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 11, 2022
Q4 2021
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
34+ 1.36% |
$9.76K - $11.1K
|
2.53K
$1.02M
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
33+ 4.6% |
$9.47K - $10.7K
|
751
$305K
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
33+ 1.82% |
$9.47K - $10.7K
|
1.85K
$751K
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
33+ 0.83% |
$9.47K - $10.7K
|
4.02K
$1.63M
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
32+ 2.78% |
$9.18K - $10.4K
|
1.18K
$480K
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
32+ 0.27% |
$9.18K - $10.4K
|
11.7K
$4.75M
|
|
Jan 28, 2022
Q4 2021
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
31+ 0.13% |
$8.9K - $10.1K
|
24.2K
$9.82M
|
|
Jan 24, 2022
Q4 2021
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
30+ 1.18% |
$8.61K - $9.77K
|
2.57K
$1.04M
|
|
Jan 31, 2022
Q4 2021
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
30+ 3.62% |
$8.61K - $9.77K
|
859
$349K
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
BUY
|
- |
29+ 0.14% |
$8.32K - $9.44K
|
20.4K
$8.28M
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.37% |
$8.32K - $9.44K
|
7.91K
$3.21M
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
29New |
$8.32K - $9.44K
|
29
$11.8K
|
|
Jan 31, 2022
Q4 2021
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
28+ 1.49% |
$8.04K - $9.12K
|
1.91K
$776K
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
26+ 2.27% |
$7.46K - $8.47K
|
1.17K
$475K
|
|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
BUY
|
- |
20+ 0.05% |
$5.74K - $6.51K
|
40.3K
$16.3M
|
|
Jan 19, 2022
Q4 2021
|
Apexium Financial, LP
|
BUY
|
- |
20+ 0.75% |
$5.74K - $6.51K
|
2.67K
$1.08M
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
18New |
$5.17K - $5.86K
|
18
$7.3K
|
|
Jan 31, 2022
Q4 2021
|
Howard Capital Management Inc.
|
BUY
|
- |
17+ 1.44% |
$4.88K - $5.54K
|
1.2K
$485K
|
|
Feb 04, 2022
Q4 2021
|
Tandem Capital Management Corp
|
BUY
|
- |
16+ 0.48% |
$4.59K - $5.21K
|
3.34K
$1.35M
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
16+ 0.18% |
$4.59K - $5.21K
|
9.06K
$3.68M
|
|
Feb 14, 2022
Q4 2021
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
16+ 1.1% |
$4.59K - $5.21K
|
1.48K
$598K
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
16+ 1.28% |
$4.59K - $5.21K
|
1.27K
$513K
|
|
Feb 01, 2022
Q4 2021
|
Bridges Investment Management Inc
|
BUY
|
- |
15+ 1.91% |
$4.31K - $4.89K
|
802
$325K
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
13+ 0.44% |
$3.73K - $4.23K
|
2.98K
$1.21M
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
13New |
$3.73K - $4.23K
|
13
$5.27K
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
12+ 0.1% |
$3.44K - $3.91K
|
12.4K
$5.03M
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
11+ 1.0% |
$3.16K - $3.58K
|
1.11K
$452K
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
11+ 26.19% |
$3.16K - $3.58K
|
53
$21.5K
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
11New |
$3.16K - $3.58K
|
11
$4.46K
|
|
Jan 14, 2022
Q4 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
10+ 33.33% |
$2.87K - $3.26K
|
40
$16.2K
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10+ 0.09% |
$2.87K - $3.26K
|
10.9K
$4.44M
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
10+ 0.32% |
$2.87K - $3.26K
|
3.12K
$1.26M
|
|
Feb 10, 2022
Q4 2021
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
9+ 0.14% |
$2.58K - $2.93K
|
6.65K
$2.7M
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
9+ 0.44% |
$2.58K - $2.93K
|
2.08K
$842K
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
8New |
$2.3K - $2.61K
|
8
$3.25K
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
8+ 3.33% |
$2.3K - $2.61K
|
248
$101K
|
|
Feb 08, 2022
Q4 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
8+ 0.77% |
$2.3K - $2.61K
|
1.05K
$426K
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
8New |
$2.3K - $2.61K
|
8
$3.25K
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
8+ 0.81% |
$2.3K - $2.61K
|
990
$402K
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
BUY
|
- |
7+ 0.15% |
$2.01K - $2.28K
|
4.82K
$1.96M
|
|
Feb 14, 2022
Q4 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
7+ 0.16% |
$2.01K - $2.28K
|
4.31K
$1.75M
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
7+ 0.14% |
$2.01K - $2.28K
|
4.92K
$1.99M
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
6New |
$1.72K - $1.95K
|
6
$2.43K
|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
BUY
|
- |
6+ 0.09% |
$1.72K - $1.95K
|
6.41K
$2.6M
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
6New |
$1.72K - $1.95K
|
6
$2.43K
|
|
Feb 10, 2022
Q4 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
6+ 0.23% |
$1.72K - $1.95K
|
2.67K
$1.08M
|
|
Jan 20, 2022
Q4 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
6+ 0.84% |
$1.72K - $1.95K
|
718
$291K
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
6+ 0.47% |
$1.72K - $1.95K
|
1.29K
$522K
|
|
Jan 25, 2022
Q4 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
5+ 0.13% |
$1.44K - $1.63K
|
3.84K
$1.56M
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
BUY
|
- |
4New |
$1.15K - $1.3K
|
4
$1.62K
|