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 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
2.25KNew |
$606K - $660K
|
2.25K
$908K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.22K+ 63.96% |
$599K - $652K
|
5.7K
$2.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
2.21KNew |
$596K - $649K
|
2.21K
$893K
|
|
|
Oct 19, 2023
Q3 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
2.19K+ 4.9% |
$590K - $642K
|
46.9K
$18.9M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.18K+ 1.5% |
$588K - $640K
|
147K
$59.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.18K+ 2.0% |
$587K - $639K
|
111K
$44.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
2.15KNew |
$580K - $631K
|
2.15K
$869K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2.11KNew |
$569K - $619K
|
2.11K
$852K
|
|
|
Nov 08, 2023
Q3 2023
|
Shayne & Co., LLC
|
BUY
|
- |
2.1KNew |
$566K - $616K
|
2.1K
$848K
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.09K+ 4.15% |
$562K - $612K
|
52.3K
$21.1M
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2.08K+ 0.76% |
$561K - $611K
|
276K
$111M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.05K+ 4.07% |
$552K - $601K
|
52.4K
$21.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.01K+ 0.51% |
$543K - $591K
|
394K
$159M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.01K+ 0.51% |
$543K - $591K
|
394K
$159M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.01K+ 6.18% |
$541K - $589K
|
34.4K
$13.9M
|
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.01K+ 12.77% |
$541K - $589K
|
17.7K
$7.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.99K+ 4.5% |
$538K - $585K
|
46.3K
$18.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
1.99KNew |
$537K - $585K
|
1.99K
$805K
|
|
|
Oct 12, 2023
Q3 2023
|
Single Point Partners, LLC
|
BUY
|
- |
1.96KNew |
$529K - $576K
|
1.96K
$792K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.95K+ 6.6% |
$525K - $571K
|
31.4K
$12.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.95KNew |
$524K - $571K
|
1.95K
$786K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.94K+ 6.33% |
$522K - $568K
|
32.5K
$13.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
1.93K+ 3.01% |
$521K - $568K
|
66.3K
$26.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.92K+ 4.36% |
$518K - $564K
|
45.9K
$18.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
1.89K+ 13.86% |
$510K - $556K
|
15.6K
$6.28M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1.84K+ 0.54% |
$496K - $540K
|
344K
$139M
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.83K+ 4.26% |
$494K - $538K
|
44.8K
$18.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.83K+ 7.32% |
$494K - $537K
|
26.9K
$10.9M
|
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
BUY
|
- |
1.82KNew |
$492K - $535K
|
1.82K
$737K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.82K+ 2396.05% |
$491K - $534K
|
1.9K
$766K
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.81K+ 7.35% |
$487K - $530K
|
26.4K
$10.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.8K+ 22.67% |
$484K - $527K
|
9.72K
$3.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.79K+ 10.96% |
$482K - $525K
|
18.1K
$7.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
1.76K+ 0.71% |
$475K - $517K
|
248K
$100M
|
|
|
Nov 21, 2023
Q3 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.75KNew |
$471K - $513K
|
1.75K
$706K
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.75K+ 101.63% |
$470K - $512K
|
3.46K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
BUY
|
- |
1.73K+ 0.91% |
$466K - $508K
|
192K
$77.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
1.72K+ 6.48% |
$463K - $504K
|
28.2K
$11.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1.67K+ 18.73% |
$449K - $489K
|
10.6K
$4.26M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.66K+ 8.32% |
$448K - $488K
|
21.6K
$8.74M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
1.66K+ 8.24% |
$448K - $488K
|
21.8K
$8.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1.66K+ 46.95% |
$447K - $486K
|
5.19K
$2.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.65K+ 5.04% |
$444K - $483K
|
34.3K
$13.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
1.63K+ 16.63% |
$440K - $479K
|
11.5K
$4.63M
|
|
|
Oct 24, 2023
Q3 2023
|
Vera Bank, N.A.
|
BUY
|
- |
1.63K+ 7.79% |
$439K - $478K
|
22.5K
$9.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
1.62KNew |
$437K - $476K
|
1.62K
$655K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
1.6KNew |
$431K - $470K
|
1.6K
$646K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.59K+ 5.51% |
$429K - $467K
|
30.5K
$12.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.59K+ 19.16% |
$428K - $466K
|
9.87K
$3.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.58K+ 5.28% |
$425K - $463K
|
31.4K
$12.7M
|