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 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.29MNew |
$598M - $713M
|
2.29M
$922M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.3M+ 7.26% |
$341M - $406M
|
19.2M
$7.76B
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
815K+ 51.86% |
$213M - $255M
|
2.39M
$963M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
688K+ 85.79% |
$180M - $215M
|
1.49M
$601M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
628K+ 5.12% |
$164M - $196M
|
12.9M
$5.2B
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
347KNew |
$90.7M - $108M
|
347K
$140M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
319K+ 10.55% |
$83.3M - $99.4M
|
3.34M
$1.35B
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
308K+ 33.72% |
$80.5M - $96.1M
|
1.22M
$492M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
196K+ 3.69% |
$51.4M - $61.3M
|
5.52M
$2.23B
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
187KNew |
$48.8M - $58.2M
|
187K
$75.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
180K+ 78.57% |
$47.2M - $56.3M
|
410K
$165M
|
|
|
May 30, 2024
Q4 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
152KNew |
$39.9M - $47.6M
|
152K
$61.5M
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
148KNew |
$38.6M - $46.1M
|
148K
$59.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
135K+ 4.34% |
$35.3M - $42.1M
|
3.24M
$1.31B
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
130K+ 2.9% |
$34M - $40.5M
|
4.61M
$1.86B
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
121KNew |
$31.7M - $37.8M
|
121K
$48.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
110K+ 233.45% |
$28.8M - $34.4M
|
157K
$63.5M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
110K+ 3994.45% |
$28.8M - $34.4M
|
113K
$45.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
108K+ 399.32% |
$28.2M - $33.7M
|
135K
$54.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
105K+ 6.29% |
$27.4M - $32.7M
|
1.77M
$713M
|
|
|
Mar 14, 2024
Q4 2023
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
98.3KNew |
$25.7M - $30.7M
|
98.3K
$39.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
97.1K+ 548.04% |
$25.4M - $30.3M
|
115K
$46.3M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
96.9K+ 61.21% |
$25.3M - $30.2M
|
255K
$103M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
96.1K+ 39.03% |
$25.1M - $30M
|
342K
$138M
|
|
|
Feb 14, 2024
Q4 2023
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
89.5KNew |
$23.4M - $27.9M
|
89.5K
$36.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
85.4K+ 2672.39% |
$22.3M - $26.6M
|
88.6K
$35.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
85.1K+ 6.79% |
$22.3M - $26.6M
|
1.34M
$540M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
83.6KNew |
$21.9M - $26.1M
|
83.6K
$33.7M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
80.6K+ 6.88% |
$21.1M - $25.2M
|
1.25M
$506M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
80.3K+ 9.53% |
$21M - $25.1M
|
923K
$372M
|
|
|
Apr 08, 2024
Q4 2023
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
77.1KNew |
$20.2M - $24.1M
|
77.1K
$31.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
BUY
|
- |
73.8K+ 132.39% |
$19.3M - $23M
|
130K
$52.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
71.9KNew |
$18.8M - $22.4M
|
71.9K
$29M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
69.7KNew |
$18.2M - $21.8M
|
69.7K
$28.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
68.1KNew |
$17.8M - $21.3M
|
68.1K
$27.5M
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
66.9K+ 367.71% |
$17.5M - $20.9M
|
85.1K
$34.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
65.2KNew |
$17.1M - $20.4M
|
65.2K
$26.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
64.9K+ 7.3% |
$17M - $20.3M
|
954K
$385M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
64.6K+ 22.33% |
$16.9M - $20.2M
|
354K
$143M
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
64.3K+ 5.79% |
$16.8M - $20.1M
|
1.17M
$474M
|
|
|
Feb 12, 2024
Q4 2023
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
63.5KNew |
$16.6M - $19.8M
|
63.5K
$25.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
62K+ 4.67% |
$16.2M - $19.3M
|
1.39M
$560M
|
|
|
Feb 12, 2024
Q4 2023
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
61.4K+ 30.79% |
$16.1M - $19.2M
|
261K
$105M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
61.2K+ 14.09% |
$16M - $19.1M
|
496K
$200M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
60K+ 2.12% |
$15.7M - $18.7M
|
2.89M
$1.17B
|
|
|
Feb 16, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
59.8KNew |
$15.6M - $18.7M
|
59.8K
$24.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
57.4K+ 36.04% |
$15M - $17.9M
|
217K
$87.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
57.3K+ 5.32% |
$15M - $17.9M
|
1.13M
$457M
|
|
|
Feb 14, 2024
Q4 2023
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
56.5KNew |
$14.8M - $17.7M
|
56.5K
$22.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
54.7K+ 427.9% |
$14.3M - $17.1M
|
67.5K
$27.2M
|