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
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-269- 7.37% |
$70.4K - $84K
|
3.38K
$1.41M
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
SELL
|
- |
-270- 9.69% |
$70.6K - $84.3K
|
2.52K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-270- 0.47% |
$70.6K - $84.3K
|
57.6K
$23.9M
|
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-273- 27.72% |
$71.4K - $85.2K
|
712
$296K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-274- 0.76% |
$71.7K - $85.5K
|
35.9K
$14.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-274- 14.2% |
$71.7K - $85.5K
|
1.66K
$689K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-278- 3.19% |
$72.7K - $86.8K
|
8.43K
$3.51M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-279- 1.41% |
$73K - $87.1K
|
19.5K
$8.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-280- 10.26% |
$73.2K - $87.4K
|
2.45K
$1.02M
|
|
|
Jan 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-282- 1.06% |
$73.8K - $88K
|
26.2K
$10.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-283- 0.27% |
$74K - $88.3K
|
103K
$42.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-285- 3.14% |
$74.5K - $89K
|
8.78K
$3.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-290- 20.89% |
$75.8K - $90.5K
|
1.1K
$457K
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-292- 0.38% |
$76.4K - $91.2K
|
76.5K
$31.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-293- 1.25% |
$76.6K - $91.5K
|
23.2K
$9.63M
|
|
|
Feb 04, 2025
Q4 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-295- 1.74% |
$77.2K - $92.1K
|
16.7K
$6.94M
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-296- 18.64% |
$77.4K - $92.4K
|
1.29K
$537K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-299- 1.35% |
$78.2K - $93.3K
|
21.9K
$9.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-300- 6.95% |
$78.5K - $93.6K
|
4.02K
$1.67M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-304- 2.15% |
$79.5K - $94.9K
|
13.8K
$5.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-307- 28.24% |
$80.3K - $95.8K
|
780
$324K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-311- 5.79% |
$81.3K - $97.1K
|
5.06K
$2.11M
|
|
|
Jan 31, 2024
Q4 2023
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-313- 4.13% |
$81.9K - $97.7K
|
7.26K
$3.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-314- 1.85% |
$82.1K - $98K
|
16.7K
$6.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-318- 22.68% |
$83.2K - $99.3K
|
1.08K
$451K
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-320- 30.25% |
$83.7K - $99.9K
|
738
$307K
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-323- 1.93% |
$84.5K - $101K
|
16.4K
$6.84M
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
SELL
|
- |
-325- 14.12% |
$85K - $101K
|
1.98K
$822K
|
|
|
Feb 06, 2024
Q4 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-333- 1.51% |
$87.1K - $104K
|
21.7K
$9.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
SELL
|
- |
-333- 12.41% |
$87.1K - $104K
|
2.35K
$978K
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-334- 12.96% |
$87.4K - $104K
|
2.24K
$933K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-335- 3.02% |
$87.6K - $105K
|
10.8K
$4.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-336- 14.29% |
$87.9K - $105K
|
2.02K
$839K
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-338- 5.96% |
$88.4K - $106K
|
5.34K
$2.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-339- 0.43% |
$88.7K - $106K
|
78.3K
$32.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-340- 15.81% |
$88.9K - $106K
|
1.81K
$753K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-343- 7.41% |
$89.7K - $107K
|
4.29K
$1.78M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-345- 2.54% |
$90.2K - $108K
|
13.2K
$5.51M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-348- 0.67% |
$91K - $109K
|
51.9K
$21.6M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-348- 0.67% |
$91K - $109K
|
51.9K
$21.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-351- 4.31% |
$91.8K - $110K
|
7.79K
$3.24M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-356- 11.08% |
$93.1K - $111K
|
2.86K
$1.19M
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-357- 0.34% |
$93.4K - $111K
|
105K
$43.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-357- 6.49% |
$93.4K - $111K
|
5.14K
$2.14M
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-359- 8.89% |
$93.9K - $112K
|
3.68K
$1.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-364- 5.88% |
$95.2K - $114K
|
5.83K
$2.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-365- 12.24% |
$95.5K - $114K
|
2.62K
$1.09M
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-366- 0.34% |
$95.7K - $114K
|
106K
$44.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-375- 17.52% |
$98.1K - $117K
|
1.77K
$734K
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-375- 32.0% |
$98.1K - $117K
|
797
$332K
|