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 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
60+ 2.6% |
$15.7K - $18.7K
|
2.37K
$958K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
BUY
|
- |
60+ 0.83% |
$15.7K - $18.7K
|
7.33K
$2.96M
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
58+ 2.09% |
$15.2K - $18.1K
|
2.84K
$1.15M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
58+ 2.36% |
$15.2K - $18.1K
|
2.51K
$1.02M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
58+ 1.08% |
$15.2K - $18.1K
|
5.44K
$2.2M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
58+ 2900.0% |
$15.2K - $18.1K
|
60
$24.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
56+ 0.07% |
$14.6K - $17.5K
|
75.6K
$30.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
56+ 0.68% |
$14.6K - $17.5K
|
8.32K
$3.36M
|
|
|
Jan 12, 2024
Q4 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
54+ 1.06% |
$14.1K - $16.9K
|
5.14K
$2.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
54+ 4.47% |
$14.1K - $16.9K
|
1.26K
$509K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
52+ 11.79% |
$13.6K - $16.2K
|
493
$199K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
52+ 2.99% |
$13.6K - $16.2K
|
1.79K
$723K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
51+ 54.84% |
$13.3K - $15.9K
|
144
$58.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
BUY
|
- |
51New |
$13.3K - $15.9K
|
51
$20.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
50+ 6.13% |
$13.1K - $15.6K
|
865
$349K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
50New |
$13.1K - $15.6K
|
50
$20.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
49+ 4.9% |
$12.8K - $15.3K
|
1.05K
$423K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
49+ 3.95% |
$12.8K - $15.3K
|
1.29K
$521K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
47+ 3.66% |
$12.3K - $14.7K
|
1.33K
$537K
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
44+ 2.38% |
$11.5K - $13.7K
|
1.89K
$764K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
44New |
$11.5K - $13.7K
|
44
$17.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
44+ 10.63% |
$11.5K - $13.7K
|
458
$185K
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
43+ 1.34% |
$11.2K - $13.4K
|
3.24K
$1.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Pecaut & Co.
|
BUY
|
- |
43+ 0.95% |
$11.2K - $13.4K
|
4.55K
$1.84M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
42New |
$11K - $13.1K
|
42
$17K
|
|
|
Jan 17, 2024
Q4 2023
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
41+ 73.21% |
$10.7K - $12.8K
|
97
$39.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
41+ 0.48% |
$10.7K - $12.8K
|
8.64K
$3.49M
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
40+ 0.91% |
$10.5K - $12.5K
|
4.44K
$1.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
40+ 0.72% |
$10.5K - $12.5K
|
5.6K
$2.26M
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
40+ 5.36% |
$10.5K - $12.5K
|
786
$318K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
40+ 1.0% |
$10.5K - $12.5K
|
4.03K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
40+ 0.38% |
$10.5K - $12.5K
|
10.4K
$4.22M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
39+ 1.8% |
$10.2K - $12.2K
|
2.21K
$893K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
39+ 0.85% |
$10.2K - $12.2K
|
4.64K
$1.87M
|
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
BUY
|
- |
39+ 2.38% |
$10.2K - $12.2K
|
1.68K
$677K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
38+ 2.18% |
$9.94K - $11.9K
|
1.78K
$720K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
38+ 0.18% |
$9.94K - $11.9K
|
20.7K
$8.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
36+ 0.44% |
$9.42K - $11.2K
|
8.15K
$3.29M
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
35+ 1.47% |
$9.15K - $10.9K
|
2.41K
$974K
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
BUY
|
- |
35+ 1.83% |
$9.15K - $10.9K
|
1.95K
$788K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
35+ 1.87% |
$9.15K - $10.9K
|
1.91K
$771K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
35+ 1.17% |
$9.15K - $10.9K
|
3.03K
$1.22M
|
|
|
Jan 17, 2024
Q4 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
34+ 4.1% |
$8.89K - $10.6K
|
863
$349K
|
|
|
Jan 25, 2024
Q4 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
33+ 0.23% |
$8.63K - $10.3K
|
14.6K
$5.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
33+ 0.07% |
$8.63K - $10.3K
|
49.1K
$19.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
BUY
|
- |
32+ 1.73% |
$8.37K - $9.99K
|
1.88K
$760K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
30New |
$7.85K - $9.36K
|
30
$12.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
29+ 0.02% |
$7.58K - $9.05K
|
166K
$67.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
28+ 0.57% |
$7.32K - $8.74K
|
4.92K
$1.99M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
28+ 2.26% |
$7.32K - $8.74K
|
1.27K
$513K
|