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 |
---|---|---|---|---|---|---|---|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-51- 1.58% |
$11.8K - $13.3K
|
3.18K
$908K
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-52- 4.24% |
$12K - $13.6K
|
1.17K
$335K
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-55- 3.88% |
$12.7K - $14.3K
|
1.36K
$390K
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-55- 4.11% |
$12.7K - $14.3K
|
1.28K
$367K
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-60- 1.33% |
$13.9K - $15.6K
|
4.44K
$1.27M
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-60- 0.29% |
$13.9K - $15.6K
|
20.4K
$5.83M
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-63- 0.42% |
$14.6K - $16.4K
|
15K
$4.28M
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-65- 4.26% |
$15K - $16.9K
|
1.46K
$418K
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-65- 4.44% |
$15K - $16.9K
|
1.4K
$400K
|
|
May 01, 2024
Q1 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-65- 7.08% |
$15K - $16.9K
|
853
$244K
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-66- 2.43% |
$15.2K - $17.2K
|
2.65K
$758K
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
SELL
|
- |
-70- 4.35% |
$16.2K - $18.3K
|
1.54K
$440K
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-74- 3.86% |
$17.1K - $19.3K
|
1.84K
$527K
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-75- 79.79% |
$17.3K - $19.6K
|
19
$5.43K
|
|
Apr 19, 2024
Q1 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-76- 8.86% |
$17.6K - $19.8K
|
782
$224K
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-77- 0.56% |
$17.8K - $20.1K
|
13.6K
$3.89M
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-82- 0.14% |
$18.9K - $21.4K
|
60.6K
$17.3M
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-82- 3.26% |
$18.9K - $21.4K
|
2.44K
$697K
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-85- 1.47% |
$19.6K - $22.2K
|
5.7K
$1.63M
|
|
Apr 16, 2024
Q1 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-85- 2.34% |
$19.6K - $22.2K
|
3.55K
$1.01M
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-88- 6.7% |
$20.3K - $22.9K
|
1.23K
$351K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-89- 20.84% |
$20.6K - $23.2K
|
338
$96.7K
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-92- 16.79% |
$21.3K - $24K
|
456
$130K
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-93- 0.59% |
$21.5K - $24.2K
|
15.7K
$4.49M
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-97- 2.17% |
$22.4K - $25.3K
|
4.37K
$1.25M
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
SELL
|
- |
-98- 6.0% |
$22.6K - $25.6K
|
1.53K
$439K
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-99- 7.51% |
$22.9K - $25.8K
|
1.22K
$349K
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-100- 94.34% |
$23.1K - $26.1K
|
6
$1.72K
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-101- 6.09% |
$23.3K - $26.3K
|
1.56K
$446K
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-103- 2.47% |
$23.8K - $26.9K
|
4.07K
$1.16M
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-103- 1.65% |
$23.8K - $26.9K
|
6.13K
$1.75M
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-108- 4.52% |
$24.9K - $28.2K
|
2.28K
$652K
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-109- 2.03% |
$25.2K - $28.4K
|
5.25K
$1.5M
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-113- 9.19% |
$26.1K - $29.5K
|
1.12K
$319K
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-117- 7.24% |
$27K - $30.5K
|
1.5K
$429K
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-118- 11.85% |
$27.3K - $30.8K
|
878
$251K
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-120- 1.24% |
$27.7K - $31.3K
|
9.53K
$2.72M
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-121- 87.68% |
$28K - $31.5K
|
17
$4.86K
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-121- 5.6% |
$28K - $31.5K
|
2.04K
$584K
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-122- 7.67% |
$28.2K - $31.8K
|
1.47K
$420K
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-123- 1.82% |
$28.4K - $32.1K
|
6.64K
$1.9M
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-124- 3.73% |
$28.6K - $32.3K
|
3.2K
$915K
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-125- 0.2% |
$28.9K - $32.6K
|
63.7K
$18.2M
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-126- 2.58% |
$29.1K - $32.9K
|
4.76K
$1.36M
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-131- 4.62% |
$30.3K - $34.2K
|
2.71K
$774K
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-132- 0.93% |
$30.5K - $34.4K
|
14.1K
$4.03M
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-136- 9.71% |
$31.4K - $35.5K
|
1.26K
$362K
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-142- 2.13% |
$32.8K - $37K
|
6.52K
$1.87M
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-143- 0.78% |
$33K - $37.3K
|
18.2K
$5.22M
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-143- 2.08% |
$33K - $37.3K
|
6.73K
$1.92M
|