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 13, 2023
Q3 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
12+ 0.14% |
$3.23K - $3.52K
|
8.36K
$3.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
11+ 0.06% |
$2.97K - $3.23K
|
19.6K
$7.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
10+ 0.35% |
$2.7K - $2.94K
|
2.86K
$1.15M
|
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
10+ 0.1% |
$2.7K - $2.94K
|
10.2K
$4.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
10+ 0.95% |
$2.7K - $2.94K
|
1.07K
$431K
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
8+ 0.39% |
$2.16K - $2.35K
|
2.08K
$840K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.0% |
$2.16K - $2.35K
|
946K
$382M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
7+ 0.25% |
$1.89K - $2.05K
|
2.83K
$1.14M
|
|
|
Oct 24, 2023
Q3 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
7+ 0.04% |
$1.89K - $2.05K
|
17K
$6.84M
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
6+ 0.14% |
$1.62K - $1.76K
|
4.16K
$1.68M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
BUY
|
- |
6+ 0.11% |
$1.62K - $1.76K
|
5.63K
$2.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
6+ 0.56% |
$1.62K - $1.76K
|
1.09K
$438K
|
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
6+ 0.23% |
$1.62K - $1.76K
|
2.58K
$1.04M
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5+ 0.14% |
$1.35K - $1.47K
|
3.56K
$1.44M
|
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
5+ 5.88% |
$1.35K - $1.47K
|
90
$36.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
BUY
|
- |
5+ 0.31% |
$1.35K - $1.47K
|
1.64K
$660K
|
|
|
Nov 02, 2023
Q3 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
5+ 0.14% |
$1.35K - $1.47K
|
3.65K
$1.47M
|
|
|
Nov 08, 2023
Q3 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
5+ 0.14% |
$1.35K - $1.47K
|
3.57K
$1.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
5+ 0.07% |
$1.35K - $1.47K
|
7.55K
$3.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5+ 0.26% |
$1.35K - $1.47K
|
1.91K
$770K
|
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
5+ 0.09% |
$1.35K - $1.47K
|
5.31K
$2.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
5+ 0.32% |
$1.35K - $1.47K
|
1.59K
$641K
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
5+ 0.13% |
$1.35K - $1.47K
|
3.87K
$1.56M
|
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
5+ 0.14% |
$1.35K - $1.47K
|
3.65K
$1.47M
|
|
|
Nov 13, 2024
Q3 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
5+ 0.07% |
$1.35K - $1.47K
|
7.55K
$3.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
4+ 0.24% |
$1.08K - $1.17K
|
1.68K
$679K
|
|
|
Oct 10, 2023
Q3 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
4+ 0.15% |
$1.08K - $1.17K
|
2.68K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
4+ 0.12% |
$1.08K - $1.17K
|
3.35K
$1.35M
|
|
|
Oct 10, 2023
Q3 2023
|
Harbor Group, Inc.
|
BUY
|
- |
3+ 0.08% |
$809 - $881
|
3.97K
$1.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
3+ 0.01% |
$809 - $881
|
25.5K
$10.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
BUY
|
- |
3+ 0.05% |
$809 - $881
|
6.28K
$2.53M
|
|
|
Oct 24, 2023
Q3 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
3+ 0.16% |
$809 - $881
|
1.9K
$768K
|
|
|
Oct 30, 2023
Q3 2023
|
Wp Advisors, LLC
|
BUY
|
- |
3+ 0.14% |
$809 - $881
|
2.18K
$878K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.25% |
$809 - $881
|
1.21K
$489K
|
|
|
Nov 07, 2023
Q3 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
3+ 0.14% |
$809 - $881
|
2.2K
$888K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
3+ 0.07% |
$809 - $881
|
4.27K
$1.72M
|
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2+ 0.11% |
$539 - $587
|
1.87K
$756K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2+ 0.1% |
$539 - $587
|
2K
$805K
|
|
|
Oct 16, 2023
Q3 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
2+ 0.18% |
$539 - $587
|
1.13K
$456K
|
|
|
Oct 24, 2023
Q3 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
2+ 0.19% |
$539 - $587
|
1.04K
$418K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2+ 3.51% |
$539 - $587
|
59
$23.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
BUY
|
- |
2+ 0.18% |
$539 - $587
|
1.13K
$457K
|
|
|
Nov 14, 2023
Q3 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
2+ 0.14% |
$539 - $587
|
1.44K
$581K
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.16% |
$539 - $587
|
1.25K
$503K
|
|
|
Oct 04, 2023
Q3 2023
|
Bowman & CO S.C.
|
BUY
|
- |
1+ 0.11% |
$270 - $294
|
883
$356K
|
|
|
Oct 10, 2023
Q3 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
1+ 0.03% |
$270 - $294
|
3.91K
$1.58M
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
1+ 0.03% |
$270 - $294
|
3.91K
$1.58M
|
|
|
Oct 11, 2023
Q3 2023
|
626 Financial, LLC
|
BUY
|
- |
1+ 0.12% |
$270 - $294
|
836
$337K
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1+ 0.05% |
$270 - $294
|
1.82K
$734K
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.04% |
$270 - $294
|
2.55K
$1.03M
|