Purchases and Sales Made in Q4 2025 in Vanguard Small Cap Growth ETF (VBK)
This table provides information about the institutional ownership of Vanguard Small Cap Growth ETF (VBK) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2026
Q4 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.79K- 1.28% |
$521K - $553K
|
138K
$40.3M
|
|
|
Jan 21, 2026
Q4 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.92K- 5.16% |
$559K - $593K
|
35.2K
$10.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Cohen Klingenstein LLC
|
SELL
|
- |
-2.04K- 0.3% |
$595K - $631K
|
668K
$195M
|
|
|
Jan 27, 2026
Q4 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-2.36K- 46.64% |
$689K - $730K
|
2.7K
$788K
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-3.38K- 68.12% |
$986K - $1.05M
|
1.58K
$461K
|
|
|
Jan 06, 2026
Q4 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-3.74K- 67.24% |
$1.09M - $1.16M
|
1.82K
$531K
|
|
|
Jan 15, 2026
Q4 2025
|
Members Trust CO
|
SELL
|
- |
-4.08K- 20.06% |
$1.19M - $1.26M
|
16.3K
$4.74M
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-7.23K- 12.39% |
$2.11M - $2.24M
|
51.1K
$14.9M
|
|
|
Jan 27, 2026
Q4 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-9.31K- 9.13% |
$2.72M - $2.88M
|
92.7K
$27.1M
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-10.1K- 10.99% |
$2.95M - $3.13M
|
81.9K
$23.9M
|
|
|
Jan 27, 2026
Q4 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-21.7K- 83.92% |
$6.34M - $6.72M
|
4.16K
$1.21M
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-48.5K- 43.46% |
$14.1M - $15M
|
63K
$18.4M
|
|