Purchases and Sales Made in Q3 2022 in Vanguard Growth ETF (VUG)
This table provides information about the institutional ownership of Vanguard Growth ETF (VUG) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 28, 2022
Q3 2022
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
643+ 0.42% |
$138K - $171K
|
153K
$63.6M
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
643New |
$138K - $171K
|
643
$267K
|
|
Oct 14, 2022
Q3 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
636+ 0.95% |
$136K - $169K
|
67.4K
$28M
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
625+ 3.22% |
$134K - $166K
|
20.1K
$8.34M
|
|
Nov 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
622+ 8.6% |
$133K - $166K
|
7.86K
$3.27M
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
620+ 1.04% |
$133K - $165K
|
60K
$25M
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
612+ 1.17% |
$131K - $163K
|
52.7K
$21.9M
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
607+ 35.75% |
$130K - $162K
|
2.31K
$959K
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
603+ 13.24% |
$129K - $161K
|
5.16K
$2.14M
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
596+ 9.18% |
$128K - $159K
|
7.09K
$2.95M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
590+ 0.4% |
$126K - $157K
|
149K
$62.2M
|
|
Nov 02, 2022
Q3 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
579+ 120.12% |
$124K - $154K
|
1.06K
$441K
|
|
Nov 14, 2022
Q3 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
576+ 2.63% |
$123K - $153K
|
22.5K
$9.35M
|
|
Oct 12, 2022
Q3 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
572+ 3.32% |
$122K - $152K
|
17.8K
$7.41M
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
566+ 1.57% |
$121K - $151K
|
36.7K
$15.3M
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
559+ 1.22% |
$120K - $149K
|
46.4K
$19.3M
|
|
Oct 12, 2022
Q3 2022
|
Bremer Bank National Association
|
BUY
|
- |
549+ 37.35% |
$117K - $146K
|
2.02K
$840K
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
547+ 9.05% |
$117K - $146K
|
6.59K
$2.74M
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
547+ 9.05% |
$117K - $146K
|
6.59K
$2.74M
|
|
Nov 07, 2022
Q3 2022
|
Phoenix Wealth Advisors
|
BUY
|
- |
545+ 42.31% |
$117K - $145K
|
1.83K
$762K
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
534+ 2.24% |
$114K - $142K
|
24.3K
$10.1M
|
|
Nov 16, 2022
Q3 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
534+ 4.03% |
$114K - $142K
|
13.8K
$5.74M
|
|
Oct 13, 2022
Q3 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
524+ 0.76% |
$112K - $140K
|
69.5K
$28.9M
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
521+ 0.56% |
$111K - $139K
|
94.1K
$39.1M
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
518+ 8.38% |
$111K - $138K
|
6.7K
$2.79M
|
|
Nov 07, 2022
Q3 2022
|
Capital Planning LLC
|
BUY
|
- |
516+ 17.23% |
$110K - $137K
|
3.51K
$1.46M
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
516+ 607.06% |
$110K - $137K
|
601
$250K
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
508+ 8.42% |
$109K - $135K
|
6.54K
$2.72M
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
505+ 22.42% |
$108K - $134K
|
2.76K
$1.15M
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
501+ 4.93% |
$107K - $133K
|
10.7K
$4.43M
|
|
Nov 04, 2022
Q3 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
500+ 3.39% |
$107K - $133K
|
15.3K
$6.34M
|
|
Nov 14, 2022
Q3 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
500+ 18.02% |
$107K - $133K
|
3.28K
$1.36M
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
499+ 11.21% |
$107K - $133K
|
4.95K
$2.06M
|
|
Oct 18, 2022
Q3 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
496+ 9.37% |
$106K - $132K
|
5.79K
$2.41M
|
|
Nov 21, 2022
Q3 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
494+ 0.87% |
$106K - $132K
|
57.5K
$23.9M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
488+ 11.87% |
$104K - $130K
|
4.6K
$1.91M
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
477+ 5.0% |
$102K - $127K
|
10K
$4.17M
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
475+ 7.66% |
$102K - $126K
|
6.68K
$2.78M
|
|
Feb 07, 2023
Q3 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
470+ 2.51% |
$101K - $125K
|
19.2K
$7.97M
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
468+ 5.02% |
$100K - $125K
|
9.79K
$4.07M
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
465+ 12.19% |
$99.5K - $124K
|
4.28K
$1.78M
|
|
Nov 14, 2022
Q3 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
465+ 24.51% |
$99.5K - $124K
|
2.36K
$982K
|
|
Oct 12, 2022
Q3 2022
|
Dentgroup LLC
|
BUY
|
- |
462+ 1.63% |
$98.8K - $123K
|
28.7K
$11.9M
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
BUY
|
- |
458+ 26.83% |
$98K - $122K
|
2.17K
$900K
|
|
Nov 09, 2022
Q3 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
457+ 4.93% |
$97.8K - $122K
|
9.72K
$4.04M
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
456+ 12.31% |
$97.6K - $121K
|
4.16K
$1.73M
|
|
Nov 02, 2022
Q3 2022
|
Rice Partnership, LLC
|
BUY
|
- |
439New |
$93.9K - $117K
|
439
$183K
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
429+ 3.63% |
$91.8K - $114K
|
12.3K
$5.1M
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
428+ 40.76% |
$91.6K - $114K
|
1.48K
$615K
|
|
Oct 12, 2022
Q3 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
420+ 0.9% |
$89.9K - $112K
|
47K
$19.5M
|