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 23, 2024
Q4 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
2.86K+ 34.62% |
$747K - $892K
|
11.1K
$4.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
2.85K+ 37.11% |
$745K - $890K
|
10.5K
$4.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
2.83K+ 54.6% |
$740K - $884K
|
8.02K
$3.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.8K+ 19.45% |
$732K - $874K
|
17.2K
$7.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.77KNew |
$726K - $866K
|
2.77K
$1.13M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.72K+ 7.83% |
$711K - $848K
|
37.5K
$15.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
2.72KNew |
$711K - $848K
|
2.72K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
2.7KNew |
$707K - $843K
|
2.7K
$1.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.7K+ 2.34% |
$706K - $842K
|
118K
$48.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
2.69K+ 2.03% |
$704K - $840K
|
135K
$55.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.68KNew |
$700K - $836K
|
2.68K
$1.09M
|
|
|
Jan 22, 2024
Q4 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
2.66K+ 3.57% |
$695K - $829K
|
77.1K
$31.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.66K+ 17.41% |
$695K - $829K
|
17.9K
$7.31M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
2.62K+ 3.04% |
$686K - $819K
|
88.9K
$36.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.62K+ 4.73% |
$685K - $817K
|
57.9K
$23.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.6K+ 24.58% |
$679K - $810K
|
13.2K
$5.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
2.59KNew |
$676K - $807K
|
2.59K
$1.06M
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
2.57K+ 35.94% |
$671K - $801K
|
9.7K
$3.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
2.55KNew |
$666K - $795K
|
2.55K
$1.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
2.55KNew |
$666K - $795K
|
2.55K
$1.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.55K+ 9.66% |
$666K - $795K
|
28.9K
$11.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
BUY
|
- |
2.54K+ 39.8% |
$665K - $794K
|
8.93K
$3.65M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.53K+ 35.39% |
$663K - $791K
|
9.7K
$3.96M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.53K+ 316.23% |
$662K - $791K
|
3.33K
$1.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
2.53K+ 220.0% |
$662K - $790K
|
3.68K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
2.5K+ 10.64% |
$654K - $780K
|
26K
$10.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
2.5KNew |
$653K - $779K
|
2.5K
$1.02M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
2.45K+ 11.22% |
$641K - $764K
|
24.3K
$9.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
2.42K+ 8.53% |
$632K - $754K
|
30.8K
$12.5M
|
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
2.4K+ 1.51% |
$626K - $748K
|
161K
$65.6M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.39KNew |
$626K - $747K
|
2.39K
$976K
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
2.39K+ 1.5% |
$625K - $746K
|
162K
$65.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2.39KNew |
$625K - $746K
|
2.39K
$975K
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.39KNew |
$624K - $745K
|
2.39K
$973K
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.35KNew |
$614K - $733K
|
2.35K
$958K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.34K+ 5.78% |
$611K - $729K
|
42.8K
$17.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.33KNew |
$609K - $726K
|
2.33K
$950K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.32K+ 82.99% |
$608K - $725K
|
5.12K
$2.09M
|
|
|
Jan 23, 2024
Q4 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
2.3K+ 1.12% |
$600K - $716K
|
207K
$84.7M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.3K+ 2.37% |
$600K - $716K
|
99.2K
$40.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.29K+ 32.25% |
$599K - $715K
|
9.39K
$3.83M
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
2.26K+ 8.53% |
$591K - $705K
|
28.7K
$11.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
2.25KNew |
$589K - $703K
|
2.25K
$919K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.21K+ 23.48% |
$578K - $690K
|
11.6K
$4.74M
|
|
|
Jan 09, 2024
Q4 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
2.2KNew |
$575K - $686K
|
2.2K
$897K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
2.18K+ 36.28% |
$570K - $681K
|
8.19K
$3.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.17K+ 190.18% |
$568K - $677K
|
3.31K
$1.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.16K+ 7.1% |
$566K - $676K
|
32.6K
$13.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
2.16KNew |
$564K - $673K
|
2.16K
$880K
|
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2.15K+ 45.66% |
$562K - $671K
|
6.86K
$2.8M
|