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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.71K+ 0.92% |
$2.3M - $2.65M
|
951K
$225M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
8.22KNew |
$2.17M - $2.5M
|
8.22K
$1.94M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
7.69KNew |
$2.03M - $2.34M
|
7.69K
$1.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
7.58KNew |
$2M - $2.31M
|
7.58K
$1.79M
|
|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
7.38KNew |
$1.95M - $2.24M
|
7.38K
$1.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.27K+ 246.41% |
$1.92M - $2.21M
|
10.2K
$2.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
6.88KNew |
$1.82M - $2.09M
|
6.88K
$1.63M
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
6.81KNew |
$1.8M - $2.07M
|
6.81K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
6.67KNew |
$1.76M - $2.03M
|
6.67K
$1.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
6.65KNew |
$1.76M - $2.02M
|
6.65K
$1.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
6.47K+ 13.39% |
$1.71M - $1.97M
|
54.8K
$13M
|
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
6.25KNew |
$1.65M - $1.9M
|
6.25K
$1.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.12K+ 2.74% |
$1.62M - $1.86M
|
230K
$54.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.9KNew |
$1.56M - $1.79M
|
5.9K
$1.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
5.87K+ 9.57% |
$1.55M - $1.78M
|
67.1K
$15.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.78KNew |
$1.53M - $1.76M
|
5.78K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.72K+ 30.08% |
$1.51M - $1.74M
|
24.7K
$5.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
5.61K+ 19.56% |
$1.48M - $1.71M
|
34.3K
$8.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
5.6KNew |
$1.48M - $1.7M
|
5.6K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.58K+ 4.33% |
$1.47M - $1.7M
|
134K
$31.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
5.41KNew |
$1.43M - $1.65M
|
5.41K
$1.28M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.33K+ 1.89% |
$1.41M - $1.62M
|
287K
$67.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.3K+ 76.02% |
$1.4M - $1.61M
|
12.3K
$2.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
5.19KNew |
$1.37M - $1.58M
|
5.19K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Geneva Capital Management LLC
|
BUY
|
- |
5.16KNew |
$1.36M - $1.57M
|
5.16K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
4.82K+ 287.93% |
$1.27M - $1.47M
|
6.49K
$1.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
4.76KNew |
$1.26M - $1.45M
|
4.76K
$1.13M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
4.69KNew |
$1.24M - $1.43M
|
4.69K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
4.56K+ 5.96% |
$1.2M - $1.39M
|
81.1K
$19.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.49K+ 33.57% |
$1.18M - $1.36M
|
17.8K
$4.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.48K+ 8.78% |
$1.18M - $1.36M
|
55.5K
$13.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
4.18K+ 7.98% |
$1.1M - $1.27M
|
56.6K
$13.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.1K+ 4.86% |
$1.08M - $1.25M
|
88.6K
$20.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.08K+ 7.53% |
$1.08M - $1.24M
|
58.2K
$13.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
BUY
|
- |
4.07K+ 4.24% |
$1.07M - $1.24M
|
100K
$23.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
4.04KNew |
$1.07M - $1.23M
|
4.04K
$956K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.04K+ 15.16% |
$1.07M - $1.23M
|
30.7K
$7.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
4.04KNew |
$1.07M - $1.23M
|
4.04K
$955K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
4.01K+ 90.28% |
$1.06M - $1.22M
|
8.44K
$2M
|
|
|
Feb 07, 2025
Q4 2024
|
Zeit Capital LLC
|
BUY
|
- |
4K+ 35.21% |
$1.06M - $1.22M
|
15.4K
$3.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.99K+ 9.56% |
$1.05M - $1.21M
|
45.7K
$10.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.97K+ 10.53% |
$1.05M - $1.21M
|
41.7K
$9.86M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.97KNew |
$1.05M - $1.21M
|
3.97K
$938K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.93K+ 225.88% |
$1.04M - $1.19M
|
5.67K
$1.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.91K+ 3.46% |
$1.03M - $1.19M
|
117K
$27.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.81K+ 34.06% |
$1.01M - $1.16M
|
15K
$3.55M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.68KNew |
$971K - $1.12M
|
3.68K
$869K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.6K+ 79.16% |
$951K - $1.09M
|
8.14K
$1.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
3.52K+ 21.75% |
$930K - $1.07M
|
19.7K
$4.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.49K+ 2.15% |
$923K - $1.06M
|
166K
$39.3M
|