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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.07K- 29.76% |
$639K - $717K
|
7.24K
$2.93M
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-3.08K- 11.28% |
$642K - $720K
|
24.2K
$9.79M
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
SELL
|
- |
-3.25K- 36.51% |
$678K - $761K
|
5.66K
$2.29M
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-3.26K- 1.27% |
$680K - $763K
|
253K
$102M
|
|
Feb 13, 2023
Q4 2022
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-3.3K- 4.77% |
$687K - $771K
|
65.8K
$26.6M
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-3.36KClosed |
$701K - $787K
|
0
$0
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-3.39K- 9.68% |
$707K - $794K
|
31.7K
$12.8M
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.39K- 19.77% |
$707K - $794K
|
13.8K
$5.57M
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.42K- 10.87% |
$712K - $799K
|
28K
$11.3M
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
SELL
|
- |
-3.64K- 4.84% |
$759K - $851K
|
71.5K
$28.9M
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.66K- 8.09% |
$763K - $856K
|
41.6K
$16.8M
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-3.71K- 16.65% |
$774K - $868K
|
18.6K
$7.51M
|
|
Feb 01, 2023
Q4 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-3.73K- 44.36% |
$777K - $871K
|
4.67K
$1.89M
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-3.8K- 62.3% |
$792K - $888K
|
2.3K
$929K
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-3.89KClosed |
$810K - $909K
|
0
$0
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.95K- 10.75% |
$824K - $924K
|
32.8K
$13.3M
|
|
Feb 14, 2023
Q4 2022
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-4.02K- 12.08% |
$837K - $939K
|
29.2K
$11.8M
|
|
Oct 18, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-4.39K- 6.58% |
$915K - $1.03M
|
62.3K
$25.2M
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-4.46K- 2.89% |
$929K - $1.04M
|
150K
$60.6M
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-4.5K- 5.28% |
$938K - $1.05M
|
80.7K
$32.6M
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-4.5K- 3.01% |
$939K - $1.05M
|
145K
$58.6M
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-4.68K- 10.19% |
$975K - $1.09M
|
41.2K
$16.7M
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-4.69K- 3.87% |
$977K - $1.1M
|
117K
$47.1M
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.7K- 27.1% |
$979K - $1.1M
|
12.6K
$5.1M
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-5.01K- 32.88% |
$1.04M - $1.17M
|
10.2K
$4.13M
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-5.17K- 1.05% |
$1.08M - $1.21M
|
485K
$196M
|
|
Jan 30, 2023
Q4 2022
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-5.18K- 20.78% |
$1.08M - $1.21M
|
19.7K
$7.98M
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-5.19K- 4.73% |
$1.08M - $1.21M
|
105K
$42.2M
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-5.19K- 83.45% |
$1.08M - $1.21M
|
1.03K
$416K
|
|
Jan 24, 2023
Q4 2022
|
Derbend Asset Management
|
SELL
|
- |
-5.2K- 53.59% |
$1.08M - $1.21M
|
4.5K
$1.82M
|
|
Apr 25, 2024
Q4 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-5.27K- 40.71% |
$1.1M - $1.23M
|
7.68K
$3.1M
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-5.3K- 25.16% |
$1.11M - $1.24M
|
15.8K
$6.38M
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-5.31K- 60.98% |
$1.11M - $1.24M
|
3.4K
$1.37M
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-5.31K- 60.98% |
$1.11M - $1.24M
|
3.4K
$1.37M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.4K- 10.24% |
$1.12M - $1.26M
|
47.3K
$19.1M
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-5.44K- 6.51% |
$1.13M - $1.27M
|
78.2K
$31.6M
|
|
Feb 14, 2023
Q4 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-5.45K- 23.76% |
$1.14M - $1.27M
|
17.5K
$7.06M
|
|
Feb 14, 2023
Q4 2022
|
Helen Stephens Group, LLC
|
SELL
|
- |
-5.49K- 32.37% |
$1.14M - $1.28M
|
11.5K
$4.63M
|
|
Feb 14, 2023
Q4 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-5.49K- 16.54% |
$1.14M - $1.28M
|
27.7K
$11.2M
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.59K- 16.37% |
$1.17M - $1.31M
|
28.6K
$11.5M
|
|
Jan 11, 2023
Q4 2022
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-5.71K- 1.37% |
$1.19M - $1.33M
|
410K
$166M
|
|
Nov 13, 2023
Q4 2022
|
Easterly Investment Partners LLC
|
SELL
|
- |
-5.76K- 50.0% |
$1.2M - $1.35M
|
5.76K
$2.33M
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-6.18K- 24.84% |
$1.29M - $1.45M
|
18.7K
$7.56M
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-6.22K- 7.7% |
$1.3M - $1.46M
|
74.6K
$30.1M
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.29K- 3.57% |
$1.31M - $1.47M
|
170K
$68.7M
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-6.3K- 34.02% |
$1.31M - $1.47M
|
12.2K
$4.93M
|
|
Feb 06, 2023
Q4 2022
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-6.31K- 4.23% |
$1.32M - $1.48M
|
143K
$57.7M
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-6.7K- 13.12% |
$1.4M - $1.57M
|
44.4K
$17.9M
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-7.01K- 41.07% |
$1.46M - $1.64M
|
10.1K
$4.06M
|
|
Jan 13, 2023
Q4 2022
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-7.06K- 14.62% |
$1.47M - $1.65M
|
41.2K
$16.6M
|