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 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.1K+ 4.07% |
$1.07M - $1.28M
|
105K
$42.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.08KNew |
$1.07M - $1.27M
|
4.08K
$1.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
4.08KNew |
$1.07M - $1.27M
|
4.08K
$1.64M
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
4.07K+ 10.65% |
$1.07M - $1.27M
|
42.3K
$17.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
4.01KNew |
$1.05M - $1.25M
|
4.01K
$1.62M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.99K+ 0.61% |
$1.04M - $1.25M
|
655K
$264M
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
3.89KNew |
$1.02M - $1.21M
|
3.89K
$1.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
3.88KNew |
$1.02M - $1.21M
|
3.88K
$1.57M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3.88KNew |
$1.01M - $1.21M
|
3.88K
$1.56M
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.85K+ 8.49% |
$1.01M - $1.2M
|
49.2K
$19.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3.85K+ 11.2% |
$1.01M - $1.2M
|
38.2K
$15.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
BUY
|
- |
3.82K+ 16.98% |
$1M - $1.19M
|
26.4K
$10.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
3.78K+ 8.9% |
$989K - $1.18M
|
46.3K
$18.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
3.76K+ 3.25% |
$983K - $1.17M
|
119K
$48.2M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3.72KNew |
$973K - $1.16M
|
3.72K
$1.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
3.7K+ 8.06% |
$968K - $1.16M
|
49.6K
$20M
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
3.69K+ 44.05% |
$966K - $1.15M
|
12.1K
$4.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
3.66K+ 10.8% |
$958K - $1.14M
|
37.6K
$15.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.66K+ 5.99% |
$956K - $1.14M
|
64.7K
$26.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
3.65KNew |
$954K - $1.14M
|
3.65K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
3.65KNew |
$953K - $1.14M
|
3.65K
$1.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.61K+ 6.9% |
$945K - $1.13M
|
56K
$22.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
3.56KNew |
$930K - $1.11M
|
3.56K
$1.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
3.56K+ 8.35% |
$930K - $1.11M
|
46.1K
$18.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
3.45K+ 10.69% |
$903K - $1.08M
|
35.7K
$14.4M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3.45KNew |
$901K - $1.08M
|
3.45K
$1.39M
|
|
|
Jan 22, 2024
Q4 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
3.39K+ 2.26% |
$886K - $1.06M
|
154K
$61.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
3.37K+ 300.8% |
$881K - $1.05M
|
4.49K
$1.81M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.36K+ 11.56% |
$877K - $1.05M
|
32.4K
$13.1M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.35K+ 9.71% |
$875K - $1.04M
|
37.8K
$15.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
BUY
|
- |
3.26K+ 1.34% |
$851K - $1.02M
|
246K
$99.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.23K+ 5.13% |
$843K - $1.01M
|
66K
$26.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.22K+ 13.15% |
$843K - $1.01M
|
27.7K
$11.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.21K+ 3.59% |
$841K - $1M
|
92.7K
$37.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
3.21KNew |
$840K - $1M
|
3.21K
$1.3M
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
3.19K+ 3.5% |
$835K - $996K
|
94.5K
$38.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
3.17K+ 195.68% |
$830K - $991K
|
4.8K
$1.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
3.1KNew |
$812K - $969K
|
3.1K
$1.25M
|
|
|
Feb 06, 2024
Q4 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
3.09K+ 3.46% |
$809K - $966K
|
92.6K
$37.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
3.09KNew |
$807K - $963K
|
3.09K
$1.25M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.05K+ 17.51% |
$799K - $953K
|
20.5K
$8.27M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.05KNew |
$797K - $952K
|
3.05K
$1.23M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
3K+ 35.06% |
$785K - $936K
|
11.6K
$4.66M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.98K+ 15.87% |
$779K - $929K
|
21.7K
$8.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
2.95K+ 2.81% |
$772K - $921K
|
108K
$43.6M
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
2.94KNew |
$770K - $919K
|
2.94K
$1.19M
|
|
|
Feb 05, 2024
Q4 2023
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
2.92KNew |
$765K - $913K
|
2.92K
$1.18M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.9K+ 312.96% |
$758K - $905K
|
3.82K
$1.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.89K+ 19.39% |
$757K - $903K
|
17.8K
$7.19M
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
BUY
|
- |
2.89K+ 127.41% |
$755K - $901K
|
5.15K
$2.08M
|