Purchases and Sales Made in Q4 2022 in Vanguard Growth ETF (VUG)
This table provides information about the institutional ownership of Vanguard Growth ETF (VUG) during Q4 2022. 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 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
425M+ 118736.9% |
$88.5B - $99.3B
|
425M
$171B
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
2.73M+ 2976.9% |
$568M - $638M
|
2.82M
$1.14B
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.55MNew |
$531M - $595M
|
2.55M
$1.03B
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.48M+ 15.11% |
$516M - $579M
|
18.9M
$7.61B
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.35MNew |
$490M - $549M
|
2.35M
$948M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.22M+ 3.08% |
$255M - $285M
|
40.8M
$16.5B
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
618KNew |
$129M - $145M
|
618K
$249M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
500K+ 4.28% |
$104M - $117M
|
12.2M
$4.92B
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
447K+ 2274.21% |
$93.2M - $105M
|
467K
$188M
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
438K+ 3.9% |
$91.4M - $102M
|
11.7M
$4.71B
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
432K+ 35.89% |
$90.1M - $101M
|
1.64M
$660M
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
363K+ 13.92% |
$75.7M - $84.9M
|
2.97M
$1.2B
|
|
Jun 05, 2023
Q4 2022
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
361KNew |
$75.3M - $84.5M
|
361K
$146M
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
306K+ 914.03% |
$63.8M - $71.6M
|
340K
$137M
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
274KNew |
$57.2M - $64.2M
|
274K
$111M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
233K+ 19.44% |
$48.6M - $54.5M
|
1.43M
$578M
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
219K+ 402.99% |
$45.5M - $51.1M
|
273K
$110M
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
188K+ 105.66% |
$39.2M - $44M
|
366K
$148M
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
186K+ 7.23% |
$38.8M - $43.5M
|
2.76M
$1.11B
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
184K+ 6336.66% |
$38.4M - $43M
|
187K
$75.4M
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
178K+ 11.3% |
$37M - $41.5M
|
1.75M
$706M
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
178K+ 11.3% |
$37M - $41.5M
|
1.75M
$706M
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
BUY
|
- |
174K+ 282.46% |
$36.2M - $40.6M
|
235K
$94.9M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
172K+ 56.36% |
$35.9M - $40.2M
|
478K
$193M
|
|
Feb 14, 2023
Q4 2022
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
128KNew |
$26.6M - $29.8M
|
128K
$51.5M
|
|
Feb 03, 2023
Q4 2022
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
126KNew |
$26.4M - $29.6M
|
126K
$51M
|
|
Feb 07, 2023
Q4 2022
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
126KNew |
$26.3M - $29.5M
|
126K
$51M
|
|
Jan 20, 2023
Q4 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
119K+ 9710.12% |
$24.8M - $27.8M
|
120K
$48.5M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
117K+ 15.12% |
$24.3M - $27.3M
|
889K
$359M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
112K+ 27.84% |
$23.4M - $26.2M
|
515K
$208M
|
|
Apr 28, 2023
Q4 2022
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
111KNew |
$23.2M - $26M
|
111K
$44.8M
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
109K+ 90.18% |
$22.6M - $25.4M
|
229K
$92.3M
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
105K+ 58.03% |
$21.9M - $24.5M
|
286K
$115M
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
102K+ 177.41% |
$21.3M - $23.9M
|
160K
$64.5M
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
102K+ 177.41% |
$21.3M - $23.9M
|
160K
$64.5M
|
|
Feb 01, 2023
Q4 2022
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
94.4KNew |
$19.7M - $22.1M
|
94.4K
$38.1M
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
91.4K+ 4167.03% |
$19M - $21.4M
|
93.6K
$37.8M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
87.3K+ 9.48% |
$18.2M - $20.4M
|
1.01M
$407M
|
|
Feb 13, 2023
Q4 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
87.2K+ 30.59% |
$18.2M - $20.4M
|
372K
$150M
|
|
Jan 24, 2023
Q4 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
83.1K+ 1448.24% |
$17.3M - $19.4M
|
88.9K
$35.9M
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
79.6K+ 8.74% |
$16.6M - $18.6M
|
990K
$400M
|
|
Feb 13, 2023
Q4 2022
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
75.7KNew |
$15.8M - $17.7M
|
75.7K
$30.6M
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
74.1KNew |
$15.5M - $17.3M
|
74.1K
$29.9M
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
73.2K+ 4.08% |
$15.3M - $17.1M
|
1.87M
$753M
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
70.5K+ 372.6% |
$14.7M - $16.5M
|
89.4K
$36.1M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
68.3K+ 4.65% |
$14.2M - $16M
|
1.54M
$620M
|
|
Feb 09, 2023
Q4 2022
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
65.3KNew |
$13.6M - $15.3M
|
65.3K
$26.3M
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
62.5K+ 9.5% |
$13M - $14.6M
|
720K
$291M
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
62.5KNew |
$13M - $14.6M
|
62.5K
$25.2M
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
62K+ 11.51% |
$12.9M - $14.5M
|
601K
$243M
|