Purchases and Sales Made in Q3 2023 in Vanguard S&P 500 Growth ETF (VOOG)
This table provides information about the institutional ownership of Vanguard S&P 500 Growth ETF (VOOG) during Q3 2023. The information is specifically focused on institutions that hold shares of VANGUARD S&P 500 GROWTH ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
81.5K+ 1459.02% |
$20.1M - $21.3M
|
87K
$32.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
62.7K+ 17.42% |
$15.4M - $16.4M
|
422K
$157M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
54.7K+ 10.21% |
$13.5M - $14.3M
|
591K
$219M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.5K+ 7.22% |
$7.27M - $7.73M
|
438K
$163M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
25.8KNew |
$6.35M - $6.76M
|
25.8K
$9.58M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23.7K+ 45.7% |
$5.83M - $6.2M
|
75.5K
$28M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.5K+ 18.63% |
$5.78M - $6.15M
|
149K
$55.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
22.5KNew |
$5.54M - $5.89M
|
22.5K
$8.36M
|
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
22.4KNew |
$5.53M - $5.88M
|
22.4K
$8.33M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.2K+ 14.24% |
$2.76M - $2.94M
|
89.9K
$33.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
10.7K+ 15.55% |
$2.64M - $2.8M
|
79.5K
$29.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
8.65K+ 9.03% |
$2.13M - $2.27M
|
104K
$38.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
8.31K+ 10.11% |
$2.05M - $2.18M
|
90.5K
$33.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
7.55K+ 17.79% |
$1.86M - $1.98M
|
50K
$18.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.52KNew |
$1.85M - $1.97M
|
7.52K
$2.79M
|
|
|
Oct 31, 2023
Q3 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
7.44KNew |
$1.83M - $1.95M
|
7.44K
$2.76M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
6.33KNew |
$1.56M - $1.66M
|
6.33K
$2.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.14K+ 17.59% |
$1.51M - $1.61M
|
41.1K
$15.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
5.71KNew |
$1.41M - $1.49M
|
5.71K
$2.12M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
5.09KNew |
$1.25M - $1.33M
|
5.09K
$1.89M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.95K+ 8.71% |
$1.22M - $1.3M
|
61.9K
$23M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.66KNew |
$1.15M - $1.22M
|
4.66K
$1.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.62K+ 68.5% |
$1.14M - $1.21M
|
11.4K
$4.21M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
4.06K+ 17.28% |
$1M - $1.06M
|
27.6K
$10.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
3.96KNew |
$976K - $1.04M
|
3.96K
$1.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.94K+ 419.51% |
$969K - $1.03M
|
4.87K
$1.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.83K+ 50.07% |
$942K - $1M
|
11.5K
$4.26M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
3.81K+ 0.73% |
$938K - $997K
|
527K
$196M
|
|
|
Oct 26, 2023
Q3 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
3.79KNew |
$932K - $991K
|
3.79K
$1.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3.77K+ 19.33% |
$928K - $987K
|
23.3K
$8.64M
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2.98K+ 3.92% |
$734K - $781K
|
79K
$29.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.9K+ 270.64% |
$715K - $760K
|
3.98K
$1.48M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.62KNew |
$645K - $686K
|
2.62K
$972K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.49K+ 16.51% |
$614K - $653K
|
17.6K
$6.53M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.02K+ 45.5% |
$497K - $529K
|
6.46K
$2.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.02K+ 114.78% |
$497K - $529K
|
3.78K
$1.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.98KNew |
$488K - $519K
|
1.98K
$735K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.75K+ 32.85% |
$430K - $457K
|
7.07K
$2.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.7KNew |
$419K - $445K
|
1.7K
$631K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.67K+ 8.1% |
$412K - $438K
|
22.3K
$8.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.67K+ 64.56% |
$411K - $437K
|
4.25K
$1.58M
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.59KNew |
$391K - $416K
|
1.59K
$589K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.44KNew |
$353K - $376K
|
1.44K
$533K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.35K+ 86.56% |
$333K - $354K
|
2.92K
$1.08M
|
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.24K+ 39.83% |
$304K - $324K
|
4.34K
$1.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.18K+ 53.98% |
$291K - $309K
|
3.37K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.1K+ 1.29% |
$270K - $287K
|
85.9K
$31.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.1K+ 2.24% |
$270K - $287K
|
50.1K
$18.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
1.03KNew |
$252K - $268K
|
1.03K
$381K
|
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
994+ 7.55% |
$245K - $260K
|
14.2K
$5.26M
|