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 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-5.67K- 1.78% |
$1.48M - $1.77M
|
313K
$126M
|
|
|
Jan 19, 2024
Q4 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-5.69K- 5.29% |
$1.49M - $1.78M
|
102K
$41.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
SELL
|
- |
-5.73K- 9.34% |
$1.5M - $1.79M
|
55.6K
$22.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-5.82K- 32.58% |
$1.52M - $1.82M
|
12K
$4.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-5.83K- 35.55% |
$1.53M - $1.82M
|
10.6K
$4.27M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-5.85K- 10.25% |
$1.53M - $1.83M
|
51.2K
$20.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-5.86K- 6.21% |
$1.53M - $1.83M
|
88.5K
$35.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-6.09K- 3.88% |
$1.59M - $1.9M
|
151K
$61M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-6.2K- 3.74% |
$1.62M - $1.93M
|
160K
$64.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-6.27K- 6.54% |
$1.64M - $1.96M
|
89.6K
$36.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-6.32K- 39.63% |
$1.65M - $1.97M
|
9.63K
$3.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-6.33K- 62.61% |
$1.66M - $1.98M
|
3.78K
$1.53M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-6.63K- 14.8% |
$1.73M - $2.07M
|
38.2K
$15.4M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.8K- 22.55% |
$1.78M - $2.12M
|
23.4K
$9.42M
|
|
|
Jan 04, 2024
Q4 2023
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-7.19K- 17.44% |
$1.88M - $2.24M
|
34K
$13.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.3K- 13.0% |
$1.91M - $2.28M
|
48.9K
$19.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-7.3K- 5.68% |
$1.91M - $2.28M
|
121K
$48.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-7.37K- 0.77% |
$1.93M - $2.3M
|
954K
$385M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-7.38K- 5.45% |
$1.93M - $2.3M
|
128K
$51.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-7.6K- 4.75% |
$1.99M - $2.37M
|
152K
$61.4M
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
SELL
|
- |
-7.64K- 26.71% |
$2M - $2.39M
|
21K
$8.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-7.68K- 1.14% |
$2.01M - $2.4M
|
664K
$268M
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-7.75K- 55.61% |
$2.03M - $2.42M
|
6.18K
$2.49M
|
|
|
Jan 12, 2024
Q4 2023
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-8.01K- 2.28% |
$2.09M - $2.5M
|
344K
$139M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-8.16K- 12.2% |
$2.13M - $2.55M
|
58.7K
$23.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-8.24K- 2.2% |
$2.15M - $2.57M
|
366K
$148M
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-8.26K- 11.94% |
$2.16M - $2.58M
|
60.9K
$24.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-8.67K- 18.94% |
$2.27M - $2.71M
|
37.1K
$15M
|
|
|
Feb 01, 2024
Q4 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-8.82K- 57.13% |
$2.31M - $2.75M
|
6.62K
$2.67M
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-8.84K- 53.63% |
$2.31M - $2.76M
|
7.65K
$3.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-8.91K- 2.19% |
$2.33M - $2.78M
|
398K
$160M
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-9.23K- 3.58% |
$2.41M - $2.88M
|
249K
$100M
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-9.39K- 4.38% |
$2.45M - $2.93M
|
205K
$82.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-9.9K- 3.32% |
$2.59M - $3.09M
|
289K
$116M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-10.1K- 29.8% |
$2.64M - $3.15M
|
23.8K
$9.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-10.1K- 13.99% |
$2.65M - $3.16M
|
62.3K
$25.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.4K- 70.97% |
$2.71M - $3.23M
|
4.24K
$1.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-10.4K- 2.83% |
$2.73M - $3.26M
|
359K
$145M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-10.6K- 2.86% |
$2.76M - $3.3M
|
358K
$145M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-10.7K- 4.02% |
$2.79M - $3.33M
|
255K
$103M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-10.8K- 7.33% |
$2.82M - $3.37M
|
136K
$55M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-11.3K- 3.01% |
$2.94M - $3.51M
|
362K
$146M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-12.1K- 19.58% |
$3.16M - $3.77M
|
49.7K
$20M
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-12.9K- 5.0% |
$3.37M - $4.02M
|
245K
$98.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-13.5K- 5.86% |
$3.53M - $4.21M
|
217K
$87.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-13.7K- 47.78% |
$3.59M - $4.29M
|
15K
$6.05M
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-14.9K- 6.67% |
$3.89M - $4.65M
|
208K
$84M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-15.2K- 3.16% |
$3.97M - $4.74M
|
465K
$188M
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-15.7K- 33.68% |
$4.11M - $4.9M
|
30.9K
$12.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-16.9K- 51.36% |
$4.42M - $5.28M
|
16K
$6.46M
|