Purchases and Sales Made in Q2 2025 in Vanguard Small Cap Growth ETF (VBK)
This table provides information about the institutional ownership of Vanguard Small Cap Growth ETF (VBK) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.09K- 12.65% |
$239K - $301K
|
7.51K
$2.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-1.09K- 2.99% |
$239K - $301K
|
35.3K
$10.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.09K- 45.21% |
$240K - $302K
|
1.32K
$385K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.1K- 3.66% |
$241K - $304K
|
28.9K
$8.43M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.14K- 4.28% |
$251K - $316K
|
25.5K
$7.44M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1.15K- 12.27% |
$253K - $318K
|
8.22K
$2.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.17K- 5.84% |
$257K - $324K
|
18.9K
$5.51M
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-1.19K- 9.17% |
$260K - $328K
|
11.7K
$3.42M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.19K- 40.38% |
$262K - $330K
|
1.76K
$513K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.19K- 23.48% |
$262K - $330K
|
3.89K
$1.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-1.24K- 9.85% |
$273K - $345K
|
11.4K
$3.32M
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.27K- 3.23% |
$278K - $350K
|
37.9K
$11.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-1.36K- 75.49% |
$299K - $377K
|
442
$129K
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.5K- 21.41% |
$330K - $416K
|
5.51K
$1.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.55K- 5.85% |
$340K - $429K
|
24.9K
$7.28M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.56K- 47.08% |
$342K - $431K
|
1.75K
$510K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.57K- 68.49% |
$346K - $436K
|
724
$211K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.58K- 2.21% |
$347K - $438K
|
69.9K
$20.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.58K- 3.27% |
$347K - $438K
|
46.8K
$13.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.65K- 1.82% |
$362K - $456K
|
88.7K
$25.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.65K- 40.04% |
$363K - $458K
|
2.48K
$723K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.66K- 29.96% |
$365K - $459K
|
3.88K
$1.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-1.74K- 11.93% |
$382K - $481K
|
12.8K
$3.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1.74K- 16.24% |
$382K - $482K
|
8.97K
$2.62M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.82K- 46.19% |
$401K - $505K
|
2.12K
$620K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.85K- 10.65% |
$407K - $513K
|
15.5K
$4.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.89K- 3.35% |
$416K - $525K
|
54.7K
$16M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.95K- 5.65% |
$429K - $541K
|
32.6K
$9.52M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.99K- 16.9% |
$438K - $551K
|
9.79K
$2.86M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-2.05K- 32.15% |
$451K - $569K
|
4.33K
$1.26M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-2.07K- 30.33% |
$455K - $573K
|
4.75K
$1.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.07K- 30.33% |
$455K - $573K
|
4.75K
$1.39M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.11K- 17.11% |
$464K - $585K
|
10.2K
$2.98M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2.13K- 25.19% |
$468K - $590K
|
6.33K
$1.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-2.18K- 15.04% |
$479K - $604K
|
12.3K
$3.59M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-2.19K- 1.64% |
$480K - $605K
|
131K
$38.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Tenret CO LLC
|
SELL
|
- |
-2.23K- 12.32% |
$489K - $616K
|
15.8K
$4.62M
|
|
|
Aug 11, 2025
Q2 2025
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-2.24K- 63.75% |
$493K - $621K
|
1.28K
$372K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2.32K- 12.73% |
$511K - $644K
|
15.9K
$4.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-2.41K- 36.73% |
$530K - $668K
|
4.15K
$1.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.45K- 9.83% |
$539K - $679K
|
22.5K
$6.57M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.46K- 3.79% |
$540K - $680K
|
62.3K
$18.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-2.46K- 0.77% |
$541K - $681K
|
317K
$92.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-2.47K- 61.83% |
$543K - $685K
|
1.53K
$445K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.48K- 11.91% |
$545K - $687K
|
18.3K
$5.35M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.53K- 8.39% |
$555K - $699K
|
27.6K
$8.04M
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-2.63K- 74.55% |
$577K - $728K
|
897
$262K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-2.66K- 4.66% |
$585K - $737K
|
54.4K
$15.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.67K- 37.35% |
$588K - $741K
|
4.49K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.73K- 5.36% |
$600K - $757K
|
48.2K
$14.1M
|
|