Purchases and Sales Made in Q3 2023 in Vanguard S&P 500 Growth ETF (VOOG)
This table provides information about the institutional ownership of Vanguard S&P 500 Growth ETF (VOOG) during Q3 2023. The information is specifically focused on institutions that hold shares of VANGUARD S&P 500 GROWTH ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-7- 0.47% |
$1.72K - $1.83K
|
1.5K
$546K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-8- 0.62% |
$1.97K - $2.09K
|
1.29K
$469K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-12- 54.55% |
$2.96K - $3.14K
|
10
$3.65K
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-14- 0.92% |
$3.45K - $3.67K
|
1.51K
$549K
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-15- 1.74% |
$3.69K - $3.93K
|
845
$308K
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
SELL
|
- |
-15- 0.06% |
$3.69K - $3.93K
|
24.6K
$8.96M
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
SELL
|
- |
-16- 0.32% |
$3.94K - $4.19K
|
4.93K
$1.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-16- 0.05% |
$3.94K - $4.19K
|
30.6K
$11.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-18- 1.4% |
$4.43K - $4.71K
|
1.27K
$464K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-19- 3.66% |
$4.68K - $4.98K
|
500
$182K
|
|
|
Nov 13, 2023
Q3 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-19- 1.12% |
$4.68K - $4.98K
|
1.68K
$614K
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-22- 1.02% |
$5.42K - $5.76K
|
2.13K
$778K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-23- 1.11% |
$5.66K - $6.02K
|
2.04K
$745K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-25- 0.25% |
$6.16K - $6.55K
|
10.1K
$3.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-28- 0.08% |
$6.9K - $7.33K
|
35.2K
$12.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-30- 6.8% |
$7.39K - $7.86K
|
411
$150K
|
|
|
May 20, 2024
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-30- 0.09% |
$7.39K - $7.86K
|
32.3K
$11.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-30- 0.09% |
$7.39K - $7.86K
|
32.3K
$11.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-32- 1.69% |
$7.88K - $8.38K
|
1.86K
$677K
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-32- 2.83% |
$7.88K - $8.38K
|
1.1K
$401K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-34- 3.3% |
$8.37K - $8.9K
|
996
$363K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-41- 1.16% |
$10.1K - $10.7K
|
3.49K
$1.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-43- 7.43% |
$10.6K - $11.3K
|
536
$195K
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-45- 0.62% |
$11.1K - $11.8K
|
7.23K
$2.64M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-49- 62.82% |
$12.1K - $12.8K
|
29
$10.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-59- 51.75% |
$14.5K - $15.5K
|
55
$20.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-65- 2.56% |
$16K - $17K
|
2.47K
$902K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-67- 4.51% |
$16.5K - $17.5K
|
1.42K
$517K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-70- 58.33% |
$17.2K - $18.3K
|
50
$18.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-75- 4.94% |
$18.5K - $19.6K
|
1.44K
$526K
|
|
|
Oct 11, 2023
Q3 2023
|
626 Financial, LLC
|
SELL
|
- |
-85- 7.14% |
$20.9K - $22.3K
|
1.11K
$403K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-85- 2.29% |
$20.9K - $22.3K
|
3.63K
$1.32M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-86- 4.12% |
$21.2K - $22.5K
|
2K
$730K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-91- 3.26% |
$22.4K - $23.8K
|
2.7K
$986K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-101- 0.85% |
$24.9K - $26.4K
|
11.7K
$4.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-104- 2.61% |
$25.6K - $27.2K
|
3.89K
$1.42M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-112- 3.21% |
$27.6K - $29.3K
|
3.37K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-119- 0.98% |
$29.3K - $31.2K
|
12.1K
$4.4M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-121- 2.95% |
$29.8K - $31.7K
|
3.97K
$1.45M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-123- 0.79% |
$30.3K - $32.2K
|
15.5K
$5.67M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-127- 2.05% |
$31.3K - $33.3K
|
6.07K
$2.21M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-165- 10.59% |
$40.6K - $43.2K
|
1.39K
$508K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-168- 58.33% |
$41.4K - $44K
|
120
$43.7K
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-190- 48.72% |
$46.8K - $49.8K
|
200
$72.9K
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-198- 11.17% |
$48.8K - $51.9K
|
1.57K
$574K
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-218- 0.51% |
$53.7K - $57.1K
|
42.3K
$15.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-231- 7.4% |
$56.9K - $60.5K
|
2.89K
$1.05M
|
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-236- 1.65% |
$58.1K - $61.8K
|
14.1K
$5.14M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-245- 1.41% |
$60.3K - $64.2K
|
17.1K
$6.25M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-256- 1.72% |
$63K - $67K
|
14.6K
$5.32M
|