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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
771New |
$204K - $235K
|
771
$224K
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
771New |
$204K - $235K
|
771
$224K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
769New |
$203K - $234K
|
769
$223K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
762New |
$201K - $232K
|
762
$221K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
750+ 500.0% |
$198K - $228K
|
900
$261K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
746New |
$197K - $227K
|
746
$217K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
735New |
$194K - $224K
|
735
$213K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
731+ 42.55% |
$193K - $222K
|
2.45K
$711K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
716New |
$189K - $218K
|
716
$208K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
715New |
$189K - $217K
|
715
$208K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
711+ 20.8% |
$188K - $216K
|
4.13K
$1.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
704+ 73.49% |
$186K - $214K
|
1.66K
$483K
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
695+ 0.5% |
$184K - $211K
|
139K
$40.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
655New |
$173K - $199K
|
655
$190K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
625New |
$165K - $190K
|
625
$181K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
621+ 9.85% |
$164K - $189K
|
6.92K
$2.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
619+ 23.2% |
$164K - $188K
|
3.29K
$954K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
619+ 52.37% |
$164K - $188K
|
1.8K
$523K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
597+ 8.51% |
$158K - $182K
|
7.62K
$2.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
577+ 1.79% |
$152K - $176K
|
32.8K
$9.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
562+ 1.7% |
$148K - $171K
|
33.6K
$9.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
BUY
|
- |
554+ 6.16% |
$146K - $169K
|
9.55K
$2.77M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
552+ 53.38% |
$146K - $168K
|
1.59K
$460K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
545+ 5.32% |
$144K - $166K
|
10.8K
$3.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
544+ 8.6% |
$144K - $165K
|
6.87K
$1.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
527+ 4.01% |
$139K - $160K
|
13.7K
$3.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
523+ 7.26% |
$138K - $159K
|
7.73K
$2.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
504+ 5.94% |
$133K - $153K
|
8.98K
$2.61M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
489+ 48900.0% |
$129K - $149K
|
490
$142K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
485+ 11.47% |
$128K - $148K
|
4.71K
$1.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
460+ 1.24% |
$122K - $140K
|
37.7K
$10.9M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
450+ 12.33% |
$119K - $137K
|
4.1K
$1.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
429+ 7.21% |
$113K - $130K
|
6.38K
$1.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
427+ 3.21% |
$113K - $130K
|
13.7K
$3.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
420+ 96.77% |
$111K - $128K
|
854
$248K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
419+ 0.66% |
$111K - $127K
|
63.8K
$18.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
399New |
$105K - $121K
|
399
$116K
|
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
389New |
$103K - $118K
|
389
$113K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
384+ 3.85% |
$101K - $117K
|
10.4K
$3.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
379+ 3.49% |
$100K - $115K
|
11.2K
$3.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
369+ 17.45% |
$97.5K - $112K
|
2.48K
$721K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
369+ 8.48% |
$97.5K - $112K
|
4.72K
$1.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
354+ 1.66% |
$93.5K - $108K
|
21.7K
$6.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
348+ 3.29% |
$91.9K - $106K
|
10.9K
$3.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
346+ 13.67% |
$91.4K - $105K
|
2.88K
$835K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
334New |
$88.2K - $102K
|
334
$97K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
330+ 4.04% |
$87.2K - $100K
|
8.5K
$2.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
318+ 0.66% |
$84K - $96.7K
|
48.5K
$14.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
313+ 4.82% |
$82.7K - $95.2K
|
6.81K
$1.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
305+ 0.93% |
$80.6K - $92.8K
|
33.1K
$9.61M
|