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 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
19.7K+ 39.16% |
$5.16M - $6.16M
|
70.1K
$28.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
19.6KNew |
$5.12M - $6.11M
|
19.6K
$7.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
19.2K+ 27.71% |
$5.03M - $6.01M
|
88.7K
$35.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
18.6K+ 23.1% |
$4.85M - $5.79M
|
98.9K
$39.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
18K+ 16.33% |
$4.72M - $5.63M
|
129K
$51.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
17.4KNew |
$4.55M - $5.43M
|
17.4K
$7.03M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
17.4K+ 5.05% |
$4.54M - $5.42M
|
361K
$146M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
17.3K+ 47.05% |
$4.53M - $5.4M
|
54.1K
$21.9M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
17.2K+ 46.78% |
$4.5M - $5.37M
|
54K
$21.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Jentner Corp
|
BUY
|
- |
17K+ 10.78% |
$4.46M - $5.32M
|
175K
$70.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
16.9K+ 134.57% |
$4.43M - $5.29M
|
29.5K
$11.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
16.5KNew |
$4.31M - $5.15M
|
16.5K
$6.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
16.5K+ 10.04% |
$4.3M - $5.14M
|
180K
$72.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
16.4KNew |
$4.3M - $5.13M
|
16.4K
$6.64M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
16.1K+ 841.74% |
$4.21M - $5.02M
|
18K
$7.27M
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
15.9K+ 158.1% |
$4.16M - $4.96M
|
26K
$10.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
15.5K+ 0.57% |
$4.06M - $4.85M
|
2.73M
$1.1B
|
|
|
Jan 26, 2024
Q4 2023
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
15.3K+ 4.31% |
$4M - $4.78M
|
370K
$150M
|
|
|
Jan 22, 2024
Q4 2023
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
14.9K+ 19.1% |
$3.89M - $4.64M
|
92.7K
$37.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
14.8K+ 18.2% |
$3.88M - $4.63M
|
96.4K
$38.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14.7K+ 12.13% |
$3.85M - $4.59M
|
136K
$54.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
14.7K+ 11.43% |
$3.84M - $4.59M
|
143K
$57.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
14.6KNew |
$3.82M - $4.56M
|
14.6K
$5.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
14.4K+ 36.74% |
$3.78M - $4.51M
|
53.7K
$21.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14.4K+ 10.16% |
$3.76M - $4.49M
|
156K
$63M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
14.3KNew |
$3.75M - $4.47M
|
14.3K
$5.79M
|
|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
13.7KNew |
$3.59M - $4.28M
|
13.7K
$5.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
13.4KNew |
$3.49M - $4.17M
|
13.4K
$5.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
13.3K+ 16.76% |
$3.49M - $4.16M
|
92.9K
$37.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
13.1K+ 82.08% |
$3.42M - $4.08M
|
29K
$11.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
12.9K+ 119.46% |
$3.38M - $4.04M
|
23.8K
$9.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.9K+ 11.62% |
$3.38M - $4.03M
|
124K
$50.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
12.9K+ 17.21% |
$3.38M - $4.03M
|
87.9K
$35.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
12.9K+ 6.05% |
$3.37M - $4.03M
|
226K
$91.3M
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
12.7KNew |
$3.33M - $3.98M
|
12.7K
$5.15M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
12.6K+ 6.38% |
$3.3M - $3.94M
|
210K
$85M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
12.6K+ 6.38% |
$3.3M - $3.94M
|
210K
$85M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
12.6K+ 85.3% |
$3.29M - $3.92M
|
27.3K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
12.5K+ 13.64% |
$3.28M - $3.92M
|
105K
$42.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
12.3K+ 2.2% |
$3.23M - $3.85M
|
572K
$231M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.2K+ 6.73% |
$3.18M - $3.8M
|
193K
$77.9M
|
|
|
Feb 13, 2024
Q4 2023
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
12KNew |
$3.14M - $3.75M
|
12K
$4.85M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12K+ 30.82% |
$3.13M - $3.73M
|
50.8K
$20.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
11.9K+ 29.42% |
$3.12M - $3.73M
|
52.5K
$21.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
BUY
|
- |
11.7K+ 407.44% |
$3.07M - $3.66M
|
14.6K
$5.9M
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
11.6KNew |
$3.04M - $3.63M
|
11.6K
$4.7M
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
11.6KNew |
$3.03M - $3.62M
|
11.6K
$4.68M
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
11.6K+ 49.76% |
$3.02M - $3.61M
|
34.8K
$14.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
11.4KNew |
$2.99M - $3.57M
|
11.4K
$4.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
11.3KNew |
$2.95M - $3.52M
|
11.3K
$4.56M
|