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 16, 2024
Q4 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-656- 28.89% |
$172K - $205K
|
1.62K
$690K
|
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-674- 1.57% |
$176K - $210K
|
42.4K
$18.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-682- 13.44% |
$178K - $213K
|
4.39K
$1.88M
|
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-689- 22.78% |
$180K - $215K
|
2.34K
$998K
|
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
SELL
|
- |
-702- 0.34% |
$184K - $219K
|
208K
$88.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-717- 49.24% |
$188K - $224K
|
739
$316K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-719- 6.25% |
$188K - $224K
|
10.8K
$4.61M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-719- 1.44% |
$188K - $224K
|
49.1K
$21M
|
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-726- 1.79% |
$190K - $227K
|
39.9K
$17.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-729- 6.32% |
$191K - $228K
|
10.8K
$4.62M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-736- 6.6% |
$192K - $230K
|
10.4K
$4.45M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-737- 4.61% |
$193K - $230K
|
15.3K
$6.53M
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-739- 2.09% |
$193K - $231K
|
34.7K
$14.8M
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-749- 1.24% |
$196K - $234K
|
59.8K
$25.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-754- 96.3% |
$197K - $235K
|
29
$12.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-788- 3.33% |
$206K - $246K
|
22.9K
$9.77M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-790- 2.38% |
$207K - $247K
|
32.4K
$13.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-795- 11.73% |
$208K - $248K
|
5.98K
$2.56M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-808- 0.46% |
$211K - $252K
|
175K
$74.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-811- 51.17% |
$212K - $253K
|
774
$331K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-821- 2.54% |
$215K - $256K
|
31.5K
$13.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-828- 7.1% |
$217K - $258K
|
10.8K
$4.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-835- 14.04% |
$218K - $261K
|
5.11K
$2.19M
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-856- 12.53% |
$224K - $267K
|
5.98K
$2.55M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-868- 5.52% |
$227K - $271K
|
14.9K
$6.35M
|
|
|
Feb 08, 2024
Q4 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-868- 1.38% |
$227K - $271K
|
62.1K
$26.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-907- 4.1% |
$237K - $283K
|
21.2K
$9.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-926- 16.43% |
$242K - $289K
|
4.71K
$2.01M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-972- 1.8% |
$254K - $303K
|
53K
$22.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-977- 12.84% |
$256K - $305K
|
6.63K
$2.84M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-979- 5.94% |
$256K - $306K
|
15.5K
$6.62M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
SELL
|
- |
-984- 10.53% |
$257K - $307K
|
8.36K
$3.57M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
SELL
|
- |
-985- 9.81% |
$258K - $307K
|
9.06K
$3.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-986- 4.75% |
$258K - $308K
|
19.8K
$8.44M
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.01K- 50.0% |
$264K - $315K
|
1.01K
$432K
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.02K- 2.51% |
$267K - $319K
|
39.7K
$17M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-1.04K- 25.11% |
$272K - $324K
|
3.1K
$1.32M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.05K- 1.96% |
$274K - $327K
|
52.4K
$22.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-1.06K- 4.38% |
$276K - $329K
|
23K
$9.84M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-1.06K- 5.68% |
$278K - $332K
|
17.7K
$7.55M
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.07K- 4.72% |
$279K - $333K
|
21.5K
$9.19M
|
|
|
Jan 18, 2024
Q4 2023
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 2.78% |
$282K - $337K
|
37.7K
$16.1M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-1.09K- 4.57% |
$284K - $339K
|
22.7K
$9.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.11K- 62.02% |
$291K - $347K
|
681
$291K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.11K- 17.29% |
$291K - $347K
|
5.32K
$2.27M
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1.13K- 2.21% |
$295K - $352K
|
50K
$21.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.18K- 3.37% |
$308K - $367K
|
33.8K
$14.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.2K- 6.74% |
$314K - $375K
|
16.6K
$7.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-1.2K- 7.08% |
$314K - $375K
|
15.8K
$6.74M
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.21K- 6.39% |
$315K - $376K
|
17.7K
$7.55M
|