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 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
11.3KNew |
$2.95M - $3.52M
|
11.3K
$4.83M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.2K+ 8.32% |
$2.92M - $3.48M
|
145K
$62.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
11KNew |
$2.88M - $3.44M
|
11K
$4.71M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
11K+ 43.4% |
$2.87M - $3.42M
|
36.2K
$15.5M
|
|
|
Feb 12, 2024
Q4 2023
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
11KNew |
$2.87M - $3.42M
|
11K
$4.69M
|
|
|
Mar 15, 2024
Q4 2023
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
10.9KNew |
$2.85M - $3.4M
|
10.9K
$4.66M
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
10.8KNew |
$2.83M - $3.37M
|
10.8K
$4.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
10.7K+ 22.22% |
$2.8M - $3.34M
|
58.8K
$25.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
10.6K+ 7.17% |
$2.79M - $3.32M
|
159K
$68M
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
10.5K+ 2797.35% |
$2.76M - $3.29M
|
10.9K
$4.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
10.4K+ 32.76% |
$2.72M - $3.25M
|
42.2K
$18M
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
10.3KNew |
$2.69M - $3.21M
|
10.3K
$4.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
10.2KNew |
$2.66M - $3.17M
|
10.2K
$4.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
9.5K+ 101.02% |
$2.48M - $2.97M
|
18.9K
$8.08M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
9.5KNew |
$2.48M - $2.96M
|
9.5K
$4.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
9.42K+ 1.38% |
$2.46M - $2.94M
|
692K
$296M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
9.26K+ 15.11% |
$2.42M - $2.89M
|
70.5K
$30.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
9.24KNew |
$2.42M - $2.88M
|
9.24K
$3.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
9.24K+ 14.47% |
$2.42M - $2.88M
|
73.1K
$31.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.21K+ 0.59% |
$2.41M - $2.87M
|
1.56M
$668M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
9.12KNew |
$2.38M - $2.85M
|
9.12K
$3.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
9.11K+ 21.71% |
$2.38M - $2.84M
|
51.1K
$21.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
8.99KNew |
$2.35M - $2.81M
|
8.99K
$3.84M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
8.95K+ 8.4% |
$2.34M - $2.79M
|
116K
$49.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.89K+ 11.93% |
$2.32M - $2.77M
|
83.4K
$35.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.85KNew |
$2.31M - $2.76M
|
8.85K
$3.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
8.85K+ 15.61% |
$2.31M - $2.76M
|
65.6K
$28M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.85K+ 2.01% |
$2.31M - $2.76M
|
449K
$192M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.85K+ 1.8% |
$2.31M - $2.76M
|
499K
$213M
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
8.85KNew |
$2.31M - $2.76M
|
8.85K
$3.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
8.78KNew |
$2.3M - $2.74M
|
8.78K
$3.75M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
8.77KNew |
$2.29M - $2.74M
|
8.77K
$3.75M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8.76K+ 85.84% |
$2.29M - $2.73M
|
19K
$8.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
8.58KNew |
$2.24M - $2.68M
|
8.58K
$3.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8.55K+ 43.08% |
$2.24M - $2.67M
|
28.4K
$12.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
8.55K+ 2.95% |
$2.23M - $2.67M
|
298K
$127M
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
8.34KNew |
$2.18M - $2.6M
|
8.34K
$3.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
8.21K+ 10.72% |
$2.15M - $2.56M
|
84.8K
$36.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
7.97K+ 8.41% |
$2.08M - $2.49M
|
103K
$43.9M
|
|
|
Feb 20, 2024
Q4 2023
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
7.94KNew |
$2.08M - $2.48M
|
7.94K
$3.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.9K+ 21.36% |
$2.06M - $2.46M
|
44.9K
$19.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
7.78K+ 20.12% |
$2.04M - $2.43M
|
46.5K
$19.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
7.62K+ 179.72% |
$1.99M - $2.38M
|
11.9K
$5.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.56K+ 4.35% |
$1.98M - $2.36M
|
181K
$77.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
7.41KNew |
$1.94M - $2.31M
|
7.41K
$3.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.25KNew |
$1.89M - $2.26M
|
7.25K
$3.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.24K+ 1.05% |
$1.89M - $2.26M
|
695K
$297M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
7.16K+ 116.53% |
$1.87M - $2.24M
|
13.3K
$5.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7.02KNew |
$1.84M - $2.19M
|
7.02K
$3M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
6.99KNew |
$1.83M - $2.18M
|
6.99K
$2.99M
|