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 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
105+ 2.05% |
$27.5K - $32.8K
|
5.22K
$2.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
105+ 2.19% |
$27.5K - $32.8K
|
4.9K
$1.98M
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
104+ 2.44% |
$27.2K - $32.5K
|
4.36K
$1.76M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
103+ 29.1% |
$26.9K - $32.2K
|
457
$185K
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
103+ 9.3% |
$26.9K - $32.2K
|
1.21K
$489K
|
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
100+ 9.41% |
$26.2K - $31.2K
|
1.16K
$470K
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
100+ 7.16% |
$26.2K - $31.2K
|
1.5K
$604K
|
|
|
Jan 12, 2024
Q4 2023
|
Cohen Klingenstein LLC
|
BUY
|
- |
100+ 0.7% |
$26.2K - $31.2K
|
14.3K
$5.78M
|
|
|
Feb 06, 2024
Q4 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
100+ 1.96% |
$26.2K - $31.2K
|
5.22K
$2.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
100+ 0.38% |
$26.2K - $31.2K
|
26.5K
$10.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
100+ 25.51% |
$26.2K - $31.2K
|
492
$199K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
99+ 3.68% |
$25.9K - $30.9K
|
2.79K
$1.13M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
98New |
$25.6K - $30.6K
|
98
$39.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
97+ 0.18% |
$25.4K - $30.3K
|
54.8K
$22.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
96+ 12.75% |
$25.1K - $30K
|
849
$343K
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
95+ 0.7% |
$24.8K - $29.7K
|
13.7K
$5.55M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
92+ 9.35% |
$24.1K - $28.7K
|
1.08K
$435K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
90+ 31.25% |
$23.5K - $28.1K
|
378
$153K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
88+ 4.17% |
$23K - $27.5K
|
2.2K
$888K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
88+ 7.61% |
$23K - $27.5K
|
1.25K
$503K
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
88+ 2.36% |
$23K - $27.5K
|
3.81K
$1.54M
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
87+ 3.49% |
$22.8K - $27.2K
|
2.58K
$1.04M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
87New |
$22.8K - $27.2K
|
87
$35.2K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
86+ 84.31% |
$22.5K - $26.8K
|
188
$76K
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
85+ 2.37% |
$22.2K - $26.5K
|
3.67K
$1.48M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
84+ 2.96% |
$22K - $26.2K
|
2.92K
$1.18M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
83+ 2.91% |
$21.7K - $25.9K
|
2.94K
$1.19M
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
83+ 0.08% |
$21.7K - $25.9K
|
100K
$40.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
83New |
$21.7K - $25.9K
|
83
$33.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
83+ 5.18% |
$21.7K - $25.9K
|
1.69K
$681K
|
|
|
Feb 14, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
81+ 0.29% |
$21.2K - $25.3K
|
27.8K
$11.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
80+ 7.83% |
$20.9K - $25K
|
1.1K
$445K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
77+ 6.6% |
$20.1K - $24K
|
1.24K
$503K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
77New |
$20.1K - $24K
|
77
$31.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
76+ 1.53% |
$19.9K - $23.7K
|
5.05K
$2.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
76+ 0.75% |
$19.9K - $23.7K
|
10.2K
$4.14M
|
|
|
Jan 12, 2024
Q4 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
75+ 2.82% |
$19.6K - $23.4K
|
2.74K
$1.11M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
73+ 2.76% |
$19.1K - $22.8K
|
2.72K
$1.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
72+ 8.31% |
$18.8K - $22.5K
|
938
$379K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
72+ 4.1% |
$18.8K - $22.5K
|
1.83K
$739K
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
70+ 0.92% |
$18.3K - $21.9K
|
7.71K
$3.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
70+ 0.61% |
$18.3K - $21.9K
|
11.6K
$4.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Ti Trust, Inc
|
BUY
|
- |
68+ 4.26% |
$17.8K - $21.2K
|
1.66K
$672K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
67+ 3.08% |
$17.5K - $20.9K
|
2.24K
$905K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
66+ 0.82% |
$17.3K - $20.6K
|
8.13K
$3.28M
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
66+ 6.59% |
$17.3K - $20.6K
|
1.07K
$431K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
64+ 0.68% |
$16.7K - $20K
|
9.49K
$3.83M
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
BUY
|
- |
61+ 2.21% |
$16K - $19K
|
2.82K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
61+ 1.05% |
$16K - $19K
|
5.88K
$2.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
61+ 0.4% |
$16K - $19K
|
15.5K
$6.26M
|