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 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.21K- 5.85% |
$316K - $377K
|
19.4K
$8.09M
|
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-1.21K- 7.42% |
$316K - $378K
|
15.1K
$6.28M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.21K- 5.19% |
$317K - $379K
|
22.2K
$9.22M
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
SELL
|
- |
-1.24K- 4.2% |
$324K - $387K
|
28.3K
$11.8M
|
|
|
Feb 07, 2024
Q4 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-1.24K- 10.61% |
$325K - $388K
|
10.5K
$4.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
SELL
|
- |
-1.25K- 4.28% |
$326K - $389K
|
27.9K
$11.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
SELL
|
- |
-1.25K- 13.77% |
$326K - $389K
|
7.8K
$3.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.26K- 14.05% |
$328K - $392K
|
7.68K
$3.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1.27K- 66.95% |
$332K - $396K
|
627
$261K
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-1.28K- 11.35% |
$335K - $400K
|
10K
$4.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.29K- 9.3% |
$337K - $402K
|
12.6K
$5.23M
|
|
|
Jan 23, 2024
Q4 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.3K- 1.77% |
$339K - $404K
|
72K
$30M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.3K- 2.34% |
$339K - $405K
|
54.1K
$22.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-1.31K- 14.4% |
$343K - $409K
|
7.79K
$3.24M
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.32K- 3.91% |
$344K - $410K
|
32.3K
$13.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.32K- 2.65% |
$345K - $411K
|
48.4K
$20.1M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-1.33K- 4.74% |
$348K - $415K
|
26.7K
$11.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.33K- 8.35% |
$349K - $416K
|
14.6K
$6.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-1.41K- 2.89% |
$369K - $440K
|
47.4K
$19.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.43K- 0.78% |
$374K - $446K
|
181K
$75.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-1.44K- 54.79% |
$377K - $450K
|
1.19K
$495K
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-1.46K- 3.12% |
$383K - $457K
|
45.4K
$18.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.47K- 2.51% |
$383K - $457K
|
57K
$23.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.47K- 45.75% |
$384K - $458K
|
1.74K
$724K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.48K- 2.52% |
$388K - $463K
|
57.4K
$23.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1.49K- 2.35% |
$390K - $466K
|
62K
$25.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-1.51K- 1.2% |
$396K - $472K
|
124K
$51.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.52K- 7.65% |
$397K - $474K
|
18.3K
$7.62M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.54K- 2.39% |
$402K - $480K
|
62.7K
$26.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.59K- 2.33% |
$416K - $496K
|
66.5K
$27.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.63K- 7.89% |
$426K - $508K
|
19K
$7.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.64K- 13.67% |
$428K - $511K
|
10.3K
$4.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.66K- 6.25% |
$435K - $519K
|
24.9K
$10.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.68K- 5.64% |
$439K - $524K
|
28.1K
$11.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-1.71K- 1.61% |
$446K - $533K
|
104K
$43.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.72K- 66.31% |
$449K - $536K
|
873
$363K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.75K- 13.02% |
$457K - $546K
|
11.7K
$4.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
SELL
|
- |
-1.77K- 78.37% |
$463K - $553K
|
489
$203K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.82K- 1.35% |
$475K - $567K
|
133K
$55.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.82K- 2.18% |
$475K - $567K
|
81.3K
$33.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-1.83K- 7.21% |
$478K - $570K
|
23.5K
$9.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.84K- 63.04% |
$481K - $574K
|
1.08K
$449K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.89K- 4.89% |
$494K - $589K
|
36.8K
$15.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-1.89K- 24.13% |
$494K - $590K
|
5.94K
$2.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-1.89K- 2.74% |
$495K - $591K
|
67.3K
$28M
|
|
|
Feb 14, 2025
Q4 2023
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
SELL
|
- |
-1.9K- 3.23% |
$496K - $592K
|
56.9K
$23.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-1.9K- 19.31% |
$497K - $593K
|
7.94K
$3.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.9K- 5.64% |
$497K - $593K
|
31.8K
$13.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-1.91K- 3.16% |
$500K - $597K
|
58.7K
$24.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-1.97K- 32.06% |
$516K - $616K
|
4.18K
$1.74M
|