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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
297+ 5.09% |
$80.1K - $87.2K
|
6.14K
$2.56M
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
292+ 2.21% |
$78.7K - $85.7K
|
13.5K
$5.65M
|
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
291+ 14.5% |
$78.4K - $85.4K
|
2.3K
$960K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
290+ 3.79% |
$78.2K - $85.1K
|
7.93K
$3.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
288+ 20.62% |
$77.6K - $84.5K
|
1.69K
$704K
|
|
|
Nov 13, 2023
Q3 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
286+ 1.49% |
$77.1K - $83.9K
|
19.5K
$8.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
282+ 2.03% |
$76K - $82.8K
|
14.2K
$5.92M
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
282+ 7.6% |
$76K - $82.8K
|
3.99K
$1.67M
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
275+ 72.94% |
$74.1K - $80.7K
|
652
$272K
|
|
|
Oct 18, 2023
Q3 2023
|
Next Capital Management LLC
|
BUY
|
- |
272+ 17.49% |
$73.3K - $79.8K
|
1.83K
$763K
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
270+ 1.12% |
$72.8K - $79.2K
|
24.4K
$10.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
268+ 25.89% |
$72.2K - $78.7K
|
1.3K
$544K
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
266+ 20.56% |
$71.7K - $78.1K
|
1.56K
$652K
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
263+ 8.28% |
$70.9K - $77.2K
|
3.44K
$1.44M
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
263+ 19.82% |
$70.9K - $77.2K
|
1.59K
$664K
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
263+ 0.59% |
$70.9K - $77.2K
|
44.9K
$18.8M
|
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
261+ 0.43% |
$70.4K - $76.6K
|
60.6K
$25.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
BUY
|
- |
257+ 27.93% |
$69.3K - $75.4K
|
1.18K
$492K
|
|
|
Aug 08, 2024
Q3 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
257+ 14.88% |
$69.3K - $75.4K
|
1.98K
$829K
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
BUY
|
- |
256+ 10.22% |
$69K - $75.1K
|
2.76K
$1.15M
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
255+ 28.59% |
$68.7K - $74.8K
|
1.15K
$479K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
255+ 7.99% |
$68.7K - $74.8K
|
3.45K
$1.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
252+ 13.15% |
$67.9K - $74K
|
2.17K
$906K
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
251+ 2.07% |
$67.7K - $73.7K
|
12.4K
$5.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
248+ 13.94% |
$66.9K - $72.8K
|
2.03K
$847K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
248+ 1.44% |
$66.9K - $72.8K
|
17.5K
$7.31M
|
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
247+ 18.42% |
$66.6K - $72.5K
|
1.59K
$663K
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
247New |
$66.6K - $72.5K
|
247
$103K
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
246+ 10.76% |
$66.3K - $72.2K
|
2.53K
$1.06M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
246+ 3.26% |
$66.3K - $72.2K
|
7.78K
$3.25M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
243+ 5.34% |
$65.5K - $71.3K
|
4.79K
$2M
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
242+ 5.12% |
$65.2K - $71K
|
4.97K
$2.08M
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
240+ 8.54% |
$64.7K - $70.4K
|
3.05K
$1.27M
|
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
238+ 7.1% |
$64.2K - $69.9K
|
3.59K
$1.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
238+ 1.48% |
$64.2K - $69.9K
|
16.3K
$6.82M
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
236+ 4.27% |
$63.6K - $69.3K
|
5.76K
$2.41M
|
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
BUY
|
- |
234+ 1.65% |
$63.1K - $68.7K
|
14.5K
$6.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
233+ 20.62% |
$62.8K - $68.4K
|
1.36K
$569K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
226New |
$60.9K - $66.3K
|
226
$94.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
224+ 9.35% |
$60.4K - $65.7K
|
2.62K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
223+ 8.52% |
$60.1K - $65.5K
|
2.84K
$1.19M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
217+ 19.14% |
$58.5K - $63.7K
|
1.35K
$564K
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
216+ 13.52% |
$58.2K - $63.4K
|
1.81K
$758K
|
|
|
Oct 24, 2023
Q3 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
215+ 1.51% |
$58K - $63.1K
|
14.4K
$6.03M
|
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
BUY
|
- |
212+ 12.95% |
$57.1K - $62.2K
|
1.85K
$772K
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
205+ 17.84% |
$55.3K - $60.2K
|
1.35K
$566K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
204+ 3.38% |
$55K - $59.9K
|
6.24K
$2.61M
|
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
202+ 25.35% |
$54.5K - $59.3K
|
999
$417K
|
|
|
Nov 09, 2023
Q3 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
200New |
$53.9K - $58.7K
|
200
$83.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
196+ 15.88% |
$52.8K - $57.5K
|
1.43K
$597K
|