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 03, 2023
Q3 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
6.88K+ 7.21% |
$1.85M - $2.02M
|
102K
$37.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.84K+ 5.08% |
$1.84M - $2.01M
|
142K
$52.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
6.71K+ 50.95% |
$1.81M - $1.97M
|
19.9K
$7.37M
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
6.56K+ 39.32% |
$1.77M - $1.92M
|
23.2K
$8.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
6.46K+ 601.58% |
$1.74M - $1.9M
|
7.54K
$2.79M
|
|
|
Nov 09, 2023
Q3 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
6.4K+ 226.78% |
$1.73M - $1.88M
|
9.23K
$3.42M
|
|
|
Oct 06, 2023
Q3 2023
|
Members Trust CO
|
BUY
|
- |
6.37K+ 7.39% |
$1.72M - $1.87M
|
92.5K
$34.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
6.33KNew |
$1.71M - $1.86M
|
6.33K
$2.34M
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6.33K+ 8214.29% |
$1.7M - $1.86M
|
6.4K
$2.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
6.29K+ 0.93% |
$1.69M - $1.85M
|
680K
$252M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
6.26K+ 3.42% |
$1.69M - $1.84M
|
189K
$70.1M
|
|
|
Mar 04, 2025
Q3 2023
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
6.22K+ 4.33% |
$1.68M - $1.83M
|
150K
$55.5M
|
|
|
Oct 24, 2023
Q3 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
6.11K+ 212.96% |
$1.65M - $1.79M
|
8.98K
$3.33M
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
6.11K+ 15.56% |
$1.65M - $1.79M
|
45.4K
$16.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
6.09KNew |
$1.64M - $1.79M
|
6.09K
$2.26M
|
|
|
Oct 24, 2023
Q3 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
5.99K+ 16.41% |
$1.61M - $1.76M
|
42.5K
$15.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
5.95K+ 9913.33% |
$1.6M - $1.75M
|
6.01K
$2.23M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.93K+ 10.59% |
$1.6M - $1.74M
|
62K
$23M
|
|
|
Nov 13, 2023
Q3 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
5.83K+ 60.73% |
$1.57M - $1.71M
|
15.4K
$5.72M
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.78K+ 61.07% |
$1.56M - $1.7M
|
15.3K
$5.65M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
5.19K+ 13.33% |
$1.4M - $1.52M
|
44.1K
$16.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
5.12K+ 28.6% |
$1.38M - $1.5M
|
23K
$8.52M
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
5.1K+ 17.9% |
$1.38M - $1.5M
|
33.6K
$12.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.08K+ 15.94% |
$1.37M - $1.49M
|
37K
$13.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.08K+ 2.14% |
$1.37M - $1.49M
|
242K
$89.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
4.98K+ 8.57% |
$1.34M - $1.46M
|
63.1K
$23.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.96K+ 3.83% |
$1.34M - $1.46M
|
134K
$49.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
4.85K+ 137.51% |
$1.31M - $1.42M
|
8.38K
$3.11M
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
4.84K+ 2.64% |
$1.3M - $1.42M
|
188K
$69.8M
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
BUY
|
- |
4.82K+ 10.28% |
$1.3M - $1.42M
|
51.8K
$19.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.75K+ 36.26% |
$1.28M - $1.4M
|
17.9K
$6.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.58K+ 39.97% |
$1.23M - $1.34M
|
16K
$5.94M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.5K+ 3.65% |
$1.21M - $1.32M
|
128K
$47.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
4.47K+ 6.38% |
$1.2M - $1.31M
|
74.4K
$27.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
4.36K+ 2.24% |
$1.18M - $1.28M
|
199K
$73.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4.33K+ 5.97% |
$1.17M - $1.27M
|
76.9K
$28.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
4.28K+ 11.32% |
$1.15M - $1.26M
|
42.1K
$15.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
4.28K+ 472.93% |
$1.15M - $1.26M
|
5.19K
$1.92M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.26K+ 9.48% |
$1.15M - $1.25M
|
49.2K
$18.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
4.24K+ 485.91% |
$1.14M - $1.25M
|
5.12K
$1.89M
|
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
BUY
|
- |
4.23K+ 411.19% |
$1.14M - $1.24M
|
5.26K
$1.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
4.13K+ 147.04% |
$1.11M - $1.21M
|
6.94K
$2.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.12K+ 2.43% |
$1.11M - $1.21M
|
174K
$64.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
4.08K+ 68.37% |
$1.1M - $1.2M
|
10K
$3.72M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4K+ 13.47% |
$1.08M - $1.17M
|
33.7K
$12.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
3.94K+ 2.43% |
$1.06M - $1.16M
|
166K
$61.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
3.94K+ 6.46% |
$1.06M - $1.16M
|
64.9K
$24M
|
|
|
Oct 27, 2023
Q3 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
3.92K+ 3.64% |
$1.06M - $1.15M
|
112K
$41.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
3.91K+ 17.35% |
$1.06M - $1.15M
|
26.5K
$9.81M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.9K+ 12.94% |
$1.05M - $1.15M
|
34.1K
$12.6M
|