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 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
2.15K+ 278.11% |
$562K - $670K
|
2.92K
$1.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.14KNew |
$561K - $669K
|
2.14K
$865K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.14K+ 4.32% |
$559K - $668K
|
51.7K
$20.9M
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
2.14KNew |
$559K - $667K
|
2.14K
$863K
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2.13K+ 5.05% |
$557K - $665K
|
44.3K
$17.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
2.11K+ 49.64% |
$552K - $659K
|
6.36K
$2.57M
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
2.11K+ 1.42% |
$551K - $657K
|
150K
$60.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2.1KNew |
$550K - $656K
|
2.1K
$848K
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
2.1K+ 3.33% |
$549K - $655K
|
65.2K
$26.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.09K+ 31.43% |
$546K - $651K
|
8.72K
$3.52M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
2.08K+ 192.66% |
$543K - $648K
|
3.15K
$1.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
2.01K+ 6.78% |
$525K - $627K
|
31.6K
$12.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2K+ 25.33% |
$523K - $625K
|
9.9K
$4M
|
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
BUY
|
- |
2K+ 74.61% |
$523K - $624K
|
4.68K
$1.89M
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.99K+ 37.83% |
$520K - $621K
|
7.25K
$2.93M
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.99K+ 13.35% |
$520K - $621K
|
16.9K
$6.81M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.99K+ 0.84% |
$520K - $621K
|
237K
$95.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.99K+ 2.24% |
$520K - $621K
|
90.7K
$36.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
1.98KNew |
$517K - $617K
|
1.98K
$798K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.98K+ 2.96% |
$517K - $617K
|
68.7K
$27.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.96K+ 1.15% |
$513K - $612K
|
173K
$69.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.94K+ 6.18% |
$508K - $607K
|
33.4K
$13.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
1.94KNew |
$507K - $605K
|
1.94K
$782K
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1.93K+ 49.92% |
$504K - $601K
|
5.78K
$2.33M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.92K+ 111.54% |
$503K - $601K
|
3.65K
$1.47M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.9KNew |
$497K - $593K
|
1.9K
$767K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
1.88K+ 2.92% |
$492K - $588K
|
66.4K
$26.8M
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
1.84KNew |
$481K - $575K
|
1.84K
$743K
|
|
|
Apr 09, 2024
Q4 2023
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
1.83KNew |
$477K - $570K
|
1.83K
$736K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.82K+ 0.57% |
$477K - $569K
|
324K
$131M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.81K+ 29.85% |
$474K - $565K
|
7.88K
$3.18M
|
|
|
Feb 07, 2024
Q4 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
1.81K+ 5.95% |
$472K - $563K
|
32.1K
$13M
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.8K+ 10.03% |
$471K - $563K
|
19.8K
$7.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
1.79KNew |
$469K - $560K
|
1.79K
$724K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.79K+ 23.03% |
$469K - $560K
|
9.58K
$3.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
1.79K+ 203.41% |
$468K - $559K
|
2.67K
$1.08M
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.78K+ 2.83% |
$465K - $555K
|
64.6K
$26.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.77KNew |
$463K - $553K
|
1.77K
$714K
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.75KNew |
$458K - $547K
|
1.75K
$706K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.75K+ 0.63% |
$457K - $545K
|
278K
$112M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.73K+ 112.7% |
$452K - $540K
|
3.27K
$1.32M
|
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.72KNew |
$451K - $538K
|
1.72K
$696K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.72K+ 100.0% |
$449K - $536K
|
3.43K
$1.38M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.71K+ 43.35% |
$447K - $534K
|
5.66K
$2.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.71K+ 1.32% |
$447K - $533K
|
131K
$52.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.71K+ 7.7% |
$446K - $533K
|
23.9K
$9.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.71KNew |
$446K - $532K
|
1.71K
$688K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.69K+ 2.99% |
$442K - $528K
|
58.2K
$23.5M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.69K+ 20.48% |
$441K - $527K
|
9.92K
$4M
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
1.67K+ 32.79% |
$436K - $520K
|
6.75K
$2.72M
|