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 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.34K- 6.62% |
$1.14M - $1.35M
|
61.2K
$26.2M
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-4.4K- 7.17% |
$1.15M - $1.37M
|
57K
$24.3M
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.5K- 1.2% |
$1.18M - $1.4M
|
372K
$159M
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-4.5K- 8.74% |
$1.18M - $1.4M
|
47K
$20.1M
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-4.62K- 35.96% |
$1.21M - $1.44M
|
8.22K
$3.52M
|
|
Jan 18, 2024
Q4 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-4.84K- 38.03% |
$1.26M - $1.51M
|
7.88K
$3.37M
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-4.88K- 4.58% |
$1.28M - $1.52M
|
102K
$43.4M
|
|
Jan 19, 2024
Q4 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-4.98K- 3.99% |
$1.3M - $1.56M
|
120K
$51.3M
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-5.22K- 7.63% |
$1.37M - $1.63M
|
63.2K
$27M
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-5.44K- 54.23% |
$1.42M - $1.7M
|
4.59K
$1.96M
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-5.52K- 0.22% |
$1.44M - $1.72M
|
2.48M
$1.06B
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-5.66K- 11.48% |
$1.48M - $1.77M
|
43.7K
$18.7M
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-5.67K- 1.78% |
$1.48M - $1.77M
|
313K
$134M
|
|
Jan 19, 2024
Q4 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-5.69K- 5.29% |
$1.49M - $1.78M
|
102K
$43.6M
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
SELL
|
- |
-5.73K- 9.34% |
$1.5M - $1.79M
|
55.6K
$23.8M
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-5.82K- 32.58% |
$1.52M - $1.82M
|
12K
$5.15M
|
|
Feb 06, 2024
Q4 2023
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-5.83K- 35.55% |
$1.53M - $1.82M
|
10.6K
$4.52M
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-5.85K- 10.25% |
$1.53M - $1.83M
|
51.2K
$21.9M
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-5.86K- 6.21% |
$1.53M - $1.83M
|
88.5K
$37.8M
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-6.09K- 3.88% |
$1.59M - $1.9M
|
151K
$64.6M
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-6.2K- 3.74% |
$1.62M - $1.93M
|
160K
$68.2M
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-6.27K- 6.54% |
$1.64M - $1.96M
|
89.6K
$38.3M
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-6.32K- 39.63% |
$1.65M - $1.97M
|
9.63K
$4.12M
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-6.33K- 62.61% |
$1.66M - $1.98M
|
3.78K
$1.62M
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-6.63K- 14.8% |
$1.73M - $2.07M
|
38.2K
$16.3M
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.8K- 22.55% |
$1.78M - $2.12M
|
23.4K
$9.98M
|
|
Jan 04, 2024
Q4 2023
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-7.19K- 17.44% |
$1.88M - $2.24M
|
34K
$14.5M
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.3K- 13.0% |
$1.91M - $2.28M
|
48.9K
$20.9M
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-7.3K- 5.68% |
$1.91M - $2.28M
|
121K
$51.8M
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-7.37K- 0.77% |
$1.93M - $2.3M
|
954K
$408M
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-7.38K- 5.45% |
$1.93M - $2.3M
|
128K
$54.8M
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-7.6K- 4.75% |
$1.99M - $2.37M
|
152K
$65.1M
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
SELL
|
- |
-7.64K- 26.71% |
$2M - $2.39M
|
21K
$8.97M
|
|
Feb 09, 2024
Q4 2023
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-7.68K- 1.14% |
$2.01M - $2.4M
|
664K
$284M
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-7.75K- 55.61% |
$2.03M - $2.42M
|
6.18K
$2.64M
|
|
Jan 12, 2024
Q4 2023
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-8.01K- 2.28% |
$2.09M - $2.5M
|
344K
$147M
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-8.16K- 12.2% |
$2.13M - $2.55M
|
58.7K
$25.1M
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-8.24K- 2.2% |
$2.15M - $2.57M
|
366K
$157M
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-8.26K- 11.94% |
$2.16M - $2.58M
|
60.9K
$26.1M
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-8.67K- 18.94% |
$2.27M - $2.71M
|
37.1K
$15.9M
|
|
Feb 01, 2024
Q4 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-8.82K- 57.13% |
$2.31M - $2.75M
|
6.62K
$2.83M
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-8.84K- 53.63% |
$2.31M - $2.76M
|
7.65K
$3.27M
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-8.91K- 2.19% |
$2.33M - $2.78M
|
398K
$170M
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-9.23K- 3.58% |
$2.41M - $2.88M
|
249K
$106M
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-9.39K- 4.38% |
$2.45M - $2.93M
|
205K
$87.7M
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-9.9K- 3.32% |
$2.59M - $3.09M
|
289K
$123M
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-10.1K- 29.8% |
$2.64M - $3.15M
|
23.8K
$10.2M
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-10.1K- 13.99% |
$2.65M - $3.16M
|
62.3K
$26.6M
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.4K- 70.97% |
$2.71M - $3.23M
|
4.24K
$1.81M
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-10.4K- 2.83% |
$2.73M - $3.26M
|
359K
$153M
|