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 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
51+ 4.79% |
$12.6K - $13.4K
|
1.12K
$414K
|
|
|
Nov 09, 2023
Q3 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
51New |
$12.6K - $13.4K
|
51
$18.9K
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
51+ 0.16% |
$12.6K - $13.4K
|
31.4K
$11.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
48New |
$11.8K - $12.6K
|
48
$17.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
42+ 1.08% |
$10.3K - $11K
|
3.93K
$1.46M
|
|
|
Oct 24, 2023
Q3 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
42+ 0.83% |
$10.3K - $11K
|
5.11K
$1.9M
|
|
|
Oct 23, 2023
Q3 2023
|
First Bancorp, Inc
|
BUY
|
- |
38+ 0.77% |
$9.36K - $9.95K
|
4.95K
$1.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
36+ 1.53% |
$8.87K - $9.43K
|
2.38K
$885K
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
BUY
|
- |
35+ 1.07% |
$8.62K - $9.17K
|
3.31K
$1.23M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
34+ 0.28% |
$8.37K - $8.9K
|
12.1K
$4.49M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
19+ 0.69% |
$4.68K - $4.98K
|
2.79K
$1.04M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
14+ 8.81% |
$3.45K - $3.67K
|
173
$64.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
13+ 0.59% |
$3.2K - $3.4K
|
2.23K
$827K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
12+ 8.82% |
$2.96K - $3.14K
|
148
$54.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
12+ 1.15% |
$2.96K - $3.14K
|
1.05K
$391K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
11+ 0.04% |
$2.71K - $2.88K
|
26.9K
$9.99M
|
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
9+ 0.25% |
$2.22K - $2.36K
|
3.61K
$1.34M
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
8+ 26.67% |
$1.97K - $2.09K
|
38
$14.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8+ 0.1% |
$1.97K - $2.09K
|
8.36K
$3.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
7+ 0.25% |
$1.72K - $1.83K
|
2.76K
$1.02M
|
|
|
Oct 10, 2023
Q3 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
7+ 0.03% |
$1.72K - $1.83K
|
22.9K
$8.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
6+ 18.18% |
$1.48K - $1.57K
|
39
$14.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5+ 0.27% |
$1.23K - $1.31K
|
1.86K
$690K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
5+ 0.25% |
$1.23K - $1.31K
|
1.99K
$738K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
5New |
$1.23K - $1.31K
|
5
$1.86K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
5New |
$1.23K - $1.31K
|
5
$1.86K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
5+ 0.2% |
$1.23K - $1.31K
|
2.51K
$931K
|
|
|
Oct 31, 2023
Q3 2023
|
Sierra Capital LLC
|
BUY
|
- |
5+ 0.19% |
$1.23K - $1.31K
|
2.57K
$954K
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
4+ 0.23% |
$985 - $1.05K
|
1.75K
$650K
|
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
4+ 0.26% |
$985 - $1.05K
|
1.53K
$569K
|
|
|
Oct 30, 2023
Q3 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
4+ 0.44% |
$985 - $1.05K
|
920
$342K
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
4+ 0.4% |
$985 - $1.05K
|
1.01K
$375K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4+ 100.0% |
$985 - $1.05K
|
8
$2.97K
|
|
|
Apr 03, 2024
Q3 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
3+ 0.28% |
$739 - $786
|
1.09K
$403K
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.22% |
$493 - $524
|
906
$336K
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.25% |
$493 - $524
|
801
$297K
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
2+ 0.21% |
$493 - $524
|
945
$351K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.2% |
$493 - $524
|
989
$367K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
2+ 0.17% |
$493 - $524
|
1.15K
$427K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2New |
$493 - $524
|
2
$742
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.2% |
$493 - $524
|
989
$367K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.34% |
$246 - $262
|
297
$110K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.32% |
$246 - $262
|
317
$118K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1+ 0.07% |
$246 - $262
|
1.42K
$527K
|
|
|
Oct 24, 2023
Q3 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
1+ 0.12% |
$246 - $262
|
850
$316K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1+ 3.03% |
$246 - $262
|
34
$12.6K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 2.38% |
$246 - $262
|
43
$16K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2- 11.11% |
$493 - $524
|
16
$5.94K
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-3- 0.03% |
$739 - $786
|
10.5K
$3.89M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-6- 0.51% |
$1.48K - $1.57K
|
1.18K
$438K
|