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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
598+ 10.37% |
$156K - $187K
|
6.36K
$2.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
597+ 0.54% |
$156K - $186K
|
111K
$45M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
596+ 10.12% |
$156K - $186K
|
6.49K
$2.62M
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
BUY
|
- |
592+ 4.09% |
$155K - $185K
|
15K
$6.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
578+ 64.51% |
$151K - $180K
|
1.47K
$596K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
570+ 1.97% |
$149K - $178K
|
29.5K
$11.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
561New |
$147K - $175K
|
561
$227K
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
560+ 2.25% |
$146K - $175K
|
25.4K
$10.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Tl Private Wealth
|
BUY
|
- |
559+ 0.44% |
$146K - $174K
|
126K
$51.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
557+ 1.24% |
$146K - $174K
|
45.4K
$18.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
548+ 12.91% |
$143K - $171K
|
4.79K
$1.94M
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
538+ 1.52% |
$141K - $168K
|
36K
$14.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
537+ 1.66% |
$140K - $168K
|
33K
$13.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
536+ 1.22% |
$140K - $167K
|
44.6K
$18M
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
522+ 33.94% |
$137K - $163K
|
2.06K
$832K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
522+ 24.09% |
$137K - $163K
|
2.69K
$1.09M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
521+ 27.33% |
$136K - $163K
|
2.43K
$981K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
520+ 2.79% |
$136K - $162K
|
19.2K
$7.75M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
515+ 15.71% |
$135K - $161K
|
3.79K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
514+ 4.34% |
$134K - $160K
|
12.4K
$4.99M
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
510+ 13.9% |
$133K - $159K
|
4.18K
$1.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
504+ 5.27% |
$132K - $157K
|
10.1K
$4.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
502+ 41.38% |
$131K - $157K
|
1.72K
$693K
|
|
|
May 20, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
502+ 41.38% |
$131K - $157K
|
1.72K
$693K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
494+ 6.56% |
$129K - $154K
|
8.02K
$3.24M
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
489+ 32.91% |
$128K - $153K
|
1.98K
$798K
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
489+ 1.4% |
$128K - $153K
|
35.5K
$14.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Tenret CO LLC
|
BUY
|
- |
487+ 1.02% |
$127K - $152K
|
48.3K
$19.5M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
477+ 28.63% |
$125K - $149K
|
2.14K
$866K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
476+ 9.95% |
$124K - $149K
|
5.26K
$2.13M
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
474+ 17.69% |
$124K - $148K
|
3.15K
$1.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
474+ 9.14% |
$124K - $148K
|
5.66K
$2.29M
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
471+ 21.49% |
$123K - $147K
|
2.66K
$1.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
BUY
|
- |
466+ 0.83% |
$122K - $145K
|
56.8K
$23M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
463+ 9.07% |
$121K - $145K
|
5.57K
$2.25M
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
458+ 2.87% |
$120K - $143K
|
16.4K
$6.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
449+ 4.68% |
$117K - $140K
|
10K
$4.06M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
441+ 10.08% |
$115K - $138K
|
4.82K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
432+ 7.13% |
$113K - $135K
|
6.49K
$2.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
429New |
$112K - $134K
|
429
$173K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
423New |
$111K - $132K
|
423
$171K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
422New |
$110K - $132K
|
422
$171K
|
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
BUY
|
- |
418+ 32.61% |
$109K - $130K
|
1.7K
$687K
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
415+ 17.75% |
$109K - $130K
|
2.75K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
413+ 5.13% |
$108K - $129K
|
8.46K
$3.42M
|
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
410+ 1.66% |
$107K - $128K
|
25.1K
$10.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
410+ 7.61% |
$107K - $128K
|
5.8K
$2.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
409+ 2.34% |
$107K - $128K
|
17.9K
$7.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
407+ 36.67% |
$106K - $127K
|
1.52K
$613K
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
405+ 21.25% |
$106K - $126K
|
2.31K
$934K
|