Purchases and Sales Made in Q1 2023 in Vanguard Small Cap Growth ETF (VBK)
This table provides information about the institutional ownership of Vanguard Small Cap Growth ETF (VBK) during Q1 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 |
---|---|---|---|---|---|---|---|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.02K+ 29.57% |
$203K - $238K
|
4.47K
$1.28M
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.01K+ 10.88% |
$200K - $235K
|
10.2K
$2.93M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
989+ 72.35% |
$197K - $231K
|
2.36K
$674K
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
983New |
$195K - $230K
|
983
$281K
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
981+ 7.2% |
$195K - $229K
|
14.6K
$4.18M
|
|
May 02, 2023
Q1 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
978New |
$194K - $228K
|
978
$280K
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
964New |
$192K - $225K
|
964
$276K
|
|
May 08, 2023
Q1 2023
|
Ti Trust, Inc
|
BUY
|
- |
954New |
$190K - $223K
|
954
$273K
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
954+ 2.64% |
$190K - $223K
|
37.1K
$10.6M
|
|
Apr 21, 2023
Q1 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
947New |
$188K - $221K
|
947
$271K
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
939New |
$187K - $219K
|
939
$269K
|
|
May 15, 2023
Q1 2023
|
Petix & Botte CO
|
BUY
|
- |
930New |
$185K - $217K
|
930
$266K
|
|
May 01, 2023
Q1 2023
|
Tenret CO LLC
|
BUY
|
- |
915+ 6.23% |
$182K - $214K
|
15.6K
$4.46M
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
913+ 29.82% |
$181K - $213K
|
3.98K
$1.14M
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
897+ 77.46% |
$178K - $209K
|
2.06K
$588K
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
878+ 6.3% |
$175K - $205K
|
14.8K
$4.24M
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
BUY
|
- |
842+ 2.3% |
$167K - $197K
|
37.5K
$10.7M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
825+ 16.67% |
$164K - $193K
|
5.77K
$1.65M
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
792+ 13.05% |
$157K - $185K
|
6.86K
$1.96M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
784+ 37.66% |
$156K - $183K
|
2.87K
$820K
|
|
May 09, 2023
Q1 2023
|
Ing Groep Nv
|
BUY
|
- |
773New |
$154K - $181K
|
773
$221K
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
773+ 71.18% |
$154K - $181K
|
1.86K
$532K
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
767+ 13.65% |
$152K - $179K
|
6.39K
$1.83M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
760+ 0.07% |
$151K - $177K
|
1.11M
$316M
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
741+ 26.65% |
$147K - $173K
|
3.52K
$1.01M
|
|
May 11, 2023
Q1 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
718+ 20.29% |
$143K - $168K
|
4.26K
$1.22M
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
708+ 257.45% |
$141K - $165K
|
983
$281K
|
|
Sep 15, 2023
Q1 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
693+ 4.8% |
$138K - $162K
|
15.1K
$4.32M
|
|
Apr 06, 2023
Q1 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
680+ 1.2% |
$135K - $159K
|
57.3K
$16.4M
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
674New |
$134K - $157K
|
674
$193K
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
672+ 15.28% |
$134K - $157K
|
5.07K
$1.45M
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
655+ 1.64% |
$130K - $153K
|
40.7K
$11.6M
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
636+ 32.6% |
$126K - $149K
|
2.59K
$740K
|
|
Apr 21, 2023
Q1 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
633+ 2.83% |
$126K - $148K
|
23K
$6.57M
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
627New |
$125K - $146K
|
627
$179K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
611+ 391.67% |
$121K - $143K
|
767
$219K
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
602+ 1.0% |
$120K - $141K
|
61K
$17.5M
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
579+ 6.33% |
$115K - $135K
|
9.73K
$2.78M
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
574+ 8.5% |
$114K - $134K
|
7.33K
$2.1M
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
560+ 30.27% |
$111K - $131K
|
2.41K
$689K
|
|
Apr 19, 2023
Q1 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
550New |
$109K - $128K
|
550
$157K
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
546+ 12.74% |
$109K - $128K
|
4.83K
$1.38M
|
|
May 12, 2023
Q1 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
533+ 39.45% |
$106K - $124K
|
1.88K
$539K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
533+ 16.22% |
$106K - $124K
|
3.82K
$1.09M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
521+ 1.51% |
$104K - $122K
|
34.9K
$9.99M
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
511+ 7.56% |
$102K - $119K
|
7.27K
$2.08M
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
502+ 2.51% |
$99.8K - $117K
|
20.5K
$5.86M
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
496+ 49600.0% |
$98.6K - $116K
|
497
$142K
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
489+ 17.18% |
$97.2K - $114K
|
3.34K
$954K
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
479+ 11.39% |
$95.2K - $112K
|
4.69K
$1.34M
|