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 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
73+ 1.03% |
$16.9K - $19K
|
7.13K
$2.04M
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
72+ 0.48% |
$16.6K - $18.8K
|
15.1K
$4.33M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
70New |
$16.2K - $18.3K
|
70
$20K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
68New |
$15.7K - $17.7K
|
68
$19.4K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
66+ 194.12% |
$15.2K - $17.2K
|
100
$28.6K
|
|
|
Oct 18, 2024
Q1 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
63+ 4.33% |
$14.6K - $16.4K
|
1.52K
$434K
|
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
63+ 4.83% |
$14.6K - $16.4K
|
1.37K
$391K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
62+ 2.06% |
$14.3K - $16.2K
|
3.07K
$877K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
62+ 1.65% |
$14.3K - $16.2K
|
3.82K
$1.09M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
61+ 5.64% |
$14.1K - $15.9K
|
1.14K
$327K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
61+ 2.53% |
$14.1K - $15.9K
|
2.47K
$707K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
60+ 461.54% |
$13.9K - $15.6K
|
73
$20.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
60+ 0.11% |
$13.9K - $15.6K
|
55.4K
$15.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
56New |
$12.9K - $14.6K
|
56
$16K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
55New |
$12.7K - $14.3K
|
55
$15.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
52+ 2.94% |
$12K - $13.6K
|
1.82K
$521K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
52+ 2.15% |
$12K - $13.6K
|
2.48K
$708K
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
51+ 2.25% |
$11.8K - $13.3K
|
2.32K
$664K
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
51+ 1.53% |
$11.8K - $13.3K
|
3.38K
$967K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
50+ 1.25% |
$11.6K - $13K
|
4.06K
$1.16M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
47+ 1.14% |
$10.9K - $12.3K
|
4.18K
$1.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
47+ 0.33% |
$10.9K - $12.3K
|
14.3K
$4.08M
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
47+ 0.85% |
$10.9K - $12.3K
|
5.55K
$1.59M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
45New |
$10.4K - $11.7K
|
45
$12.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
44+ 4.94% |
$10.2K - $11.5K
|
935
$267K
|
|
|
Apr 16, 2024
Q1 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
44+ 1.49% |
$10.2K - $11.5K
|
3K
$859K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
42+ 3.21% |
$9.7K - $11K
|
1.35K
$387K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
41+ 18.47% |
$9.47K - $10.7K
|
263
$75.2K
|
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
BUY
|
- |
40+ 1.95% |
$9.24K - $10.4K
|
2.1K
$599K
|
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
40+ 0.59% |
$9.24K - $10.4K
|
6.82K
$1.95M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
39+ 1.29% |
$9.01K - $10.2K
|
3.07K
$878K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
38New |
$8.78K - $9.91K
|
38
$10.9K
|
|
|
May 13, 2024
Q1 2024
|
Zeit Capital LLC
|
BUY
|
- |
38+ 0.33% |
$8.78K - $9.91K
|
11.4K
$3.26M
|
|
|
May 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
35+ 0.11% |
$8.09K - $9.13K
|
32.7K
$9.36M
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
35New |
$8.09K - $9.13K
|
35
$10K
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
34+ 0.59% |
$7.85K - $8.86K
|
5.79K
$1.66M
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
BUY
|
- |
33+ 0.08% |
$7.62K - $8.6K
|
40.8K
$11.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
BUY
|
- |
31+ 0.78% |
$7.16K - $8.08K
|
4K
$1.14M
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
29+ 29.9% |
$6.7K - $7.56K
|
126
$36K
|
|
|
May 10, 2024
Q1 2024
|
Performa LTD (Us), LLC
|
BUY
|
- |
28+ 0.15% |
$6.47K - $7.3K
|
18.1K
$5.18M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
28+ 1.24% |
$6.47K - $7.3K
|
2.28K
$652K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
28+ 0.45% |
$6.47K - $7.3K
|
6.23K
$1.78M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
27+ 3.56% |
$6.24K - $7.04K
|
785
$225K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
26+ 6.58% |
$6.01K - $6.78K
|
421
$120K
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
25+ 0.7% |
$5.78K - $6.52K
|
3.62K
$1.03M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
25+ 131.58% |
$5.78K - $6.52K
|
44
$12.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
23+ 92.0% |
$5.31K - $6K
|
48
$13.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
22+ 0.19% |
$5.08K - $5.74K
|
11.6K
$3.31M
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
21+ 15.0% |
$4.85K - $5.48K
|
161
$46K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
21+ 7.0% |
$4.85K - $5.48K
|
321
$91.8K
|