0.35% |
$6.08K - $7K
|
6.66K
$1.58M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
22+ 3.44% |
$5.81K - $6.69K
|
662
$157K
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
21+ 2.08% |
$5.55K - $6.39K
|
1.03K
$244K
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
20+ 0.27% |
$5.28K - $6.08K
|
7.56K
$1.79M
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
19New |
$5.02K - $5.78K
|
19
$4.49K
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
19New |
$5.02K - $5.78K
|
19
$4.49K
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
15+ 0.1% |
$3.96K - $4.56K
|
14.3K
$3.39M
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
15+ 0.92% |
$3.96K - $4.56K
|
1.65K
$390K
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
15+ 0.83% |
$3.96K - $4.56K
|
1.83K
$433K
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
14New |
$3.7K - $4.26K
|
14
$3.31K
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
14+ 1.49% |
$3.7K - $4.26K
|
955
$226K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
13+ 9.63% |
$3.43K - $3.95K
|
148
$35K
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
BUY
|
- |
13+ 0.83% |
$3.43K - $3.95K
|
1.58K
$374K
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
12+ 14.81% |
$3.17K - $3.65K
|
93
$22K
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
11+ 0.05% |
$2.91K - $3.35K
|
20.9K
$4.94M
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
11+ 0.06% |
$2.91K - $3.35K
|
17.3K
$4.1M
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
11+ 2.87% |
$2.91K - $3.35K
|
394
$93.2K
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
11+ 0.99% |
$2.91K - $3.35K
|
1.12K
$266K
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
11+ 2.9% |
$2.91K - $3.35K
|
390
$92.2K
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
10New |
$2.64K - $3.04K
|
10
$2.37K
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
10+ 1.28% |
$2.64K - $3.04K
|
791
$187K
|