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 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-49- 0.47% |
$12.8K - $15.3K
|
10.5K
$4.26M
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-50- 1.96% |
$13.1K - $15.6K
|
2.5K
$1.01M
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-50- 25.0% |
$13.1K - $15.6K
|
150
$60.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Quantitative Strategies, Inc.
Calabasas, CA |
SELL
|
- |
-50- 6.38% |
$13.1K - $15.6K
|
734
$298K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-52- 2.4% |
$13.6K - $16.2K
|
2.12K
$858K
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-53- 0.37% |
$13.9K - $16.5K
|
14.4K
$5.84M
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-53- 1.27% |
$13.9K - $16.5K
|
4.11K
$1.67M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-53- 1.19% |
$13.9K - $16.5K
|
4.4K
$1.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-54- 2.22% |
$14.1K - $16.9K
|
2.37K
$963K
|
|
|
Jan 19, 2024
Q4 2023
|
Advocate Group LLC
|
SELL
|
- |
-54- 1.41% |
$14.1K - $16.9K
|
3.77K
$1.53M
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
SELL
|
- |
-54- 6.29% |
$14.1K - $16.9K
|
804
$326K
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-54- 4.58% |
$14.1K - $16.9K
|
1.13K
$457K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-56- 6.03% |
$14.6K - $17.5K
|
873
$354K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-56- 2.46% |
$14.6K - $17.5K
|
2.23K
$903K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-56- 0.52% |
$14.6K - $17.5K
|
10.8K
$4.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-57- 0.18% |
$14.9K - $17.8K
|
31.6K
$12.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-57- 3.25% |
$14.9K - $17.8K
|
1.7K
$689K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-58- 0.48% |
$15.2K - $18.1K
|
12.1K
$4.93M
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-58- 2.13% |
$15.2K - $18.1K
|
2.67K
$1.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-60- 1.92% |
$15.7K - $18.7K
|
3.06K
$1.24M
|
|
|
Jan 03, 2024
Q4 2023
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-61- 7.81% |
$16K - $19K
|
720
$292K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-61- 1.65% |
$16K - $19K
|
3.63K
$1.47M
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-62- 0.41% |
$16.2K - $19.4K
|
14.9K
$6.05M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-62- 0.47% |
$16.2K - $19.4K
|
13.2K
$5.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-64- 1.31% |
$16.7K - $20K
|
4.82K
$1.96M
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-65- 7.07% |
$17K - $20.3K
|
855
$347K
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-65- 2.21% |
$17K - $20.3K
|
2.88K
$1.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-65- 2.27% |
$17K - $20.3K
|
2.8K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-65- 1.37% |
$17K - $20.3K
|
4.68K
$1.9M
|
|
|
Jan 03, 2024
Q4 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-66- 3.19% |
$17.3K - $20.6K
|
2K
$812K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-66- 1.31% |
$17.3K - $20.6K
|
4.97K
$2.02M
|
|
|
Jan 29, 2024
Q4 2023
|
Moneywise, Inc.
|
SELL
|
- |
-68- 7.21% |
$17.8K - $21.2K
|
875
$355K
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-68- 3.46% |
$17.8K - $21.2K
|
1.9K
$769K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-69- 1.21% |
$18K - $21.5K
|
5.63K
$2.29M
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-69- 0.81% |
$18K - $21.5K
|
8.45K
$3.43M
|
|
|
Jan 19, 2024
Q4 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-70- 2.41% |
$18.3K - $21.9K
|
2.83K
$1.15M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-70- 0.54% |
$18.3K - $21.9K
|
12.9K
$5.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-70- 0.24% |
$18.3K - $21.9K
|
29.1K
$11.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Libra Wealth LLC
|
SELL
|
- |
-71- 2.49% |
$18.6K - $22.2K
|
2.78K
$1.13M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-71- 3.03% |
$18.6K - $22.2K
|
2.27K
$921K
|
|
|
Feb 08, 2024
Q4 2023
|
My Wealth Management Inc.
|
SELL
|
- |
-71- 6.2% |
$18.6K - $22.2K
|
1.07K
$436K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-74- 2.5% |
$19.4K - $23.1K
|
2.88K
$1.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-74- 1.86% |
$19.4K - $23.1K
|
3.91K
$1.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-75- 0.76% |
$19.6K - $23.4K
|
9.8K
$3.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-75- 1.21% |
$19.6K - $23.4K
|
6.13K
$2.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-75- 5.73% |
$19.6K - $23.4K
|
1.24K
$501K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-77- 0.57% |
$20.1K - $24K
|
13.4K
$5.46M
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-80- 1.42% |
$20.9K - $25K
|
5.57K
$2.26M
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-81- 0.58% |
$21.2K - $25.3K
|
14K
$5.68M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-83- 3.01% |
$21.7K - $25.9K
|
2.67K
$1.08M
|