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 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
11.4K+ 20.02% |
$3.08M - $3.35M
|
68.5K
$28.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.4K+ 16.72% |
$3.07M - $3.35M
|
79.6K
$33.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
11.2K+ 0.68% |
$3.02M - $3.29M
|
1.67M
$698M
|
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
11.2K+ 232.97% |
$3.01M - $3.27M
|
15.9K
$6.66M
|
|
|
Oct 10, 2023
Q3 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
10.8K+ 6.97% |
$2.92M - $3.18M
|
166K
$69.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
10.8K+ 1169.16% |
$2.91M - $3.17M
|
11.7K
$4.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
10.6K+ 53.86% |
$2.85M - $3.11M
|
30.2K
$12.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
10.6K+ 20.62% |
$2.84M - $3.1M
|
61.7K
$25.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
10.5K+ 32.73% |
$2.83M - $3.08M
|
42.6K
$17.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10.5K+ 111.63% |
$2.82M - $3.07M
|
19.8K
$8.29M
|
|
|
Nov 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
10.4KNew |
$2.8M - $3.05M
|
10.4K
$4.34M
|
|
|
Oct 10, 2023
Q3 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
10.4K+ 3.71% |
$2.79M - $3.04M
|
289K
$121M
|
|
|
Oct 17, 2023
Q3 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
10.3K+ 37.75% |
$2.79M - $3.03M
|
37.7K
$15.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
10.2K+ 20.51% |
$2.75M - $3M
|
60K
$25.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
10.1K+ 91.57% |
$2.72M - $2.96M
|
21.1K
$8.82M
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$2.7M - $2.94M
|
10K
$4.19M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.96K+ 21.57% |
$2.69M - $2.92M
|
56.2K
$23.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
9.94K+ 24.55% |
$2.68M - $2.92M
|
50.4K
$21.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
9.93K+ 13.87% |
$2.68M - $2.91M
|
81.5K
$34.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
9.84KNew |
$2.65M - $2.89M
|
9.84K
$4.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.52K+ 12.02% |
$2.57M - $2.79M
|
88.7K
$37.1M
|
|
|
Nov 20, 2023
Q3 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
9.32K+ 45.93% |
$2.51M - $2.74M
|
29.6K
$12.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
9.17K+ 18.31% |
$2.47M - $2.69M
|
59.2K
$24.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
9.13K+ 7.41% |
$2.46M - $2.68M
|
132K
$55.3M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.06K+ 4.3% |
$2.44M - $2.66M
|
220K
$91.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
9.03K+ 187.35% |
$2.44M - $2.65M
|
13.9K
$5.79M
|
|
|
Feb 09, 2024
Q3 2023
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
8.93KNew |
$2.41M - $2.62M
|
8.93K
$3.73M
|
|
|
Nov 01, 2023
Q3 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
8.75K+ 23.11% |
$2.36M - $2.57M
|
46.6K
$19.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
8.75K+ 350.64% |
$2.36M - $2.57M
|
11.2K
$4.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.7K+ 27.28% |
$2.34M - $2.55M
|
40.6K
$17M
|
|
|
Oct 16, 2023
Q3 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
8.67K+ 52.17% |
$2.34M - $2.54M
|
25.3K
$10.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
8.31K+ 9.31% |
$2.24M - $2.44M
|
97.6K
$40.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
8.12KNew |
$2.19M - $2.38M
|
8.12K
$3.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
8.12KNew |
$2.19M - $2.38M
|
8.12K
$3.39M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
8.04K+ 14.41% |
$2.17M - $2.36M
|
63.9K
$26.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
7.76K+ 23.34% |
$2.09M - $2.28M
|
41K
$17.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
7.64KNew |
$2.06M - $2.24M
|
7.64K
$3.19M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
7.41K+ 121.38% |
$2M - $2.18M
|
13.5K
$5.65M
|
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
7.39KNew |
$1.99M - $2.17M
|
7.39K
$3.09M
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
7.31K+ 17.89% |
$1.97M - $2.14M
|
48.1K
$20.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
7.25K+ 14.65% |
$1.95M - $2.13M
|
56.7K
$23.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
7.14KNew |
$1.92M - $2.09M
|
7.14K
$2.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
7.13K+ 5.88% |
$1.92M - $2.09M
|
128K
$53.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.11K+ 10.56% |
$1.92M - $2.09M
|
74.5K
$31.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.03K+ 69.41% |
$1.9M - $2.06M
|
17.2K
$7.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7.03K+ 7.34% |
$1.89M - $2.06M
|
103K
$42.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.02K+ 5.53% |
$1.89M - $2.06M
|
134K
$56M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
6.98K+ 23.34% |
$1.88M - $2.05M
|
36.9K
$15.4M
|
|
|
Oct 04, 2023
Q3 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
6.88K+ 1.91% |
$1.86M - $2.02M
|
367K
$153M
|
|
|
Oct 17, 2023
Q3 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
6.88K+ 20.34% |
$1.85M - $2.02M
|
40.7K
$17M
|