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 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
839+ 0.84% |
$226K - $246K
|
101K
$42.1M
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
837New |
$226K - $246K
|
837
$350K
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
833+ 62.21% |
$225K - $244K
|
2.17K
$907K
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
832New |
$224K - $244K
|
832
$348K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
825+ 10.57% |
$222K - $242K
|
8.63K
$3.6M
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
825+ 10.57% |
$222K - $242K
|
8.63K
$3.6M
|
|
Nov 08, 2023
Q3 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
824New |
$222K - $242K
|
824
$344K
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
815New |
$220K - $239K
|
815
$340K
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
813New |
$219K - $239K
|
813
$340K
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
811+ 1.87% |
$219K - $238K
|
44.1K
$18.4M
|
|
Oct 20, 2023
Q3 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
809New |
$218K - $237K
|
809
$338K
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
809+ 6.93% |
$218K - $237K
|
12.5K
$5.22M
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
807+ 16.82% |
$218K - $237K
|
5.6K
$2.34M
|
|
Nov 14, 2023
Q3 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
806New |
$217K - $237K
|
806
$337K
|
|
Nov 13, 2023
Q3 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
800New |
$216K - $235K
|
800
$334K
|
|
Nov 30, 2023
Q3 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
791New |
$213K - $232K
|
791
$330K
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
787New |
$212K - $231K
|
787
$329K
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
780+ 1.72% |
$210K - $229K
|
46K
$19.2M
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
775+ 0.21% |
$209K - $227K
|
369K
$154M
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
BUY
|
- |
772New |
$208K - $227K
|
772
$323K
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
768New |
$207K - $225K
|
768
$321K
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
764New |
$206K - $224K
|
764
$319K
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
763+ 2.12% |
$206K - $224K
|
36.8K
$15.4M
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
763+ 2.12% |
$206K - $224K
|
36.8K
$15.4M
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
757+ 13.74% |
$204K - $222K
|
6.27K
$2.62M
|
|
Oct 30, 2023
Q3 2023
|
Trevian Wealth Management LLC
|
BUY
|
- |
754New |
$203K - $221K
|
754
$315K
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
753+ 5.84% |
$203K - $221K
|
13.6K
$5.7M
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
753New |
$203K - $221K
|
753
$315K
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
746New |
$201K - $219K
|
746
$312K
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
746New |
$201K - $219K
|
746
$312K
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
744+ 53.91% |
$201K - $218K
|
2.12K
$887K
|
|
Oct 05, 2023
Q3 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
742+ 4.66% |
$200K - $218K
|
16.7K
$6.96M
|
|
Oct 13, 2023
Q3 2023
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
737New |
$199K - $216K
|
737
$308K
|
|
Oct 19, 2023
Q3 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
736New |
$198K - $216K
|
736
$307K
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
730+ 3.02% |
$197K - $214K
|
24.9K
$10.4M
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
726+ 1.91% |
$196K - $213K
|
38.7K
$16.2M
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
723+ 4.44% |
$195K - $212K
|
17K
$7.1M
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
696+ 1.38% |
$188K - $204K
|
51.3K
$21.4M
|
|
Nov 13, 2023
Q3 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
695+ 4.49% |
$187K - $204K
|
16.2K
$6.76M
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
694+ 35.59% |
$187K - $204K
|
2.64K
$1.1M
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
692+ 15.01% |
$187K - $203K
|
5.3K
$2.22M
|
|
Oct 30, 2023
Q3 2023
|
Del Sette Capital Management, LLC
|
BUY
|
- |
687+ 5.15% |
$185K - $202K
|
14K
$5.86M
|
|
Oct 24, 2023
Q3 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
683+ 5.43% |
$184K - $200K
|
13.3K
$5.54M
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
683+ 30.74% |
$184K - $200K
|
2.91K
$1.21M
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
BUY
|
- |
681+ 8.65% |
$184K - $200K
|
8.56K
$3.57M
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
672+ 5.91% |
$181K - $197K
|
12K
$5.03M
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
664+ 13.02% |
$179K - $195K
|
5.76K
$2.41M
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
663+ 3.06% |
$179K - $195K
|
22.4K
$9.34M
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
662+ 2.12% |
$178K - $194K
|
31.9K
$13.3M
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
657+ 25.32% |
$177K - $193K
|
3.25K
$1.36M
|