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 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
2+ 0.06% |
$528 - $608
|
3.09K
$896K
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2+ 0.11% |
$528 - $608
|
1.85K
$536K
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2+ 0.06% |
$528 - $608
|
3.5K
$1.02M
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2+ 4.55% |
$528 - $608
|
46
$13.4K
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
2+ 0.18% |
$528 - $608
|
1.09K
$318K
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
2+ 0.11% |
$528 - $608
|
1.84K
$535K
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
2+ 0.15% |
$528 - $608
|
1.33K
$386K
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2+ 0.05% |
$528 - $608
|
3.95K
$1.15M
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 1.59% |
$264 - $304
|
64
$18.6K
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1+ 0.13% |
$264 - $304
|
753
$219K
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
1+ 0.11% |
$264 - $304
|
911
$264K
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.13% |
$264 - $304
|
786
$228K
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
1+ 0.09% |
$264 - $304
|
1.09K
$316K
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1+ 0.05% |
$264 - $304
|
2K
$581K
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1+ 0.04% |
$264 - $304
|
2.54K
$737K
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
1+ 0.04% |
$264 - $304
|
2.37K
$689K
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1+ 0.1% |
$264 - $304
|
986
$286K
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1+ 0.12% |
$264 - $304
|
839
$244K
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1+ 0.1% |
$264 - $304
|
961
$279K
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.11% |
$264 - $304
|
908
$264K
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
1+ 0.11% |
$264 - $304
|
938
$272K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.49% |
$264 - $304
|
205
$59.5K
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.07% |
$264 - $304
|
1.52K
$442K
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-1- 0.01% |
$264 - $304
|
7.5K
$2.18M
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1- 0.04% |
$264 - $304
|
2.76K
$801K
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-1- 4.0% |
$264 - $304
|
24
$6.97K
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-2- 0.06% |
$528 - $608
|
3.4K
$988K
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-3- 0.16% |
$793 - $913
|
1.84K
$534K
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-3- 0.13% |
$793 - $913
|
2.26K
$656K
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-3- 0.31% |
$793 - $913
|
960
$279K
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-4- 0.23% |
$1.06K - $1.22K
|
1.73K
$503K
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-4- 0.07% |
$1.06K - $1.22K
|
5.7K
$1.65M
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-5- 0.21% |
$1.32K - $1.52K
|
2.38K
$691K
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-5- 0.03% |
$1.32K - $1.52K
|
15.5K
$4.5M
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.28% |
$1.32K - $1.52K
|
1.78K
$516K
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-6- 0.63% |
$1.59K - $1.83K
|
949
$276K
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-7- 43.75% |
$1.85K - $2.13K
|
9
$2.61K
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-7- 7.29% |
$1.85K - $2.13K
|
89
$25.8K
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-8- 0.08% |
$2.11K - $2.43K
|
10.4K
$3.02M
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-9- 0.35% |
$2.38K - $2.74K
|
2.54K
$737K
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-9- 1.05% |
$2.38K - $2.74K
|
847
$246K
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-9- 0.91% |
$2.38K - $2.74K
|
977
$284K
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-9- 0.15% |
$2.38K - $2.74K
|
6.2K
$1.8M
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-10- 31.25% |
$2.64K - $3.04K
|
22
$6.39K
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-10- 0.4% |
$2.64K - $3.04K
|
2.46K
$715K
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-10- 0.24% |
$2.64K - $3.04K
|
4.21K
$1.22M
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-10- 0.42% |
$2.64K - $3.04K
|
2.39K
$694K
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-11- 1.19% |
$2.91K - $3.35K
|
914
$265K
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-11- 0.41% |
$2.91K - $3.35K
|
2.65K
$769K
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-11- 0.91% |
$2.91K - $3.35K
|
1.19K
$346K
|