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 08, 2023
Q3 2023
|
Plancorp, LLC
|
SELL
|
- |
-137- 1.9% |
$36.9K - $40.2K
|
7.09K
$2.86M
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-139- 1.7% |
$37.5K - $40.8K
|
8.02K
$3.23M
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-140- 1.23% |
$37.7K - $41.1K
|
11.2K
$4.53M
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-140- 11.74% |
$37.7K - $41.1K
|
1.05K
$425K
|
|
Oct 19, 2023
Q3 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-141- 0.62% |
$38K - $41.4K
|
22.5K
$9.1M
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-145- 5.68% |
$39.1K - $42.6K
|
2.41K
$972K
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-145- 1.41% |
$39.1K - $42.6K
|
10.1K
$4.08M
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-146- 6.75% |
$39.4K - $42.9K
|
2.02K
$813K
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-148- 3.02% |
$39.9K - $43.4K
|
4.75K
$1.92M
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-149- 3.3% |
$40.2K - $43.7K
|
4.37K
$1.76M
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-149- 5.18% |
$40.2K - $43.7K
|
2.73K
$1.1M
|
|
Oct 10, 2023
Q3 2023
|
Orser Capital Management, LLC
|
SELL
|
- |
-150- 2.6% |
$40.4K - $44K
|
5.63K
$2.27M
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-153- 1.65% |
$41.2K - $44.9K
|
9.1K
$3.67M
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-154- 13.16% |
$41.5K - $45.2K
|
1.02K
$410K
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-156- 1.86% |
$42.1K - $45.8K
|
8.24K
$3.32M
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-158- 1.15% |
$42.6K - $46.4K
|
13.6K
$5.48M
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-158- 17.32% |
$42.6K - $46.4K
|
754
$304K
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-159- 1.39% |
$42.9K - $46.7K
|
11.3K
$4.55M
|
|
Oct 25, 2023
Q3 2023
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-160- 3.1% |
$43.1K - $47K
|
5K
$2.02M
|
|
Oct 16, 2023
Q3 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-162- 1.93% |
$43.7K - $47.5K
|
8.24K
$3.32M
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-163- 4.96% |
$43.9K - $47.8K
|
3.12K
$1.26M
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-164- 0.64% |
$44.2K - $48.1K
|
25.6K
$10.3M
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-166- 11.72% |
$44.7K - $48.7K
|
1.25K
$504K
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-167- 0.85% |
$45K - $49K
|
19.5K
$7.89M
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-167- 3.97% |
$45K - $49K
|
4.04K
$1.63M
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-168- 3.56% |
$45.3K - $49.3K
|
4.55K
$1.84M
|
|
Oct 10, 2023
Q3 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-170- 18.72% |
$45.8K - $49.9K
|
738
$298K
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-171- 8.18% |
$46.1K - $50.2K
|
1.92K
$775K
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-176- 3.38% |
$47.4K - $51.7K
|
5.03K
$2.03M
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-177- 6.03% |
$47.7K - $51.9K
|
2.76K
$1.11M
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-177- 2.94% |
$47.7K - $51.9K
|
5.85K
$2.36M
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-177- 2.94% |
$47.7K - $51.9K
|
5.85K
$2.36M
|
|
Oct 12, 2023
Q3 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-179- 5.56% |
$48.3K - $52.5K
|
3.04K
$1.23M
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-179- 2.81% |
$48.3K - $52.5K
|
6.2K
$2.5M
|
|
Oct 11, 2023
Q3 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-182- 2.7% |
$49.1K - $53.4K
|
6.56K
$2.65M
|
|
Nov 09, 2023
Q3 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-185- 0.76% |
$49.9K - $54.3K
|
24.1K
$9.71M
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-185- 11.57% |
$49.9K - $54.3K
|
1.41K
$571K
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-187- 4.85% |
$50.4K - $54.9K
|
3.67K
$1.48M
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-190- 0.36% |
$51.2K - $55.8K
|
52.3K
$21.1M
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-195- 5.55% |
$52.6K - $57.2K
|
3.32K
$1.34M
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
SELL
|
- |
-197- 1.99% |
$53.1K - $57.8K
|
9.69K
$3.91M
|
|
Oct 10, 2023
Q3 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-198- 2.09% |
$53.4K - $58.1K
|
9.29K
$3.75M
|
|
Nov 13, 2023
Q3 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-198- 3.12% |
$53.4K - $58.1K
|
6.15K
$2.48M
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-199- 19.92% |
$53.6K - $58.4K
|
800
$323K
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-200- 0.39% |
$53.9K - $58.7K
|
50.8K
$20.5M
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-203- 14.68% |
$54.7K - $59.6K
|
1.18K
$476K
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-206- 22.81% |
$55.5K - $60.5K
|
697
$281K
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-208- 5.36% |
$56.1K - $61K
|
3.67K
$1.48M
|
|
Nov 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-212- 6.95% |
$57.1K - $62.2K
|
2.84K
$1.14M
|
|
Apr 02, 2024
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-212- 6.95% |
$57.1K - $62.2K
|
2.84K
$1.14M
|