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
|
Ma Private Wealth
|
SELL
|
- |
-995- 3.23% |
$207K - $233K
|
29.8K
$12.1M
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1K- 1.16% |
$208K - $234K
|
85K
$34.5M
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-1.01K- 2.58% |
$211K - $236K
|
38.1K
$15.5M
|
|
Jan 27, 2023
Q4 2022
|
Motive Wealth Advisors
|
SELL
|
- |
-1.01K- 33.45% |
$211K - $236K
|
2.01K
$816K
|
|
Feb 02, 2023
Q4 2022
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-1.04K- 3.97% |
$216K - $242K
|
25.1K
$10.2M
|
|
Feb 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.06K- 42.3% |
$221K - $248K
|
1.45K
$587K
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-1.06K- 4.22% |
$221K - $248K
|
24.1K
$9.77M
|
|
Feb 09, 2023
Q4 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.06K- 4.69% |
$222K - $249K
|
21.6K
$8.78M
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-1.08K- 5.64% |
$225K - $253K
|
18.1K
$7.33M
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-1.1K- 22.25% |
$230K - $258K
|
3.86K
$1.57M
|
|
Feb 14, 2023
Q4 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.11K- 45.2% |
$231K - $259K
|
1.34K
$544K
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.13K- 3.03% |
$235K - $264K
|
36K
$14.6M
|
|
Jan 19, 2023
Q4 2022
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-1.15K- 0.75% |
$239K - $268K
|
152K
$61.6M
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1.18K- 3.05% |
$246K - $276K
|
37.5K
$15.2M
|
|
Jan 25, 2023
Q4 2022
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-1.19K- 35.19% |
$248K - $279K
|
2.2K
$891K
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.2K- 17.92% |
$250K - $281K
|
5.5K
$2.23M
|
|
Jan 25, 2023
Q4 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.22K- 15.94% |
$255K - $286K
|
6.46K
$2.62M
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1.26K- 3.22% |
$262K - $294K
|
37.8K
$15.3M
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-1.26K- 12.32% |
$262K - $294K
|
8.94K
$3.63M
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.28K- 16.08% |
$266K - $298K
|
6.66K
$2.7M
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.28K- 16.19% |
$267K - $299K
|
6.62K
$2.69M
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-1.28K- 20.55% |
$267K - $300K
|
4.96K
$2.01M
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.31K- 8.51% |
$273K - $306K
|
14.1K
$5.71M
|
|
Feb 14, 2023
Q4 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.33K- 42.42% |
$277K - $311K
|
1.81K
$733K
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-1.33K- 46.8% |
$278K - $311K
|
1.51K
$614K
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.35K- 20.25% |
$282K - $316K
|
5.32K
$2.16M
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.38K- 6.06% |
$287K - $322K
|
21.4K
$8.68M
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.39K- 4.01% |
$290K - $325K
|
33.2K
$13.5M
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.4K- 23.31% |
$292K - $327K
|
4.6K
$1.87M
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.4K- 1.27% |
$292K - $328K
|
109K
$44.2M
|
|
Jan 19, 2023
Q4 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.42K- 25.23% |
$295K - $331K
|
4.19K
$1.7M
|
|
Feb 03, 2023
Q4 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-1.42K- 6.25% |
$296K - $332K
|
21.3K
$8.63M
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.42K- 7.43% |
$296K - $332K
|
17.7K
$7.18M
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.42K- 8.83% |
$296K - $332K
|
14.7K
$5.95M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.45K- 10.31% |
$303K - $340K
|
12.7K
$5.13M
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-1.47K- 12.59% |
$306K - $343K
|
10.2K
$4.13M
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.48K- 24.69% |
$308K - $346K
|
4.52K
$1.83M
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-1.51K- 1.6% |
$315K - $353K
|
93K
$37.7M
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.52K- 35.76% |
$317K - $355K
|
2.73K
$1.11M
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-1.53K- 20.97% |
$318K - $357K
|
5.76K
$2.34M
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.55K- 16.24% |
$323K - $362K
|
7.99K
$3.24M
|
|
Oct 04, 2023
Q4 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-1.59K- 1.77% |
$331K - $371K
|
88.3K
$35.8M
|
|
Jan 10, 2023
Q4 2022
|
Fc Advisory LLC
|
SELL
|
- |
-1.59K- 3.89% |
$331K - $372K
|
39.3K
$15.9M
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.59K- 11.04% |
$332K - $372K
|
12.8K
$5.2M
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.6K- 55.22% |
$333K - $374K
|
1.3K
$526K
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.62K- 34.11% |
$338K - $379K
|
3.13K
$1.27M
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.63K- 6.15% |
$339K - $380K
|
24.8K
$10.1M
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.64K- 21.2% |
$341K - $383K
|
6.09K
$2.47M
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-1.67K- 15.58% |
$347K - $390K
|
9.03K
$3.66M
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.67K- 6.83% |
$348K - $390K
|
22.8K
$9.23M
|