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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
196+ 1633.33% |
$52.8K - $57.5K
|
208
$83.9K
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
193New |
$52K - $56.6K
|
193
$77.9K
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
192+ 15.75% |
$51.8K - $56.4K
|
1.41K
$569K
|
|
Nov 09, 2023
Q3 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
192+ 12.32% |
$51.8K - $56.4K
|
1.75K
$706K
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
189+ 4.11% |
$50.9K - $55.5K
|
4.79K
$1.93M
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
186New |
$50.1K - $54.6K
|
186
$75K
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
185New |
$49.9K - $54.3K
|
185
$74.6K
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
180+ 16.32% |
$48.5K - $52.8K
|
1.28K
$518K
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
180+ 4.32% |
$48.5K - $52.8K
|
4.35K
$1.75M
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
180+ 11.74% |
$48.5K - $52.8K
|
1.71K
$691K
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
180+ 5.37% |
$48.5K - $52.8K
|
3.53K
$1.43M
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
176+ 6.57% |
$47.4K - $51.7K
|
2.85K
$1.15M
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
175+ 1.88% |
$47.2K - $51.4K
|
9.5K
$3.83M
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
175+ 9.78% |
$47.2K - $51.4K
|
1.96K
$792K
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
174+ 245.07% |
$46.9K - $51.1K
|
245
$98.9K
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
171+ 0.83% |
$46.1K - $50.2K
|
20.8K
$8.41M
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
171+ 23.59% |
$46.1K - $50.2K
|
896
$362K
|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
170+ 15.51% |
$45.8K - $49.9K
|
1.27K
$511K
|
|
Oct 18, 2023
Q3 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
170+ 1.88% |
$45.8K - $49.9K
|
9.21K
$3.72M
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
169+ 9.11% |
$45.6K - $49.6K
|
2.03K
$817K
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
167+ 2.58% |
$45K - $49K
|
6.64K
$2.68M
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
167+ 3.21% |
$45K - $49K
|
5.37K
$2.17M
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
166+ 1.17% |
$44.7K - $48.7K
|
14.4K
$5.81M
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
166+ 2.78% |
$44.7K - $48.7K
|
6.15K
$2.48M
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
165+ 2.4% |
$44.5K - $48.4K
|
7.04K
$2.84M
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
BUY
|
- |
162+ 3.93% |
$43.7K - $47.5K
|
4.28K
$1.73M
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
161+ 14.27% |
$43.4K - $47.3K
|
1.29K
$520K
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
160+ 5.21% |
$43.1K - $47K
|
3.23K
$1.3M
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
159+ 2.81% |
$42.9K - $46.7K
|
5.82K
$2.35M
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
159+ 10.79% |
$42.9K - $46.7K
|
1.63K
$659K
|
|
Oct 24, 2023
Q3 2023
|
Eclectic Associates Inc
|
BUY
|
- |
158+ 0.97% |
$42.6K - $46.4K
|
16.5K
$6.65M
|
|
Nov 02, 2023
Q3 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
158+ 18.44% |
$42.6K - $46.4K
|
1.02K
$410K
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
BUY
|
- |
154+ 20.73% |
$41.5K - $45.2K
|
897
$362K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
152+ 4.58% |
$41K - $44.6K
|
3.47K
$1.4M
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
152+ 2.64% |
$41K - $44.6K
|
5.9K
$2.38M
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
150+ 4.15% |
$40.4K - $44K
|
3.77K
$1.52M
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
148+ 11.31% |
$39.9K - $43.4K
|
1.46K
$587K
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
147+ 15.31% |
$39.6K - $43.1K
|
1.11K
$447K
|
|
Oct 24, 2023
Q3 2023
|
Acas, LLC
|
BUY
|
- |
147+ 1.85% |
$39.6K - $43.1K
|
8.11K
$3.27M
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
145+ 15.15% |
$39.1K - $42.6K
|
1.1K
$445K
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
143+ 13.12% |
$38.5K - $42K
|
1.23K
$497K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
142New |
$38.3K - $41.7K
|
142
$57.3K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
142New |
$38.3K - $41.7K
|
142
$57.3K
|
|
Oct 19, 2023
Q3 2023
|
Retireful, LLC
|
BUY
|
- |
140+ 5.62% |
$37.7K - $41.1K
|
2.63K
$1.06M
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
140+ 6.29% |
$37.7K - $41.1K
|
2.36K
$954K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
140New |
$37.7K - $41.1K
|
140
$56.5K
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
140+ 5.52% |
$37.7K - $41.1K
|
2.68K
$1.08M
|
|
Nov 13, 2023
Q3 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
138+ 7.74% |
$37.2K - $40.5K
|
1.92K
$775K
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
136New |
$36.7K - $39.9K
|
136
$54.9K
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
135New |
$36.4K - $39.6K
|
135
$54.5K
|