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 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-126- 5.33% |
$33K - $39.3K
|
2.24K
$913K
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-126- 5.23% |
$33K - $39.3K
|
2.28K
$932K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-127- 14.05% |
$33.2K - $39.6K
|
777
$317K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-128- 4.51% |
$33.5K - $40K
|
2.71K
$1.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-130- 7.25% |
$34K - $40.6K
|
1.66K
$679K
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
SELL
|
- |
-130- 14.74% |
$34K - $40.6K
|
752
$307K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-132- 2.99% |
$34.5K - $41.2K
|
4.29K
$1.75M
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-136- 9.62% |
$35.6K - $42.5K
|
1.28K
$522K
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-142- 2.67% |
$37.1K - $44.3K
|
5.17K
$2.11M
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-142- 5.18% |
$37.1K - $44.3K
|
2.6K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-143- 13.45% |
$37.4K - $44.6K
|
920
$375K
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-145- 1.67% |
$37.9K - $45.3K
|
8.53K
$3.48M
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-147- 11.61% |
$38.4K - $45.9K
|
1.12K
$457K
|
|
|
Jan 18, 2024
Q4 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-147- 0.2% |
$38.4K - $45.9K
|
75.1K
$30.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-148- 7.31% |
$38.7K - $46.2K
|
1.88K
$766K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-149- 1.33% |
$39K - $46.5K
|
11K
$4.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-149- 3.48% |
$39K - $46.5K
|
4.13K
$1.69M
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
SELL
|
- |
-150- 6.82% |
$39.2K - $46.8K
|
2.05K
$837K
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-150- 10.26% |
$39.2K - $46.8K
|
1.31K
$535K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-150- 8.78% |
$39.2K - $46.8K
|
1.56K
$636K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-154- 9.09% |
$40.3K - $48.1K
|
1.54K
$628K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-154- 1.04% |
$40.3K - $48.1K
|
14.7K
$5.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-157- 3.45% |
$41.1K - $49K
|
4.4K
$1.79M
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-158- 5.76% |
$41.3K - $49.3K
|
2.59K
$1.06M
|
|
|
Jan 31, 2024
Q4 2023
|
Ade, LLC
|
SELL
|
- |
-159- 2.25% |
$41.6K - $49.6K
|
6.9K
$2.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-164- 9.57% |
$42.9K - $51.2K
|
1.55K
$632K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-166- 0.69% |
$43.4K - $51.8K
|
24K
$9.79M
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-167- 19.98% |
$43.7K - $52.1K
|
669
$273K
|
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-167- 18.33% |
$43.7K - $52.1K
|
744
$304K
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-168- 13.57% |
$43.9K - $52.4K
|
1.07K
$437K
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-169- 0.45% |
$44.2K - $52.8K
|
37.5K
$15.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-170- 1.63% |
$44.5K - $53.1K
|
10.3K
$4.18M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-170- 15.36% |
$44.5K - $53.1K
|
937
$382K
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-172- 14.68% |
$45K - $53.7K
|
1K
$408K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-174- 1.49% |
$45.5K - $54.3K
|
11.5K
$4.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-175- 7.72% |
$45.8K - $54.6K
|
2.09K
$853K
|
|
|
Feb 07, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-178- 1.84% |
$46.6K - $55.6K
|
9.49K
$3.87M
|
|
|
Sep 04, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-178- 1.84% |
$46.6K - $55.6K
|
9.49K
$3.87M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-182- 3.2% |
$47.6K - $56.8K
|
5.5K
$2.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-183- 3.15% |
$47.9K - $57.1K
|
5.63K
$2.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-183- 0.02% |
$47.9K - $57.1K
|
946K
$386M
|
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-184- 7.66% |
$48.1K - $57.4K
|
2.22K
$905K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-185- 12.99% |
$48.4K - $57.7K
|
1.24K
$506K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-187- 6.19% |
$48.9K - $58.4K
|
2.83K
$1.16M
|
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-188- 6.03% |
$49.2K - $58.7K
|
2.93K
$1.19M
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Financial Services, LLC
|
SELL
|
- |
-188- 14.72% |
$49.2K - $58.7K
|
1.09K
$444K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-189- 1.68% |
$49.4K - $59K
|
11K
$4.51M
|
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-190- 2.06% |
$49.7K - $59.3K
|
9.02K
$3.68M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-192- 4.03% |
$50.2K - $59.9K
|
4.57K
$1.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-192- 0.91% |
$50.2K - $59.9K
|
20.8K
$8.51M
|