Purchases and Sales Made in Q4 2023 in Vanguard Growth ETF (VUG)
This table provides information about the institutional ownership of Vanguard Growth ETF (VUG) during Q4 2023. The information is specifically focused on institutions that hold shares of VANGUARD GROWTH ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
810+ 2.83% |
$212K - $253K
|
29.5K
$12M
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
809+ 18.17% |
$212K - $253K
|
5.26K
$2.15M
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
807+ 14.27% |
$211K - $252K
|
6.46K
$2.64M
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
BUY
|
- |
804New |
$210K - $251K
|
804
$329K
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
801+ 0.19% |
$209K - $250K
|
424K
$174M
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
800+ 7.99% |
$209K - $250K
|
10.8K
$4.42M
|
|
Feb 13, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
800+ 6.59% |
$209K - $250K
|
12.9K
$5.29M
|
|
Apr 25, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
800+ 6.59% |
$209K - $250K
|
12.9K
$5.29M
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
799+ 2.17% |
$209K - $249K
|
37.7K
$15.4M
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
798New |
$209K - $249K
|
798
$326K
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
797+ 1.75% |
$208K - $249K
|
46.4K
$19M
|
|
Jan 22, 2024
Q4 2023
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
797New |
$208K - $249K
|
797
$326K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
787+ 9.12% |
$206K - $246K
|
9.41K
$3.85M
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
785New |
$205K - $245K
|
785
$321K
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
782New |
$205K - $244K
|
782
$320K
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
775+ 26.02% |
$203K - $242K
|
3.75K
$1.53M
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
764+ 66.96% |
$200K - $238K
|
1.91K
$779K
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
760+ 5.27% |
$199K - $237K
|
15.2K
$6.21M
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
759+ 4.73% |
$199K - $237K
|
16.8K
$6.87M
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
759New |
$199K - $237K
|
759
$310K
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
756+ 2.79% |
$198K - $236K
|
27.9K
$11.4M
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
753+ 5.09% |
$197K - $235K
|
15.5K
$6.35M
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
749New |
$196K - $234K
|
749
$306K
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
746New |
$195K - $233K
|
746
$305K
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
743+ 2.73% |
$194K - $232K
|
27.9K
$11.4M
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
737+ 32.84% |
$193K - $230K
|
2.98K
$1.22M
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
737New |
$193K - $230K
|
737
$301K
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
736New |
$192K - $230K
|
736
$301K
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
735+ 7.91% |
$192K - $229K
|
10K
$4.1M
|
|
Feb 07, 2025
Q4 2023
|
Croban
Fremont, OH |
BUY
|
- |
735New |
$192K - $229K
|
735
$301K
|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
732+ 2.95% |
$191K - $229K
|
25.6K
$10.5M
|
|
Feb 27, 2024
Q4 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
729New |
$191K - $228K
|
729
$298K
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
728New |
$190K - $227K
|
728
$298K
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
727+ 0.19% |
$190K - $227K
|
390K
$159M
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
722New |
$189K - $225K
|
722
$295K
|
|
Feb 13, 2024
Q4 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
722New |
$189K - $225K
|
722
$295K
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
720+ 1.3% |
$188K - $225K
|
56.1K
$23M
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
718+ 2.13% |
$188K - $224K
|
34.4K
$14.1M
|
|
Jan 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
718New |
$188K - $224K
|
718
$294K
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
717+ 14.62% |
$188K - $224K
|
5.62K
$2.3M
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
713+ 2.18% |
$186K - $223K
|
33.5K
$13.7M
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
712New |
$186K - $222K
|
712
$291K
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
712New |
$186K - $222K
|
712
$291K
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
BUY
|
- |
710New |
$186K - $222K
|
710
$290K
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
706New |
$185K - $220K
|
706
$289K
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
706New |
$185K - $220K
|
706
$289K
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
705New |
$184K - $220K
|
705
$288K
|
|
Feb 14, 2024
Q4 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
705New |
$184K - $220K
|
705
$288K
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
704+ 4.81% |
$184K - $220K
|
15.4K
$6.28M
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
704New |
$184K - $220K
|
704
$288K
|