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 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
52.9K+ 199.93% |
$13.8M - $16.5M
|
79.4K
$32M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
51.8K+ 611.16% |
$13.5M - $16.2M
|
60.3K
$24.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
49.9K+ 97.41% |
$13.1M - $15.6M
|
101K
$40.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
49.8K+ 7.28% |
$13M - $15.5M
|
733K
$296M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
48.9K+ 22.25% |
$12.8M - $15.3M
|
269K
$108M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
48.2KNew |
$12.6M - $15M
|
48.2K
$19.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
47.8K+ 12.14% |
$12.5M - $14.9M
|
442K
$178M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
47.8K+ 12.14% |
$12.5M - $14.9M
|
442K
$178M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
47.5KNew |
$12.4M - $14.8M
|
47.5K
$19.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
47.1K+ 70.49% |
$12.3M - $14.7M
|
114K
$45.9M
|
|
|
Mar 14, 2024
Q4 2023
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
45.6KNew |
$11.9M - $14.2M
|
45.6K
$18.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
44.9K+ 1.33% |
$11.8M - $14M
|
3.42M
$1.38B
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
44.4K+ 29.43% |
$11.6M - $13.9M
|
195K
$78.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
44.3K+ 8.78% |
$11.6M - $13.8M
|
549K
$221M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
44.2KNew |
$11.6M - $13.8M
|
44.2K
$17.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
44.2K+ 13.43% |
$11.6M - $13.8M
|
373K
$151M
|
|
|
Jan 31, 2024
Q4 2023
|
Peterson Wealth Services
|
BUY
|
- |
43.9KNew |
$11.5M - $13.7M
|
43.9K
$17.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
42.3KNew |
$11.1M - $13.2M
|
42.3K
$17.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
41.3K+ 7.67% |
$10.8M - $12.9M
|
580K
$234M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
39.7K+ 16060.73% |
$10.4M - $12.4M
|
39.9K
$16.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
39K+ 1450.61% |
$10.2M - $12.2M
|
41.7K
$16.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
38.9KNew |
$10.2M - $12.1M
|
38.9K
$15.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
38.4K+ 20.41% |
$10M - $12M
|
226K
$91.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
38.1K+ 17.07% |
$9.97M - $11.9M
|
262K
$106M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
35.9KNew |
$9.4M - $11.2M
|
35.9K
$14.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
35.3KNew |
$9.24M - $11M
|
35.3K
$14.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
34.4K+ 9.73% |
$9.01M - $10.8M
|
388K
$157M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
32.8KNew |
$8.58M - $10.2M
|
32.8K
$13.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
31.8K+ 5.86% |
$8.31M - $9.92M
|
574K
$232M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31.4K+ 1.66% |
$8.2M - $9.79M
|
1.92M
$776M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
30.2KNew |
$7.9M - $9.43M
|
30.2K
$12.2M
|
|
|
Mar 08, 2024
Q4 2023
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
29.3KNew |
$7.67M - $9.15M
|
29.3K
$11.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
29.3KNew |
$7.66M - $9.14M
|
29.3K
$11.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
28.2KNew |
$7.38M - $8.81M
|
28.2K
$11.4M
|
|
|
Jun 24, 2024
Q4 2023
|
Oak Root LLC
Santa Barbara, CA |
BUY
|
- |
28KNew |
$7.32M - $8.73M
|
28K
$11.3M
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
27.9KNew |
$7.3M - $8.72M
|
27.9K
$11.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
27.4K+ 880.03% |
$7.17M - $8.56M
|
30.5K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
BUY
|
- |
26.5K+ 13.84% |
$6.94M - $8.29M
|
218K
$88.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
24.6K+ 7.61% |
$6.45M - $7.69M
|
349K
$141M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
24.6K+ 19.84% |
$6.43M - $7.68M
|
149K
$59.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
24.4K+ 2712.67% |
$6.39M - $7.62M
|
25.3K
$10.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
23.7K+ 37.27% |
$6.21M - $7.41M
|
87.4K
$35.3M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
23K+ 18.83% |
$6M - $7.16M
|
145K
$58.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
22.3K+ 3.29% |
$5.84M - $6.98M
|
702K
$283M
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
21.9K+ 1029.63% |
$5.73M - $6.83M
|
24K
$9.69M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21.6K+ 7.34% |
$5.65M - $6.74M
|
316K
$127M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
20.6KNew |
$5.39M - $6.43M
|
20.6K
$8.31M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
20KNew |
$5.24M - $6.26M
|
20K
$8.08M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
20KNew |
$5.22M - $6.24M
|
20K
$8.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
19.9K+ 8.2% |
$5.2M - $6.2M
|
262K
$106M
|