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 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
9New |
$2.35K - $2.81K
|
9
$3.64K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
9+ 6.52% |
$2.35K - $2.81K
|
147
$59.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
9+ 0.87% |
$2.35K - $2.81K
|
1.05K
$422K
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
9New |
$2.35K - $2.81K
|
9
$3.64K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
9+ 0.36% |
$2.35K - $2.81K
|
2.54K
$1.03M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.17% |
$2.09K - $2.5K
|
4.78K
$1.93M
|
|
|
Feb 01, 2024
Q4 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
8+ 0.05% |
$2.09K - $2.5K
|
17K
$6.86M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
8New |
$2.09K - $2.5K
|
8
$3.23K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
7+ 0.28% |
$1.83K - $2.19K
|
2.54K
$1.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7+ 0.37% |
$1.83K - $2.19K
|
1.92K
$774K
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
7+ 0.18% |
$1.83K - $2.19K
|
3.88K
$1.57M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
6+ 0.05% |
$1.57K - $1.87K
|
11.2K
$4.53M
|
|
|
Feb 08, 2024
Q4 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
6+ 0.17% |
$1.57K - $1.87K
|
3.58K
$1.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
6+ 0.16% |
$1.57K - $1.87K
|
3.66K
$1.48M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
5+ 0.68% |
$1.31K - $1.56K
|
735
$297K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5+ 0.14% |
$1.31K - $1.56K
|
3.57K
$1.44M
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
5+ 6.1% |
$1.31K - $1.56K
|
87
$35.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
5+ 0.75% |
$1.31K - $1.56K
|
676
$273K
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
4+ 0.18% |
$1.05K - $1.25K
|
2.2K
$890K
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
4+ 0.06% |
$1.05K - $1.25K
|
6.53K
$2.64M
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
4+ 0.18% |
$1.05K - $1.25K
|
2.18K
$880K
|
|
|
Feb 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
4+ 0.34% |
$1.05K - $1.25K
|
1.17K
$474K
|
|
|
Jan 16, 2024
Q4 2023
|
Pachira Investments Inc.
|
BUY
|
- |
3+ 0.25% |
$785 - $936
|
1.23K
$495K
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
3+ 0.19% |
$785 - $936
|
1.56K
$628K
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
3+ 0.16% |
$785 - $936
|
1.88K
$758K
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
3+ 0.15% |
$785 - $936
|
2K
$807K
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
3+ 0.16% |
$785 - $936
|
1.91K
$770K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
3+ 0.2% |
$785 - $936
|
1.51K
$608K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3+ 0.1% |
$785 - $936
|
3.02K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.23% |
$785 - $936
|
1.28K
$518K
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
3+ 0.14% |
$785 - $936
|
2.15K
$870K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
2+ 0.04% |
$523 - $624
|
5.19K
$2.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
2+ 0.2% |
$523 - $624
|
985
$398K
|
|
|
Jan 12, 2024
Q4 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
2+ 0.25% |
$523 - $624
|
808
$326K
|
|
|
Jan 18, 2024
Q4 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
2+ 0.24% |
$523 - $624
|
820
$331K
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
2+ 0.04% |
$523 - $624
|
5.28K
$2.13M
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
BUY
|
- |
2+ 0.25% |
$523 - $624
|
791
$320K
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
2+ 0.14% |
$523 - $624
|
1.42K
$574K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
2+ 0.24% |
$523 - $624
|
826
$334K
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
2+ 0.13% |
$523 - $624
|
1.59K
$643K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2+ 0.21% |
$523 - $624
|
949
$383K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
2+ 0.14% |
$523 - $624
|
1.44K
$583K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2+ 0.11% |
$523 - $624
|
1.77K
$715K
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
BUY
|
- |
2+ 0.09% |
$523 - $624
|
2.35K
$947K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2+ 0.07% |
$523 - $624
|
3.07K
$1.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
2+ 0.24% |
$523 - $624
|
824
$333K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2+ 0.25% |
$523 - $624
|
789
$319K
|
|
|
Feb 13, 2024
Q4 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
2+ 0.22% |
$523 - $624
|
928
$375K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
2+ 0.1% |
$523 - $624
|
2.08K
$842K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2+ 0.23% |
$523 - $624
|
856
$346K
|