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
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-736- 6.6% |
$192K - $230K
|
10.4K
$4.26M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-737- 4.61% |
$193K - $230K
|
15.3K
$6.24M
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-739- 2.09% |
$193K - $231K
|
34.7K
$14.2M
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-749- 1.24% |
$196K - $234K
|
59.8K
$24.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-754- 96.3% |
$197K - $235K
|
29
$11.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-788- 3.33% |
$206K - $246K
|
22.9K
$9.35M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-790- 2.38% |
$207K - $247K
|
32.4K
$13.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-795- 11.73% |
$208K - $248K
|
5.98K
$2.45M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-808- 0.46% |
$211K - $252K
|
175K
$71.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-811- 51.17% |
$212K - $253K
|
774
$317K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-821- 2.54% |
$215K - $256K
|
31.5K
$12.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-828- 7.1% |
$217K - $258K
|
10.8K
$4.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-835- 14.04% |
$218K - $261K
|
5.11K
$2.09M
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-856- 12.53% |
$224K - $267K
|
5.98K
$2.44M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-868- 5.52% |
$227K - $271K
|
14.9K
$6.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-868- 1.38% |
$227K - $271K
|
62.1K
$25.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-907- 4.1% |
$237K - $283K
|
21.2K
$8.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-926- 16.43% |
$242K - $289K
|
4.71K
$1.93M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-972- 1.8% |
$254K - $303K
|
53K
$21.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-977- 12.84% |
$256K - $305K
|
6.63K
$2.71M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-979- 5.94% |
$256K - $306K
|
15.5K
$6.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
SELL
|
- |
-984- 10.53% |
$257K - $307K
|
8.36K
$3.42M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
SELL
|
- |
-985- 9.81% |
$258K - $307K
|
9.06K
$3.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-986- 4.75% |
$258K - $308K
|
19.8K
$8.08M
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.01K- 50.0% |
$264K - $315K
|
1.01K
$413K
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.02K- 2.51% |
$267K - $319K
|
39.7K
$16.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-1.04K- 25.11% |
$272K - $324K
|
3.1K
$1.27M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.05K- 1.96% |
$274K - $327K
|
52.4K
$21.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-1.06K- 4.38% |
$276K - $329K
|
23K
$9.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-1.06K- 5.68% |
$278K - $332K
|
17.7K
$7.23M
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.07K- 4.72% |
$279K - $333K
|
21.5K
$8.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 2.78% |
$282K - $337K
|
37.7K
$15.4M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-1.09K- 4.57% |
$284K - $339K
|
22.7K
$9.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.11K- 62.02% |
$291K - $347K
|
681
$279K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.11K- 17.29% |
$291K - $347K
|
5.32K
$2.18M
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1.13K- 2.21% |
$295K - $352K
|
50K
$20.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.18K- 3.37% |
$308K - $367K
|
33.8K
$13.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.2K- 6.74% |
$314K - $375K
|
16.6K
$6.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-1.2K- 7.08% |
$314K - $375K
|
15.8K
$6.45M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.21K- 5.85% |
$316K - $377K
|
19.4K
$7.96M
|
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-1.21K- 7.42% |
$316K - $378K
|
15.1K
$6.18M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.21K- 5.19% |
$317K - $379K
|
22.2K
$9.07M
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
SELL
|
- |
-1.24K- 4.2% |
$324K - $387K
|
28.3K
$11.6M
|
|
|
Feb 07, 2024
Q4 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-1.24K- 10.61% |
$325K - $388K
|
10.5K
$4.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
SELL
|
- |
-1.25K- 4.28% |
$326K - $389K
|
27.9K
$11.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
SELL
|
- |
-1.25K- 13.77% |
$326K - $389K
|
7.8K
$3.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.26K- 14.05% |
$328K - $392K
|
7.68K
$3.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1.27K- 66.95% |
$332K - $396K
|
627
$257K
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-1.28K- 11.35% |
$335K - $400K
|
10K
$4.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.29K- 9.3% |
$337K - $402K
|
12.6K
$5.14M
|