Purchases and Sales Made in Q4 2024 in Vanguard Small Cap Growth ETF (VBK)
This table provides information about the institutional ownership of Vanguard Small Cap Growth ETF (VBK) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1.09M+ 6143.51% |
$288M - $332M
|
1.11M
$322M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
521K+ 3342.81% |
$138M - $159M
|
537K
$156M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
467KNew |
$123M - $142M
|
467K
$135M
|
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
BUY
|
- |
312K+ 86.13% |
$82.5M - $95M
|
675K
$196M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
269K+ 15767.68% |
$71M - $81.8M
|
271K
$78.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
114KNew |
$30.2M - $34.8M
|
114K
$33.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
110KNew |
$29M - $33.4M
|
110K
$31.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
105KNew |
$27.7M - $31.9M
|
105K
$30.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
65.3K+ 27.29% |
$17.3M - $19.9M
|
305K
$88.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
62.6K+ 9.16% |
$16.5M - $19.1M
|
746K
$217M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
55.5K+ 2710.85% |
$14.7M - $16.9M
|
57.5K
$16.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
51.3K+ 3.65% |
$13.6M - $15.6M
|
1.46M
$424M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
41.3K+ 293.42% |
$10.9M - $12.6M
|
55.4K
$16.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
40.2KNew |
$10.6M - $12.2M
|
40.2K
$11.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
28.5K+ 28.1% |
$7.52M - $8.66M
|
130K
$37.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
28K+ 5.51% |
$7.39M - $8.51M
|
536K
$156M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
26.3K+ 68.04% |
$6.95M - $8M
|
65K
$18.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
26.2K+ 840.17% |
$6.93M - $7.98M
|
29.4K
$8.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
22.3KNew |
$5.9M - $6.8M
|
22.3K
$6.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
20K+ 11.79% |
$5.3M - $6.1M
|
190K
$55.2M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
18.7KNew |
$4.93M - $5.68M
|
18.7K
$5.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
16.6K+ 3.53% |
$4.37M - $5.04M
|
486K
$141M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
13.2K+ 3.23% |
$3.49M - $4.02M
|
422K
$122M
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
12.9KNew |
$3.4M - $3.92M
|
12.9K
$3.74M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11.8KNew |
$3.11M - $3.58M
|
11.8K
$3.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
11.7K+ 207.72% |
$3.1M - $3.57M
|
17.4K
$5.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
9.97K+ 76.93% |
$2.63M - $3.03M
|
22.9K
$6.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
9.33KNew |
$2.47M - $2.84M
|
9.33K
$2.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.71K+ 0.92% |
$2.3M - $2.65M
|
951K
$276M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
7.69KNew |
$2.03M - $2.34M
|
7.69K
$2.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
7.58KNew |
$2M - $2.31M
|
7.58K
$2.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.27K+ 246.41% |
$1.92M - $2.21M
|
10.2K
$2.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
6.88KNew |
$1.82M - $2.09M
|
6.88K
$2M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
6.47K+ 13.39% |
$1.71M - $1.97M
|
54.8K
$15.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.9KNew |
$1.56M - $1.79M
|
5.9K
$1.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
5.87K+ 9.57% |
$1.55M - $1.78M
|
67.1K
$19.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.78KNew |
$1.53M - $1.76M
|
5.78K
$1.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
5.61K+ 19.56% |
$1.48M - $1.71M
|
34.3K
$9.95M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.33K+ 1.89% |
$1.41M - $1.62M
|
287K
$83.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.3K+ 76.02% |
$1.4M - $1.61M
|
12.3K
$3.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
5.19KNew |
$1.37M - $1.58M
|
5.19K
$1.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Geneva Capital Management LLC
|
BUY
|
- |
5.16KNew |
$1.36M - $1.57M
|
5.16K
$1.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
4.56K+ 5.96% |
$1.2M - $1.39M
|
81.1K
$23.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.49K+ 33.57% |
$1.18M - $1.36M
|
17.8K
$5.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.48K+ 8.78% |
$1.18M - $1.36M
|
55.5K
$16.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.08K+ 7.53% |
$1.08M - $1.24M
|
58.2K
$16.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
BUY
|
- |
4.07K+ 4.24% |
$1.07M - $1.24M
|
100K
$29.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
4.04KNew |
$1.07M - $1.23M
|
4.04K
$1.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
4.04KNew |
$1.07M - $1.23M
|
4.04K
$1.17M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
4.01K+ 90.28% |
$1.06M - $1.22M
|
8.44K
$2.45M
|