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 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
27+ 2.42% |
$7.06K - $8.43K
|
1.14K
$468K
|
|
|
Feb 09, 2024
Q4 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
27+ 0.35% |
$7.06K - $8.43K
|
7.73K
$3.16M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
26+ 1.84% |
$6.8K - $8.12K
|
1.44K
$588K
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
26+ 1.1% |
$6.8K - $8.12K
|
2.38K
$975K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
26+ 2.02% |
$6.8K - $8.12K
|
1.32K
$538K
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
25+ 1.76% |
$6.54K - $7.8K
|
1.44K
$590K
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
25New |
$6.54K - $7.8K
|
25
$10.2K
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
24+ 0.11% |
$6.28K - $7.49K
|
22.6K
$9.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
24+ 0.85% |
$6.28K - $7.49K
|
2.86K
$1.17M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
24New |
$6.28K - $7.49K
|
24
$9.82K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
23+ 0.16% |
$6.02K - $7.18K
|
14.2K
$5.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
23+ 0.17% |
$6.02K - $7.18K
|
13.4K
$5.49M
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
22+ 2.09% |
$5.75K - $6.87K
|
1.08K
$441K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
21+ 0.95% |
$5.49K - $6.56K
|
2.23K
$912K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
21+ 7.89% |
$5.49K - $6.56K
|
287
$117K
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
21+ 1.83% |
$5.49K - $6.56K
|
1.17K
$478K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
21+ 56.76% |
$5.49K - $6.56K
|
58
$23.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
19+ 0.92% |
$4.97K - $5.93K
|
2.09K
$855K
|
|
|
Jan 12, 2024
Q4 2023
|
Bay Rivers Group
|
BUY
|
- |
19+ 0.14% |
$4.97K - $5.93K
|
14K
$5.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
19+ 0.6% |
$4.97K - $5.93K
|
3.18K
$1.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
18+ 0.25% |
$4.71K - $5.62K
|
7.11K
$2.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
18New |
$4.71K - $5.62K
|
18
$7.36K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
17New |
$4.45K - $5.31K
|
17
$6.96K
|
|
|
Jan 29, 2024
Q4 2023
|
Emc Capital Management
Houston, TX |
BUY
|
- |
17+ 0.1% |
$4.45K - $5.31K
|
17.3K
$7.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
17+ 0.29% |
$4.45K - $5.31K
|
5.86K
$2.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
17+ 53.13% |
$4.45K - $5.31K
|
49
$20K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
16+ 0.64% |
$4.18K - $4.99K
|
2.52K
$1.03M
|
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
BUY
|
- |
16+ 0.57% |
$4.18K - $4.99K
|
2.83K
$1.16M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16+ 0.08% |
$4.18K - $4.99K
|
19.1K
$7.82M
|
|
|
Feb 01, 2024
Q4 2023
|
Kennicott Capital Management LLC
|
BUY
|
- |
16+ 0.04% |
$4.18K - $4.99K
|
41.1K
$16.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
15+ 2.04% |
$3.92K - $4.68K
|
752
$308K
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
15+ 0.34% |
$3.92K - $4.68K
|
4.41K
$1.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
15+ 0.71% |
$3.92K - $4.68K
|
2.14K
$876K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
15+ 0.99% |
$3.92K - $4.68K
|
1.53K
$626K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
15+ 0.13% |
$3.92K - $4.68K
|
11.9K
$4.87M
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
14+ 0.15% |
$3.66K - $4.37K
|
9.31K
$3.81M
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
14+ 0.29% |
$3.66K - $4.37K
|
4.83K
$1.98M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
14+ 0.05% |
$3.66K - $4.37K
|
30K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
14+ 0.03% |
$3.66K - $4.37K
|
50.8K
$20.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
13+ 0.79% |
$3.4K - $4.06K
|
1.67K
$682K
|
|
|
Feb 02, 2024
Q4 2023
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
13+ 0.1% |
$3.4K - $4.06K
|
13.1K
$5.35M
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
12+ 0.7% |
$3.14K - $3.75K
|
1.72K
$704K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
12+ 1.12% |
$3.14K - $3.75K
|
1.08K
$442K
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
12+ 0.85% |
$3.14K - $3.75K
|
1.42K
$580K
|
|
|
Jan 24, 2024
Q4 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
11+ 0.36% |
$2.88K - $3.43K
|
3.05K
$1.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
11New |
$2.88K - $3.43K
|
11
$4.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
11+ 0.22% |
$2.88K - $3.43K
|
5.05K
$2.07M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
10+ 0.14% |
$2.62K - $3.12K
|
7.24K
$2.96M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.49% |
$2.62K - $3.12K
|
2.04K
$833K
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
BUY
|
- |
10+ 1.2% |
$2.62K - $3.12K
|
840
$344K
|