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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-313- 2.26% |
$74.3K - $85.1K
|
13.6K
$4.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-318- 0.99% |
$75.4K - $86.5K
|
31.9K
$11.6M
|
|
|
May 20, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-318- 0.99% |
$75.4K - $86.5K
|
31.9K
$11.6M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-325- 22.94% |
$77.1K - $88.4K
|
1.09K
$398K
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-349- 5.37% |
$82.8K - $94.9K
|
6.15K
$2.24M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-386- 89.15% |
$91.6K - $105K
|
47
$17.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-391- 1.78% |
$92.8K - $106K
|
21.6K
$7.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-432- 6.37% |
$102K - $118K
|
6.35K
$2.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-432- 22.62% |
$102K - $118K
|
1.48K
$539K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-439- 95.64% |
$104K - $119K
|
20
$7.29K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-447- 5.94% |
$106K - $122K
|
7.08K
$2.58M
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-449- 18.15% |
$107K - $122K
|
2.03K
$738K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-457- 0.35% |
$108K - $124K
|
130K
$47.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-465- 3.09% |
$110K - $126K
|
14.6K
$5.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-468- 0.65% |
$111K - $127K
|
71.1K
$25.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-477- 93.71% |
$113K - $130K
|
32
$11.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-480- 3.99% |
$114K - $131K
|
11.6K
$4.22M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-489- 22.93% |
$116K - $133K
|
1.64K
$599K
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-494- 31.39% |
$117K - $134K
|
1.08K
$394K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-515- 3.33% |
$122K - $140K
|
15K
$5.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-545- 37.66% |
$129K - $148K
|
902
$329K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-555- 66.79% |
$132K - $151K
|
276
$101K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-568- 7.24% |
$135K - $155K
|
7.28K
$2.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-590- 82.17% |
$140K - $161K
|
128
$46.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-600- 16.67% |
$142K - $163K
|
3K
$1.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-627- 2.69% |
$149K - $171K
|
22.6K
$8.26M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-644- 17.05% |
$153K - $175K
|
3.13K
$1.14M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-644- 9.98% |
$153K - $175K
|
5.81K
$2.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-654- 9.76% |
$155K - $178K
|
6.05K
$2.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-674- 1.91% |
$160K - $183K
|
34.5K
$12.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-675- 14.49% |
$160K - $184K
|
3.98K
$1.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-685- 1.31% |
$163K - $186K
|
51.7K
$18.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-742- 1.45% |
$176K - $202K
|
50.5K
$18.4M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-766- 22.71% |
$182K - $208K
|
2.61K
$950K
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-781- 43.68% |
$185K - $212K
|
1.01K
$367K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-804- 33.72% |
$191K - $219K
|
1.58K
$576K
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-807- 35.1% |
$191K - $220K
|
1.49K
$544K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1K- 55.56% |
$237K - $272K
|
800
$292K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.05K- 99.06% |
$249K - $286K
|
10
$3.65K
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.1K- 5.05% |
$261K - $299K
|
20.7K
$7.53M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.33K- 11.73% |
$316K - $362K
|
10K
$3.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.44K- 13.06% |
$342K - $392K
|
9.6K
$3.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.5K- 53.6% |
$355K - $407K
|
1.3K
$472K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.51K- 7.86% |
$358K - $411K
|
17.7K
$6.45M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.57K- 2.62% |
$373K - $428K
|
58.4K
$21.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.8K- 6.13% |
$426K - $489K
|
27.5K
$10M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.97K- 27.9% |
$468K - $536K
|
5.09K
$1.86M
|
|
|
Jan 16, 2024
Q4 2023
|
Alaska Permanent Capital Management
|
SELL
|
- |
-1.99K- 56.7% |
$471K - $540K
|
1.52K
$553K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.11K- 41.44% |
$501K - $574K
|
2.98K
$1.09M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.52K- 11.12% |
$598K - $686K
|
20.1K
$7.34M
|