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 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
200New |
$41.7K - $46.8K
|
200
$80.8K
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
199+ 7.6% |
$41.5K - $46.5K
|
2.82K
$1.14M
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
198+ 4.38% |
$41.3K - $46.3K
|
4.72K
$1.91M
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
195+ 5.81% |
$40.6K - $45.6K
|
3.55K
$1.44M
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
194+ 5.06% |
$40.4K - $45.4K
|
4.03K
$1.63M
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
192New |
$40K - $44.9K
|
192
$77.6K
|
|
Jan 30, 2023
Q4 2022
|
Hemington Wealth Management
|
BUY
|
- |
192+ 9.79% |
$40K - $44.9K
|
2.15K
$870K
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
192+ 11.57% |
$40K - $44.9K
|
1.85K
$748K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
191+ 32.65% |
$39.8K - $44.7K
|
776
$314K
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
191New |
$39.8K - $44.7K
|
191
$77.2K
|
|
Feb 06, 2023
Q4 2022
|
Phoenix Wealth Advisors
|
BUY
|
- |
190+ 10.37% |
$39.6K - $44.4K
|
2.02K
$817K
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
189New |
$39.4K - $44.2K
|
189
$76.4K
|
|
Jan 18, 2023
Q4 2022
|
Lincoln Capital LLC
|
BUY
|
- |
183+ 5.78% |
$38.1K - $42.8K
|
3.35K
$1.35M
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
182+ 19.22% |
$37.9K - $42.6K
|
1.13K
$456K
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
180New |
$37.5K - $42.1K
|
180
$72.7K
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
180New |
$37.5K - $42.1K
|
180
$72.7K
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
179New |
$37.3K - $41.9K
|
179
$72.3K
|
|
Jan 19, 2023
Q4 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
178+ 6.47% |
$37.1K - $41.6K
|
2.93K
$1.18M
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
176New |
$36.7K - $41.2K
|
176
$71.1K
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
165+ 6.92% |
$34.4K - $38.6K
|
2.55K
$1.03M
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
164+ 0.63% |
$34.2K - $38.3K
|
26.4K
$10.7M
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
163+ 5.33% |
$34K - $38.1K
|
3.22K
$1.3M
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
155+ 8.23% |
$32.3K - $36.2K
|
2.04K
$823K
|
|
Jan 27, 2023
Q4 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
153+ 3.7% |
$31.9K - $35.8K
|
4.29K
$1.73M
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
151+ 22.81% |
$31.5K - $35.3K
|
813
$328K
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
151New |
$31.5K - $35.3K
|
151
$61K
|
|
Apr 02, 2024
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
151+ 5.28% |
$31.5K - $35.3K
|
3.01K
$1.22M
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
149+ 0.93% |
$31.1K - $34.8K
|
16.1K
$6.51M
|
|
Feb 15, 2023
Q4 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
148+ 5.86% |
$30.8K - $34.6K
|
2.67K
$1.08M
|
|
Feb 10, 2023
Q4 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
147+ 1.89% |
$30.6K - $34.4K
|
7.94K
$3.21M
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
143+ 2.33% |
$29.8K - $33.4K
|
6.29K
$2.54M
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
141+ 2.53% |
$29.4K - $33K
|
5.72K
$2.31M
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
141+ 8.56% |
$29.4K - $33K
|
1.79K
$722K
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
138+ 0.31% |
$28.8K - $32.3K
|
44.7K
$18.1M
|
|
Feb 13, 2023
Q4 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
138+ 11.24% |
$28.8K - $32.3K
|
1.37K
$552K
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
136+ 1.34% |
$28.3K - $31.8K
|
10.3K
$4.14M
|
|
Feb 14, 2023
Q4 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
135+ 3.41% |
$28.1K - $31.6K
|
4.1K
$1.65M
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
133New |
$27.7K - $31.1K
|
133
$53.7K
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
132+ 10.8% |
$27.5K - $30.9K
|
1.35K
$547K
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
132+ 2.27% |
$27.5K - $30.9K
|
5.94K
$2.4M
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
129+ 6.69% |
$26.9K - $30.2K
|
2.06K
$831K
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
126+ 0.85% |
$26.3K - $29.5K
|
14.9K
$6.03M
|
|
Feb 10, 2023
Q4 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
124+ 11.85% |
$25.8K - $29K
|
1.17K
$473K
|
|
Feb 14, 2023
Q4 2022
|
West Coast Financial LLC
|
BUY
|
- |
120+ 12.26% |
$25K - $28.1K
|
1.1K
$444K
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
117New |
$24.4K - $27.4K
|
117
$47.3K
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
116+ 9.71% |
$24.2K - $27.1K
|
1.31K
$530K
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
114New |
$23.8K - $26.7K
|
114
$46.1K
|
|
Feb 10, 2023
Q4 2022
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
112+ 1.22% |
$23.3K - $26.2K
|
9.32K
$3.77M
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
103New |
$21.5K - $24.1K
|
103
$41.6K
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
100+ 263.16% |
$20.8K - $23.4K
|
138
$55.8K
|