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 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
1.57K+ 11.95% |
$424K - $462K
|
14.7K
$5.96M
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.57K+ 123.91% |
$423K - $461K
|
2.84K
$1.15M
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.57K+ 1.37% |
$422K - $459K
|
115K
$46.7M
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.55K+ 8.82% |
$417K - $454K
|
19.1K
$7.72M
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.54KNew |
$414K - $451K
|
1.54K
$620K
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
1.53K+ 36.59% |
$412K - $449K
|
5.71K
$2.31M
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.51K+ 2.8% |
$406K - $443K
|
55.3K
$22.4M
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.5KNew |
$405K - $441K
|
1.5K
$607K
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.49K+ 2.5% |
$401K - $437K
|
61K
$24.7M
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.49K+ 39.81% |
$401K - $437K
|
5.23K
$2.11M
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
BUY
|
- |
1.49K+ 11.29% |
$401K - $436K
|
14.6K
$5.92M
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.46K+ 89.81% |
$394K - $429K
|
3.09K
$1.25M
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.45K+ 3.89% |
$391K - $426K
|
38.8K
$15.7M
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.45K+ 25.63% |
$390K - $425K
|
7.1K
$2.87M
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
BUY
|
- |
1.45K+ 1.61% |
$390K - $424K
|
91.3K
$36.9M
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.44K+ 158.96% |
$387K - $422K
|
2.34K
$946K
|
|
Nov 07, 2023
Q3 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
1.43K+ 6.95% |
$386K - $420K
|
22K
$8.9M
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.43K+ 14.61% |
$384K - $419K
|
11.2K
$4.52M
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.41KNew |
$380K - $414K
|
1.41K
$570K
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.39K+ 4.47% |
$374K - $407K
|
32.4K
$13.1M
|
|
Nov 01, 2023
Q3 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.37K+ 6.58% |
$369K - $402K
|
22.2K
$8.96M
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
1.37K+ 5.93% |
$368K - $401K
|
24.4K
$9.87M
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.36K+ 4.19% |
$367K - $400K
|
33.9K
$13.7M
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.36K+ 1.5% |
$367K - $399K
|
92K
$37.2M
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
1.33K+ 17.3% |
$360K - $392K
|
9.05K
$3.66M
|
|
Oct 10, 2023
Q3 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.33KNew |
$357K - $389K
|
1.33K
$536K
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.3K+ 1.35% |
$350K - $381K
|
97.4K
$39.3M
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.29K+ 24.68% |
$348K - $379K
|
6.52K
$2.63M
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
BUY
|
- |
1.29KNew |
$348K - $379K
|
1.29K
$521K
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
BUY
|
- |
1.28K+ 74.0% |
$344K - $374K
|
3K
$1.21M
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.27K+ 35.6% |
$341K - $371K
|
4.82K
$1.95M
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
1.26KNew |
$340K - $370K
|
1.26K
$509K
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.26K+ 19.86% |
$340K - $370K
|
7.61K
$3.08M
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1.26K+ 2.19% |
$340K - $370K
|
58.9K
$23.8M
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.25K+ 9.17% |
$338K - $368K
|
14.9K
$6.03M
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
1.25K+ 0.85% |
$338K - $368K
|
148K
$59.9M
|
|
Oct 13, 2023
Q3 2023
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
1.25KNew |
$336K - $366K
|
1.25K
$503K
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
BUY
|
- |
1.24K+ 2.28% |
$334K - $364K
|
55.7K
$22.5M
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1.24KNew |
$334K - $363K
|
1.24K
$500K
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.22K+ 12.74% |
$329K - $359K
|
10.8K
$4.37M
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.22K+ 12.03% |
$329K - $358K
|
11.4K
$4.59M
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
1.21K+ 0.88% |
$326K - $355K
|
139K
$56.2M
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
1.2KNew |
$324K - $352K
|
1.2K
$485K
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.19K+ 10.25% |
$320K - $349K
|
12.8K
$5.16M
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
BUY
|
- |
1.19KNew |
$320K - $348K
|
1.19K
$480K
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.18K+ 22.56% |
$319K - $347K
|
6.42K
$2.59M
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.13K+ 6.39% |
$303K - $330K
|
18.7K
$7.57M
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.12K+ 60.71% |
$301K - $328K
|
2.96K
$1.19M
|
|
Nov 01, 2023
Q3 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.11KNew |
$300K - $327K
|
1.11K
$450K
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
1.1K+ 11.12% |
$297K - $323K
|
11K
$4.44M
|