Purchases and Sales Made in Q4 2023 in Vanguard S&P 500 Growth ETF (VOOG)
This table provides information about the institutional ownership of Vanguard S&P 500 Growth ETF (VOOG) during Q4 2023. The information is specifically focused on institutions that hold shares of VANGUARD S&P 500 GROWTH ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
619K+ 25.12% |
$147M - $168M
|
3.08M
$1.12B
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
94.7K+ 84.74% |
$22.5M - $25.8M
|
207K
$75.3M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
88.9K+ 1462.97% |
$21.1M - $24.2M
|
94.9K
$34.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
78.7K+ 14.3% |
$18.7M - $21.4M
|
629K
$229M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
70.3K+ 81.82% |
$16.7M - $19.1M
|
156K
$56.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
68K+ 15.52% |
$16.1M - $18.5M
|
506K
$184M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
46.3K+ 122.04% |
$11M - $12.6M
|
84.1K
$30.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
45.4K+ 611.19% |
$10.8M - $12.4M
|
52.9K
$19.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
41.3KNew |
$9.81M - $11.2M
|
41.3K
$15.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
38.6K+ 1336.12% |
$9.16M - $10.5M
|
41.5K
$15.1M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
34.9KNew |
$8.29M - $9.5M
|
34.9K
$12.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
29.5KNew |
$7M - $8.02M
|
29.5K
$10.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
28.4K+ 4.81% |
$6.74M - $7.73M
|
619K
$226M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.1KNew |
$3.58M - $4.11M
|
15.1K
$5.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
11KNew |
$2.6M - $2.98M
|
11K
$4M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
9.64KNew |
$2.29M - $2.62M
|
9.64K
$3.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.81K+ 68.13% |
$1.85M - $2.13M
|
19.3K
$7.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.07K+ 305.88% |
$1.68M - $1.92M
|
9.38K
$3.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.64K+ 24.96% |
$1.58M - $1.81M
|
33.3K
$12.1M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
6.43KNew |
$1.53M - $1.75M
|
6.43K
$2.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
6.23K+ 6.88% |
$1.48M - $1.69M
|
96.8K
$35.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.06K+ 117.45% |
$1.44M - $1.65M
|
11.2K
$4.09M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
6.01KNew |
$1.43M - $1.63M
|
6.01K
$2.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.95K+ 22.12% |
$1.41M - $1.62M
|
32.8K
$12M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
5.5K+ 21.32% |
$1.3M - $1.5M
|
31.3K
$11.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.33K+ 6.55% |
$1.26M - $1.45M
|
86.6K
$31.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
5.29KNew |
$1.25M - $1.44M
|
5.29K
$1.93M
|
|
|
Dec 17, 2024
Q4 2023
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
5.01KNew |
$1.19M - $1.36M
|
5.01K
$1.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
4.71KNew |
$1.12M - $1.28M
|
4.71K
$1.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
4.66K+ 0.88% |
$1.1M - $1.27M
|
531K
$194M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.63K+ 5.15% |
$1.1M - $1.26M
|
94.6K
$34.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.55K+ 155.53% |
$841K - $965K
|
5.83K
$2.12M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
3.21K+ 6.43% |
$762K - $874K
|
53.2K
$19.4M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
3.09KNew |
$732K - $840K
|
3.09K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.92KNew |
$692K - $793K
|
2.92K
$1.06M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
2.82K+ 1342.86% |
$669K - $767K
|
3.03K
$1.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2.56K+ 3.24% |
$607K - $696K
|
81.6K
$29.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
2.47K+ 2.83% |
$585K - $671K
|
89.5K
$32.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.36K+ 34.59% |
$559K - $641K
|
9.18K
$3.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.29KNew |
$544K - $624K
|
2.29K
$836K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.21KNew |
$523K - $600K
|
2.21K
$804K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.95K+ 1.86% |
$461K - $529K
|
106K
$38.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.94K+ 13.67% |
$459K - $527K
|
16.1K
$5.87M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.92K+ 2.54% |
$456K - $523K
|
77.5K
$28.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.91K+ 44.09% |
$454K - $520K
|
6.25K
$2.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
1.73KNew |
$410K - $470K
|
1.73K
$630K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
1.64K+ 33.33% |
$389K - $446K
|
6.56K
$2.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.57KNew |
$372K - $427K
|
1.57K
$572K
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
1.49K+ 1.38% |
$353K - $404K
|
109K
$39.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.42K+ 1.79% |
$336K - $385K
|
80.4K
$29.3M
|