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
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
958New |
$236K - $251K
|
958
$356K
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
949New |
$234K - $249K
|
949
$352K
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
948+ 13.74% |
$233K - $248K
|
7.85K
$2.91M
|
|
Oct 25, 2023
Q3 2023
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
926+ 19.64% |
$228K - $242K
|
5.64K
$2.09M
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
895New |
$220K - $234K
|
895
$332K
|
|
Oct 10, 2023
Q3 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
875New |
$215K - $229K
|
875
$325K
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
872New |
$215K - $228K
|
872
$324K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
872+ 1453.33% |
$215K - $228K
|
932
$346K
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
870New |
$214K - $228K
|
870
$323K
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
853New |
$210K - $223K
|
853
$317K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
762+ 3.93% |
$188K - $200K
|
20.1K
$7.47M
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
759+ 17.25% |
$187K - $199K
|
5.16K
$1.92M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
722+ 4.24% |
$178K - $189K
|
17.7K
$6.58M
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
678+ 29.29% |
$167K - $178K
|
2.99K
$1.11M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
667+ 10.9% |
$164K - $175K
|
6.79K
$2.52M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
570+ 2.19% |
$140K - $149K
|
26.6K
$9.88M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
556+ 89.53% |
$137K - $146K
|
1.18K
$437K
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
487+ 3.25% |
$120K - $128K
|
15.5K
$5.75M
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
428+ 31.47% |
$105K - $112K
|
1.79K
$664K
|
|
Oct 23, 2023
Q3 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
423+ 16.96% |
$104K - $111K
|
2.92K
$1.08M
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
394+ 2.11% |
$97K - $103K
|
19K
$7.07M
|
|
Jan 26, 2024
Q3 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
388+ 6.31% |
$95.6K - $102K
|
6.54K
$2.43M
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
326+ 1.5% |
$80.3K - $85.4K
|
22K
$8.17M
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
306+ 23.32% |
$75.4K - $80.1K
|
1.62K
$601K
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
304+ 2.52% |
$74.9K - $79.6K
|
12.3K
$4.58M
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
298+ 3.94% |
$73.4K - $78K
|
7.85K
$2.92M
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
294+ 8.49% |
$72.4K - $77K
|
3.76K
$1.4M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
292+ 16.22% |
$71.9K - $76.5K
|
2.09K
$777K
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
287+ 5.84% |
$70.7K - $75.2K
|
5.2K
$1.93M
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
280+ 1.96% |
$69K - $73.3K
|
14.6K
$5.41M
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
267+ 106.37% |
$65.8K - $69.9K
|
518
$192K
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
262New |
$64.5K - $68.6K
|
262
$97.3K
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
241+ 4.69% |
$59.4K - $63.1K
|
5.38K
$2M
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
239+ 18.38% |
$58.9K - $62.6K
|
1.54K
$571K
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
228+ 11.01% |
$56.1K - $59.7K
|
2.3K
$853K
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
223+ 11.58% |
$54.9K - $58.4K
|
2.15K
$797K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
221+ 9.11% |
$54.4K - $57.9K
|
2.65K
$982K
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
210+ 6.02% |
$51.7K - $55K
|
3.7K
$1.37M
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
175New |
$43.1K - $45.8K
|
175
$65K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
154+ 0.93% |
$37.9K - $40.3K
|
16.7K
$6.21M
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
150+ 4.03% |
$36.9K - $39.3K
|
3.88K
$1.44M
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
124+ 0.41% |
$30.5K - $32.5K
|
30.7K
$11.4M
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
120+ 0.23% |
$29.6K - $31.4K
|
51.3K
$19M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
89+ 0.36% |
$21.9K - $23.3K
|
24.8K
$9.22M
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
79+ 2.42% |
$19.5K - $20.7K
|
3.35K
$1.24M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
74New |
$18.2K - $19.4K
|
74
$27.5K
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
68New |
$16.7K - $17.8K
|
68
$25.2K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
64+ 0.46% |
$15.8K - $16.8K
|
13.9K
$5.15M
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
61+ 3.5% |
$15K - $16K
|
1.81K
$670K
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
53+ 883.33% |
$13.1K - $13.9K
|
59
$21.9K
|