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 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
41+ 2.73% |
$8.55K - $9.59K
|
1.55K
$624K
|
|
|
Jan 19, 2023
Q4 2022
|
First United Bank & Trust
|
BUY
|
- |
40+ 0.15% |
$8.34K - $9.35K
|
26.1K
$10.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
40+ 1.06% |
$8.34K - $9.35K
|
3.81K
$1.54M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
39+ 38.24% |
$8.13K - $9.12K
|
141
$57K
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
38+ 2.73% |
$7.92K - $8.88K
|
1.43K
$578K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
36+ 10.91% |
$7.5K - $8.42K
|
366
$148K
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
36+ 0.27% |
$7.5K - $8.42K
|
13.2K
$5.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
33+ 3.28% |
$6.88K - $7.72K
|
1.04K
$420K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
32+ 2.49% |
$6.67K - $7.48K
|
1.32K
$532K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
30+ 1.68% |
$6.25K - $7.01K
|
1.82K
$736K
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
30+ 1.09% |
$6.25K - $7.01K
|
2.78K
$1.12M
|
|
|
Feb 10, 2023
Q4 2022
|
Fusion Capital, LLC
|
BUY
|
- |
30+ 0.11% |
$6.25K - $7.01K
|
26.2K
$10.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
29+ 2.29% |
$6.04K - $6.78K
|
1.3K
$523K
|
|
|
Oct 09, 2024
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
29+ 2.29% |
$6.04K - $6.78K
|
1.3K
$523K
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
28+ 215.38% |
$5.84K - $6.55K
|
41
$16.6K
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
BUY
|
- |
27+ 0.48% |
$5.63K - $6.31K
|
5.62K
$2.27M
|
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
BUY
|
- |
26+ 2.42% |
$5.42K - $6.08K
|
1.1K
$445K
|
|
|
Jan 18, 2023
Q4 2022
|
Tandem Capital Management Corp
|
BUY
|
- |
25+ 0.82% |
$5.21K - $5.85K
|
3.07K
$1.24M
|
|
|
Jan 27, 2023
Q4 2022
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
25+ 2.39% |
$5.21K - $5.85K
|
1.07K
$433K
|
|
|
Jan 30, 2023
Q4 2022
|
Cohen Investment Advisors LLC
|
BUY
|
- |
21+ 0.83% |
$4.38K - $4.91K
|
2.54K
$1.03M
|
|
|
Jan 17, 2023
Q4 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
20+ 1.55% |
$4.17K - $4.68K
|
1.31K
$530K
|
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
20+ 1.3% |
$4.17K - $4.68K
|
1.56K
$631K
|
|
|
Feb 03, 2023
Q4 2022
|
Gables Capital Management Inc.
|
BUY
|
- |
20+ 2.09% |
$4.17K - $4.68K
|
977
$395K
|
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
BUY
|
- |
20+ 0.86% |
$4.17K - $4.68K
|
2.36K
$953K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
20+ 2.03% |
$4.17K - $4.68K
|
1.01K
$406K
|
|
|
Jan 31, 2023
Q4 2022
|
Scott & Selber, Inc.
|
BUY
|
- |
18+ 0.11% |
$3.75K - $4.21K
|
16.9K
$6.85M
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
18+ 31.58% |
$3.75K - $4.21K
|
75
$30.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
18+ 0.01% |
$3.75K - $4.21K
|
232K
$93.7M
|
|
|
Jan 09, 2023
Q4 2022
|
Grandview Asset Management LLC
|
BUY
|
- |
17+ 0.21% |
$3.54K - $3.97K
|
8.01K
$3.24M
|
|
|
Jan 20, 2023
Q4 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
16+ 0.49% |
$3.34K - $3.74K
|
3.31K
$1.34M
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
15+ 0.96% |
$3.13K - $3.51K
|
1.57K
$636K
|
|
|
Jan 17, 2023
Q4 2022
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
15+ 1.54% |
$3.13K - $3.51K
|
988
$399K
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
BUY
|
- |
15+ 0.15% |
$3.13K - $3.51K
|
9.71K
$3.92M
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
15+ 1.56% |
$3.13K - $3.51K
|
975
$394K
|
|
|
Jan 27, 2023
Q4 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
15+ 0.36% |
$3.13K - $3.51K
|
4.18K
$1.69M
|
|
|
Jan 31, 2023
Q4 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
15+ 21.43% |
$3.13K - $3.51K
|
85
$34.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
15+ 0.71% |
$3.13K - $3.51K
|
2.13K
$861K
|
|
|
Feb 28, 2023
Q4 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
15+ 0.32% |
$3.13K - $3.51K
|
4.76K
$1.92M
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
14+ 1.31% |
$2.92K - $3.27K
|
1.08K
$437K
|
|
|
Feb 10, 2023
Q4 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
14+ 0.62% |
$2.92K - $3.27K
|
2.29K
$924K
|
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
13+ 0.03% |
$2.71K - $3.04K
|
51K
$20.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
12+ 0.03% |
$2.5K - $2.81K
|
37.2K
$15M
|
|
|
May 15, 2023
Q4 2022
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
12+ 1.28% |
$2.5K - $2.81K
|
950
$384K
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
BUY
|
- |
11+ 0.19% |
$2.29K - $2.57K
|
5.83K
$2.35M
|
|
|
Jan 17, 2023
Q4 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
9+ 0.48% |
$1.88K - $2.1K
|
1.88K
$761K
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
9+ 1.28% |
$1.88K - $2.1K
|
710
$287K
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
9+ 7.5% |
$1.88K - $2.1K
|
129
$52.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
9+ 0.19% |
$1.88K - $2.1K
|
4.75K
$1.92M
|
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
8+ 0.2% |
$1.67K - $1.87K
|
4K
$1.61M
|
|
|
Feb 07, 2023
Q4 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
8+ 0.13% |
$1.67K - $1.87K
|
6.41K
$2.59M
|