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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-17.5K- 5.72% |
$4.57M - $5.45M
|
288K
$117M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-17.7K- 90.36% |
$4.62M - $5.51M
|
1.89K
$769K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-18.2K- 6.35% |
$4.77M - $5.69M
|
269K
$110M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-18.5K- 89.51% |
$4.84M - $5.77M
|
2.17K
$884K
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-18.7K- 7.53% |
$4.89M - $5.84M
|
230K
$93.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-19.1K- 3.94% |
$5.01M - $5.98M
|
467K
$191M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-19.3K- 5.41% |
$5.05M - $6.03M
|
338K
$138M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-21.9K- 3.2% |
$5.73M - $6.84M
|
663K
$271M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-22.3K- 6.24% |
$5.84M - $6.97M
|
335K
$137M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-23.2K- 1.19% |
$6.07M - $7.24M
|
1.93M
$786M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-23.5K- 33.37% |
$6.14M - $7.33M
|
46.9K
$19.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-23.9K- 97.02% |
$6.25M - $7.46M
|
734
$300K
|
|
|
Jan 29, 2024
Q4 2023
|
Howard Capital Management Inc.
|
SELL
|
- |
-26.1K- 47.43% |
$6.82M - $8.14M
|
28.9K
$11.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-27.1K- 41.7% |
$7.08M - $8.45M
|
37.8K
$15.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-27.2K- 4.05% |
$7.1M - $8.48M
|
644K
$263M
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
SELL
|
- |
-28.7K- 31.06% |
$7.51M - $8.97M
|
63.7K
$26M
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-28.9K- 21.98% |
$7.55M - $9.01M
|
102K
$41.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-29.1K- 61.56% |
$7.62M - $9.1M
|
18.2K
$7.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-30.1K- 1.23% |
$7.87M - $9.4M
|
2.42M
$987M
|
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-36K- 96.74% |
$9.41M - $11.2M
|
1.21K
$495K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-45.1K- 8.52% |
$11.8M - $14.1M
|
484K
$197M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-45.3K- 75.45% |
$11.8M - $14.1M
|
14.7K
$6.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-47.4K- 13.06% |
$12.4M - $14.8M
|
316K
$129M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-51.5K- 81.84% |
$13.5M - $16.1M
|
11.4K
$4.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-59.7K- 3.57% |
$15.6M - $18.6M
|
1.61M
$658M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-67.8K- 8.7% |
$17.7M - $21.2M
|
712K
$290M
|
|
|
Feb 14, 2024
Q4 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-75.1K- 26.64% |
$19.6M - $23.4M
|
207K
$84.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-75.1K- 26.2% |
$19.6M - $23.4M
|
212K
$86.3M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-77.8K- 22.32% |
$20.4M - $24.3M
|
271K
$111M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-89.9K- 76.89% |
$23.5M - $28.1M
|
27K
$11M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-114KClosed |
$29.8M - $35.5M
|
0
$0
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
SELL
|
- |
-159K- 98.88% |
$41.5M - $49.5M
|
1.79K
$732K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-339K- 3.35% |
$88.7M - $106M
|
9.78M
$3.99B
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-363K- 44.69% |
$95M - $113M
|
450K
$184M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-376K- 38.52% |
$98.3M - $117M
|
600K
$245M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-377K- 4.09% |
$98.5M - $118M
|
8.82M
$3.6B
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-442K- 27.51% |
$116M - $138M
|
1.16M
$475M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-726K- 5.34% |
$190M - $227M
|
12.9M
$5.26B
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-846K- 2.06% |
$221M - $264M
|
40.3M
$16.5B
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-867K- 92.25% |
$227M - $271M
|
72.8K
$29.7M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.28M- 99.68% |
$596M - $711M
|
7.35K
$3M
|