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 23, 2024
Q4 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.3K- 1.77% |
$339K - $404K
|
72K
$29.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.3K- 2.34% |
$339K - $405K
|
54.1K
$21.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-1.31K- 14.4% |
$343K - $409K
|
7.79K
$3.14M
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.32K- 3.91% |
$344K - $410K
|
32.3K
$13M
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.32K- 2.65% |
$345K - $411K
|
48.4K
$19.5M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-1.33K- 4.74% |
$348K - $415K
|
26.7K
$10.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.33K- 8.35% |
$349K - $416K
|
14.6K
$5.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-1.41K- 2.89% |
$369K - $440K
|
47.4K
$19.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.43K- 0.78% |
$374K - $446K
|
181K
$72.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-1.44K- 54.79% |
$377K - $450K
|
1.19K
$480K
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-1.46K- 3.12% |
$383K - $457K
|
45.4K
$18.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.47K- 2.51% |
$383K - $457K
|
57K
$23M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.47K- 45.75% |
$384K - $458K
|
1.74K
$702K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.48K- 2.52% |
$388K - $463K
|
57.4K
$23.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1.49K- 2.35% |
$390K - $466K
|
62K
$25M
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-1.51K- 1.2% |
$396K - $472K
|
124K
$50.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.52K- 7.65% |
$397K - $474K
|
18.3K
$7.39M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.54K- 2.39% |
$402K - $480K
|
62.7K
$25.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.59K- 2.33% |
$416K - $496K
|
66.5K
$26.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.63K- 7.89% |
$426K - $508K
|
19K
$7.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.64K- 13.67% |
$428K - $511K
|
10.3K
$4.17M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.66K- 6.25% |
$435K - $519K
|
24.9K
$10.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.68K- 5.64% |
$439K - $524K
|
28.1K
$11.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-1.71K- 1.61% |
$446K - $533K
|
104K
$42.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.72K- 66.31% |
$449K - $536K
|
873
$352K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.75K- 13.02% |
$457K - $546K
|
11.7K
$4.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
SELL
|
- |
-1.77K- 78.37% |
$463K - $553K
|
489
$197K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.82K- 1.35% |
$475K - $567K
|
133K
$53.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.82K- 2.18% |
$475K - $567K
|
81.3K
$32.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-1.83K- 7.21% |
$478K - $570K
|
23.5K
$9.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.84K- 63.04% |
$481K - $574K
|
1.08K
$435K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.89K- 4.89% |
$494K - $589K
|
36.8K
$14.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-1.89K- 24.13% |
$494K - $590K
|
5.94K
$2.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-1.89K- 2.74% |
$495K - $591K
|
67.3K
$27.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-1.9K- 19.31% |
$497K - $593K
|
7.94K
$3.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.9K- 5.64% |
$497K - $593K
|
31.8K
$12.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-1.91K- 3.16% |
$500K - $597K
|
58.7K
$23.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-1.97K- 32.06% |
$516K - $616K
|
4.18K
$1.69M
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.98K- 10.85% |
$518K - $618K
|
16.3K
$6.56M
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.99K- 9.72% |
$519K - $620K
|
18.4K
$7.44M
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-2.02K- 26.16% |
$529K - $632K
|
5.71K
$2.31M
|
|
|
Feb 02, 2024
Q4 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-2.04K- 9.54% |
$533K - $636K
|
19.3K
$7.79M
|
|
|
Jan 18, 2024
Q4 2023
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-2.05K- 2.43% |
$535K - $639K
|
82.2K
$33.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2.07K- 6.2% |
$541K - $646K
|
31.3K
$12.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.08K- 1.12% |
$545K - $650K
|
185K
$74.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.11K- 12.92% |
$552K - $658K
|
14.2K
$5.74M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.11K- 3.18% |
$552K - $659K
|
64.3K
$25.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-2.11K- 1.82% |
$553K - $660K
|
114K
$45.9M
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-2.14K- 2.24% |
$559K - $667K
|
93.2K
$37.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-2.14K- 6.19% |
$559K - $667K
|
32.4K
$13.1M
|