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 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-74- 1.86% |
$19.4K - $23.1K
|
3.91K
$1.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-75- 0.76% |
$19.6K - $23.4K
|
9.8K
$4M
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-75- 1.21% |
$19.6K - $23.4K
|
6.13K
$2.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-75- 5.73% |
$19.6K - $23.4K
|
1.24K
$505K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-77- 0.57% |
$20.1K - $24K
|
13.4K
$5.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-80- 1.42% |
$20.9K - $25K
|
5.57K
$2.28M
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-81- 0.58% |
$21.2K - $25.3K
|
14K
$5.72M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-83- 3.01% |
$21.7K - $25.9K
|
2.67K
$1.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-83- 6.39% |
$21.7K - $25.9K
|
1.22K
$497K
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
SELL
|
- |
-84- 4.0% |
$22K - $26.2K
|
2.01K
$823K
|
|
|
Jan 17, 2024
Q4 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-85- 2.94% |
$22.2K - $26.5K
|
2.81K
$1.15M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-86- 35.1% |
$22.5K - $26.8K
|
159
$65K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-87- 4.32% |
$22.8K - $27.2K
|
1.93K
$788K
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-87- 3.49% |
$22.8K - $27.2K
|
2.41K
$984K
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-90- 2.36% |
$23.5K - $28.1K
|
3.72K
$1.52M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
SELL
|
- |
-91- 8.03% |
$23.8K - $28.4K
|
1.04K
$426K
|
|
|
Jan 09, 2024
Q4 2023
|
Orser Capital Management, LLC
|
SELL
|
- |
-92- 1.63% |
$24.1K - $28.7K
|
5.54K
$2.26M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-92- 2.66% |
$24.1K - $28.7K
|
3.36K
$1.38M
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-92- 30.36% |
$24.1K - $28.7K
|
211
$86.3K
|
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
SELL
|
- |
-93- 7.34% |
$24.3K - $29K
|
1.17K
$480K
|
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-93- 7.48% |
$24.3K - $29K
|
1.15K
$471K
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-93- 3.68% |
$24.3K - $29K
|
2.44K
$996K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-94- 4.34% |
$24.6K - $29.3K
|
2.07K
$848K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-97- 3.42% |
$25.4K - $30.3K
|
2.74K
$1.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-99- 4.23% |
$25.9K - $30.9K
|
2.24K
$916K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-100- 3.08% |
$26.2K - $31.2K
|
3.15K
$1.29M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-100- 2.89% |
$26.2K - $31.2K
|
3.36K
$1.37M
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-103- 6.37% |
$26.9K - $32.2K
|
1.52K
$619K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-103- 0.33% |
$26.9K - $32.2K
|
31.1K
$12.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
SELL
|
- |
-103- 0.72% |
$26.9K - $32.2K
|
14.3K
$5.85M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
SELL
|
- |
-104- 0.16% |
$27.2K - $32.5K
|
63.7K
$26.1M
|
|
|
Feb 13, 2024
Q4 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-104- 2.02% |
$27.2K - $32.5K
|
5.06K
$2.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-105- 1.39% |
$27.5K - $32.8K
|
7.44K
$3.04M
|
|
|
Nov 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-105- 1.39% |
$27.5K - $32.8K
|
7.44K
$3.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-107- 8.21% |
$28K - $33.4K
|
1.2K
$489K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
SELL
|
- |
-107- 9.09% |
$28K - $33.4K
|
1.07K
$437K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-108- 0.61% |
$28.2K - $33.7K
|
17.5K
$7.15M
|
|
|
Jan 17, 2024
Q4 2023
|
Toews Corp
|
SELL
|
- |
-108- 6.26% |
$28.2K - $33.7K
|
1.62K
$661K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-108- 0.12% |
$28.2K - $33.7K
|
93.3K
$38.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-108- 0.38% |
$28.2K - $33.7K
|
28.1K
$11.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-110- 2.36% |
$28.8K - $34.3K
|
4.56K
$1.86M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-111- 0.91% |
$29K - $34.6K
|
12.1K
$4.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-111- 4.58% |
$29K - $34.6K
|
2.31K
$946K
|
|
|
Feb 09, 2024
Q4 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-113- 8.27% |
$29.6K - $35.3K
|
1.25K
$513K
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-115- 0.77% |
$30.1K - $35.9K
|
14.8K
$6.06M
|
|
|
Jan 18, 2024
Q4 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-116- 2.49% |
$30.3K - $36.2K
|
4.54K
$1.85M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-117- 9.07% |
$30.6K - $36.5K
|
1.17K
$480K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-117- 23.4% |
$30.6K - $36.5K
|
383
$157K
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
SELL
|
- |
-117- 1.21% |
$30.6K - $36.5K
|
9.57K
$3.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-117- 1.35% |
$30.6K - $36.5K
|
8.53K
$3.49M
|