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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-25- 1.43% |
$6.54K - $7.8K
|
1.72K
$698K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-25- 0.11% |
$6.54K - $7.8K
|
23.6K
$9.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-25- 0.75% |
$6.54K - $7.8K
|
3.32K
$1.35M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-26- 0.72% |
$6.8K - $8.12K
|
3.59K
$1.46M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-26- 0.65% |
$6.8K - $8.12K
|
4K
$1.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-26- 1.76% |
$6.8K - $8.12K
|
1.46K
$590K
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-26- 0.67% |
$6.8K - $8.12K
|
3.84K
$1.56M
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-27- 0.95% |
$7.06K - $8.43K
|
2.83K
$1.15M
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-28- 1.24% |
$7.32K - $8.74K
|
2.24K
$908K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-28- 15.73% |
$7.32K - $8.74K
|
150
$60.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-28- 2.36% |
$7.32K - $8.74K
|
1.16K
$470K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-28- 2.58% |
$7.32K - $8.74K
|
1.06K
$429K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-29- 0.43% |
$7.58K - $9.05K
|
6.7K
$2.72M
|
|
|
Jan 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-30- 2.66% |
$7.85K - $9.36K
|
1.1K
$446K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-30- 1.49% |
$7.85K - $9.36K
|
1.99K
$806K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-31- 1.87% |
$8.11K - $9.68K
|
1.63K
$661K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-31- 1.34% |
$8.11K - $9.68K
|
2.28K
$925K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-32- 1.5% |
$8.37K - $9.99K
|
2.11K
$854K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-33- 2.56% |
$8.63K - $10.3K
|
1.25K
$509K
|
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-33- 1.35% |
$8.63K - $10.3K
|
2.42K
$980K
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-34- 2.19% |
$8.89K - $10.6K
|
1.52K
$616K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
SELL
|
- |
-34- 4.06% |
$8.89K - $10.6K
|
803
$326K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-35- 1.1% |
$9.15K - $10.9K
|
3.14K
$1.27M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-35- 1.22% |
$9.15K - $10.9K
|
2.83K
$1.15M
|
|
|
Jan 18, 2024
Q4 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-35- 0.81% |
$9.15K - $10.9K
|
4.29K
$1.74M
|
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-35- 0.92% |
$9.15K - $10.9K
|
3.78K
$1.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-35- 0.17% |
$9.15K - $10.9K
|
20.7K
$8.38M
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-36- 0.91% |
$9.42K - $11.2K
|
3.94K
$1.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-36- 0.23% |
$9.42K - $11.2K
|
15.7K
$6.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-36- 1.66% |
$9.42K - $11.2K
|
2.13K
$865K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-37- 0.63% |
$9.68K - $11.5K
|
5.81K
$2.36M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-37- 1.33% |
$9.68K - $11.5K
|
2.75K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-37- 0.63% |
$9.68K - $11.5K
|
5.81K
$2.36M
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-38- 0.62% |
$9.94K - $11.9K
|
6.11K
$2.48M
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-38- 4.88% |
$9.94K - $11.9K
|
741
$301K
|
|
|
Feb 06, 2024
Q4 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-38- 0.05% |
$9.94K - $11.9K
|
72.8K
$29.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-39- 2.23% |
$10.2K - $12.2K
|
1.71K
$693K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-40- 0.09% |
$10.5K - $12.5K
|
44.3K
$18M
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-40- 1.01% |
$10.5K - $12.5K
|
3.93K
$1.59M
|
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-40- 2.45% |
$10.5K - $12.5K
|
1.59K
$646K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-40- 1.63% |
$10.5K - $12.5K
|
2.41K
$977K
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-40- 1.18% |
$10.5K - $12.5K
|
3.35K
$1.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-42- 2.57% |
$11K - $13.1K
|
1.59K
$646K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-42- 1.4% |
$11K - $13.1K
|
2.95K
$1.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-45- 0.41% |
$11.8K - $14K
|
10.9K
$4.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-45- 0.05% |
$11.8K - $14K
|
82.5K
$33.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-46- 5.29% |
$12K - $14.4K
|
824
$334K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-46- 1.02% |
$12K - $14.4K
|
4.48K
$1.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-48- 1.56% |
$12.6K - $15K
|
3.03K
$1.23M
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-49- 3.92% |
$12.8K - $15.3K
|
1.2K
$487K
|