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 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-8.91K- 5.57% |
$2.4M - $2.61M
|
151K
$60.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-9.06K- 21.54% |
$2.44M - $2.66M
|
33K
$13.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-9.1K- 3.41% |
$2.45M - $2.67M
|
258K
$104M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-9.52K- 1.59% |
$2.57M - $2.79M
|
589K
$238M
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-9.55K- 11.6% |
$2.57M - $2.8M
|
72.7K
$29.4M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-9.75K- 0.5% |
$2.63M - $2.86M
|
1.95M
$787M
|
|
|
Nov 08, 2023
Q3 2023
|
Avory & Company, LLC
Miami, FL |
SELL
|
- |
-10K- 46.22% |
$2.7M - $2.94M
|
11.6K
$4.69M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-10.1K- 13.56% |
$2.72M - $2.96M
|
64.3K
$25.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-10.2K- 4.0% |
$2.76M - $3M
|
246K
$99.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-10.3K- 40.99% |
$2.78M - $3.02M
|
14.8K
$5.99M
|
|
|
Oct 05, 2023
Q3 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-10.7K- 4.59% |
$2.9M - $3.15M
|
223K
$90M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-11.1K- 24.9% |
$3M - $3.26M
|
33.5K
$13.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-11.6K- 7.23% |
$3.12M - $3.4M
|
149K
$59.9M
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
SELL
|
- |
-11.7K- 5.19% |
$3.16M - $3.45M
|
214K
$86.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-12.5K- 2.54% |
$3.38M - $3.68M
|
480K
$194M
|
|
|
Oct 10, 2023
Q3 2023
|
Tl Private Wealth
|
SELL
|
- |
-13.1K- 9.43% |
$3.53M - $3.85M
|
126K
$50.8M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-13.1K- 19.57% |
$3.54M - $3.86M
|
54K
$21.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-13.4K- 88.58% |
$3.61M - $3.93M
|
1.73K
$696K
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-13.6K- 35.05% |
$3.68M - $4M
|
25.3K
$10.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-14K- 4.48% |
$3.77M - $4.11M
|
299K
$120M
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-14K- 45.28% |
$3.79M - $4.12M
|
17K
$6.85M
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-14.8K- 24.78% |
$3.99M - $4.34M
|
44.9K
$18.1M
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-15.2K- 3.07% |
$4.09M - $4.46M
|
480K
$194M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-16.3K- 2.33% |
$4.4M - $4.79M
|
683K
$276M
|
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-16.6K- 89.68% |
$4.48M - $4.88M
|
1.91K
$771K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-16.7K- 4.47% |
$4.51M - $4.91M
|
357K
$144M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-16.9K- 27.78% |
$4.57M - $4.97M
|
44K
$17.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
SELL
|
- |
-17.6K- 3.49% |
$4.73M - $5.16M
|
486K
$196M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-17.7K- 20.39% |
$4.78M - $5.2M
|
69.2K
$27.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-19.3K- 4.73% |
$5.2M - $5.66M
|
389K
$157M
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
SELL
|
- |
-21.2K- 5.36% |
$5.72M - $6.23M
|
375K
$151M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-23.3K- 1.83% |
$6.29M - $6.85M
|
1.25M
$506M
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-26.6K- 6.92% |
$7.17M - $7.81M
|
358K
$144M
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-28.3K- 4.17% |
$7.63M - $8.3M
|
651K
$262M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-29.2K- 13.42% |
$7.86M - $8.56M
|
188K
$75.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-30.6K- 62.01% |
$8.25M - $8.98M
|
18.8K
$7.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-31K- 63.97% |
$8.35M - $9.09M
|
17.4K
$7.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-31.7K- 0.59% |
$8.53M - $9.29M
|
5.32M
$2.15B
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-33.3K- 14.41% |
$8.97M - $9.77M
|
198K
$79.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-40.9K- 93.85% |
$11M - $12M
|
2.68K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-41.7K- 6.93% |
$11.2M - $12.2M
|
560K
$226M
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-41.9K- 1.66% |
$11.3M - $12.3M
|
2.49M
$1B
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-41.9K- 34.29% |
$11.3M - $12.3M
|
80.3K
$32.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-43.6K- 94.19% |
$11.8M - $12.8M
|
2.69K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-43.7K- 99.44% |
$11.8M - $12.8M
|
247
$99.7K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-51.6K- 17.32% |
$13.9M - $15.1M
|
246K
$99.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-62.9K- 3.89% |
$16.9M - $18.4M
|
1.55M
$627M
|
|
|
Nov 01, 2023
Q3 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-64.2K- 49.0% |
$17.3M - $18.8M
|
66.8K
$26.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-65.6K- 22.37% |
$17.7M - $19.2M
|
227K
$91.8M
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-66.4KClosed |
$17.9M - $19.5M
|
0
$0
|