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 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-598- 7.88% |
$158K - $182K
|
6.99K
$2.03M
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-646- 4.39% |
$171K - $197K
|
14.1K
$4.09M
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-655- 11.64% |
$173K - $199K
|
4.97K
$1.45M
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-669- 2.07% |
$177K - $204K
|
31.7K
$9.22M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-678- 2.22% |
$179K - $206K
|
29.9K
$8.69M
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-685- 1.31% |
$181K - $208K
|
51.5K
$15M
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-691- 3.13% |
$183K - $210K
|
21.4K
$6.22M
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-716- 5.43% |
$189K - $218K
|
12.5K
$3.63M
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-722- 3.59% |
$191K - $220K
|
19.4K
$5.65M
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-735- 4.76% |
$194K - $224K
|
14.7K
$4.27M
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-768- 2.86% |
$203K - $234K
|
26K
$7.58M
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-779- 17.96% |
$206K - $237K
|
3.56K
$1.03M
|
|
Feb 04, 2025
Q4 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-795- 2.56% |
$210K - $242K
|
30.3K
$8.8M
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-822- 2.93% |
$217K - $250K
|
27.2K
$7.93M
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-827- 1.74% |
$218K - $252K
|
46.8K
$13.6M
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-839- 9.4% |
$222K - $255K
|
8.09K
$2.35M
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-862- 21.83% |
$228K - $262K
|
3.09K
$898K
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-908- 10.0% |
$240K - $276K
|
8.17K
$2.38M
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-930- 17.29% |
$246K - $283K
|
4.45K
$1.29M
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-990- 15.07% |
$262K - $301K
|
5.58K
$1.62M
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-1K- 27.49% |
$265K - $305K
|
2.65K
$770K
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.01K- 3.29% |
$266K - $306K
|
29.5K
$8.59M
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-1.01K- 18.5% |
$266K - $306K
|
4.44K
$1.29M
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.02K- 10.59% |
$270K - $311K
|
8.63K
$2.51M
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-1.04K- 3.98% |
$275K - $316K
|
25.1K
$7.31M
|
|
Feb 10, 2025
Q4 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-1.05K- 12.99% |
$278K - $320K
|
7.04K
$2.05M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.06K- 4.32% |
$281K - $323K
|
23.5K
$6.84M
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.08K- 9.51% |
$285K - $328K
|
10.2K
$2.98M
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.09K- 2.6% |
$287K - $330K
|
40.6K
$11.8M
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.09K- 17.87% |
$288K - $332K
|
5.02K
$1.46M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.19K- 23.23% |
$314K - $362K
|
3.93K
$1.14M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.22K- 8.32% |
$323K - $372K
|
13.5K
$3.93M
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.23K- 4.13% |
$324K - $373K
|
28.4K
$8.27M
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-1.29K- 4.13% |
$342K - $394K
|
30K
$8.74M
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.31K- 37.48% |
$345K - $398K
|
2.18K
$634K
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
SELL
|
- |
-1.37K- 1.31% |
$362K - $416K
|
103K
$30M
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.41K- 9.24% |
$374K - $430K
|
13.9K
$4.04M
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.44K- 3.8% |
$381K - $438K
|
36.5K
$10.6M
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.47K- 30.16% |
$388K - $447K
|
3.4K
$989K
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.48K- 2.88% |
$390K - $449K
|
49.8K
$14.5M
|
|
Feb 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-1.52K- 1.62% |
$400K - $461K
|
91.7K
$26.7M
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-1.61K- 3.03% |
$424K - $488K
|
51.3K
$14.9M
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-1.64K- 5.85% |
$434K - $499K
|
26.4K
$7.69M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.66K- 3.87% |
$438K - $504K
|
41.1K
$12M
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-1.71K- 25.89% |
$452K - $520K
|
4.9K
$1.42M
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.82K- 13.51% |
$480K - $553K
|
11.6K
$3.38M
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
SELL
|
- |
-1.87K- 3.61% |
$493K - $567K
|
49.7K
$14.5M
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.95K- 1.59% |
$514K - $592K
|
121K
$35.1M
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.98K- 4.47% |
$523K - $603K
|
42.3K
$12.3M
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-2.07K- 50.1% |
$548K - $631K
|
2.07K
$601K
|