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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Fusion Family Wealth LLC
|
SELL
|
- |
-199- 5.0% |
$41.5K - $46.5K
|
3.78K
$1.53M
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-202- 8.89% |
$42.1K - $47.2K
|
2.07K
$836K
|
|
|
Jan 25, 2023
Q4 2022
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-205- 1.43% |
$42.7K - $47.9K
|
14.2K
$5.72M
|
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-207- 9.45% |
$43.1K - $48.4K
|
1.98K
$802K
|
|
|
Jan 19, 2023
Q4 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-209- 0.5% |
$43.6K - $48.9K
|
41.8K
$16.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-212- 1.99% |
$44.2K - $49.6K
|
10.4K
$4.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-213- 3.85% |
$44.4K - $49.8K
|
5.31K
$2.15M
|
|
|
Jan 20, 2023
Q4 2022
|
Everett Harris & CO
|
SELL
|
- |
-216- 0.37% |
$45K - $50.5K
|
57.5K
$23.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-219- 0.89% |
$45.6K - $51.2K
|
24.3K
$9.83M
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-221- 13.5% |
$46.1K - $51.7K
|
1.42K
$572K
|
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-225- 1.8% |
$46.9K - $52.6K
|
12.2K
$4.95M
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-234- 1.04% |
$48.8K - $54.7K
|
22.2K
$8.96M
|
|
|
Feb 08, 2023
Q4 2022
|
Ti Trust, Inc
|
SELL
|
- |
-235- 11.74% |
$49K - $54.9K
|
1.77K
$714K
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-236- 7.09% |
$49.2K - $55.2K
|
3.09K
$1.25M
|
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-240- 14.59% |
$50K - $56.1K
|
1.41K
$568K
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-240- 3.67% |
$50K - $56.1K
|
6.3K
$2.55M
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-241- 2.79% |
$50.2K - $56.3K
|
8.38K
$3.39M
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-241- 10.48% |
$50.2K - $56.3K
|
2.06K
$831K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-245- 1.67% |
$51.1K - $57.3K
|
14.4K
$5.83M
|
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-252- 9.99% |
$52.5K - $58.9K
|
2.27K
$918K
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-255- 15.43% |
$53.2K - $59.6K
|
1.4K
$565K
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-255- 5.15% |
$53.2K - $59.6K
|
4.7K
$1.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-256- 6.74% |
$53.4K - $59.9K
|
3.55K
$1.43M
|
|
|
Feb 08, 2023
Q4 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-257- 6.48% |
$53.6K - $60.1K
|
3.71K
$1.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-261- 89.69% |
$54.4K - $61K
|
30
$12.1K
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
SELL
|
- |
-263- 15.34% |
$54.8K - $61.5K
|
1.45K
$587K
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
SELL
|
- |
-264- 7.17% |
$55K - $61.7K
|
3.42K
$1.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-264- 7.09% |
$55K - $61.7K
|
3.46K
$1.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-265- 8.5% |
$55.2K - $62K
|
2.85K
$1.15M
|
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-266- 9.05% |
$55.4K - $62.2K
|
2.67K
$1.08M
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-272- 0.08% |
$56.7K - $63.6K
|
351K
$142M
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-276- 13.44% |
$57.5K - $64.5K
|
1.78K
$718K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-280- 4.72% |
$58.4K - $65.5K
|
5.66K
$2.29M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-286- 13.04% |
$59.6K - $66.9K
|
1.91K
$771K
|
|
|
Jan 20, 2023
Q4 2022
|
Wp Advisors, LLC
|
SELL
|
- |
-293- 10.4% |
$61.1K - $68.5K
|
2.52K
$1.02M
|
|
|
Feb 15, 2023
Q4 2022
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-295- 22.01% |
$61.5K - $69K
|
1.05K
$422K
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-302- 1.05% |
$62.9K - $70.6K
|
28.5K
$11.5M
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-304- 7.1% |
$63.4K - $71.1K
|
3.98K
$1.61M
|
|
|
Feb 01, 2023
Q4 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-306- 20.03% |
$63.8K - $71.5K
|
1.22K
$494K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-307- 6.15% |
$64K - $71.8K
|
4.68K
$1.89M
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-307- 4.76% |
$64K - $71.8K
|
6.15K
$2.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-309- 24.39% |
$64.4K - $72.2K
|
958
$387K
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-321- 6.24% |
$66.9K - $75.1K
|
4.82K
$1.95M
|
|
|
Jan 13, 2023
Q4 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-326- 24.72% |
$68K - $76.2K
|
993
$401K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-327- 2.37% |
$68.2K - $76.5K
|
13.5K
$5.44M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-329- 11.93% |
$68.6K - $76.9K
|
2.43K
$981K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-343- 10.93% |
$71.5K - $80.2K
|
2.8K
$1.13M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-345- 4.33% |
$71.9K - $80.7K
|
7.62K
$3.08M
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-358- 2.96% |
$74.6K - $83.7K
|
11.7K
$4.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-365- 8.47% |
$76.1K - $85.3K
|
3.95K
$1.59M
|