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 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
60.4K+ 0.62% |
$12.6M - $14.1M
|
9.73M
$3.93B
|
|
Feb 06, 2023
Q4 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
60.3K+ 415.76% |
$12.6M - $14.1M
|
74.8K
$30.2M
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
60.3K+ 37.47% |
$12.6M - $14.1M
|
221K
$89.4M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
56.7K+ 29.32% |
$11.8M - $13.3M
|
250K
$101M
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
55.3K+ 27.69% |
$11.5M - $12.9M
|
255K
$103M
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
54.7K+ 15.88% |
$11.4M - $12.8M
|
399K
$161M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
54.6K+ 1.24% |
$11.4M - $12.8M
|
4.44M
$1.8B
|
|
Feb 14, 2023
Q4 2022
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
53.9KNew |
$11.2M - $12.6M
|
53.9K
$21.8M
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
53.5KNew |
$11.1M - $12.5M
|
53.5K
$21.6M
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
52.7K+ 115.97% |
$11M - $12.3M
|
98.2K
$39.7M
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
52.6K+ 105.45% |
$11M - $12.3M
|
102K
$41.4M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
51.3K+ 25.7% |
$10.7M - $12M
|
251K
$101M
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
50.4K+ 14.79% |
$10.5M - $11.8M
|
391K
$158M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
50.1K+ 4.85% |
$10.4M - $11.7M
|
1.08M
$437M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
49.9K+ 7.87% |
$10.4M - $11.7M
|
683K
$276M
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
47.2K+ 147.36% |
$9.84M - $11M
|
79.2K
$32M
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
46.7K+ 18.5% |
$9.74M - $10.9M
|
299K
$121M
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
46.4KNew |
$9.66M - $10.8M
|
46.4K
$18.7M
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
46.3K+ 9.33% |
$9.65M - $10.8M
|
543K
$219M
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
46.1K+ 1476.38% |
$9.62M - $10.8M
|
49.3K
$19.9M
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
45.1K+ 7.95% |
$9.4M - $10.5M
|
612K
$247M
|
|
Mar 01, 2023
Q4 2022
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
45KNew |
$9.37M - $10.5M
|
45K
$18.2M
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
43K+ 112.3% |
$8.97M - $10.1M
|
81.4K
$32.9M
|
|
Feb 13, 2023
Q4 2022
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
41.8KNew |
$8.7M - $9.76M
|
41.8K
$16.9M
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
41.4KNew |
$8.63M - $9.68M
|
41.4K
$16.7M
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
40.9K+ 32.15% |
$8.52M - $9.56M
|
168K
$67.9M
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
39.3KNew |
$8.19M - $9.18M
|
39.3K
$15.9M
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
38.2K+ 23.24% |
$7.97M - $8.94M
|
203K
$81.9M
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
38KNew |
$7.93M - $8.89M
|
38K
$15.4M
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
37.3K+ 643.83% |
$7.78M - $8.73M
|
43.1K
$17.4M
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
37K+ 20.18% |
$7.71M - $8.65M
|
220K
$89M
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
36.8K+ 21.58% |
$7.68M - $8.61M
|
207K
$83.8M
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
35.9K+ 6.58% |
$7.49M - $8.4M
|
581K
$235M
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
35.5K+ 76.25% |
$7.39M - $8.29M
|
82K
$33.1M
|
|
Feb 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
35.2KNew |
$7.33M - $8.23M
|
35.2K
$14.2M
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
34.6K+ 52.95% |
$7.21M - $8.09M
|
99.9K
$40.4M
|
|
Feb 13, 2023
Q4 2022
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
34.3KNew |
$7.15M - $8.02M
|
34.3K
$13.9M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
34.1K+ 1.86% |
$7.11M - $7.97M
|
1.86M
$752M
|
|
Feb 01, 2023
Q4 2022
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
33.3KNew |
$6.95M - $7.8M
|
33.3K
$13.5M
|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
33.2K+ 10.83% |
$6.92M - $7.76M
|
340K
$137M
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
32.7K+ 22.45% |
$6.83M - $7.66M
|
179K
$72.2M
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
32.6KNew |
$6.8M - $7.63M
|
32.6K
$13.2M
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
32.5K+ 1467.24% |
$6.77M - $7.59M
|
34.7K
$14M
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
32.4K+ 3.42% |
$6.75M - $7.57M
|
980K
$396M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
32.1K+ 2.44% |
$6.7M - $7.51M
|
1.35M
$546M
|
|
Feb 14, 2023
Q4 2022
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
32KNew |
$6.67M - $7.48M
|
32K
$12.9M
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
31.7KNew |
$6.61M - $7.41M
|
31.7K
$12.8M
|
|
Feb 02, 2023
Q4 2022
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
30.8KNew |
$6.41M - $7.19M
|
30.8K
$12.4M
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
30.2K+ 1138.74% |
$6.3M - $7.07M
|
32.9K
$13.3M
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
30K+ 14.26% |
$6.25M - $7.01M
|
240K
$97M
|