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 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
37+ 0.22% |
$9.77K - $11.3K
|
16.9K
$4.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
36New |
$9.51K - $11K
|
36
$10.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
36+ 0.24% |
$9.51K - $11K
|
15.2K
$4.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
BUY
|
- |
35+ 1.62% |
$9.25K - $10.6K
|
2.2K
$639K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
35+ 0.95% |
$9.25K - $10.6K
|
3.74K
$1.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
33+ 2.17% |
$8.72K - $10K
|
1.56K
$451K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
32+ 1.74% |
$8.45K - $9.73K
|
1.87K
$543K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
32New |
$8.45K - $9.73K
|
32
$9.29K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
29New |
$7.66K - $8.82K
|
29
$8.42K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
28+ 2.84% |
$7.4K - $8.52K
|
1.02K
$295K
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
27+ 0.36% |
$7.13K - $8.21K
|
7.6K
$2.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
26+ 47.27% |
$6.87K - $7.91K
|
81
$23.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
26+ 0.48% |
$6.87K - $7.91K
|
5.45K
$1.58M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
26+ 7.49% |
$6.87K - $7.91K
|
373
$108K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
24New |
$6.34K - $7.3K
|
24
$6.97K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
24+ 48.0% |
$6.34K - $7.3K
|
74
$21.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
24+ 0.03% |
$6.34K - $7.3K
|
95K
$27.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
24+ 0.33% |
$6.34K - $7.3K
|
7.38K
$2.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
23+ 0.35% |
$6.08K - $7K
|
6.66K
$1.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
23+ 0.3% |
$6.08K - $7K
|
7.79K
$2.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
23+ 0.53% |
$6.08K - $7K
|
4.35K
$1.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
22+ 3.44% |
$5.81K - $6.69K
|
662
$192K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
21+ 2.08% |
$5.55K - $6.39K
|
1.03K
$300K
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
15+ 0.92% |
$3.96K - $4.56K
|
1.65K
$479K
|
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
15+ 0.1% |
$3.96K - $4.56K
|
14.3K
$4.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
15+ 0.83% |
$3.96K - $4.56K
|
1.83K
$532K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
14+ 1.49% |
$3.7K - $4.26K
|
955
$277K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
BUY
|
- |
13+ 0.83% |
$3.43K - $3.95K
|
1.58K
$459K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
13+ 9.63% |
$3.43K - $3.95K
|
148
$43K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
11+ 2.9% |
$2.91K - $3.35K
|
390
$113K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
11+ 0.99% |
$2.91K - $3.35K
|
1.12K
$326K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
11+ 0.06% |
$2.91K - $3.35K
|
17.3K
$5.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
11+ 2.87% |
$2.91K - $3.35K
|
394
$114K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
10New |
$2.64K - $3.04K
|
10
$2.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
10+ 1.28% |
$2.64K - $3.04K
|
791
$230K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
10+ 0.7% |
$2.64K - $3.04K
|
1.44K
$419K
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
9+ 1.2% |
$2.38K - $2.74K
|
759
$220K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
9+ 0.2% |
$2.38K - $2.74K
|
4.5K
$1.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8+ 0.88% |
$2.11K - $2.43K
|
913
$265K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
8+ 0.11% |
$2.11K - $2.43K
|
7.59K
$2.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
8+ 0.24% |
$2.11K - $2.43K
|
3.41K
$990K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
8New |
$2.11K - $2.43K
|
8
$2.32K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
6New |
$1.59K - $1.83K
|
6
$1.74K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
5+ 0.36% |
$1.32K - $1.52K
|
1.38K
$401K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
4+ 0.11% |
$1.06K - $1.22K
|
3.57K
$1.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
3+ 0.14% |
$793 - $913
|
2.09K
$606K
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
3+ 0.17% |
$793 - $913
|
1.8K
$521K
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
3+ 0.16% |
$793 - $913
|
1.86K
$539K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
3+ 0.11% |
$793 - $913
|
2.76K
$800K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.12% |
$793 - $913
|
2.46K
$715K
|