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 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
98+ 2.67% |
$20.4K - $22.9K
|
3.77K
$1.52M
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
94+ 2.08% |
$19.6K - $22K
|
4.62K
$1.86M
|
|
|
Jan 13, 2023
Q4 2022
|
Cohen Klingenstein LLC
|
BUY
|
- |
90+ 0.65% |
$18.8K - $21K
|
13.9K
$5.62M
|
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
90+ 2.88% |
$18.8K - $21K
|
3.22K
$1.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
85+ 1.09% |
$17.7K - $19.9K
|
7.89K
$3.19M
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
85+ 9.33% |
$17.7K - $19.9K
|
996
$402K
|
|
|
Feb 10, 2023
Q4 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
84+ 0.65% |
$17.5K - $19.6K
|
12.9K
$5.22M
|
|
|
Jan 20, 2023
Q4 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
80+ 2.94% |
$16.7K - $18.7K
|
2.8K
$1.13M
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
80+ 2.11% |
$16.7K - $18.7K
|
3.87K
$1.56M
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
80+ 571.43% |
$16.7K - $18.7K
|
94
$38K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
76+ 8.17% |
$15.8K - $17.8K
|
1.01K
$406K
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
75+ 62.5% |
$15.6K - $17.5K
|
195
$78.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
75+ 1.65% |
$15.6K - $17.5K
|
4.61K
$1.86M
|
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
75+ 3.76% |
$15.6K - $17.5K
|
2.07K
$836K
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
74+ 74.0% |
$15.4K - $17.3K
|
174
$70.3K
|
|
|
Jan 26, 2023
Q4 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
73+ 0.29% |
$15.2K - $17.1K
|
25.5K
$10.3M
|
|
|
Jul 10, 2024
Q4 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
72+ 0.5% |
$15K - $16.8K
|
14.5K
$5.84M
|
|
|
Jan 24, 2023
Q4 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
70+ 2.92% |
$14.6K - $16.4K
|
2.47K
$996K
|
|
|
Feb 06, 2023
Q4 2022
|
Aaf Wealth Management, LLC
|
BUY
|
- |
70+ 4.12% |
$14.6K - $16.4K
|
1.77K
$715K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
68+ 3.16% |
$14.2K - $15.9K
|
2.22K
$896K
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
66+ 8.22% |
$13.8K - $15.4K
|
869
$351K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
66+ 1.94% |
$13.8K - $15.4K
|
3.46K
$1.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
65+ 2.47% |
$13.5K - $15.2K
|
2.7K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
65+ 650.0% |
$13.5K - $15.2K
|
75
$30.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
64+ 4.91% |
$13.3K - $15K
|
1.37K
$552K
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
63+ 4.5% |
$13.1K - $14.7K
|
1.46K
$591K
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
62+ 45.26% |
$12.9K - $14.5K
|
199
$80.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
62+ 1.89% |
$12.9K - $14.5K
|
3.34K
$1.35M
|
|
|
Feb 09, 2023
Q4 2022
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
59+ 5.28% |
$12.3K - $13.8K
|
1.18K
$476K
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
58+ 0.75% |
$12.1K - $13.6K
|
7.82K
$3.16M
|
|
|
Jan 18, 2023
Q4 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
57+ 35.63% |
$11.9K - $13.3K
|
217
$87.7K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
57New |
$11.9K - $13.3K
|
57
$23K
|
|
|
Jan 24, 2023
Q4 2022
|
Pachira Investments Inc.
|
BUY
|
- |
56+ 4.9% |
$11.7K - $13.1K
|
1.2K
$485K
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
56+ 0.74% |
$11.7K - $13.1K
|
7.62K
$3.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
56New |
$11.7K - $13.1K
|
56
$22.6K
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
54+ 0.07% |
$11.3K - $12.6K
|
78.8K
$31.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
54+ 22.59% |
$11.3K - $12.6K
|
293
$118K
|
|
|
Jan 18, 2023
Q4 2022
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
53+ 0.68% |
$11K - $12.4K
|
7.86K
$3.17M
|
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
50+ 4.04% |
$10.4K - $11.7K
|
1.29K
$520K
|
|
|
Feb 10, 2023
Q4 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
48+ 80.0% |
$10K - $11.2K
|
108
$43.6K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
47+ 3.03% |
$9.8K - $11K
|
1.6K
$645K
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
47+ 1.76% |
$9.8K - $11K
|
2.72K
$1.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
47+ 0.2% |
$9.8K - $11K
|
23.7K
$9.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
47+ 4.44% |
$9.8K - $11K
|
1.11K
$447K
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
46+ 4.18% |
$9.59K - $10.8K
|
1.15K
$463K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
44+ 16.99% |
$9.17K - $10.3K
|
303
$122K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
44+ 35.2% |
$9.17K - $10.3K
|
169
$68.3K
|
|
|
Feb 28, 2023
Q4 2022
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
44+ 4.62% |
$9.17K - $10.3K
|
996
$402K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
43+ 0.21% |
$8.96K - $10.1K
|
20.5K
$8.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
43+ 0.82% |
$8.96K - $10.1K
|
5.3K
$2.14M
|