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 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-430- 7.39% |
$112K - $134K
|
5.39K
$2.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-431- 1.14% |
$113K - $135K
|
37.2K
$15.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-439- 6.71% |
$115K - $137K
|
6.1K
$2.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-445- 2.72% |
$116K - $139K
|
15.9K
$6.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-457- 12.15% |
$120K - $143K
|
3.3K
$1.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-465- 9.12% |
$122K - $145K
|
4.63K
$1.89M
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-478- 4.71% |
$125K - $149K
|
9.66K
$3.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-480- 5.89% |
$126K - $150K
|
7.67K
$3.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-482- 15.81% |
$126K - $150K
|
2.57K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-490- 10.36% |
$128K - $153K
|
4.24K
$1.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-497- 9.21% |
$130K - $155K
|
4.9K
$2M
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-499- 23.91% |
$131K - $156K
|
1.59K
$648K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-501- 0.71% |
$131K - $156K
|
69.6K
$28.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-501- 31.53% |
$131K - $156K
|
1.09K
$444K
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-508- 11.63% |
$133K - $159K
|
3.86K
$1.58M
|
|
|
Jan 23, 2024
Q4 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-518- 1.24% |
$135K - $162K
|
41.3K
$16.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-523- 26.26% |
$137K - $163K
|
1.47K
$599K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-524- 38.44% |
$137K - $164K
|
839
$342K
|
|
|
Jan 09, 2024
Q4 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-528- 1.23% |
$138K - $165K
|
42.3K
$17.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-541- 9.56% |
$141K - $169K
|
5.12K
$2.09M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-542- 14.7% |
$142K - $169K
|
3.15K
$1.28M
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
SELL
|
- |
-548- 6.9% |
$143K - $171K
|
7.4K
$3.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-548- 0.45% |
$143K - $171K
|
122K
$49.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-551- 11.02% |
$144K - $172K
|
4.45K
$1.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-553- 2.4% |
$145K - $173K
|
22.5K
$9.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-555- 9.63% |
$145K - $173K
|
5.21K
$2.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-560- 0.54% |
$146K - $175K
|
102K
$41.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-570- 24.42% |
$149K - $178K
|
1.76K
$720K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-587- 7.33% |
$154K - $183K
|
7.42K
$3.03M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-587- 1.58% |
$154K - $183K
|
36.5K
$14.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-588- 4.19% |
$154K - $184K
|
13.4K
$5.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-590- 9.79% |
$154K - $184K
|
5.44K
$2.22M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-592- 6.63% |
$155K - $185K
|
8.33K
$3.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-598- 4.27% |
$156K - $187K
|
13.4K
$5.47M
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-599- 3.38% |
$157K - $187K
|
17.1K
$6.99M
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-600- 43.64% |
$157K - $187K
|
775
$316K
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
SELL
|
- |
-610- 7.52% |
$160K - $190K
|
7.5K
$3.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-626- 1.39% |
$164K - $195K
|
44.3K
$18.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-636- 4.78% |
$166K - $199K
|
12.7K
$5.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-649- 24.74% |
$170K - $203K
|
1.97K
$806K
|
|
|
Jan 16, 2024
Q4 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-656- 28.89% |
$172K - $205K
|
1.62K
$659K
|
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-674- 1.57% |
$176K - $210K
|
42.4K
$17.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-682- 13.44% |
$178K - $213K
|
4.39K
$1.79M
|
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-689- 22.78% |
$180K - $215K
|
2.34K
$953K
|
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
SELL
|
- |
-702- 0.34% |
$184K - $219K
|
208K
$84.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-717- 49.24% |
$188K - $224K
|
739
$302K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-719- 6.25% |
$188K - $224K
|
10.8K
$4.4M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-719- 1.44% |
$188K - $224K
|
49.1K
$20M
|
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-726- 1.79% |
$190K - $227K
|
39.9K
$16.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-729- 6.32% |
$191K - $228K
|
10.8K
$4.41M
|