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 |
---|---|---|---|---|---|---|---|
May 03, 2023
Q4 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
8+ 0.23% |
$1.67K - $1.87K
|
3.56K
$1.45M
|
|
Jan 19, 2023
Q4 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
7+ 0.18% |
$1.46K - $1.64K
|
3.86K
$1.57M
|
|
Jan 25, 2023
Q4 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
7+ 0.72% |
$1.46K - $1.64K
|
984
$399K
|
|
Feb 07, 2023
Q4 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
7+ 0.04% |
$1.46K - $1.64K
|
19.2K
$7.78M
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
7+ 0.74% |
$1.46K - $1.64K
|
949
$385K
|
|
Feb 14, 2023
Q4 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
7+ 0.73% |
$1.46K - $1.64K
|
966
$392K
|
|
Jan 17, 2023
Q4 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
6+ 0.21% |
$1.25K - $1.4K
|
2.84K
$1.15M
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
6+ 6.9% |
$1.25K - $1.4K
|
93
$37.7K
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
6+ 0.35% |
$1.25K - $1.4K
|
1.73K
$701K
|
|
Feb 14, 2023
Q4 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
6+ 0.37% |
$1.25K - $1.4K
|
1.62K
$658K
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
5New |
$1.04K - $1.17K
|
5
$2.03K
|
|
Jan 24, 2023
Q4 2022
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
5+ 0.27% |
$1.04K - $1.17K
|
1.82K
$740K
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
4+ 0.2% |
$834 - $935
|
2.04K
$829K
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
4+ 0.96% |
$834 - $935
|
419
$170K
|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
4+ 0.08% |
$834 - $935
|
4.87K
$1.98M
|
|
Jan 11, 2023
Q4 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
3+ 0.22% |
$625 - $701
|
1.38K
$558K
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
3New |
$625 - $701
|
3
$1.22K
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
3+ 0.23% |
$625 - $701
|
1.32K
$537K
|
|
Feb 01, 2023
Q4 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
3+ 0.21% |
$625 - $701
|
1.43K
$581K
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3+ 0.05% |
$625 - $701
|
6.3K
$2.55M
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
3+ 0.18% |
$625 - $701
|
1.64K
$664K
|
|
Feb 13, 2023
Q4 2022
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
3+ 0.11% |
$625 - $701
|
2.71K
$1.1M
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
2+ 0.03% |
$417 - $468
|
6.46K
$2.62M
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
2+ 0.19% |
$417 - $468
|
1.05K
$426K
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.19% |
$417 - $468
|
1.08K
$439K
|
|
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
2+ 0.06% |
$417 - $468
|
3.38K
$1.37M
|
|
Jan 30, 2023
Q4 2022
|
Moneywise, Inc.
|
BUY
|
- |
2+ 0.21% |
$417 - $468
|
939
$381K
|
|
Jan 31, 2023
Q4 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2+ 0.09% |
$417 - $468
|
2.11K
$856K
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
2+ 0.1% |
$417 - $468
|
1.95K
$790K
|
|
Feb 02, 2023
Q4 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
2+ 0.18% |
$417 - $468
|
1.11K
$449K
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
2+ 0.08% |
$417 - $468
|
2.5K
$1.01M
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2+ 0.24% |
$417 - $468
|
851
$345K
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2+ 0.06% |
$417 - $468
|
3.58K
$1.45M
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
1+ 0.02% |
$208 - $234
|
5.27K
$2.14M
|
|
Jan 17, 2023
Q4 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1+ 0.07% |
$208 - $234
|
1.4K
$567K
|
|
Jan 18, 2023
Q4 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1+ 0.07% |
$208 - $234
|
1.4K
$566K
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1+ 0.03% |
$208 - $234
|
3.73K
$1.51M
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
1+ 0.24% |
$208 - $234
|
418
$170K
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.08% |
$208 - $234
|
1.29K
$522K
|
|
Jan 27, 2023
Q4 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
1+ 0.07% |
$208 - $234
|
1.36K
$552K
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
1+ 0.09% |
$208 - $234
|
1.13K
$457K
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
1+ 0.01% |
$208 - $234
|
8.86K
$3.6M
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.05% |
$208 - $234
|
2.07K
$840K
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.17% |
$208 - $234
|
599
$243K
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1+ 0.09% |
$208 - $234
|
1.06K
$430K
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1+ 0.09% |
$208 - $234
|
1.1K
$445K
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$208 - $234
|
1
$406
|
|
Feb 14, 2023
Q4 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
1+ 0.01% |
$208 - $234
|
9.8K
$3.97M
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.03% |
$208 - $234
|
3.59K
$1.46M
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1- 0.1% |
$208 - $234
|
960
$389K
|