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 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-3.02K- 31.94% |
$814K - $886K
|
6.43K
$2.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-3.02K- 3.6% |
$814K - $887K
|
80.8K
$33.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-3.08K- 10.46% |
$831K - $904K
|
26.4K
$11M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3.14K- 85.78% |
$846K - $921K
|
520
$217K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-3.29K- 1.89% |
$887K - $966K
|
171K
$71.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.39K- 41.31% |
$914K - $995K
|
4.82K
$2.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-3.4K- 44.58% |
$915K - $996K
|
4.22K
$1.76M
|
|
|
Nov 02, 2023
Q3 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-3.4K- 7.72% |
$916K - $998K
|
40.7K
$17M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-3.43K- 21.88% |
$924K - $1.01M
|
12.2K
$5.11M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.46K- 17.48% |
$932K - $1.01M
|
16.3K
$6.82M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.49K- 4.99% |
$939K - $1.02M
|
66.4K
$27.7M
|
|
|
Nov 03, 2023
Q3 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-3.88K- 4.91% |
$1.05M - $1.14M
|
75.1K
$31.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-3.9K- 2.57% |
$1.05M - $1.14M
|
148K
$61.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.09K- 1.52% |
$1.1M - $1.2M
|
266K
$111M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-4.13K- 3.78% |
$1.11M - $1.21M
|
105K
$43.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.28K- 78.95% |
$1.15M - $1.26M
|
1.14K
$477K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.33K- 1.32% |
$1.17M - $1.27M
|
322K
$135M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-4.73K- 52.7% |
$1.27M - $1.39M
|
4.24K
$1.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4.76K- 28.46% |
$1.28M - $1.4M
|
12K
$5M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4.86K- 2.23% |
$1.31M - $1.43M
|
213K
$89.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-4.88K- 78.83% |
$1.32M - $1.43M
|
1.31K
$548K
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-4.91K- 4.4% |
$1.32M - $1.44M
|
107K
$44.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-5.14K- 3.2% |
$1.38M - $1.51M
|
155K
$64.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-5.23K- 8.47% |
$1.41M - $1.54M
|
56.5K
$23.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-5.27K- 45.97% |
$1.42M - $1.55M
|
6.19K
$2.59M
|
|
|
Oct 16, 2023
Q3 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-5.33K- 2.53% |
$1.44M - $1.56M
|
205K
$85.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-5.39K- 3.09% |
$1.45M - $1.58M
|
169K
$70.7M
|
|
|
Oct 09, 2024
Q3 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-5.49K- 2.06% |
$1.48M - $1.61M
|
262K
$109M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.8K- 16.13% |
$1.56M - $1.7M
|
30.1K
$12.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-5.89K- 5.65% |
$1.59M - $1.73M
|
98.2K
$41M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5.9K- 18.16% |
$1.59M - $1.73M
|
26.6K
$11.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-5.98K- 2.07% |
$1.61M - $1.76M
|
282K
$118M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-6.06K- 3.34% |
$1.63M - $1.78M
|
175K
$73.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-6.25K- 5.13% |
$1.69M - $1.83M
|
116K
$48.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-6.34K- 3.04% |
$1.71M - $1.86M
|
202K
$84.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-6.4K- 18.27% |
$1.73M - $1.88M
|
28.6K
$12M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-6.61K- 1.74% |
$1.78M - $1.94M
|
373K
$156M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-6.69K- 72.07% |
$1.8M - $1.96M
|
2.59K
$1.08M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-6.84K- 29.94% |
$1.84M - $2.01M
|
16K
$6.68M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.87K- 9.49% |
$1.85M - $2.02M
|
65.5K
$27.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.11K- 69.0% |
$1.92M - $2.09M
|
3.19K
$1.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-7.16K- 2.71% |
$1.93M - $2.1M
|
257K
$108M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.36K- 0.24% |
$1.98M - $2.16M
|
3.11M
$1.3B
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-7.39K- 4.49% |
$1.99M - $2.17M
|
157K
$65.7M
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-7.47K- 3.1% |
$2.01M - $2.19M
|
233K
$97.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-7.53K- 33.82% |
$2.03M - $2.21M
|
14.7K
$6.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-7.58K- 12.67% |
$2.04M - $2.22M
|
52.2K
$21.8M
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-7.58K- 12.67% |
$2.04M - $2.22M
|
52.2K
$21.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Campbell Wealth Management
|
SELL
|
- |
-7.71K- 3.56% |
$2.08M - $2.26M
|
209K
$87.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-7.99K- 0.82% |
$2.15M - $2.34M
|
961K
$402M
|