Latest Institutional Transactions on Vanguard Small Cap Growth ETF (VBK)
This table provides information on the latest institutional transactions involving Vanguard Small Cap Growth ETF (VBK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
8+ 9.2% |
$1.92K - $2.14K
|
95
$27.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
14.7KNew |
$3.53M - $3.93M
|
14.7K
$4.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
85+ 5.89% |
$20.4K - $22.8K
|
1.53K
$446K
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
880New |
$212K - $236K
|
880
$257K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
180New |
$43.3K - $48.2K
|
180
$52.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
2.23K+ 5.24% |
$535K - $596K
|
44.7K
$13M
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
770New |
$185K - $206K
|
770
$225K
|
|
|
Nov 13, 2024
Q3 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
110New |
$26.5K - $29.5K
|
110
$32.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.34K+ 13.99% |
$323K - $360K
|
10.9K
$3.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.16KNew |
$518K - $577K
|
2.16K
$629K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
828+ 2.65% |
$199K - $222K
|
32.1K
$9.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
57+ 183.87% |
$13.7K - $15.3K
|
88
$25.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
50+ 13.16% |
$12K - $13.4K
|
430
$125K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-200- 62.5% |
$48.1K - $53.6K
|
120
$35K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
11.6KNew |
$2.79M - $3.11M
|
11.6K
$3.39M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
246+ 0.45% |
$59.2K - $65.9K
|
54.7K
$16M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
51+ 425.0% |
$12.3K - $13.7K
|
63
$18.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2- 0.24% |
$481 - $536
|
829
$242K
|
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
77+ 5.08% |
$18.5K - $20.6K
|
1.59K
$465K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-31- 6.0% |
$7.45K - $8.31K
|
486
$142K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-4.81K- 78.62% |
$1.16M - $1.29M
|
1.31K
$382K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
805New |
$194K - $216K
|
805
$235K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-140- 18.69% |
$33.7K - $37.5K
|
609
$178K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
51New |
$12.3K - $13.7K
|
51
$14.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
373New |
$89.7K - $99.9K
|
373
$109K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.79K- 49.11% |
$431K - $480K
|
1.86K
$542K
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-59- 6.73% |
$14.2K - $15.8K
|
818
$239K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
15+ 0.66% |
$3.61K - $4.02K
|
2.28K
$665K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10.9K+ 138.14% |
$2.62M - $2.92M
|
18.8K
$5.48M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-161- 10.25% |
$38.7K - $43.1K
|
1.41K
$411K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
146New |
$35.1K - $39.1K
|
146
$42.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1+ 0.11% |
$240 - $268
|
947
$276K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
15.9KNew |
$3.82M - $4.26M
|
15.9K
$4.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Lincoln National Corp
|
BUY
|
- |
6.15K+ 4.1% |
$1.48M - $1.65M
|
156K
$45.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
3+ 0.27% |
$721 - $804
|
1.1K
$321K
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
428New |
$103K - $115K
|
428
$125K
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
755New |
$182K - $202K
|
755
$220K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
20.1KNew |
$4.84M - $5.39M
|
20.1K
$5.87M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.82K- 1.55% |
$918K - $1.02M
|
242K
$70.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23.7K+ 13.4% |
$5.7M - $6.35M
|
201K
$58.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-89- 61.81% |
$21.4K - $23.8K
|
55
$16K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
553+ 6.95% |
$133K - $148K
|
8.51K
$2.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-10.1K- 15.83% |
$2.42M - $2.7M
|
53.6K
$15.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
2.91K+ 1993.84% |
$700K - $780K
|
3.06K
$892K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
20+ 8.93% |
$4.81K - $5.36K
|
244
$71.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
15+ 0.28% |
$3.61K - $4.02K
|
5.38K
$1.57M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-260- 35.96% |
$62.5K - $69.7K
|
463
$135K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5New |
$1.2K - $1.34K
|
5
$1.46K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
365New |
$87.8K - $97.8K
|
365
$106K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
118K+ 7.53% |
$28.4M - $31.7M
|
1.69M
$492M
|
|