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 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
405+ 45.15% |
$106K - $126K
|
1.3K
$526K
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
404+ 0.85% |
$106K - $126K
|
48K
$19.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
402New |
$105K - $125K
|
402
$162K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
401New |
$105K - $125K
|
401
$162K
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
400+ 50.0% |
$105K - $125K
|
1.2K
$485K
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
399+ 1.16% |
$104K - $125K
|
34.9K
$14.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
399+ 4433.33% |
$104K - $125K
|
408
$165K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
396+ 5.26% |
$104K - $124K
|
7.93K
$3.2M
|
|
|
Jan 18, 2024
Q4 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
390+ 1.11% |
$102K - $122K
|
35.6K
$14.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
390+ 35.88% |
$102K - $122K
|
1.48K
$597K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
386+ 46.73% |
$101K - $120K
|
1.21K
$490K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
381+ 3.45% |
$99.6K - $119K
|
11.4K
$4.61M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
381+ 2.49% |
$99.6K - $119K
|
15.7K
$6.34M
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
379+ 10.33% |
$99.1K - $118K
|
4.05K
$1.64M
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
BUY
|
- |
376+ 2.31% |
$98.3K - $117K
|
16.7K
$6.74M
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
376+ 78.5% |
$98.3K - $117K
|
855
$345K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
375+ 2.23% |
$98.1K - $117K
|
17.2K
$6.93M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
370+ 7.07% |
$96.8K - $115K
|
5.6K
$2.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
368+ 1.63% |
$96.2K - $115K
|
23K
$9.28M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
367New |
$96K - $115K
|
367
$148K
|
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
366+ 36.75% |
$95.7K - $114K
|
1.36K
$550K
|
|
|
Feb 09, 2024
Q4 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
358+ 2.21% |
$93.6K - $112K
|
16.5K
$6.68M
|
|
|
Feb 02, 2024
Q4 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
355+ 11.06% |
$92.8K - $111K
|
3.57K
$1.44M
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
BUY
|
- |
350+ 7.0% |
$91.5K - $109K
|
5.35K
$2.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
350+ 7.4% |
$91.5K - $109K
|
5.08K
$2.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
350New |
$91.5K - $109K
|
350
$141K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
348+ 1.77% |
$91K - $109K
|
20K
$8.06M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
335+ 6.18% |
$87.6K - $105K
|
5.75K
$2.32M
|
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
334+ 42.23% |
$87.4K - $104K
|
1.13K
$455K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
333+ 11.71% |
$87.1K - $104K
|
3.18K
$1.28M
|
|
|
Jan 08, 2024
Q4 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
331+ 2.5% |
$86.6K - $103K
|
13.6K
$5.49M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
330+ 2.45% |
$86.3K - $103K
|
13.8K
$5.57M
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
329+ 6.95% |
$86K - $103K
|
5.06K
$2.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
328+ 6.42% |
$85.8K - $102K
|
5.44K
$2.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
326+ 4.07% |
$85.3K - $102K
|
8.33K
$3.36M
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
325+ 5.52% |
$85K - $101K
|
6.21K
$2.51M
|
|
|
Mar 04, 2024
Q4 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
323+ 100.0% |
$84.5K - $101K
|
646
$261K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
321+ 7.48% |
$84K - $100K
|
4.61K
$1.86M
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
320+ 5.85% |
$83.7K - $99.9K
|
5.79K
$2.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
312+ 3.8% |
$81.6K - $97.4K
|
8.52K
$3.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
307+ 1.07% |
$80.3K - $95.8K
|
29K
$11.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
305+ 1.12% |
$79.8K - $95.2K
|
27.5K
$11.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
300+ 4.87% |
$78.5K - $93.6K
|
6.46K
$2.61M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
293+ 22.87% |
$76.6K - $91.5K
|
1.57K
$636K
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
293+ 15.44% |
$76.6K - $91.5K
|
2.19K
$885K
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
292+ 30.74% |
$76.4K - $91.2K
|
1.24K
$502K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
291New |
$76.1K - $90.8K
|
291
$118K
|
|
|
Jan 30, 2024
Q4 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
287+ 0.26% |
$75.1K - $89.6K
|
112K
$45.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
280+ 1.66% |
$73.2K - $87.4K
|
17.1K
$6.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
276New |
$72.2K - $86.2K
|
276
$112K
|