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
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.83K+ 13.76% |
$1.03M - $1.12M
|
31.6K
$13.2M
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.81K+ 16.16% |
$1.03M - $1.12M
|
27.4K
$11.4M
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
3.7K+ 18.21% |
$997K - $1.09M
|
24K
$10M
|
|
Oct 19, 2023
Q3 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
3.65K+ 32.19% |
$983K - $1.07M
|
15K
$6.26M
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
3.64K+ 4.28% |
$982K - $1.07M
|
88.8K
$37.1M
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.63K+ 98.11% |
$977K - $1.06M
|
7.32K
$3.06M
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
3.6K+ 166.59% |
$969K - $1.06M
|
5.75K
$2.4M
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
3.59KNew |
$968K - $1.05M
|
3.59K
$1.5M
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.59K+ 1.63% |
$968K - $1.05M
|
223K
$93.3M
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.51K+ 13.83% |
$947K - $1.03M
|
28.9K
$12.1M
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.51K+ 9.34% |
$947K - $1.03M
|
41.1K
$17.2M
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.5K+ 5.62% |
$944K - $1.03M
|
65.8K
$27.5M
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
3.42K+ 14.43% |
$921K - $1M
|
27.1K
$11.3M
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.38K+ 5.61% |
$912K - $993K
|
63.7K
$26.6M
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.38K+ 132.19% |
$911K - $992K
|
5.94K
$2.48M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.37K+ 2.79% |
$907K - $988K
|
124K
$51.8M
|
|
Nov 02, 2023
Q3 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
3.21K+ 50.36% |
$866K - $943K
|
9.6K
$4.01M
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.09K+ 152.82% |
$832K - $906K
|
5.11K
$2.13M
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
3.04K+ 3.28% |
$820K - $893K
|
95.8K
$40M
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
3.01K+ 220.59% |
$812K - $884K
|
4.38K
$1.83M
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.01K+ 17.9% |
$812K - $884K
|
19.8K
$8.29M
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.99K+ 4.16% |
$807K - $878K
|
75K
$31.3M
|
|
Nov 09, 2023
Q3 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
2.98KNew |
$803K - $874K
|
2.98K
$1.24M
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.95K+ 6.33% |
$795K - $866K
|
49.6K
$20.7M
|
|
Oct 25, 2023
Q3 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
2.91K+ 3.57% |
$783K - $853K
|
84.2K
$35.2M
|
|
Nov 01, 2023
Q3 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
2.84K+ 25.28% |
$766K - $834K
|
14.1K
$5.88M
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
2.81K+ 9.51% |
$757K - $825K
|
32.4K
$13.5M
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
2.8K+ 59.13% |
$756K - $823K
|
7.55K
$3.15M
|
|
Nov 13, 2023
Q3 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
2.76K+ 22.76% |
$745K - $811K
|
14.9K
$6.22M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.76K+ 7.67% |
$743K - $809K
|
38.7K
$16.2M
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.7K+ 36.04% |
$729K - $793K
|
10.2K
$4.26M
|
|
Nov 13, 2023
Q3 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
2.67K+ 22.79% |
$721K - $785K
|
14.4K
$6.02M
|
|
Nov 14, 2023
Q3 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
2.5KNew |
$674K - $734K
|
2.5K
$1.04M
|
|
Nov 01, 2023
Q3 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
2.5K+ 13.65% |
$673K - $732K
|
20.8K
$8.68M
|
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.49KNew |
$671K - $731K
|
2.49K
$1.04M
|
|
Nov 01, 2023
Q3 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.47K+ 3.56% |
$666K - $726K
|
71.8K
$30M
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.44K+ 9.16% |
$657K - $715K
|
29K
$12.1M
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.43K+ 1.27% |
$654K - $712K
|
194K
$81.1M
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2.42K+ 48360.0% |
$652K - $710K
|
2.42K
$1.01M
|
|
Nov 01, 2023
Q3 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
2.4KNew |
$647K - $705K
|
2.4K
$1M
|
|
Oct 25, 2023
Q3 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2.34K+ 98.86% |
$631K - $687K
|
4.71K
$1.97M
|
|
Oct 31, 2023
Q3 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.33KNew |
$629K - $685K
|
2.33K
$975K
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2.32K+ 21.3% |
$625K - $681K
|
13.2K
$5.52M
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.29K+ 12.49% |
$618K - $673K
|
20.7K
$8.63M
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.29K+ 4.3% |
$616K - $671K
|
55.4K
$23.2M
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.27K+ 79.56% |
$611K - $665K
|
5.11K
$2.14M
|
|
Oct 27, 2023
Q3 2023
|
Belvedere Trading LLC
|
BUY
|
- |
2.26KNew |
$609K - $664K
|
2.26K
$945K
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
2.26K+ 1.32% |
$609K - $663K
|
174K
$72.5M
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
2.25KNew |
$607K - $661K
|
2.25K
$941K
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
2.25K+ 3.62% |
$607K - $661K
|
64.5K
$26.9M
|