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 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-1.97K- 32.06% |
$516K - $616K
|
4.18K
$1.71M
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.98K- 10.85% |
$518K - $618K
|
16.3K
$6.65M
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.99K- 9.72% |
$519K - $620K
|
18.4K
$7.54M
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-2.02K- 26.16% |
$529K - $632K
|
5.71K
$2.34M
|
|
|
Feb 02, 2024
Q4 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-2.04K- 9.54% |
$533K - $636K
|
19.3K
$7.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-2.05K- 2.43% |
$535K - $639K
|
82.2K
$33.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2.07K- 6.2% |
$541K - $646K
|
31.3K
$12.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.08K- 1.12% |
$545K - $650K
|
185K
$75.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.11K- 12.92% |
$552K - $658K
|
14.2K
$5.81M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.11K- 3.18% |
$552K - $659K
|
64.3K
$26.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-2.11K- 1.82% |
$553K - $660K
|
114K
$46.5M
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-2.14K- 2.24% |
$559K - $667K
|
93.2K
$38.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-2.14K- 6.19% |
$559K - $667K
|
32.4K
$13.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-2.22K- 0.94% |
$580K - $693K
|
233K
$95.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-2.25K- 42.42% |
$588K - $702K
|
3.05K
$1.25M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-2.28K- 2.9% |
$597K - $713K
|
76.5K
$31.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-2.3K- 3.42% |
$601K - $718K
|
65K
$26.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-2.3K- 10.21% |
$602K - $719K
|
20.2K
$8.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-2.31K- 14.15% |
$605K - $722K
|
14K
$5.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.33K- 39.16% |
$609K - $727K
|
3.62K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-2.33K- 16.57% |
$610K - $729K
|
11.8K
$4.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.35K- 8.65% |
$614K - $733K
|
24.8K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.4K- 11.0% |
$628K - $750K
|
19.4K
$7.95M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.44K- 3.36% |
$639K - $763K
|
70.3K
$28.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-2.53K- 9.98% |
$660K - $788K
|
22.8K
$9.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2.54K- 96.36% |
$664K - $792K
|
96
$39.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-2.54K- 4.93% |
$664K - $793K
|
48.9K
$20M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.56K- 25.11% |
$670K - $800K
|
7.64K
$3.12M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.63K- 35.92% |
$688K - $821K
|
4.69K
$1.92M
|
|
|
Feb 01, 2024
Q4 2023
|
Jennison Associates LLC
|
SELL
|
- |
-2.63K- 65.55% |
$689K - $822K
|
1.38K
$566K
|
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-2.64K- 24.89% |
$691K - $825K
|
7.97K
$3.26M
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-2.66K- 1.56% |
$695K - $829K
|
168K
$68.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2.67K- 12.35% |
$698K - $833K
|
18.9K
$7.74M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-2.94K- 9.37% |
$770K - $919K
|
28.5K
$11.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-3.24K- 4.45% |
$847K - $1.01M
|
69.5K
$28.4M
|
|
|
Oct 09, 2024
Q4 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-3.28K- 1.25% |
$858K - $1.02M
|
258K
$106M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-3.31K- 22.34% |
$867K - $1.03M
|
11.5K
$4.71M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-3.43K- 11.41% |
$897K - $1.07M
|
26.6K
$10.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.49K- 1.8% |
$912K - $1.09M
|
191K
$78M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-3.52K- 2.08% |
$920K - $1.1M
|
166K
$67.7M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3.56K- 4.08% |
$931K - $1.11M
|
83.7K
$34.2M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-3.57K- 0.74% |
$933K - $1.11M
|
476K
$195M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-3.63K- 11.69% |
$948K - $1.13M
|
27.4K
$11.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.69K- 1.96% |
$964K - $1.15M
|
184K
$75.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.72K- 77.15% |
$972K - $1.16M
|
1.1K
$450K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-3.76K- 81.05% |
$983K - $1.17M
|
879
$359K
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-3.83K- 12.66% |
$1M - $1.2M
|
26.4K
$10.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.01K- 3.14% |
$1.05M - $1.25M
|
124K
$50.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-4.03K- 4.11% |
$1.06M - $1.26M
|
94.2K
$38.5M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-4.04K- 30.28% |
$1.06M - $1.26M
|
9.3K
$3.8M
|