Purchases and Sales Made in Q1 2024 in Vanguard Small Cap Growth ETF (VBK)
This table provides information about the institutional ownership of Vanguard Small Cap Growth ETF (VBK) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
20+ 60.61% |
$4.62K - $5.21K
|
53
$15.2K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
19New |
$4.39K - $4.95K
|
19
$5.43K
|
|
|
May 02, 2024
Q1 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
18+ 0.57% |
$4.16K - $4.69K
|
3.2K
$914K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
16New |
$3.7K - $4.17K
|
16
$4.58K
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
16+ 0.75% |
$3.7K - $4.17K
|
2.15K
$614K
|
|
|
Apr 29, 2024
Q1 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
16+ 1.7% |
$3.7K - $4.17K
|
958
$274K
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
15+ 1.22% |
$3.47K - $3.91K
|
1.24K
$355K
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
15+ 0.13% |
$3.47K - $3.91K
|
11.5K
$3.29M
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
15+ 0.55% |
$3.47K - $3.91K
|
2.76K
$789K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
14+ 10.37% |
$3.23K - $3.65K
|
149
$42.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
14+ 1.2% |
$3.23K - $3.65K
|
1.19K
$339K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
14+ 0.76% |
$3.23K - $3.65K
|
1.86K
$532K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
13+ 1.11% |
$3K - $3.39K
|
1.19K
$339K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
12+ 0.57% |
$2.77K - $3.13K
|
2.13K
$610K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
12+ 10.53% |
$2.77K - $3.13K
|
126
$36K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12+ 1.09% |
$2.77K - $3.13K
|
1.11K
$319K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
12+ 60.0% |
$2.77K - $3.13K
|
32
$9.15K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
12+ 6.98% |
$2.77K - $3.13K
|
184
$52.6K
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
11+ 1.25% |
$2.54K - $2.87K
|
892
$255K
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
11+ 0.17% |
$2.54K - $2.87K
|
6.66K
$1.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
11+ 0.41% |
$2.54K - $2.87K
|
2.67K
$765K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
10+ 250.0% |
$2.31K - $2.61K
|
14
$4K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
10+ 6.94% |
$2.31K - $2.61K
|
154
$44K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
10+ 0.15% |
$2.31K - $2.61K
|
6.72K
$1.92M
|
|
|
May 10, 2024
Q1 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
10+ 0.1% |
$2.31K - $2.61K
|
9.74K
$2.78M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
9+ 0.84% |
$2.08K - $2.35K
|
1.08K
$309K
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
9+ 0.1% |
$2.08K - $2.35K
|
9.47K
$2.71M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
8+ 3.25% |
$1.85K - $2.09K
|
254
$72.6K
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
8+ 0.15% |
$1.85K - $2.09K
|
5.36K
$1.53M
|
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
8+ 0.49% |
$1.85K - $2.09K
|
1.64K
$468K
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
7+ 0.32% |
$1.62K - $1.83K
|
2.17K
$621K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
7+ 0.41% |
$1.62K - $1.83K
|
1.71K
$489K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
7+ 0.06% |
$1.62K - $1.83K
|
11.5K
$3.28M
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
7+ 0.15% |
$1.62K - $1.83K
|
4.57K
$1.31M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
7+ 6.42% |
$1.62K - $1.83K
|
116
$33.2K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
6New |
$1.39K - $1.56K
|
6
$1.72K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
6+ 16.67% |
$1.39K - $1.56K
|
42
$12K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
6+ 1.6% |
$1.39K - $1.56K
|
382
$109K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
5New |
$1.16K - $1.3K
|
5
$1.43K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4+ 21.05% |
$924 - $1.04K
|
23
$6.58K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
4+ 0.05% |
$924 - $1.04K
|
8.44K
$2.41M
|
|
|
May 09, 2024
Q1 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
4+ 0.05% |
$924 - $1.04K
|
7.3K
$2.09M
|
|
|
May 10, 2024
Q1 2024
|
Resolute Advisors LLC
|
BUY
|
- |
3+ 0.16% |
$693 - $782
|
1.88K
$537K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
3+ 0.11% |
$693 - $782
|
2.62K
$748K
|
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
3+ 0.18% |
$693 - $782
|
1.68K
$480K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
3+ 0.13% |
$693 - $782
|
2.37K
$678K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
3New |
$693 - $782
|
3
$858
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
2New |
$462 - $521
|
2
$572
|
|
|
Apr 30, 2024
Q1 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
2+ 0.18% |
$462 - $521
|
1.1K
$314K
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2+ 0.05% |
$462 - $521
|
3.95K
$1.13M
|