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
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
8.75KNew |
$1.82M - $2.05M
|
8.75K
$3.54M
|
|
Feb 09, 2023
Q4 2022
|
Dagco, Inc.
|
BUY
|
- |
8.74K+ 30.91% |
$1.82M - $2.04M
|
37K
$15M
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
8.63KNew |
$1.8M - $2.02M
|
8.63K
$3.49M
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
8.56K+ 298.78% |
$1.78M - $2M
|
11.4K
$4.61M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
8.46K+ 24.15% |
$1.76M - $1.98M
|
43.5K
$17.6M
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
8.4K+ 36.04% |
$1.75M - $1.96M
|
31.7K
$12.8M
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
8.38K+ 52.15% |
$1.75M - $1.96M
|
24.4K
$9.87M
|
|
Jan 10, 2023
Q4 2022
|
Campbell Wealth Management
|
BUY
|
- |
8.31K+ 4.2% |
$1.73M - $1.94M
|
206K
$83.3M
|
|
Feb 14, 2023
Q4 2022
|
Amundi
Paris, I0 |
BUY
|
- |
8.31K+ 365.04% |
$1.73M - $1.94M
|
10.6K
$4.28M
|
|
Feb 07, 2023
Q4 2022
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
8.29K+ 464.52% |
$1.73M - $1.94M
|
10.1K
$4.07M
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
8.19K+ 10.85% |
$1.71M - $1.92M
|
83.7K
$33.8M
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
7.97K+ 310.12% |
$1.66M - $1.86M
|
10.5K
$4.26M
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
7.91K+ 5.89% |
$1.65M - $1.85M
|
142K
$57.5M
|
|
Jan 19, 2023
Q4 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
7.83K+ 11.27% |
$1.63M - $1.83M
|
77.3K
$31.2M
|
|
Jul 19, 2023
Q4 2022
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
7.68KNew |
$1.6M - $1.8M
|
7.68K
$3.1M
|
|
Feb 07, 2023
Q4 2022
|
Northern Capital Management, Inc.
|
BUY
|
- |
7.67KNew |
$1.6M - $1.79M
|
7.67K
$3.1M
|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
BUY
|
- |
7.62K+ 7.02% |
$1.59M - $1.78M
|
116K
$46.9M
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.62K+ 127.55% |
$1.59M - $1.78M
|
13.6K
$5.49M
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
7.6K+ 2.56% |
$1.58M - $1.78M
|
305K
$123M
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
7.59K+ 15.54% |
$1.58M - $1.77M
|
56.4K
$22.8M
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
7.55K+ 47.35% |
$1.57M - $1.76M
|
23.5K
$9.49M
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
7.52KNew |
$1.57M - $1.76M
|
7.52K
$3.04M
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
7.5K+ 82.13% |
$1.56M - $1.75M
|
16.6K
$6.72M
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.36K+ 24.23% |
$1.53M - $1.72M
|
37.7K
$15.3M
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
7.36KNew |
$1.53M - $1.72M
|
7.36K
$2.97M
|
|
Feb 02, 2023
Q4 2022
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
7.35KNew |
$1.53M - $1.72M
|
7.35K
$2.97M
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
7.26K+ 7.99% |
$1.51M - $1.7M
|
98.1K
$39.6M
|
|
Feb 02, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
7.21K+ 4.78% |
$1.5M - $1.69M
|
158K
$63.9M
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
7.17K+ 2821.26% |
$1.49M - $1.68M
|
7.42K
$3M
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
7.14K+ 33.16% |
$1.49M - $1.67M
|
28.7K
$11.6M
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
7.09K+ 8.5% |
$1.48M - $1.66M
|
90.4K
$36.5M
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.08K+ 2.94% |
$1.48M - $1.66M
|
248K
$100M
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.06K+ 12.86% |
$1.47M - $1.65M
|
62K
$25M
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
6.95KNew |
$1.45M - $1.62M
|
6.95K
$2.81M
|
|
Feb 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
6.93K+ 4.9% |
$1.45M - $1.62M
|
148K
$60M
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6.89K+ 19.24% |
$1.44M - $1.61M
|
42.7K
$17.3M
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.84KNew |
$1.43M - $1.6M
|
6.84K
$2.76M
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.6K+ 77.09% |
$1.37M - $1.54M
|
15.2K
$6.12M
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
6.56K+ 253.3% |
$1.37M - $1.53M
|
9.15K
$3.7M
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.39KNew |
$1.33M - $1.49M
|
6.39K
$2.58M
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.38K+ 12.67% |
$1.33M - $1.49M
|
56.7K
$22.9M
|
|
Feb 10, 2023
Q4 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
6.36K+ 2.67% |
$1.33M - $1.49M
|
245K
$98.9M
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
6.35K+ 48.9% |
$1.32M - $1.49M
|
19.3K
$7.82M
|
|
Feb 09, 2023
Q4 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
6.31K+ 65.22% |
$1.32M - $1.48M
|
16K
$6.46M
|
|
Jan 17, 2023
Q4 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
6.28KNew |
$1.31M - $1.47M
|
6.28K
$2.54M
|
|
Jan 18, 2023
Q4 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
6.23K+ 8.39% |
$1.3M - $1.46M
|
80.5K
$32.5M
|
|
Feb 14, 2023
Q4 2022
|
Jentner Corp
|
BUY
|
- |
6.2K+ 3.88% |
$1.29M - $1.45M
|
166K
$67.1M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.16K+ 20.49% |
$1.28M - $1.44M
|
36.2K
$14.6M
|
|
Feb 13, 2023
Q4 2022
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
6.13KNew |
$1.28M - $1.43M
|
6.13K
$2.48M
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
6.12KNew |
$1.28M - $1.43M
|
6.12K
$2.47M
|