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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
17+ 0.62% |
$4.03K - $4.62K
|
2.77K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
17+ 1.52% |
$4.03K - $4.62K
|
1.13K
$413K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
16+ 23.53% |
$3.8K - $4.35K
|
84
$30.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
16+ 0.63% |
$3.8K - $4.35K
|
2.54K
$926K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
15+ 6.82% |
$3.56K - $4.08K
|
235
$85.7K
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
BUY
|
- |
13New |
$3.08K - $3.54K
|
13
$4.74K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
12+ 120.0% |
$2.85K - $3.26K
|
22
$8.02K
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
11+ 0.25% |
$2.61K - $2.99K
|
4.35K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
10+ 0.65% |
$2.37K - $2.72K
|
1.54K
$563K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
10New |
$2.37K - $2.72K
|
10
$3.65K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8+ 0.66% |
$1.9K - $2.18K
|
1.22K
$444K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
8+ 0.79% |
$1.9K - $2.18K
|
1.02K
$371K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
7+ 0.61% |
$1.66K - $1.9K
|
1.16K
$421K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
7+ 0.83% |
$1.66K - $1.9K
|
852
$311K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
6+ 0.33% |
$1.42K - $1.63K
|
1.83K
$666K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
6+ 0.66% |
$1.42K - $1.63K
|
912
$332K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
5+ 0.62% |
$1.19K - $1.36K
|
806
$294K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
5+ 0.25% |
$1.19K - $1.36K
|
1.99K
$727K
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
5+ 0.46% |
$1.19K - $1.36K
|
1.09K
$397K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5New |
$1.19K - $1.36K
|
5
$1.82K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
5+ 13.16% |
$1.19K - $1.36K
|
43
$15.7K
|
|
|
Jan 29, 2024
Q4 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
4+ 0.47% |
$949 - $1.09K
|
854
$311K
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
4+ 0.19% |
$949 - $1.09K
|
2.09K
$760K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3+ 0.08% |
$712 - $816
|
3.93K
$1.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3+ 0.3% |
$712 - $816
|
992
$362K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.67% |
$475 - $544
|
299
$109K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 2.22% |
$237 - $272
|
46
$16.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.39% |
$237 - $272
|
257
$93.7K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
1+ 2.08% |
$237 - $272
|
49
$17.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$237 - $272
|
2.62K
$955K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.19% |
$237 - $272
|
519
$189K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.85% |
$237 - $272
|
118
$43K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.32% |
$237 - $272
|
318
$116K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 20.0% |
$237 - $272
|
6
$2.19K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
BUY
|
- |
1+ 0.06% |
$237 - $272
|
1.79K
$651K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$237 - $272
|
1
$365
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1- 0.02% |
$237 - $272
|
5.08K
$1.85M
|
|
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-1- 0.12% |
$237 - $272
|
804
$293K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-4- 50.0% |
$949 - $1.09K
|
4
$1.46K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-5- 0.42% |
$1.19K - $1.36K
|
1.18K
$429K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-6- 15.38% |
$1.42K - $1.63K
|
33
$12K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7- 1.99% |
$1.66K - $1.9K
|
344
$125K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-9- 0.69% |
$2.14K - $2.45K
|
1.3K
$474K
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-9- 0.5% |
$2.14K - $2.45K
|
1.8K
$655K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-12- 1.14% |
$2.85K - $3.26K
|
1.04K
$379K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-12- 0.65% |
$2.85K - $3.26K
|
1.85K
$673K
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-14- 1.52% |
$3.32K - $3.81K
|
906
$330K
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-21- 0.54% |
$4.98K - $5.71K
|
3.87K
$1.41M
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-21- 0.64% |
$4.98K - $5.71K
|
3.28K
$1.2M
|