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 13, 2023
Q3 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-8- 0.59% |
$2.16K - $2.35K
|
1.34K
$540K
|
|
Oct 10, 2023
Q3 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-9- 0.99% |
$2.43K - $2.64K
|
900
$363K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-9- 0.58% |
$2.43K - $2.64K
|
1.54K
$621K
|
|
Oct 24, 2023
Q3 2023
|
Grant
|
SELL
|
- |
-10- 0.42% |
$2.7K - $2.94K
|
2.34K
$945K
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-10- 0.7% |
$2.7K - $2.94K
|
1.42K
$572K
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.41% |
$2.7K - $2.94K
|
2.45K
$988K
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-10- 0.7% |
$2.7K - $2.94K
|
1.42K
$574K
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-10- 0.12% |
$2.7K - $2.94K
|
8.26K
$3.33M
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-10- 1.05% |
$2.7K - $2.94K
|
946
$382K
|
|
Nov 15, 2023
Q3 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-10- 0.13% |
$2.7K - $2.94K
|
7.71K
$3.11M
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-11- 0.03% |
$2.97K - $3.23K
|
34.5K
$13.9M
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-11- 0.18% |
$2.97K - $3.23K
|
6.16K
$2.48M
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
SELL
|
- |
-11- 0.32% |
$2.97K - $3.23K
|
3.45K
$1.39M
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-11- 0.73% |
$2.97K - $3.23K
|
1.49K
$600K
|
|
Nov 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-11- 0.18% |
$2.97K - $3.23K
|
6.16K
$2.48M
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-11- 2.24% |
$2.97K - $3.23K
|
479
$193K
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-12- 0.77% |
$3.23K - $3.52K
|
1.54K
$621K
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-12- 24.49% |
$3.23K - $3.52K
|
37
$14.9K
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-12- 0.19% |
$3.23K - $3.52K
|
6.3K
$2.54M
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-12- 0.15% |
$3.23K - $3.52K
|
7.99K
$3.22M
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-13- 0.42% |
$3.5K - $3.82K
|
3.07K
$1.24M
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-13- 28.89% |
$3.5K - $3.82K
|
32
$12.9K
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-14- 1.07% |
$3.77K - $4.11K
|
1.29K
$522K
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-16- 0.64% |
$4.31K - $4.7K
|
2.49K
$1.01M
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-16- 1.05% |
$4.31K - $4.7K
|
1.5K
$606K
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-16- 0.33% |
$4.31K - $4.7K
|
4.76K
$1.92M
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-16- 1.48% |
$4.31K - $4.7K
|
1.06K
$429K
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-17- 2.13% |
$4.58K - $4.99K
|
783
$316K
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-17- 1.67% |
$4.58K - $4.99K
|
999
$403K
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-18- 81.82% |
$4.85K - $5.28K
|
4
$1.61K
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-18- 1.26% |
$4.85K - $5.28K
|
1.41K
$570K
|
|
Oct 19, 2023
Q3 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-18- 0.41% |
$4.85K - $5.28K
|
4.32K
$1.74M
|
|
Nov 14, 2023
Q3 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-18- 2.25% |
$4.85K - $5.28K
|
783
$316K
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-19- 2.01% |
$5.12K - $5.58K
|
926
$374K
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-19- 1.44% |
$5.12K - $5.58K
|
1.3K
$524K
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-19- 0.1% |
$5.12K - $5.58K
|
18.9K
$7.63M
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-20- 86.96% |
$5.39K - $5.87K
|
3
$1.21K
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-20- 0.7% |
$5.39K - $5.87K
|
2.86K
$1.15M
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-20- 0.54% |
$5.39K - $5.87K
|
3.65K
$1.47M
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-20- 0.25% |
$5.39K - $5.87K
|
7.9K
$3.19M
|
|
Oct 30, 2023
Q3 2023
|
Bank Of Stockton
|
SELL
|
- |
-20- 2.16% |
$5.39K - $5.87K
|
905
$365K
|
|
Nov 02, 2023
Q3 2023
|
West Coast Financial LLC
|
SELL
|
- |
-20- 2.05% |
$5.39K - $5.87K
|
954
$385K
|
|
Nov 13, 2023
Q3 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-20- 1.81% |
$5.39K - $5.87K
|
1.09K
$438K
|
|
Oct 09, 2024
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-20- 1.52% |
$5.39K - $5.87K
|
1.3K
$522K
|
|
Oct 20, 2023
Q3 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-21- 1.66% |
$5.66K - $6.16K
|
1.24K
$502K
|
|
Oct 30, 2023
Q3 2023
|
Libra Wealth LLC
|
SELL
|
- |
-21- 0.73% |
$5.66K - $6.16K
|
2.85K
$1.15M
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-21- 0.59% |
$5.66K - $6.16K
|
3.56K
$1.44M
|
|
Nov 13, 2023
Q3 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-21- 0.39% |
$5.66K - $6.16K
|
5.37K
$2.17M
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-22- 0.96% |
$5.93K - $6.46K
|
2.27K
$914K
|
|
Oct 18, 2023
Q3 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-23- 1.1% |
$6.2K - $6.75K
|
2.07K
$834K
|