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 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
6.92K+ 0.72% |
$1.81M - $2.16M
|
975K
$398M
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
6.8K+ 5.92% |
$1.78M - $2.12M
|
122K
$49.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
6.63K+ 2.7% |
$1.73M - $2.07M
|
252K
$103M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.58K+ 13.37% |
$1.72M - $2.05M
|
55.8K
$22.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
6.56K+ 28.51% |
$1.72M - $2.05M
|
29.6K
$12.1M
|
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
6.18K+ 17.85% |
$1.62M - $1.93M
|
40.8K
$16.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
6.12KNew |
$1.6M - $1.91M
|
6.12K
$2.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
6.02K+ 13.65% |
$1.57M - $1.88M
|
50.1K
$20.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
6.01KNew |
$1.57M - $1.88M
|
6.01K
$2.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Jordan Park Group LLC
|
BUY
|
- |
6KNew |
$1.57M - $1.87M
|
6K
$2.45M
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5.85K+ 7.61% |
$1.53M - $1.83M
|
82.8K
$33.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
5.78K+ 1.57% |
$1.51M - $1.8M
|
373K
$152M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
BUY
|
- |
5.76KNew |
$1.51M - $1.8M
|
5.76K
$2.35M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.63K+ 16.53% |
$1.47M - $1.76M
|
39.7K
$16.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.59K+ 0.62% |
$1.46M - $1.74M
|
913K
$373M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5.43K+ 5.6% |
$1.42M - $1.69M
|
102K
$41.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
5.4K+ 346.22% |
$1.41M - $1.69M
|
6.96K
$2.84M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.38K+ 2.37% |
$1.41M - $1.68M
|
233K
$95M
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
5.36K+ 2.84% |
$1.4M - $1.67M
|
194K
$79.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
5.29KNew |
$1.38M - $1.65M
|
5.29K
$2.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.25K+ 269.82% |
$1.37M - $1.64M
|
7.19K
$2.94M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.24K+ 148.19% |
$1.37M - $1.63M
|
8.77K
$3.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.19K+ 78.62% |
$1.36M - $1.62M
|
11.8K
$4.81M
|
|
|
Jan 23, 2024
Q4 2023
|
Schwab Charitable Fund
|
BUY
|
- |
5.13K+ 90.48% |
$1.34M - $1.6M
|
10.8K
$4.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
5.06KNew |
$1.32M - $1.58M
|
5.06K
$2.07M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
4.97K+ 32.84% |
$1.3M - $1.55M
|
20.1K
$8.21M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
4.9K+ 27.03% |
$1.28M - $1.53M
|
23K
$9.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.84K+ 29.23% |
$1.27M - $1.51M
|
21.4K
$8.74M
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
BUY
|
- |
4.77K+ 19.53% |
$1.25M - $1.49M
|
29.2K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.72K+ 79.55% |
$1.24M - $1.47M
|
10.7K
$4.35M
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
BUY
|
- |
4.67K+ 528.65% |
$1.22M - $1.46M
|
5.55K
$2.27M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4.62K+ 72.18% |
$1.21M - $1.44M
|
11K
$4.5M
|
|
|
Feb 15, 2024
Q4 2023
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.61KNew |
$1.21M - $1.44M
|
4.61K
$1.88M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.59K+ 26.73% |
$1.2M - $1.43M
|
21.8K
$8.88M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
4.54K+ 9.86% |
$1.19M - $1.42M
|
50.6K
$20.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.53K+ 3.42% |
$1.19M - $1.42M
|
137K
$56M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
4.51K+ 5.07% |
$1.18M - $1.41M
|
93.3K
$38.1M
|
|
|
Jan 25, 2024
Q4 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
4.49K+ 50.0% |
$1.17M - $1.4M
|
13.5K
$5.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
4.39K+ 20.51% |
$1.15M - $1.37M
|
25.8K
$10.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.39K+ 10.67% |
$1.15M - $1.37M
|
45.5K
$18.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
4.36K+ 4.26% |
$1.14M - $1.36M
|
107K
$43.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
4.21KNew |
$1.1M - $1.31M
|
4.21K
$1.72M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
4.21K+ 3.07% |
$1.1M - $1.31M
|
141K
$57.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.2KNew |
$1.1M - $1.31M
|
4.2K
$1.71M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
4.2K+ 9.07% |
$1.1M - $1.31M
|
50.5K
$20.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
4.17KNew |
$1.09M - $1.3M
|
4.17K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
4.17K+ 29.39% |
$1.09M - $1.3M
|
18.3K
$7.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
4.13K+ 6.24% |
$1.08M - $1.29M
|
70.4K
$28.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Community Bank Of Raymore
|
BUY
|
- |
4.13KNew |
$1.08M - $1.29M
|
4.13K
$1.69M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.12K+ 15.03% |
$1.08M - $1.28M
|
31.5K
$12.9M
|