Purchases and Sales Made in Q2 2023 in Vanguard Small Cap Growth ETF (VBK)
This table provides information about the institutional ownership of Vanguard Small Cap Growth ETF (VBK) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-19- 1.11% |
$3.97K - $4.37K
|
1.69K
$491K
|
|
|
Aug 02, 2023
Q2 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-20- 0.93% |
$4.18K - $4.59K
|
2.14K
$620K
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-20- 1.47% |
$4.18K - $4.59K
|
1.35K
$390K
|
|
|
Aug 08, 2023
Q2 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-23- 2.33% |
$4.81K - $5.28K
|
966
$280K
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
SELL
|
- |
-23- 1.6% |
$4.81K - $5.28K
|
1.42K
$411K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-23- 1.91% |
$4.81K - $5.28K
|
1.18K
$343K
|
|
|
Jul 20, 2023
Q2 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-25- 0.38% |
$5.23K - $5.74K
|
6.56K
$1.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-25- 1.36% |
$5.23K - $5.74K
|
1.81K
$525K
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-26- 1.29% |
$5.44K - $5.97K
|
1.98K
$576K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-26- 3.39% |
$5.44K - $5.97K
|
741
$215K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-28- 30.11% |
$5.86K - $6.43K
|
65
$18.9K
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-30- 1.61% |
$6.27K - $6.89K
|
1.84K
$533K
|
|
|
Jul 13, 2023
Q2 2023
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-30- 2.4% |
$6.27K - $6.89K
|
1.22K
$354K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-31- 1.94% |
$6.48K - $7.12K
|
1.57K
$455K
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-32- 21.05% |
$6.69K - $7.35K
|
120
$34.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Hemington Wealth Management
|
SELL
|
- |
-36- 1.64% |
$7.53K - $8.27K
|
2.17K
$629K
|
|
|
Jul 27, 2023
Q2 2023
|
Capital Management Corp
|
SELL
|
- |
-37- 2.96% |
$7.74K - $8.5K
|
1.21K
$352K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-38- 12.42% |
$7.95K - $8.73K
|
268
$77.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-39- 4.88% |
$8.16K - $8.96K
|
760
$221K
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-39- 1.86% |
$8.16K - $8.96K
|
2.06K
$597K
|
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-39- 1.85% |
$8.16K - $8.96K
|
2.07K
$600K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-40- 50.63% |
$8.36K - $9.19K
|
39
$11.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-43- 0.42% |
$8.99K - $9.88K
|
10.2K
$2.97M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-43- 1.3% |
$8.99K - $9.88K
|
3.26K
$947K
|
|
|
Jul 28, 2023
Q2 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-43- 0.59% |
$8.99K - $9.88K
|
7.2K
$2.09M
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-44- 64.71% |
$9.2K - $10.1K
|
24
$6.97K
|
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-45- 1.89% |
$9.41K - $10.3K
|
2.34K
$678K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-45- 1.29% |
$9.41K - $10.3K
|
3.44K
$999K
|
|
|
Aug 24, 2023
Q2 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-46- 3.21% |
$9.62K - $10.6K
|
1.39K
$403K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-47- 2.06% |
$9.83K - $10.8K
|
2.24K
$650K
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-50- 3.55% |
$10.5K - $11.5K
|
1.36K
$395K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-50- 3.07% |
$10.5K - $11.5K
|
1.58K
$458K
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-50- 5.34% |
$10.5K - $11.5K
|
887
$258K
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-51- 0.38% |
$10.7K - $11.7K
|
13.2K
$3.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-51- 33.12% |
$10.7K - $11.7K
|
103
$29.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-56- 1.96% |
$11.7K - $12.9K
|
2.81K
$815K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-57- 90.48% |
$11.9K - $13.1K
|
6
$1.74K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-58Closed |
$12.1K - $13.3K
|
0
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-59- 1.01% |
$12.3K - $13.6K
|
5.79K
$1.68M
|
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-60- 1.0% |
$12.5K - $13.8K
|
5.97K
$1.73M
|
|
|
Aug 10, 2023
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-66- 1.1% |
$13.8K - $15.2K
|
5.96K
$1.73M
|
|
|
Nov 13, 2024
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-66- 1.1% |
$13.8K - $15.2K
|
5.96K
$1.73M
|
|
|
Aug 02, 2023
Q2 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-69- 1.53% |
$14.4K - $15.9K
|
4.45K
$1.29M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-70- 4.08% |
$14.6K - $16.1K
|
1.65K
$478K
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-70- 7.12% |
$14.6K - $16.1K
|
913
$265K
|
|
|
Jul 31, 2023
Q2 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-72- 1.27% |
$15.1K - $16.5K
|
5.62K
$1.63M
|
|
|
Jul 11, 2023
Q2 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-73- 1.93% |
$15.3K - $16.8K
|
3.71K
$1.08M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-73- 24.5% |
$15.3K - $16.8K
|
225
$65.3K
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-73- 4.93% |
$15.3K - $16.8K
|
1.41K
$409K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-74- 5.72% |
$15.5K - $17K
|
1.22K
$354K
|