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 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-369- 50.34% |
$76.9K - $86.3K
|
364
$147K
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-370- 6.23% |
$77.1K - $86.5K
|
5.57K
$2.25M
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
SELL
|
- |
-371- 5.9% |
$77.3K - $86.7K
|
5.92K
$2.39M
|
|
Jan 30, 2023
Q4 2022
|
Resource Planning Group
|
SELL
|
- |
-372- 8.59% |
$77.5K - $87K
|
3.96K
$1.6M
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-375- 0.38% |
$78.2K - $87.7K
|
98.5K
$39.8M
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-377- 5.51% |
$78.6K - $88.1K
|
6.47K
$2.61M
|
|
Feb 28, 2023
Q4 2022
|
Orin Green Financial, LLC
|
SELL
|
- |
-384- 5.35% |
$80K - $89.8K
|
6.79K
$2.74M
|
|
Jan 30, 2023
Q4 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-387- 17.42% |
$80.7K - $90.5K
|
1.84K
$741K
|
|
Feb 03, 2023
Q4 2022
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-388- 4.03% |
$80.9K - $90.7K
|
9.25K
$3.74M
|
|
Feb 02, 2023
Q4 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-392- 9.12% |
$81.7K - $91.7K
|
3.91K
$1.58M
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
SELL
|
- |
-394- 4.89% |
$82.1K - $92.1K
|
7.66K
$3.09M
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
SELL
|
- |
-400- 10.56% |
$83.4K - $93.5K
|
3.39K
$1.37M
|
|
Jan 31, 2023
Q4 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-400- 14.86% |
$83.4K - $93.5K
|
2.29K
$926K
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-404- 7.84% |
$84.2K - $94.5K
|
4.75K
$1.92M
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-405- 9.65% |
$84.4K - $94.7K
|
3.79K
$1.53M
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-408- 19.99% |
$85K - $95.4K
|
1.63K
$660K
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-413- 2.32% |
$86.1K - $96.6K
|
17.4K
$7.02M
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-413- 42.06% |
$86.1K - $96.6K
|
569
$230K
|
|
Feb 13, 2023
Q4 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-422- 6.98% |
$88K - $98.7K
|
5.62K
$2.27M
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-429- 1.83% |
$89.4K - $100K
|
23K
$9.3M
|
|
Jan 26, 2023
Q4 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-432- 3.49% |
$90K - $101K
|
11.9K
$4.83M
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-435- 0.93% |
$90.7K - $102K
|
46.5K
$18.8M
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-440- 5.08% |
$91.7K - $103K
|
8.23K
$3.32M
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-441- 14.51% |
$91.9K - $103K
|
2.6K
$1.05M
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
SELL
|
- |
-441- 8.49% |
$91.9K - $103K
|
4.76K
$1.92M
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-447- 18.46% |
$93.2K - $105K
|
1.98K
$798K
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-450- 2.04% |
$93.8K - $105K
|
21.6K
$8.72M
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-453- 14.27% |
$94.4K - $106K
|
2.72K
$1.1M
|
|
Feb 07, 2023
Q4 2022
|
Members Trust CO
|
SELL
|
- |
-453- 0.37% |
$94.4K - $106K
|
123K
$49.7M
|
|
Feb 14, 2023
Q4 2022
|
Gfg Capital, LLC
|
SELL
|
- |
-456- 16.79% |
$95K - $107K
|
2.26K
$913K
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-459- 19.43% |
$95.7K - $107K
|
1.9K
$769K
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-463- 6.17% |
$96.5K - $108K
|
7.04K
$2.84M
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-464- 9.85% |
$96.7K - $108K
|
4.25K
$1.72M
|
|
Jan 17, 2023
Q4 2022
|
Papp L Roy & Associates
|
SELL
|
- |
-472- 5.81% |
$98.4K - $110K
|
7.66K
$3.09M
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-493- 3.53% |
$103K - $115K
|
13.5K
$5.44M
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-495- 9.78% |
$103K - $116K
|
4.57K
$1.84M
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
SELL
|
- |
-497- 16.95% |
$104K - $116K
|
2.44K
$984K
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-508- 5.29% |
$106K - $119K
|
9.09K
$3.67M
|
|
Jan 10, 2023
Q4 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-515- 31.83% |
$107K - $120K
|
1.1K
$446K
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
SELL
|
- |
-515- 25.51% |
$107K - $120K
|
1.5K
$608K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-528- 1.78% |
$110K - $123K
|
29.1K
$11.8M
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
SELL
|
- |
-529- 18.71% |
$110K - $124K
|
2.3K
$928K
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-532- 4.61% |
$111K - $124K
|
11K
$4.45M
|
|
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-538- 6.3% |
$112K - $126K
|
8K
$3.23M
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-540- 75.42% |
$113K - $126K
|
176
$71.1K
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-546- 8.29% |
$114K - $128K
|
6.04K
$2.44M
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-546- 8.29% |
$114K - $128K
|
6.04K
$2.44M
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-554- 34.09% |
$115K - $130K
|
1.07K
$433K
|
|
Feb 02, 2023
Q4 2022
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-556- 0.64% |
$116K - $130K
|
87K
$35.1M
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-560- 6.91% |
$117K - $131K
|
7.54K
$3.05M
|