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 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
275+ 21.11% |
$71.9K - $85.8K
|
1.58K
$638K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
272+ 5.55% |
$71.1K - $84.9K
|
5.18K
$2.09M
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
271+ 1.33% |
$70.9K - $84.6K
|
20.7K
$8.36M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
268+ 1.98% |
$70.1K - $83.7K
|
13.8K
$5.57M
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
264+ 4.69% |
$69K - $82.4K
|
5.89K
$2.38M
|
|
|
Jan 22, 2024
Q4 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
262New |
$68.5K - $81.8K
|
262
$106K
|
|
|
Jan 18, 2024
Q4 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
260+ 9.94% |
$68K - $81.2K
|
2.88K
$1.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
258+ 16.63% |
$67.5K - $80.5K
|
1.81K
$731K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
254+ 12.15% |
$66.4K - $79.3K
|
2.35K
$947K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
249+ 16.52% |
$65.1K - $77.7K
|
1.76K
$709K
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
249+ 6.01% |
$65.1K - $77.7K
|
4.39K
$1.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
248+ 3.06% |
$64.9K - $77.4K
|
8.34K
$3.37M
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
243+ 17.89% |
$63.6K - $75.9K
|
1.6K
$647K
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
239+ 19.01% |
$62.5K - $74.6K
|
1.5K
$604K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
238+ 0.68% |
$62.2K - $74.3K
|
35.2K
$14.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
236+ 108.26% |
$61.7K - $73.7K
|
454
$183K
|
|
|
Aug 20, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
234+ 17.97% |
$61.2K - $73K
|
1.54K
$621K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
231+ 12.08% |
$60.4K - $72.1K
|
2.14K
$866K
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
231+ 7.08% |
$60.4K - $72.1K
|
3.5K
$1.41M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
230+ 9.3% |
$60.2K - $71.8K
|
2.7K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
229+ 4.86% |
$59.9K - $71.5K
|
4.95K
$2M
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
229+ 8.74% |
$59.9K - $71.5K
|
2.85K
$1.15M
|
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
228+ 1.33% |
$59.6K - $71.2K
|
17.4K
$7.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
227+ 5.88% |
$59.4K - $70.9K
|
4.09K
$1.65M
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
227+ 12.45% |
$59.4K - $70.9K
|
2.05K
$829K
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
223+ 0.83% |
$58.3K - $69.6K
|
27.1K
$10.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
222+ 3.38% |
$58.1K - $69.3K
|
6.8K
$2.75M
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
222+ 21.14% |
$58.1K - $69.3K
|
1.27K
$514K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
220+ 15.59% |
$57.5K - $68.7K
|
1.63K
$659K
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
219+ 1.18% |
$57.3K - $68.4K
|
18.8K
$7.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
211+ 211.0% |
$55.2K - $65.9K
|
311
$126K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
210+ 1.7% |
$54.9K - $65.6K
|
12.6K
$5.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
207+ 1.06% |
$54.1K - $64.6K
|
19.7K
$7.95M
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
206+ 13.73% |
$53.9K - $64.3K
|
1.71K
$689K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
204New |
$53.4K - $63.7K
|
204
$82.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
200+ 92.59% |
$52.3K - $62.4K
|
416
$168K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
200New |
$52.3K - $62.4K
|
200
$80.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
199+ 0.43% |
$52K - $62.1K
|
46.4K
$18.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
BUY
|
- |
197+ 6.57% |
$51.5K - $61.5K
|
3.2K
$1.29M
|
|
|
Jan 24, 2024
Q4 2023
|
Brickley Wealth Management
|
BUY
|
- |
197+ 0.17% |
$51.5K - $61.5K
|
117K
$47.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
194+ 4.14% |
$50.7K - $60.6K
|
4.88K
$1.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
193+ 1.31% |
$50.5K - $60.2K
|
14.9K
$6.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
192+ 8.7% |
$50.2K - $59.9K
|
2.4K
$969K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
191+ 5.91% |
$50K - $59.6K
|
3.43K
$1.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
189+ 1.57% |
$49.4K - $59K
|
12.2K
$4.94M
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
187+ 18.17% |
$48.9K - $58.4K
|
1.22K
$491K
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
187+ 6.84% |
$48.9K - $58.4K
|
2.92K
$1.18M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
185+ 212.64% |
$48.4K - $57.7K
|
272
$110K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
183New |
$47.9K - $57.1K
|
183
$73.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
183+ 7.82% |
$47.9K - $57.1K
|
2.52K
$1.02M
|