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
|
North Star Asset Management Inc
|
SELL
|
- |
-5- 0.08% |
$1.31K - $1.56K
|
6.3K
$2.55M
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-5- 0.66% |
$1.31K - $1.56K
|
748
$303K
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-5- 0.6% |
$1.31K - $1.56K
|
832
$338K
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.5% |
$1.31K - $1.56K
|
994
$403K
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
SELL
|
- |
-6- 0.11% |
$1.57K - $1.87K
|
5.25K
$2.13M
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-7- 0.89% |
$1.83K - $2.19K
|
776
$315K
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-7- 12.28% |
$1.83K - $2.19K
|
50
$20.3K
|
|
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-7- 0.38% |
$1.83K - $2.19K
|
1.83K
$744K
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-8- 0.4% |
$2.09K - $2.5K
|
2K
$811K
|
|
|
Jan 17, 2024
Q4 2023
|
Ddd Partners, LLC
|
SELL
|
- |
-8- 0.76% |
$2.09K - $2.5K
|
1.05K
$426K
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-8- 0.22% |
$2.09K - $2.5K
|
3.55K
$1.44M
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-9- 6.98% |
$2.35K - $2.81K
|
120
$48.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-9- 0.59% |
$2.35K - $2.81K
|
1.52K
$616K
|
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-10- 1.27% |
$2.62K - $3.12K
|
775
$314K
|
|
|
Feb 01, 2024
Q4 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-10- 0.29% |
$2.62K - $3.12K
|
3.48K
$1.41M
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-10- 0.54% |
$2.62K - $3.12K
|
1.84K
$748K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-10- 0.24% |
$2.62K - $3.12K
|
4.21K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-10- 0.61% |
$2.62K - $3.12K
|
1.63K
$660K
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-10- 0.07% |
$2.62K - $3.12K
|
13.7K
$5.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-11- 0.79% |
$2.88K - $3.43K
|
1.39K
$562K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-11- 0.43% |
$2.88K - $3.43K
|
2.52K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-11- 0.55% |
$2.88K - $3.43K
|
2K
$810K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-12- 0.14% |
$3.14K - $3.75K
|
8.35K
$3.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-12- 0.13% |
$3.14K - $3.75K
|
9.21K
$3.74M
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-13- 0.14% |
$3.4K - $4.06K
|
9.49K
$3.85M
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-13- 1.28% |
$3.4K - $4.06K
|
1K
$407K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-14- 0.35% |
$3.66K - $4.37K
|
4.03K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-15- 0.35% |
$3.92K - $4.68K
|
4.25K
$1.72M
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
SELL
|
- |
-15- 1.31% |
$3.92K - $4.68K
|
1.13K
$458K
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-15- 1.19% |
$3.92K - $4.68K
|
1.25K
$506K
|
|
|
Jan 25, 2024
Q4 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-16- 1.05% |
$4.18K - $4.99K
|
1.5K
$610K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-16- 2.4% |
$4.18K - $4.99K
|
652
$265K
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-16- 39.02% |
$4.18K - $4.99K
|
25
$10.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-16- 0.37% |
$4.18K - $4.99K
|
4.33K
$1.76M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-16- 0.66% |
$4.18K - $4.99K
|
2.4K
$972K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-16- 0.75% |
$4.18K - $4.99K
|
2.11K
$855K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-17- 0.21% |
$4.45K - $5.31K
|
8.1K
$3.29M
|
|
|
Jan 11, 2024
Q4 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-17- 0.73% |
$4.45K - $5.31K
|
2.31K
$938K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-17- 12.06% |
$4.45K - $5.31K
|
124
$50.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
SELL
|
- |
-20- 2.21% |
$5.23K - $6.24K
|
885
$359K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-20- 0.6% |
$5.23K - $6.24K
|
3.3K
$1.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-20- 3.46% |
$5.23K - $6.24K
|
558
$226K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-20- 2.46% |
$5.23K - $6.24K
|
793
$322K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-21- 1.68% |
$5.49K - $6.56K
|
1.23K
$497K
|
|
|
Feb 13, 2024
Q4 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-22- 2.57% |
$5.75K - $6.87K
|
834
$338K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
SELL
|
- |
-23- 0.1% |
$6.02K - $7.18K
|
23.9K
$9.69M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-23- 0.82% |
$6.02K - $7.18K
|
2.8K
$1.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-24- 2.04% |
$6.28K - $7.49K
|
1.15K
$468K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-24- 0.43% |
$6.28K - $7.49K
|
5.58K
$2.26M
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-25- 2.46% |
$6.54K - $7.8K
|
991
$402K
|