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 11, 2023
Q4 2022
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-5.71K- 1.37% |
$1.19M - $1.33M
|
410K
$175M
|
|
|
Nov 13, 2023
Q4 2022
|
Easterly Investment Partners LLC
|
SELL
|
- |
-5.76K- 50.0% |
$1.2M - $1.35M
|
5.76K
$2.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-6.18K- 24.84% |
$1.29M - $1.45M
|
18.7K
$8M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-6.22K- 7.7% |
$1.3M - $1.46M
|
74.6K
$31.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.29K- 3.57% |
$1.31M - $1.47M
|
170K
$72.7M
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-6.3K- 34.02% |
$1.31M - $1.47M
|
12.2K
$5.22M
|
|
|
Feb 06, 2023
Q4 2022
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-6.31K- 4.23% |
$1.32M - $1.48M
|
143K
$61M
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-6.7K- 13.12% |
$1.4M - $1.57M
|
44.4K
$19M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-7.01K- 41.07% |
$1.46M - $1.64M
|
10.1K
$4.3M
|
|
|
Jan 13, 2023
Q4 2022
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-7.06K- 14.62% |
$1.47M - $1.65M
|
41.2K
$17.6M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-7.18K- 3.64% |
$1.5M - $1.68M
|
190K
$81.3M
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-7.57K- 34.32% |
$1.58M - $1.77M
|
14.5K
$6.19M
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-7.57K- 10.05% |
$1.58M - $1.77M
|
67.8K
$29M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-7.64K- 13.76% |
$1.59M - $1.79M
|
47.9K
$20.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-7.66K- 8.73% |
$1.6M - $1.79M
|
80K
$34.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-7.8K- 75.8% |
$1.63M - $1.82M
|
2.49K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-7.97K- 86.22% |
$1.66M - $1.86M
|
1.27K
$545K
|
|
|
Feb 10, 2023
Q4 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-8K- 52.37% |
$1.67M - $1.87M
|
7.28K
$3.11M
|
|
|
Jan 30, 2023
Q4 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-8.02K- 9.84% |
$1.67M - $1.87M
|
73.5K
$31.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-8.06K- 1.69% |
$1.68M - $1.89M
|
470K
$201M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8.33K- 19.05% |
$1.74M - $1.95M
|
35.4K
$15.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-8.55K- 7.79% |
$1.78M - $2M
|
101K
$43.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-8.63K- 13.25% |
$1.8M - $2.02M
|
56.5K
$24.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-8.7K- 77.04% |
$1.81M - $2.03M
|
2.59K
$1.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-8.85K- 82.86% |
$1.84M - $2.07M
|
1.83K
$783K
|
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-9.08K- 28.03% |
$1.89M - $2.12M
|
23.3K
$9.97M
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-9.24K- 12.05% |
$1.93M - $2.16M
|
67.5K
$28.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-9.3K- 70.34% |
$1.94M - $2.17M
|
3.92K
$1.68M
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-9.41K- 31.73% |
$1.96M - $2.2M
|
20.2K
$8.65M
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-9.53K- 28.71% |
$1.99M - $2.23M
|
23.7K
$10.1M
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
SELL
|
- |
-9.6K- 8.35% |
$2M - $2.24M
|
105K
$45M
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-10.2K- 62.85% |
$2.12M - $2.37M
|
6K
$2.57M
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-10.5K- 23.1% |
$2.18M - $2.45M
|
34.9K
$14.9M
|
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-10.5K- 4.97% |
$2.18M - $2.45M
|
200K
$85.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-10.8K- 7.92% |
$2.25M - $2.52M
|
125K
$53.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-11.1K- 32.61% |
$2.31M - $2.59M
|
22.9K
$9.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-12.2K- 47.59% |
$2.55M - $2.86M
|
13.5K
$5.76M
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
SELL
|
- |
-12.7K- 87.55% |
$2.64M - $2.96M
|
1.8K
$770K
|
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
SELL
|
- |
-13.3K- 13.44% |
$2.78M - $3.12M
|
85.9K
$36.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-14.3K- 13.59% |
$2.98M - $3.34M
|
90.8K
$38.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-14.4K- 1.35% |
$3M - $3.36M
|
1.05M
$451M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14.4K- 2.57% |
$3.01M - $3.37M
|
546K
$233M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-14.5K- 27.2% |
$3.02M - $3.39M
|
38.8K
$16.6M
|
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-14.7K- 30.93% |
$3.06M - $3.44M
|
32.8K
$14M
|
|
|
Jan 20, 2023
Q4 2022
|
Vantagepoint Investment Advisers LLC
|
SELL
|
- |
-14.8K- 6.36% |
$3.07M - $3.45M
|
217K
$92.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-14.9K- 6.54% |
$3.1M - $3.47M
|
212K
$90.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Avory & Company, LLC
Miami, FL |
SELL
|
- |
-15K- 22.51% |
$3.13M - $3.51M
|
51.6K
$22.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-16.6K- 63.1% |
$3.45M - $3.87M
|
9.68K
$4.14M
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-17.4K- 27.27% |
$3.63M - $4.08M
|
46.5K
$19.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-17.6K- 15.13% |
$3.68M - $4.12M
|
99K
$42.3M
|