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 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
84+ 1.79% |
$22.6K - $24.7K
|
4.78K
$1.93M
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
84+ 0.9% |
$22.6K - $24.7K
|
9.4K
$3.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
84+ 11.17% |
$22.6K - $24.7K
|
836
$338K
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
84+ 3.36% |
$22.6K - $24.7K
|
2.59K
$1.04M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
82+ 0.08% |
$22.1K - $24.1K
|
100K
$40.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
82+ 0.58% |
$22.1K - $24.1K
|
14.2K
$5.72M
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
80+ 7.36% |
$21.6K - $23.5K
|
1.17K
$472K
|
|
|
Nov 02, 2023
Q3 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
79+ 1.72% |
$21.3K - $23.2K
|
4.67K
$1.89M
|
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
BUY
|
- |
77+ 4.52% |
$20.8K - $22.6K
|
1.78K
$720K
|
|
|
Oct 31, 2023
Q3 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
75+ 1.93% |
$20.2K - $22K
|
3.97K
$1.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
75+ 3.16% |
$20.2K - $22K
|
2.45K
$989K
|
|
|
Oct 17, 2023
Q3 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
73+ 0.36% |
$19.7K - $21.4K
|
20.4K
$8.25M
|
|
|
Oct 26, 2023
Q3 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
73+ 0.06% |
$19.7K - $21.4K
|
123K
$49.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
73+ 3.61% |
$19.7K - $21.4K
|
2.1K
$847K
|
|
|
Apr 22, 2024
Q3 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
73+ 0.06% |
$19.7K - $21.4K
|
123K
$49.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
72+ 6.69% |
$19.4K - $21.1K
|
1.15K
$464K
|
|
|
Nov 13, 2023
Q3 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
71+ 8.3% |
$19.1K - $20.8K
|
926
$374K
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
70New |
$18.9K - $20.5K
|
70
$28.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
68+ 2.55% |
$18.3K - $20K
|
2.74K
$1.11M
|
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
BUY
|
- |
65+ 0.12% |
$17.5K - $19.1K
|
56.4K
$22.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
65+ 6.22% |
$17.5K - $19.1K
|
1.11K
$448K
|
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
65+ 5.45% |
$17.5K - $19.1K
|
1.26K
$508K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
65+ 1.08% |
$17.5K - $19.1K
|
6.06K
$2.45M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
65+ 2.07% |
$17.5K - $19.1K
|
3.21K
$1.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
63+ 0.21% |
$17K - $18.5K
|
30K
$12.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
62+ 310.0% |
$16.7K - $18.2K
|
82
$33.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
62+ 4.27% |
$16.7K - $18.2K
|
1.52K
$612K
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
60+ 0.22% |
$16.2K - $17.6K
|
27.2K
$11M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
59+ 1.11% |
$15.9K - $17.3K
|
5.39K
$2.18M
|
|
|
Nov 09, 2023
Q3 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
58+ 2.45% |
$15.6K - $17K
|
2.43K
$981K
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
BUY
|
- |
55+ 2.64% |
$14.8K - $16.1K
|
2.14K
$864K
|
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
53+ 1.44% |
$14.3K - $15.6K
|
3.73K
$1.51M
|
|
|
Oct 10, 2023
Q3 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
52+ 1.83% |
$14K - $15.3K
|
2.9K
$1.17M
|
|
|
Oct 18, 2023
Q3 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
52+ 0.15% |
$14K - $15.3K
|
35.2K
$14.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
52+ 5.14% |
$14K - $15.3K
|
1.06K
$429K
|
|
|
Oct 19, 2023
Q3 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
50+ 1.59% |
$13.5K - $14.7K
|
3.2K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
50+ 1.59% |
$13.5K - $14.7K
|
3.19K
$1.29M
|
|
|
Oct 18, 2023
Q3 2023
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
49+ 700.0% |
$13.2K - $14.4K
|
56
$22.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
BUY
|
- |
49+ 0.54% |
$13.2K - $14.4K
|
9.06K
$3.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
49+ 2.81% |
$13.2K - $14.4K
|
1.79K
$724K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
48+ 1.49% |
$12.9K - $14.1K
|
3.28K
$1.32M
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
BUY
|
- |
48+ 0.2% |
$12.9K - $14.1K
|
23.8K
$9.62M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
48+ 1.19% |
$12.9K - $14.1K
|
4.1K
$1.65M
|
|
|
Nov 06, 2023
Q3 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
46+ 0.68% |
$12.4K - $13.5K
|
6.81K
$2.75M
|
|
|
Nov 16, 2023
Q3 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
46+ 4.56% |
$12.4K - $13.5K
|
1.06K
$426K
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
45+ 0.29% |
$12.1K - $13.2K
|
15.7K
$6.34M
|
|
|
Oct 16, 2023
Q3 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
44+ 5.68% |
$11.9K - $12.9K
|
818
$330K
|
|
|
Oct 23, 2023
Q3 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
42+ 3.86% |
$11.3K - $12.3K
|
1.13K
$456K
|
|
|
Oct 31, 2023
Q3 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
42+ 0.89% |
$11.3K - $12.3K
|
4.74K
$1.91M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
42New |
$11.3K - $12.3K
|
42
$17K
|