Purchases and Sales Made in Q4 2021 in Vanguard Growth ETF (VUG)
This table provides information about the institutional ownership of Vanguard Growth ETF (VUG) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 03, 2022
Q4 2021
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
993KNew |
$285M - $323M
|
993K
$401M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
296KNew |
$85M - $96.4M
|
296K
$120M
|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
270KNew |
$77.6M - $88M
|
270K
$109M
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
263K+ 28301.29% |
$75.4M - $85.5M
|
264K
$106M
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
227K+ 341.94% |
$65.3M - $74.1M
|
294K
$119M
|
|
Jun 26, 2023
Q4 2021
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
219KNew |
$62.8M - $71.3M
|
219K
$88.4M
|
|
Jan 27, 2022
Q4 2021
|
Campbell Wealth Management
|
BUY
|
- |
180KNew |
$51.6M - $58.6M
|
180K
$72.7M
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
160K+ 432681.09% |
$45.9M - $52.1M
|
160K
$64.7M
|
|
Feb 25, 2022
Q4 2021
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
154K+ 78.22% |
$44.3M - $50.2M
|
351K
$142M
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
121K+ 626.89% |
$34.6M - $39.3M
|
140K
$56.5M
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
112K+ 257.81% |
$32M - $36.4M
|
155K
$62.6M
|
|
Feb 16, 2022
Q4 2021
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
101KNew |
$29M - $32.9M
|
101K
$40.9M
|
|
Jan 14, 2022
Q4 2021
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
100KNew |
$28.8M - $32.7M
|
100K
$40.5M
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
97K+ 0.78% |
$27.8M - $31.6M
|
12.5M
$5.06B
|
|
Feb 02, 2022
Q4 2021
|
Rmr Wealth Builders
|
BUY
|
- |
96.3K+ 12594.51% |
$27.7M - $31.4M
|
97.1K
$39.2M
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
94.3KNew |
$27.1M - $30.7M
|
94.3K
$38.1M
|
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
93KNew |
$26.7M - $30.3M
|
93K
$37.6M
|
|
Feb 11, 2022
Q4 2021
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
87.3KNew |
$25.1M - $28.4M
|
87.3K
$35.3M
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
85.5K+ 3.7% |
$24.5M - $27.8M
|
2.4M
$969M
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
83.4K+ 330.55% |
$23.9M - $27.2M
|
109K
$43.9M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
79.4K+ 2.06% |
$22.8M - $25.9M
|
3.93M
$1.59B
|
|
Mar 01, 2022
Q4 2021
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
78.6KNew |
$22.6M - $25.6M
|
78.6K
$31.8M
|
|
Mar 18, 2022
Q4 2021
|
Mason & Associates Inc
|
BUY
|
- |
74.5KNew |
$21.4M - $24.3M
|
74.5K
$30.1M
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
74.1K+ 26.4% |
$21.3M - $24.1M
|
355K
$143M
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
72.8K+ 2.74% |
$20.9M - $23.7M
|
2.73M
$1.1B
|
|
Oct 04, 2023
Q4 2021
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
70.5KNew |
$20.2M - $23M
|
70.5K
$28.5M
|
|
Feb 15, 2022
Q4 2021
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
69.9KNew |
$20.1M - $22.8M
|
69.9K
$28.2M
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
69.4K+ 22.5% |
$19.9M - $22.6M
|
378K
$153M
|
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
65.4KNew |
$18.8M - $21.3M
|
65.4K
$26.4M
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
65K+ 87.4% |
$18.7M - $21.2M
|
139K
$56.3M
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
63.4KNew |
$18.2M - $20.7M
|
63.4K
$25.6M
|
|
Feb 09, 2022
Q4 2021
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
61.5KNew |
$17.6M - $20M
|
61.5K
$24.8M
|
|
Feb 15, 2022
Q4 2021
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
60.8KNew |
$17.5M - $19.8M
|
60.8K
$24.6M
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
60K+ 2.98% |
$17.2M - $19.5M
|
2.07M
$837M
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
59.7K+ 0.57% |
$17.1M - $19.4M
|
10.6M
$4.28B
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
59.4KNew |
$17M - $19.3M
|
59.4K
$24M
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
59.3K+ 18.91% |
$17M - $19.3M
|
373K
$151M
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
58.1K+ 3.77% |
$16.7M - $18.9M
|
1.6M
$646M
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
57.6KNew |
$16.5M - $18.8M
|
57.6K
$23.3M
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
57.3K+ 58.65% |
$16.4M - $18.6M
|
155K
$62.6M
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
55.1KNew |
$15.8M - $17.9M
|
55.1K
$22.3M
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
54.4K+ 115.66% |
$15.6M - $17.7M
|
101K
$41M
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
52.2KNew |
$15M - $17M
|
52.2K
$21.1M
|
|
May 05, 2022
Q4 2021
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
51.1KNew |
$14.7M - $16.7M
|
51.1K
$20.7M
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
47.6K+ 10.05% |
$13.6M - $15.5M
|
521K
$210M
|
|
Feb 14, 2022
Q4 2021
|
Loomis Sayles & CO L P
|
BUY
|
- |
46.7K+ 211.05% |
$13.4M - $15.2M
|
68.8K
$27.8M
|
|
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
45.3KNew |
$13M - $14.8M
|
45.3K
$18.3M
|
|
Feb 15, 2022
Q4 2021
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
44.5KNew |
$12.8M - $14.5M
|
44.5K
$18M
|
|
Jan 27, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
44.2K+ 44.33% |
$12.7M - $14.4M
|
144K
$58.2M
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
43.3KNew |
$12.4M - $14.1M
|
43.3K
$17.5M
|