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 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-580- 25.16% |
$121K - $136K
|
1.73K
$697K
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-588- 23.5% |
$123K - $137K
|
1.91K
$773K
|
|
Feb 06, 2023
Q4 2022
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-588- 1.64% |
$123K - $137K
|
35.2K
$14.2M
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-588- 1.05% |
$123K - $137K
|
55.3K
$22.3M
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-597- 11.27% |
$124K - $140K
|
4.7K
$1.9M
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-599- 6.64% |
$125K - $140K
|
8.42K
$3.4M
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-600- 12.22% |
$125K - $140K
|
4.31K
$1.74M
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-607- 18.24% |
$127K - $142K
|
2.72K
$1.1M
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-609- 74.0% |
$127K - $142K
|
214
$86.5K
|
|
Jan 17, 2023
Q4 2022
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-617- 2.23% |
$129K - $144K
|
27.1K
$10.9M
|
|
Jan 23, 2023
Q4 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-620- 3.44% |
$129K - $145K
|
17.4K
$7.03M
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-627- 45.83% |
$131K - $147K
|
741
$299K
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-631- 3.46% |
$132K - $148K
|
17.6K
$7.12M
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-635- 19.79% |
$132K - $148K
|
2.57K
$1.04M
|
|
Jan 31, 2023
Q4 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-639- 15.45% |
$133K - $149K
|
3.5K
$1.41M
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-642- 22.2% |
$134K - $150K
|
2.25K
$909K
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-644- 24.62% |
$134K - $151K
|
1.97K
$797K
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
SELL
|
- |
-659- 33.92% |
$137K - $154K
|
1.28K
$519K
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-659- 39.34% |
$137K - $154K
|
1.02K
$410K
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-669- 5.09% |
$139K - $156K
|
12.5K
$5.04M
|
|
Feb 06, 2023
Q4 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-686- 21.74% |
$143K - $160K
|
2.47K
$998K
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-686- 4.76% |
$143K - $160K
|
13.7K
$5.55M
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-689- 34.71% |
$144K - $161K
|
1.3K
$524K
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-702- 15.59% |
$146K - $164K
|
3.8K
$1.54M
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-718- 42.04% |
$150K - $168K
|
990
$400K
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-722- 10.32% |
$150K - $169K
|
6.27K
$2.53M
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
SELL
|
- |
-724- 23.96% |
$151K - $169K
|
2.3K
$928K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-728- 19.94% |
$152K - $170K
|
2.92K
$1.18M
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
SELL
|
- |
-737- 29.63% |
$154K - $172K
|
1.75K
$707K
|
|
Feb 13, 2023
Q4 2022
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-738- 42.32% |
$154K - $173K
|
1.01K
$406K
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-740- 30.94% |
$154K - $173K
|
1.65K
$667K
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-742- 6.97% |
$155K - $173K
|
9.9K
$4M
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-763- 1.85% |
$159K - $178K
|
40.5K
$16.4M
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-764- 12.31% |
$159K - $179K
|
5.44K
$2.2M
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-784- 44.14% |
$163K - $183K
|
992
$401K
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-787- 22.77% |
$164K - $184K
|
2.67K
$1.08M
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-795- 1.25% |
$166K - $186K
|
62.9K
$25.4M
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-797- 2.36% |
$166K - $186K
|
33K
$13.3M
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-803- 6.73% |
$167K - $188K
|
11.1K
$4.5M
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-809- 7.19% |
$169K - $189K
|
10.4K
$4.22M
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-815- 2.12% |
$170K - $191K
|
37.7K
$15.2M
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-820- 10.16% |
$171K - $192K
|
7.25K
$2.93M
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-829- 2.17% |
$173K - $194K
|
37.3K
$15.1M
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-851- 5.52% |
$177K - $199K
|
14.6K
$5.88M
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-870- 10.02% |
$181K - $203K
|
7.82K
$3.16M
|
|
Jan 30, 2023
Q4 2022
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-882- 3.19% |
$184K - $206K
|
26.8K
$10.8M
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-885- 21.75% |
$184K - $207K
|
3.18K
$1.29M
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-902- 6.75% |
$188K - $211K
|
12.5K
$5.03M
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-951- 3.81% |
$198K - $222K
|
24K
$9.7M
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-957- 8.64% |
$199K - $224K
|
10.1K
$4.09M
|