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 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-2.55K- 16.42% |
$605K - $694K
|
13K
$4.74M
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.75K- 2.65% |
$652K - $748K
|
101K
$36.8M
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-2.95K- 13.16% |
$701K - $803K
|
19.5K
$7.1M
|
|
Feb 13, 2024
Q4 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-3.07K- 8.84% |
$729K - $836K
|
31.7K
$11.6M
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.45K- 8.15% |
$817K - $937K
|
38.8K
$14.2M
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-4.52K- 38.55% |
$1.07M - $1.23M
|
7.2K
$2.63M
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-6.19K- 53.71% |
$1.47M - $1.68M
|
5.33K
$1.94M
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.88K- 0.22% |
$1.63M - $1.87M
|
3.08M
$1.12B
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-8.12K- 46.17% |
$1.93M - $2.21M
|
9.47K
$3.45M
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-8.5K- 10.69% |
$2.02M - $2.31M
|
71K
$25.9M
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.3K- 86.97% |
$2.44M - $2.79M
|
1.54K
$561K
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-12.3K- 44.79% |
$2.93M - $3.36M
|
15.2K
$5.55M
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-13.5K- 3.19% |
$3.2M - $3.67M
|
409K
$149M
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.5K- 14.37% |
$5.1M - $5.84M
|
128K
$46.6M
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-21.5K- 95.73% |
$5.11M - $5.86M
|
962
$351K
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-80.2K- 11.47% |
$19M - $21.8M
|
619K
$226M
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-383K- 59.87% |
$90.8M - $104M
|
256K
$93.5M
|