Purchases and Sales Made in Q3 2023 in Vanguard Small Cap Growth ETF (VBK)
This table provides information about the institutional ownership of Vanguard Small Cap Growth ETF (VBK) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-46- 75.41% |
$9.69K - $11K
|
15
$4.35K
|
|
Oct 27, 2023
Q3 2023
|
Ing Groep Nv
|
SELL
|
- |
-47- 5.58% |
$9.9K - $11.3K
|
796
$231K
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-49- 3.23% |
$10.3K - $11.7K
|
1.47K
$426K
|
|
Oct 10, 2023
Q3 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-50- 0.37% |
$10.5K - $12K
|
13.5K
$3.91M
|
|
Nov 03, 2023
Q3 2023
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-50- 1.08% |
$10.5K - $12K
|
4.6K
$1.34M
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-51- 83.61% |
$10.7K - $12.2K
|
10
$2.9K
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-52- 0.71% |
$11K - $12.5K
|
7.28K
$2.11M
|
|
Oct 17, 2023
Q3 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-54- 0.7% |
$11.4K - $12.9K
|
7.66K
$2.22M
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-55- 38.46% |
$11.6K - $13.2K
|
88
$25.5K
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-55- 0.27% |
$11.6K - $13.2K
|
20.5K
$5.96M
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-56- 4.38% |
$11.8K - $13.4K
|
1.22K
$355K
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-59- 2.39% |
$12.4K - $14.1K
|
2.41K
$699K
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-60- 0.71% |
$12.6K - $14.4K
|
8.42K
$2.44M
|
|
Oct 23, 2023
Q3 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-60- 0.92% |
$12.6K - $14.4K
|
6.5K
$1.89M
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-61- 1.47% |
$12.8K - $14.6K
|
4.1K
$1.19M
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-63- 1.31% |
$13.3K - $15.1K
|
4.74K
$1.38M
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-64- 0.73% |
$13.5K - $15.3K
|
8.69K
$2.52M
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-64- 6.56% |
$13.5K - $15.3K
|
912
$265K
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-64- 1.43% |
$13.5K - $15.3K
|
4.4K
$1.28M
|
|
Oct 04, 2023
Q3 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-65- 4.68% |
$13.7K - $15.6K
|
1.32K
$384K
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-65- 4.15% |
$13.7K - $15.6K
|
1.5K
$436K
|
|
Oct 04, 2023
Q3 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-68- 4.07% |
$14.3K - $16.3K
|
1.6K
$465K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-69- 11.06% |
$14.5K - $16.5K
|
555
$161K
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-70- 5.14% |
$14.7K - $16.8K
|
1.29K
$375K
|
|
Jan 21, 2025
Q3 2023
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-74- 0.84% |
$15.6K - $17.7K
|
8.77K
$2.55M
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-75- 3.21% |
$15.8K - $18K
|
2.26K
$656K
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-77- 5.24% |
$16.2K - $18.4K
|
1.39K
$404K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-77- 35.16% |
$16.2K - $18.4K
|
142
$41.2K
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-78- 0.35% |
$16.4K - $18.7K
|
22K
$6.39M
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
SELL
|
- |
-79- 0.81% |
$16.6K - $18.9K
|
9.73K
$2.82M
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-80- 7.01% |
$16.8K - $19.2K
|
1.06K
$308K
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
SELL
|
- |
-83- 4.81% |
$17.5K - $19.9K
|
1.64K
$477K
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-84- 20.59% |
$17.7K - $20.1K
|
324
$94.1K
|
|
Nov 07, 2023
Q3 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-86- 3.42% |
$18.1K - $20.6K
|
2.43K
$705K
|
|
Nov 03, 2023
Q3 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-86- 3.23% |
$18.1K - $20.6K
|
2.58K
$748K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-89- 2.28% |
$18.7K - $21.3K
|
3.81K
$1.11M
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-89- 1.58% |
$18.7K - $21.3K
|
5.56K
$1.61M
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
SELL
|
- |
-95- 4.38% |
$20K - $22.8K
|
2.07K
$602K
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
SELL
|
- |
-96- 1.33% |
$20.2K - $23K
|
7.1K
$2.06M
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-96- 35.82% |
$20.2K - $23K
|
172
$49.9K
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-97- 5.13% |
$20.4K - $23.2K
|
1.79K
$521K
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-98- 1.16% |
$20.6K - $23.5K
|
8.38K
$2.43M
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-100- 4.98% |
$21.1K - $23.9K
|
1.91K
$554K
|
|
Oct 27, 2023
Q3 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-100- 6.29% |
$21.1K - $23.9K
|
1.49K
$433K
|
|
Oct 10, 2023
Q3 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-105- 2.83% |
$22.1K - $25.1K
|
3.61K
$1.05M
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-107- 0.88% |
$22.5K - $25.6K
|
12K
$3.49M
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-110- 0.95% |
$23.2K - $26.3K
|
11.4K
$3.32M
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-111- 5.06% |
$23.4K - $26.6K
|
2.08K
$604K
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-119- 5.01% |
$25.1K - $28.5K
|
2.25K
$654K
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-120- 0.86% |
$25.3K - $28.7K
|
13.9K
$4.04M
|