Purchases and Sales Made in Q3 2023 in Vanguard Growth ETF (VUG)
This table provides information about the institutional ownership of Vanguard Growth ETF (VUG) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 03, 2023
Q3 2023
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
651+ 1.61% |
$175K - $191K
|
41.2K
$17.2M
|
|
Oct 13, 2023
Q3 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
649+ 0.53% |
$175K - $190K
|
124K
$51.6M
|
|
Oct 18, 2023
Q3 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
645+ 25.6% |
$174K - $189K
|
3.17K
$1.32M
|
|
Nov 15, 2023
Q3 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
638+ 83.51% |
$172K - $187K
|
1.4K
$586K
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
617+ 58.48% |
$166K - $181K
|
1.67K
$699K
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
609+ 0.92% |
$164K - $179K
|
66.7K
$27.9M
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
606+ 77.39% |
$163K - $178K
|
1.39K
$580K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
605New |
$163K - $178K
|
605
$253K
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
592+ 36.27% |
$160K - $174K
|
2.22K
$929K
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
590+ 3.9% |
$159K - $173K
|
15.7K
$6.57M
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
577+ 3.92% |
$156K - $169K
|
15.3K
$6.39M
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
BUY
|
- |
575+ 18.47% |
$155K - $169K
|
3.69K
$1.54M
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
573+ 9.6% |
$154K - $168K
|
6.54K
$2.73M
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
551+ 3.38% |
$149K - $162K
|
16.8K
$7.04M
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
550+ 10.04% |
$148K - $161K
|
6.03K
$2.52M
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
546+ 27.49% |
$147K - $160K
|
2.53K
$1.06M
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
525+ 4.77% |
$142K - $154K
|
11.5K
$4.82M
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
BUY
|
- |
522+ 7.03% |
$141K - $153K
|
7.95K
$3.32M
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
521+ 2.44% |
$140K - $153K
|
21.8K
$9.13M
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
520New |
$140K - $153K
|
520
$217K
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
517+ 5.89% |
$139K - $152K
|
9.3K
$3.88M
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
516+ 10.04% |
$139K - $151K
|
5.66K
$2.36M
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
514+ 48.4% |
$139K - $151K
|
1.58K
$658K
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
BUY
|
- |
512+ 0.96% |
$138K - $150K
|
54K
$22.6M
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
511+ 31.64% |
$138K - $150K
|
2.13K
$888K
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
501+ 23.61% |
$135K - $147K
|
2.62K
$1.1M
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
500+ 14.2% |
$135K - $147K
|
4.02K
$1.68M
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
491+ 10.03% |
$132K - $144K
|
5.38K
$2.25M
|
|
Nov 13, 2023
Q3 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
491+ 12.4% |
$132K - $144K
|
4.45K
$1.86M
|
|
Oct 16, 2023
Q3 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
489+ 0.7% |
$132K - $144K
|
70.2K
$29.3M
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
486+ 3.45% |
$131K - $143K
|
14.6K
$6.1M
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
486+ 53.88% |
$131K - $143K
|
1.39K
$580K
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
469+ 1.66% |
$126K - $138K
|
28.7K
$12M
|
|
Nov 01, 2023
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
469+ 63.04% |
$126K - $138K
|
1.21K
$507K
|
|
May 20, 2024
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
469+ 63.04% |
$126K - $138K
|
1.21K
$507K
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
467+ 3.85% |
$126K - $137K
|
12.6K
$5.26M
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
BUY
|
- |
465+ 21.81% |
$125K - $136K
|
2.6K
$1.08M
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
459+ 0.66% |
$124K - $135K
|
70.1K
$29.3M
|
|
Nov 06, 2023
Q3 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
458+ 0.73% |
$123K - $134K
|
62.8K
$26.3M
|
|
Oct 20, 2023
Q3 2023
|
Capital Planning LLC
|
BUY
|
- |
457+ 7.7% |
$123K - $134K
|
6.39K
$2.67M
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
456+ 3.16% |
$123K - $134K
|
14.9K
$6.23M
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
455+ 1.88% |
$123K - $134K
|
24.7K
$10.3M
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
452+ 4.71% |
$122K - $133K
|
10.1K
$4.2M
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
451+ 0.62% |
$122K - $132K
|
73.3K
$30.6M
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
448+ 34.22% |
$121K - $131K
|
1.76K
$734K
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
445+ 21.72% |
$120K - $131K
|
2.49K
$1.04M
|
|
Nov 14, 2023
Q3 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
442+ 0.5% |
$119K - $130K
|
89.5K
$37.4M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
441New |
$119K - $129K
|
441
$184K
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
BUY
|
- |
440+ 2.99% |
$119K - $129K
|
15.1K
$6.33M
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
435+ 24.05% |
$117K - $128K
|
2.24K
$937K
|