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 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.09K+ 19.03% |
$294K - $320K
|
6.81K
$2.85M
|
|
Oct 18, 2023
Q3 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
1.08K+ 1.45% |
$290K - $316K
|
75.2K
$31.4M
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.07K+ 41.02% |
$289K - $315K
|
3.69K
$1.54M
|
|
Nov 14, 2023
Q3 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.07KNew |
$289K - $315K
|
1.07K
$448K
|
|
Oct 13, 2023
Q3 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.07K+ 25.42% |
$287K - $313K
|
5.26K
$2.2M
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.06K+ 0.83% |
$287K - $312K
|
129K
$54M
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
1.06KNew |
$285K - $311K
|
1.06K
$442K
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.04K+ 21.53% |
$281K - $306K
|
5.89K
$2.46M
|
|
Oct 27, 2023
Q3 2023
|
West Bancorporation Inc
|
BUY
|
- |
1.04K+ 19.2% |
$281K - $306K
|
6.47K
$2.7M
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.04K+ 7.21% |
$280K - $305K
|
15.4K
$6.45M
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.03K+ 1.98% |
$277K - $301K
|
52.7K
$22M
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
BUY
|
- |
1.03K+ 0.79% |
$276K - $301K
|
131K
$54.9M
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.01K+ 23.96% |
$273K - $297K
|
5.23K
$2.18M
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
1.01K+ 100.0% |
$272K - $296K
|
2.02K
$844K
|
|
Nov 14, 2023
Q3 2023
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
1K+ 2.5% |
$270K - $294K
|
41K
$17.1M
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1K+ 26.8% |
$270K - $294K
|
4.73K
$1.98M
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
999+ 42.78% |
$269K - $293K
|
3.33K
$1.39M
|
|
Nov 03, 2023
Q3 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
997+ 34.85% |
$269K - $293K
|
3.86K
$1.61M
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
991+ 32.71% |
$267K - $291K
|
4.02K
$1.68M
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
977+ 31.5% |
$263K - $287K
|
4.08K
$1.7M
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
976+ 14.9% |
$263K - $286K
|
7.53K
$3.14M
|
|
Oct 16, 2023
Q3 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
970New |
$261K - $285K
|
970
$405K
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
970+ 19.03% |
$261K - $285K
|
6.07K
$2.54M
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
956+ 65.66% |
$258K - $281K
|
2.41K
$1.01M
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
947+ 2.4% |
$255K - $278K
|
40.4K
$16.9M
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
947New |
$255K - $278K
|
947
$396K
|
|
Oct 30, 2023
Q3 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
939+ 4.6% |
$253K - $276K
|
21.4K
$8.92M
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
939+ 5.64% |
$253K - $276K
|
17.6K
$7.35M
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
936+ 61.62% |
$252K - $275K
|
2.46K
$1.03M
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
933+ 2.09% |
$251K - $274K
|
45.6K
$19.1M
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
932New |
$251K - $274K
|
932
$389K
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
929New |
$250K - $273K
|
929
$388K
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
923+ 32.78% |
$249K - $271K
|
3.74K
$1.56M
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
BUY
|
- |
915New |
$247K - $269K
|
915
$382K
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
914+ 12.81% |
$246K - $268K
|
8.05K
$3.36M
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
905+ 1.89% |
$244K - $266K
|
48.8K
$20.4M
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
902+ 21.79% |
$243K - $265K
|
5.04K
$2.11M
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
900New |
$243K - $264K
|
900
$376K
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
894+ 67.32% |
$241K - $262K
|
2.22K
$928K
|
|
Oct 10, 2023
Q3 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
892+ 2.58% |
$240K - $262K
|
35.5K
$14.8M
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
885New |
$239K - $260K
|
885
$370K
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
880+ 0.56% |
$237K - $258K
|
159K
$66.5M
|
|
Oct 20, 2023
Q3 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
872+ 1.21% |
$235K - $256K
|
72.7K
$30.4M
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
871New |
$235K - $256K
|
871
$364K
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
860+ 2.65% |
$232K - $252K
|
33.4K
$13.9M
|
|
Oct 13, 2023
Q3 2023
|
Matisse Capital
|
BUY
|
- |
858New |
$231K - $252K
|
858
$358K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
858+ 5.5% |
$231K - $252K
|
16.5K
$6.88M
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
850New |
$229K - $249K
|
850
$355K
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
845+ 10.9% |
$228K - $248K
|
8.59K
$3.59M
|
|
Dec 20, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
844New |
$228K - $248K
|
844
$353K
|