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 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-193- 0.38% |
$50.5K - $60.2K
|
51.1K
$20.6M
|
|
Aug 13, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-193- 0.69% |
$50.5K - $60.2K
|
27.8K
$11.2M
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-198- 3.92% |
$51.8K - $61.8K
|
4.85K
$1.96M
|
|
Jan 22, 2024
Q4 2023
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-200- 8.18% |
$52.3K - $62.4K
|
2.24K
$905K
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-200- 3.83% |
$52.3K - $62.4K
|
5.03K
$2.03M
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-200- 18.8% |
$52.3K - $62.4K
|
864
$349K
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-201- 8.93% |
$52.6K - $62.7K
|
2.05K
$828K
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-203- 21.78% |
$53.1K - $63.4K
|
729
$294K
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-204- 14.69% |
$53.4K - $63.7K
|
1.19K
$478K
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-204- 20.42% |
$53.4K - $63.7K
|
795
$321K
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-205- 1.55% |
$53.6K - $64K
|
13K
$5.25M
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-210- 3.09% |
$54.9K - $65.6K
|
6.6K
$2.66M
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-211- 67.85% |
$55.2K - $65.9K
|
100
$40.3K
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-211- 6.81% |
$55.2K - $65.9K
|
2.89K
$1.17M
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-214- 6.21% |
$56K - $66.8K
|
3.23K
$1.3M
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-219- 14.64% |
$57.3K - $68.4K
|
1.28K
$515K
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-220- 11.9% |
$57.5K - $68.7K
|
1.63K
$657K
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-225- 2.19% |
$58.8K - $70.2K
|
10K
$4.05M
|
|
Jan 18, 2024
Q4 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-226- 3.46% |
$59.1K - $70.5K
|
6.3K
$2.54M
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-226- 8.0% |
$59.1K - $70.5K
|
2.6K
$1.05M
|
|
Jan 25, 2024
Q4 2023
|
Benin Management Corp
|
SELL
|
- |
-226- 14.28% |
$59.1K - $70.5K
|
1.36K
$548K
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
SELL
|
- |
-228- 0.56% |
$59.6K - $71.2K
|
40.8K
$16.5M
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-230- 4.41% |
$60.2K - $71.8K
|
4.98K
$2.01M
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-232- 7.5% |
$60.7K - $72.4K
|
2.86K
$1.15M
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-233- 14.51% |
$60.9K - $72.7K
|
1.37K
$554K
|
|
Jan 26, 2024
Q4 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-234- 3.57% |
$61.2K - $73K
|
6.32K
$2.55M
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-240- 20.69% |
$62.8K - $74.9K
|
920
$371K
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-241- 15.29% |
$63K - $75.2K
|
1.34K
$539K
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-241- 8.17% |
$63K - $75.2K
|
2.71K
$1.09M
|
|
Jan 10, 2024
Q4 2023
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-242- 0.25% |
$63.3K - $75.5K
|
97.3K
$39.3M
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-245- 18.48% |
$64.1K - $76.5K
|
1.08K
$436K
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-245- 0.74% |
$64.1K - $76.5K
|
32.7K
$13.2M
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-246- 1.65% |
$64.3K - $76.8K
|
14.7K
$5.92M
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-249- 1.22% |
$65.1K - $77.7K
|
20.1K
$8.1M
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-250- 2.17% |
$65.4K - $78K
|
11.3K
$4.54M
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-252- 1.12% |
$65.9K - $78.7K
|
22.3K
$8.99M
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-252- 4.55% |
$65.9K - $78.7K
|
5.29K
$2.14M
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-260- 1.08% |
$68K - $81.2K
|
23.8K
$9.61M
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-262- 5.87% |
$68.5K - $81.8K
|
4.2K
$1.7M
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-265- 0.27% |
$69.3K - $82.7K
|
96.5K
$38.9M
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-268- 3.81% |
$70.1K - $83.7K
|
6.77K
$2.73M
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-269- 7.37% |
$70.4K - $84K
|
3.38K
$1.36M
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
SELL
|
- |
-270- 9.69% |
$70.6K - $84.3K
|
2.52K
$1.02M
|
|
Feb 13, 2024
Q4 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-270- 0.47% |
$70.6K - $84.3K
|
57.6K
$23.2M
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-273- 27.72% |
$71.4K - $85.2K
|
712
$287K
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-274- 0.76% |
$71.7K - $85.5K
|
35.9K
$14.5M
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-274- 14.2% |
$71.7K - $85.5K
|
1.66K
$668K
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-278- 3.19% |
$72.7K - $86.8K
|
8.43K
$3.4M
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-279- 1.41% |
$73K - $87.1K
|
19.5K
$7.85M
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-280- 10.26% |
$73.2K - $87.4K
|
2.45K
$988K
|