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
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
6.12K+ 5.03% |
$1.28M - $1.43M
|
128K
$51.6M
|
|
Jan 10, 2023
Q4 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
6.04K+ 5.48% |
$1.26M - $1.41M
|
116K
$46.9M
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.99K+ 27.95% |
$1.25M - $1.4M
|
27.4K
$11.1M
|
|
Feb 13, 2023
Q4 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
5.99K+ 6.37% |
$1.25M - $1.4M
|
100K
$40.4M
|
|
Feb 10, 2023
Q4 2022
|
Winslow Capital Management, LLC
Minneapolis, MN |
BUY
|
- |
5.94K+ 32.18% |
$1.24M - $1.39M
|
24.4K
$9.87M
|
|
Feb 14, 2023
Q4 2022
|
United Bank
Vienna, VA |
BUY
|
- |
5.9K+ 55.81% |
$1.23M - $1.38M
|
16.5K
$6.66M
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
5.89K+ 64.46% |
$1.23M - $1.38M
|
15K
$6.07M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
5.85K+ 5.44% |
$1.22M - $1.37M
|
113K
$45.9M
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
5.85K+ 231.7% |
$1.22M - $1.37M
|
8.37K
$3.38M
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
5.77KNew |
$1.2M - $1.35M
|
5.77K
$2.33M
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
5.63K+ 15.08% |
$1.17M - $1.32M
|
43K
$17.4M
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
5.59K+ 3.53% |
$1.16M - $1.31M
|
164K
$66.2M
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.49K+ 18.02% |
$1.14M - $1.28M
|
36K
$14.5M
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
5.45KNew |
$1.14M - $1.28M
|
5.45K
$2.2M
|
|
Feb 14, 2023
Q4 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
5.44KNew |
$1.13M - $1.27M
|
5.44K
$2.2M
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
5.42K+ 5.54% |
$1.13M - $1.27M
|
103K
$41.7M
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
5.35K+ 61.17% |
$1.11M - $1.25M
|
14.1K
$5.69M
|
|
Feb 02, 2023
Q4 2022
|
Wealth Effects LLC
|
BUY
|
- |
5.21KNew |
$1.08M - $1.22M
|
5.21K
$2.1M
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.18K+ 37.35% |
$1.08M - $1.21M
|
19.1K
$7.7M
|
|
Jan 27, 2023
Q4 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
5.18K+ 65.53% |
$1.08M - $1.21M
|
13.1K
$5.28M
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.13K+ 14.89% |
$1.07M - $1.2M
|
39.6K
$16M
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.08K+ 8.08% |
$1.06M - $1.19M
|
67.9K
$27.4M
|
|
Feb 08, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
5.08KNew |
$1.06M - $1.19M
|
5.08K
$2.05M
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
5.04KNew |
$1.05M - $1.18M
|
5.04K
$2.04M
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.03K+ 9.45% |
$1.05M - $1.17M
|
58.2K
$23.5M
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.02K+ 8.09% |
$1.05M - $1.17M
|
67.1K
$27.1M
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
5K+ 23.46% |
$1.04M - $1.17M
|
26.3K
$10.6M
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.97K+ 6.87% |
$1.04M - $1.16M
|
77.3K
$31.2M
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.8K+ 4.75% |
$1M - $1.12M
|
106K
$42.8M
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
4.79K+ 249.3% |
$999K - $1.12M
|
6.72K
$2.71M
|
|
Jan 17, 2023
Q4 2022
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
4.78KNew |
$996K - $1.12M
|
4.78K
$1.93M
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
4.76K+ 14.72% |
$992K - $1.11M
|
37.1K
$15M
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4.74K+ 171.23% |
$988K - $1.11M
|
7.51K
$3.03M
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
4.71K+ 35.72% |
$981K - $1.1M
|
17.9K
$7.23M
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
4.69KNew |
$978K - $1.1M
|
4.69K
$1.9M
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
4.66K+ 26.27% |
$972K - $1.09M
|
22.4K
$9.05M
|
|
Feb 13, 2023
Q4 2022
|
Kennicott Capital Management LLC
|
BUY
|
- |
4.62K+ 12.11% |
$963K - $1.08M
|
42.8K
$17.3M
|
|
Jan 31, 2023
Q4 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
4.58K+ 6.68% |
$955K - $1.07M
|
73.1K
$29.5M
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.57K+ 12.39% |
$952K - $1.07M
|
41.4K
$16.7M
|
|
Jan 27, 2023
Q4 2022
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
4.55KNew |
$948K - $1.06M
|
4.55K
$1.84M
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.49KNew |
$936K - $1.05M
|
4.49K
$1.81M
|
|
Jan 23, 2023
Q4 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
4.49K+ 47.69% |
$935K - $1.05M
|
13.9K
$5.61M
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.46K+ 34.73% |
$930K - $1.04M
|
17.3K
$7M
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.45K+ 37.27% |
$928K - $1.04M
|
16.4K
$6.62M
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
4.44KNew |
$925K - $1.04M
|
4.44K
$1.79M
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.43K+ 31.83% |
$923K - $1.03M
|
18.3K
$7.41M
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.42K+ 0.5% |
$921K - $1.03M
|
893K
$361M
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.39K+ 4.11% |
$914K - $1.03M
|
111K
$44.9M
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.35K+ 10.18% |
$906K - $1.02M
|
47.1K
$19M
|
|
Feb 06, 2023
Q4 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
4.26KNew |
$888K - $996K
|
4.26K
$1.72M
|