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 15, 2024
Q4 2023
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
180+ 4.41% |
$47.1K - $56.2K
|
4.26K
$1.72M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
BUY
|
- |
179+ 7.51% |
$46.8K - $55.9K
|
2.56K
$1.04M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
178+ 2.87% |
$46.6K - $55.6K
|
6.38K
$2.58M
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
176+ 9.7% |
$46K - $54.9K
|
1.99K
$804K
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
176+ 11.82% |
$46K - $54.9K
|
1.67K
$673K
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
172+ 9.6% |
$45K - $53.7K
|
1.96K
$794K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
171+ 1.68% |
$44.7K - $53.4K
|
10.3K
$4.17M
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
170+ 4.51% |
$44.5K - $53.1K
|
3.94K
$1.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
170+ 3.9% |
$44.5K - $53.1K
|
4.53K
$1.83M
|
|
|
Jan 09, 2024
Q4 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
166+ 3.63% |
$43.4K - $51.8K
|
4.73K
$1.91M
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
165+ 11.54% |
$43.2K - $51.5K
|
1.6K
$644K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
161+ 2.89% |
$42.1K - $50.3K
|
5.73K
$2.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
155+ 4.15% |
$40.5K - $48.4K
|
3.89K
$1.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
155+ 3.54% |
$40.5K - $48.4K
|
4.54K
$1.83M
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
151+ 0.29% |
$39.5K - $47.1K
|
52.5K
$21.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
150+ 3.3% |
$39.2K - $46.8K
|
4.7K
$1.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
145New |
$37.9K - $45.3K
|
145
$58.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
144+ 6.54% |
$37.7K - $45K
|
2.35K
$948K
|
|
|
Feb 05, 2024
Q4 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
143+ 0.69% |
$37.4K - $44.6K
|
20.9K
$8.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
142+ 0.56% |
$37.1K - $44.3K
|
25.7K
$10.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
139+ 1.99% |
$36.4K - $43.4K
|
7.14K
$2.88M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
139+ 1.99% |
$36.4K - $43.4K
|
7.14K
$2.88M
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
138+ 0.46% |
$36.1K - $43.1K
|
30K
$12.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
138+ 2.55% |
$36.1K - $43.1K
|
5.55K
$2.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
136+ 17.71% |
$35.6K - $42.5K
|
904
$365K
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
134+ 100.75% |
$35K - $41.8K
|
267
$108K
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
133+ 8.32% |
$34.8K - $41.5K
|
1.73K
$700K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
128+ 376.47% |
$33.5K - $40K
|
162
$65.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
127+ 1.54% |
$33.2K - $39.6K
|
8.37K
$3.38M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
127+ 0.52% |
$33.2K - $39.6K
|
24.6K
$9.92M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
126+ 4.91% |
$33K - $39.3K
|
2.69K
$1.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
125+ 11.54% |
$32.7K - $39K
|
1.21K
$488K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
125+ 15.78% |
$32.7K - $39K
|
917
$370K
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
124+ 0.64% |
$32.4K - $38.7K
|
19.4K
$7.86M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
124+ 0.43% |
$32.4K - $38.7K
|
28.9K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
124+ 0.09% |
$32.4K - $38.7K
|
132K
$53.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
123+ 4.6% |
$32.2K - $38.4K
|
2.8K
$1.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
121+ 2.05% |
$31.6K - $37.8K
|
6.02K
$2.43M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
120+ 1.79% |
$31.4K - $37.5K
|
6.83K
$2.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
118+ 76.13% |
$30.9K - $36.8K
|
273
$110K
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
117+ 14.39% |
$30.6K - $36.5K
|
930
$376K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
115+ 2.11% |
$30.1K - $35.9K
|
5.57K
$2.25M
|
|
|
Jan 22, 2024
Q4 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
114+ 0.45% |
$29.8K - $35.6K
|
25.6K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
114+ 8.84% |
$29.8K - $35.6K
|
1.4K
$567K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
113+ 2.89% |
$29.6K - $35.3K
|
4.02K
$1.63M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
112New |
$29.3K - $35K
|
112
$45.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
108+ 1.73% |
$28.2K - $33.7K
|
6.34K
$2.56M
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
107+ 3.11% |
$28K - $33.4K
|
3.55K
$1.43M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
106+ 13.04% |
$27.7K - $33.1K
|
919
$371K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
106New |
$27.7K - $33.1K
|
106
$42.8K
|