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 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-307- 22.61% |
$70.9K - $80K
|
1.05K
$301K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-319- 26.65% |
$73.7K - $83.2K
|
878
$251K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-331- 28.29% |
$76.5K - $86.3K
|
839
$240K
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-340- 3.91% |
$78.5K - $88.6K
|
8.37K
$2.39M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-345- 5.77% |
$79.7K - $89.9K
|
5.64K
$1.61M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-348- 8.54% |
$80.4K - $90.7K
|
3.73K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-349- 75.38% |
$80.6K - $91K
|
114
$32.6K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-349- 46.41% |
$80.6K - $91K
|
403
$115K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-353- 28.47% |
$81.5K - $92K
|
887
$254K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-357- 0.85% |
$82.5K - $93.1K
|
41.8K
$12M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-383- 3.23% |
$88.5K - $99.9K
|
11.5K
$3.28M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-386- 20.16% |
$89.2K - $101K
|
1.53K
$437K
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-393- 22.7% |
$90.8K - $102K
|
1.34K
$383K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-400- 11.61% |
$92.4K - $104K
|
3.05K
$871K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-400- 93.02% |
$92.4K - $104K
|
30
$8.58K
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-404- 6.16% |
$93.3K - $105K
|
6.16K
$1.76M
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-409- 7.25% |
$94.5K - $107K
|
5.23K
$1.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-409- 3.16% |
$94.5K - $107K
|
12.5K
$3.58M
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-432- 32.6% |
$99.8K - $113K
|
893
$255K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-438- 16.76% |
$101K - $114K
|
2.18K
$622K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-446- 33.16% |
$103K - $116K
|
899
$257K
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
SELL
|
- |
-453- 1.38% |
$105K - $118K
|
32.4K
$9.28M
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-474- 3.97% |
$109K - $124K
|
11.5K
$3.28M
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-476- 8.12% |
$110K - $124K
|
5.39K
$1.54M
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-482- 19.04% |
$111K - $126K
|
2.05K
$586K
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-483- 12.83% |
$112K - $126K
|
3.28K
$938K
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-509- 20.33% |
$118K - $133K
|
2K
$571K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-519- 9.14% |
$120K - $135K
|
5.16K
$1.48M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-526- 3.52% |
$122K - $137K
|
14.4K
$4.13M
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-527- 12.15% |
$122K - $137K
|
3.81K
$1.09M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-542- 1.01% |
$125K - $141K
|
53.3K
$15.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-559- 41.59% |
$129K - $146K
|
785
$225K
|
|
|
Oct 09, 2024
Q1 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-562- 3.67% |
$130K - $147K
|
14.8K
$4.22M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-565- 0.19% |
$131K - $147K
|
301K
$86.2M
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-593- 1.87% |
$137K - $155K
|
31.1K
$8.9M
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-612- 1.32% |
$141K - $160K
|
45.7K
$13.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-631- 8.56% |
$146K - $165K
|
6.74K
$1.93M
|
|
|
Apr 23, 2024
Q1 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-661- 12.77% |
$153K - $172K
|
4.51K
$1.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-692- 2.22% |
$160K - $180K
|
30.5K
$8.71M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-697- 18.09% |
$161K - $182K
|
3.16K
$903K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-700- 32.12% |
$162K - $183K
|
1.48K
$423K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-731- 28.44% |
$169K - $191K
|
1.84K
$526K
|
|
|
Apr 12, 2024
Q1 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-755- 26.94% |
$174K - $197K
|
2.05K
$586K
|
|
|
Apr 24, 2024
Q1 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-791- 3.54% |
$183K - $206K
|
21.6K
$6.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-799- 4.6% |
$185K - $208K
|
16.6K
$4.74M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-826- 24.75% |
$191K - $215K
|
2.51K
$718K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-846- 18.46% |
$195K - $221K
|
3.74K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-861- 27.95% |
$199K - $224K
|
2.22K
$635K
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-870- 16.52% |
$201K - $227K
|
4.4K
$1.26M
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-881- 34.24% |
$204K - $230K
|
1.69K
$484K
|