Purchases and Sales Made in Q4 2022 in Vanguard Growth ETF (VUG)
This table provides information about the institutional ownership of Vanguard Growth ETF (VUG) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
908+ 1.15% |
$189K - $212K
|
80K
$32.5M
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
906+ 34.79% |
$189K - $212K
|
3.51K
$1.42M
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
885+ 97.47% |
$184K - $207K
|
1.79K
$727K
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
883+ 86.74% |
$184K - $206K
|
1.9K
$771K
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
877+ 0.73% |
$183K - $205K
|
120K
$48.8M
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
873New |
$182K - $204K
|
873
$354K
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
873+ 100.34% |
$182K - $204K
|
1.74K
$707K
|
|
Feb 14, 2023
Q4 2022
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
873+ 3.38% |
$182K - $204K
|
26.7K
$10.8M
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
872+ 20.75% |
$182K - $204K
|
5.08K
$2.06M
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
866New |
$181K - $202K
|
866
$351K
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
855+ 2.43% |
$178K - $200K
|
36K
$14.6M
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
838+ 11.67% |
$175K - $196K
|
8.02K
$3.25M
|
|
Feb 14, 2023
Q4 2022
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
830New |
$173K - $194K
|
830
$337K
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
828+ 3.67% |
$173K - $194K
|
23.4K
$9.49M
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
820New |
$171K - $192K
|
820
$333K
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
808+ 24.82% |
$168K - $189K
|
4.06K
$1.65M
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
791+ 1.74% |
$165K - $185K
|
46.2K
$18.7M
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
788+ 74.06% |
$164K - $184K
|
1.85K
$751K
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
759+ 43.77% |
$158K - $177K
|
2.49K
$1.01M
|
|
Jan 17, 2023
Q4 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
750+ 6818.18% |
$156K - $175K
|
761
$309K
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
745+ 7.62% |
$155K - $174K
|
10.5K
$4.27M
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
740+ 59.39% |
$154K - $173K
|
1.99K
$806K
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
739+ 118.43% |
$154K - $173K
|
1.36K
$553K
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
729+ 7.94% |
$152K - $170K
|
9.91K
$4.02M
|
|
Feb 02, 2023
Q4 2022
|
Daniels&Tansey,Llp
|
BUY
|
- |
723+ 1.59% |
$151K - $169K
|
46.2K
$18.7M
|
|
Jan 27, 2023
Q4 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
715+ 25.8% |
$149K - $167K
|
3.49K
$1.41M
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
714+ 56.22% |
$149K - $167K
|
1.98K
$805K
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
714+ 3.75% |
$149K - $167K
|
19.7K
$8.01M
|
|
Jan 23, 2023
Q4 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
705+ 9.96% |
$147K - $165K
|
7.78K
$3.16M
|
|
Jan 27, 2023
Q4 2022
|
Northstar Asset Management LLC
|
BUY
|
- |
700+ 3.35% |
$146K - $164K
|
21.6K
$8.76M
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
698+ 13.55% |
$145K - $163K
|
5.85K
$2.37M
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
681+ 36.3% |
$142K - $159K
|
2.56K
$1.04M
|
|
Feb 14, 2023
Q4 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
677+ 127.74% |
$141K - $158K
|
1.21K
$490K
|
|
Feb 02, 2023
Q4 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
675+ 15.02% |
$141K - $158K
|
5.17K
$2.1M
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
668+ 12.76% |
$139K - $156K
|
5.91K
$2.4M
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
668+ 48.94% |
$139K - $156K
|
2.03K
$825K
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
666+ 2.53% |
$139K - $156K
|
27K
$10.9M
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
654+ 2.49% |
$136K - $153K
|
26.9K
$10.9M
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
653New |
$136K - $153K
|
653
$265K
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
652+ 33.87% |
$136K - $152K
|
2.58K
$1.05M
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
650+ 0.69% |
$135K - $152K
|
94.7K
$38.4M
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
646+ 4.98% |
$135K - $151K
|
13.6K
$5.53M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
644+ 1.33% |
$134K - $151K
|
49K
$19.9M
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
635New |
$132K - $148K
|
635
$258K
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
634+ 0.07% |
$132K - $148K
|
949K
$385M
|
|
Jan 20, 2023
Q4 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
612+ 17.85% |
$128K - $143K
|
4.04K
$1.64M
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
610+ 18.47% |
$127K - $143K
|
3.91K
$1.59M
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
601New |
$125K - $141K
|
601
$244K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
576New |
$120K - $135K
|
576
$234K
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
BUY
|
- |
575+ 5.25% |
$120K - $134K
|
11.5K
$4.68M
|