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 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-25- 2.88% |
$5.93K - $6.8K
|
843
$307K
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-25- 0.63% |
$5.93K - $6.8K
|
3.95K
$1.44M
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-25- 0.5% |
$5.93K - $6.8K
|
4.99K
$1.82M
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-27- 2.71% |
$6.41K - $7.35K
|
969
$353K
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-28- 36.84% |
$6.64K - $7.62K
|
48
$17.5K
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-29- 1.93% |
$6.88K - $7.89K
|
1.48K
$538K
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-30- 0.08% |
$7.12K - $8.16K
|
35.6K
$13M
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-32- 2.3% |
$7.59K - $8.71K
|
1.36K
$496K
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-32- 0.59% |
$7.59K - $8.71K
|
5.35K
$1.95M
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-32- 58.18% |
$7.59K - $8.71K
|
23
$8.39K
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-35- 1.88% |
$8.3K - $9.52K
|
1.82K
$665K
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-36- 0.12% |
$8.54K - $9.79K
|
29.9K
$10.9M
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-38- 1.14% |
$9.02K - $10.3K
|
3.31K
$1.21M
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-38- 97.44% |
$9.02K - $10.3K
|
1
$365
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-38- 0.31% |
$9.02K - $10.3K
|
12K
$4.38M
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-45- 4.76% |
$10.7K - $12.2K
|
900
$328K
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-50- 24.88% |
$11.9K - $13.6K
|
151
$55.1K
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-52- 3.97% |
$12.3K - $14.1K
|
1.26K
$459K
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-59- 1.97% |
$14K - $16.1K
|
2.93K
$1.07M
|
|
Jan 29, 2024
Q4 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-60- 0.9% |
$14.2K - $16.3K
|
6.58K
$2.4M
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-60- 1.72% |
$14.2K - $16.3K
|
3.43K
$1.25M
|
|
Feb 12, 2024
Q4 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-60- 0.4% |
$14.2K - $16.3K
|
15.1K
$5.49M
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-63- 91.3% |
$14.9K - $17.1K
|
6
$2.19K
|
|
Jan 26, 2024
Q4 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-66- 0.49% |
$15.7K - $18K
|
13.4K
$4.89M
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-75- 8.43% |
$17.8K - $20.4K
|
815
$297K
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-76- 8.91% |
$18K - $20.7K
|
777
$283K
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-84- 0.58% |
$19.9K - $22.9K
|
14.5K
$5.28M
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-100- 10.54% |
$23.7K - $27.2K
|
849
$310K
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-106- 9.6% |
$25.1K - $28.8K
|
998
$364K
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-115- 0.82% |
$27.3K - $31.3K
|
14K
$5.1M
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-116- 0.8% |
$27.5K - $31.6K
|
14.5K
$5.28M
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-117- 2.37% |
$27.8K - $31.8K
|
4.81K
$1.75M
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-134- 2.75% |
$31.8K - $36.5K
|
4.74K
$1.73M
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-138- 1.14% |
$32.7K - $37.5K
|
12K
$4.36M
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
SELL
|
- |
-148- 5.76% |
$35.1K - $40.3K
|
2.42K
$883K
|
|
Feb 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-150- 10.4% |
$35.6K - $40.8K
|
1.29K
$471K
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-155- 8.86% |
$36.8K - $42.2K
|
1.6K
$581K
|
|
Aug 07, 2024
Q4 2023
|
Nri Wealth Management Lc
Santa Clara, CA |
SELL
|
- |
-168- 4.89% |
$39.9K - $45.7K
|
3.27K
$1.19M
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-174- 1.04% |
$41.3K - $47.3K
|
16.6K
$6.04M
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-189- 5.24% |
$44.8K - $51.4K
|
3.42K
$1.25M
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-192- 3.36% |
$45.6K - $52.2K
|
5.52K
$2.01M
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-195- 36.38% |
$46.3K - $53K
|
341
$124K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-202- 7.63% |
$47.9K - $55K
|
2.44K
$891K
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-211- 0.69% |
$50.1K - $57.4K
|
30.4K
$11.1M
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-237- 12.27% |
$56.2K - $64.5K
|
1.7K
$618K
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-250- 3.46% |
$59.3K - $68K
|
6.98K
$2.54M
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-262- 0.38% |
$62.2K - $71.3K
|
69.4K
$25.3M
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-277- 12.9% |
$65.7K - $75.4K
|
1.87K
$682K
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-281- 11.21% |
$66.7K - $76.4K
|
2.23K
$812K
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-302- 11.17% |
$71.7K - $82.2K
|
2.4K
$876K
|