Purchases and Sales Made in Q3 2023 in Vanguard Growth ETF (VUG)
This table provides information about the institutional ownership of Vanguard Growth ETF (VUG) during Q3 2023. 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 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
434+ 2.48% |
$117K - $127K
|
18K
$7.26M
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
432+ 11.31% |
$116K - $127K
|
4.25K
$1.72M
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
431+ 2.49% |
$116K - $126K
|
17.7K
$7.17M
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
431+ 6.52% |
$116K - $126K
|
7.05K
$2.85M
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
428+ 0.84% |
$115K - $126K
|
51.3K
$20.7M
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
427+ 5.72% |
$115K - $125K
|
7.89K
$3.19M
|
|
Nov 07, 2023
Q3 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
425+ 0.74% |
$115K - $125K
|
57.8K
$23.4M
|
|
Nov 14, 2023
Q3 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
411+ 0.4% |
$111K - $121K
|
103K
$41.6M
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
405+ 3.16% |
$109K - $119K
|
13.2K
$5.34M
|
|
Nov 13, 2023
Q3 2023
|
Winslow Capital Management, LLC
Minneapolis, MN |
BUY
|
- |
405+ 25.63% |
$109K - $119K
|
1.99K
$802K
|
|
Nov 08, 2023
Q3 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
401+ 2.5% |
$108K - $118K
|
16.4K
$6.63M
|
|
Oct 23, 2023
Q3 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
386+ 31.8% |
$104K - $113K
|
1.6K
$646K
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
385+ 9.98% |
$104K - $113K
|
4.24K
$1.71M
|
|
Oct 16, 2023
Q3 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
377+ 8.02% |
$102K - $111K
|
5.08K
$2.05M
|
|
Oct 25, 2023
Q3 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
377+ 1.13% |
$102K - $111K
|
33.7K
$13.6M
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
371+ 4.73% |
$100K - $109K
|
8.21K
$3.32M
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
369+ 29.83% |
$99.5K - $108K
|
1.61K
$649K
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
368+ 7.07% |
$99.2K - $108K
|
5.57K
$2.25M
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
368+ 2.27% |
$99.2K - $108K
|
16.6K
$6.7M
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
366+ 1.07% |
$98.7K - $107K
|
34.6K
$14M
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
366+ 0.61% |
$98.7K - $107K
|
60.4K
$24.4M
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
BUY
|
- |
365+ 0.9% |
$98.4K - $107K
|
41K
$16.6M
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
363+ 0.61% |
$97.9K - $107K
|
59.8K
$24.2M
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
BUY
|
- |
361+ 18.51% |
$97.3K - $106K
|
2.31K
$934K
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
351+ 46.18% |
$94.6K - $103K
|
1.11K
$449K
|
|
Nov 03, 2023
Q3 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
350+ 0.41% |
$94.3K - $103K
|
86.3K
$34.9M
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
348+ 2.68% |
$93.8K - $102K
|
13.3K
$5.38M
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
343+ 1.78% |
$92.5K - $101K
|
19.6K
$7.92M
|
|
Nov 14, 2023
Q3 2023
|
Amundi
Paris, I0 |
BUY
|
- |
341+ 36.24% |
$91.9K - $100K
|
1.28K
$518K
|
|
Oct 18, 2023
Q3 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
329+ 2.47% |
$88.7K - $96.6K
|
13.6K
$5.51M
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
327+ 9.52% |
$88.1K - $96K
|
3.76K
$1.52M
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
324New |
$87.3K - $95.1K
|
324
$131K
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
322+ 21.2% |
$86.8K - $94.5K
|
1.84K
$744K
|
|
Nov 13, 2023
Q3 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
321+ 9.39% |
$86.5K - $94.2K
|
3.74K
$1.51M
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
319+ 6.56% |
$86K - $93.6K
|
5.19K
$2.09M
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
317+ 14.71% |
$85.5K - $93K
|
2.47K
$999K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
314+ 0.66% |
$84.6K - $92.2K
|
47.6K
$19.2M
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
314New |
$84.6K - $92.2K
|
314
$127K
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
312+ 0.9% |
$84.1K - $91.6K
|
35K
$14.2M
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
311+ 7.64% |
$83.8K - $91.3K
|
4.38K
$1.77M
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
311+ 10.53% |
$83.8K - $91.3K
|
3.26K
$1.32M
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
306+ 11.28% |
$82.5K - $89.8K
|
3.02K
$1.22M
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
305+ 6.91% |
$82.2K - $89.5K
|
4.72K
$1.91M
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
305+ 0.66% |
$82.2K - $89.5K
|
46.2K
$18.7M
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
304+ 6.4% |
$81.9K - $89.2K
|
5.05K
$2.04M
|
|
Oct 24, 2023
Q3 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
303+ 1.76% |
$81.7K - $88.9K
|
17.5K
$7.06M
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
303New |
$81.7K - $88.9K
|
303
$122K
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
302+ 8.47% |
$81.4K - $88.6K
|
3.87K
$1.56M
|
|
Oct 12, 2023
Q3 2023
|
Bath Savings Trust CO
|
BUY
|
- |
301+ 1.29% |
$81.1K - $88.3K
|
23.7K
$9.56M
|
|
Oct 16, 2023
Q3 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
300+ 6.27% |
$80.9K - $88.1K
|
5.08K
$2.05M
|