Purchases and Sales Made in Q4 2023 in Vanguard S&P 500 Growth ETF (VOOG)
This table provides information about the institutional ownership of Vanguard S&P 500 Growth ETF (VOOG) during Q4 2023. The information is specifically focused on institutions that hold shares of VANGUARD S&P 500 GROWTH ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
370New |
$87.8K - $101K
|
370
$135K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
353+ 1.85% |
$83.8K - $96K
|
19.4K
$7.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
314New |
$74.5K - $85.4K
|
314
$114K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
306+ 437.14% |
$72.6K - $83.2K
|
376
$137K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
296+ 33.94% |
$70.2K - $80.5K
|
1.17K
$426K
|
|
|
Jan 17, 2024
Q4 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
278+ 0.52% |
$66K - $75.6K
|
53.3K
$19.4M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
262+ 7.78% |
$62.2K - $71.3K
|
3.63K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
234+ 0.94% |
$55.5K - $63.7K
|
25.1K
$9.14M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
219New |
$52K - $59.6K
|
219
$79.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
195+ 2.33% |
$46.3K - $53K
|
8.56K
$3.12M
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
190New |
$45.1K - $51.7K
|
190
$69.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
188New |
$44.6K - $51.1K
|
188
$68.5K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
188+ 1446.15% |
$44.6K - $51.1K
|
201
$73.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
176New |
$41.8K - $47.9K
|
176
$64.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
172+ 2.72% |
$40.8K - $46.8K
|
6.51K
$2.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
150New |
$35.6K - $40.8K
|
150
$54.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
146+ 9.17% |
$34.6K - $39.7K
|
1.74K
$634K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
132+ 3.33% |
$31.3K - $35.9K
|
4.1K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
125+ 2.94% |
$29.7K - $34K
|
4.37K
$1.59M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
123+ 0.72% |
$29.2K - $33.5K
|
17.3K
$6.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
112+ 0.27% |
$26.6K - $30.5K
|
41.2K
$15M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
111+ 15.97% |
$26.3K - $30.2K
|
806
$294K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
110+ 2.77% |
$26.1K - $29.9K
|
4.09K
$1.49M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
107+ 8.32% |
$25.4K - $29.1K
|
1.39K
$508K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
105+ 6.82% |
$24.9K - $28.6K
|
1.64K
$599K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
97+ 2.5% |
$23K - $26.4K
|
3.97K
$1.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
95+ 50.0% |
$22.5K - $25.8K
|
285
$104K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
94+ 4.7% |
$22.3K - $25.6K
|
2.1K
$764K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
86New |
$20.4K - $23.4K
|
86
$31.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
85New |
$20.2K - $23.1K
|
85
$31K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
80+ 0.25% |
$19K - $21.8K
|
31.5K
$11.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
79+ 1.31% |
$18.7K - $21.5K
|
6.12K
$2.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
79+ 464.71% |
$18.7K - $21.5K
|
96
$35K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
78+ 15.6% |
$18.5K - $21.2K
|
578
$211K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
76+ 2.63% |
$18K - $20.7K
|
2.96K
$1.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
74New |
$17.6K - $20.1K
|
74
$27K
|
|
|
Jan 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
73+ 2.5% |
$17.3K - $19.9K
|
2.99K
$1.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
66+ 60.55% |
$15.7K - $18K
|
175
$63.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
58+ 6.67% |
$13.8K - $15.8K
|
928
$338K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
53New |
$12.6K - $14.4K
|
53
$19.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
53New |
$12.6K - $14.4K
|
53
$19.3K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
50New |
$11.9K - $13.6K
|
50
$18.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
45+ 2.78% |
$10.7K - $12.2K
|
1.66K
$606K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
41+ 12.62% |
$9.73K - $11.2K
|
366
$133K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
35New |
$8.3K - $9.52K
|
35
$12.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
30+ 0.29% |
$7.12K - $8.16K
|
10.5K
$3.83M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
27+ 0.11% |
$6.41K - $7.35K
|
24.6K
$8.97M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
27New |
$6.41K - $7.35K
|
27
$9.84K
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
18+ 0.08% |
$4.27K - $4.9K
|
22.9K
$8.35M
|
|
|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
18+ 0.18% |
$4.27K - $4.9K
|
10K
$3.65M
|