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 25, 2023
Q4 2022
|
Vera Bank, N.A.
|
BUY
|
- |
2.06KNew |
$429K - $482K
|
2.06K
$832K
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.04K+ 47.82% |
$424K - $476K
|
6.29K
$2.54M
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.02K+ 25.02% |
$421K - $472K
|
10.1K
$4.08M
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
2.01KNew |
$419K - $470K
|
2.01K
$813K
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
2.01KNew |
$418K - $469K
|
2.01K
$810K
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.97KNew |
$410K - $460K
|
1.97K
$795K
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.97KNew |
$410K - $459K
|
1.97K
$794K
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.96K+ 459.25% |
$409K - $459K
|
2.39K
$965K
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
1.95K+ 7.72% |
$406K - $456K
|
27.2K
$11M
|
|
Feb 08, 2023
Q4 2022
|
Planning Directions Inc
|
BUY
|
- |
1.95K+ 16.25% |
$406K - $455K
|
13.9K
$5.63M
|
|
Jul 18, 2023
Q4 2022
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.95KNew |
$406K - $455K
|
1.95K
$787K
|
|
Jan 23, 2023
Q4 2022
|
Greystone Financial Group, LLC
|
BUY
|
- |
1.94K+ 36.41% |
$403K - $452K
|
7.25K
$2.93M
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.91K+ 19.62% |
$398K - $446K
|
11.6K
$4.7M
|
|
Feb 02, 2023
Q4 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
1.89K+ 17.78% |
$395K - $443K
|
12.5K
$5.07M
|
|
Feb 14, 2023
Q4 2022
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.89KNew |
$394K - $442K
|
1.89K
$764K
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.88KNew |
$391K - $439K
|
1.88K
$758K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.88KNew |
$391K - $439K
|
1.88K
$758K
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.88K+ 9.7% |
$391K - $438K
|
21.2K
$8.56M
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.85K+ 76.08% |
$386K - $433K
|
4.29K
$1.73M
|
|
Feb 16, 2023
Q4 2022
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.85KNew |
$386K - $433K
|
1.85K
$747K
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.84K+ 78.86% |
$384K - $431K
|
4.18K
$1.69M
|
|
Jan 12, 2023
Q4 2022
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1.84KNew |
$383K - $430K
|
1.84K
$743K
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.83K+ 43.95% |
$381K - $427K
|
5.99K
$2.42M
|
|
Feb 14, 2023
Q4 2022
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
1.82K+ 9.69% |
$378K - $424K
|
20.6K
$8.3M
|
|
Feb 08, 2023
Q4 2022
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
1.81KNew |
$377K - $423K
|
1.81K
$731K
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.8K+ 4.93% |
$374K - $420K
|
38.2K
$15.4M
|
|
Feb 16, 2023
Q4 2022
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
1.78KNew |
$372K - $417K
|
1.78K
$721K
|
|
Feb 27, 2023
Q4 2022
|
Benin Management Corp
|
BUY
|
- |
1.78KNew |
$370K - $415K
|
1.78K
$718K
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.76KNew |
$367K - $411K
|
1.76K
$711K
|
|
Feb 14, 2023
Q4 2022
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.76KNew |
$367K - $411K
|
1.76K
$711K
|
|
Feb 14, 2023
Q4 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.75K+ 87.29% |
$364K - $408K
|
3.74K
$1.51M
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.74K+ 21.13% |
$363K - $408K
|
9.99K
$4.04M
|
|
Jan 25, 2023
Q4 2022
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
1.72K+ 4.46% |
$359K - $403K
|
40.4K
$16.3M
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.72KNew |
$359K - $403K
|
1.72K
$696K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.71KNew |
$355K - $399K
|
1.71K
$689K
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
1.68KNew |
$351K - $394K
|
1.68K
$680K
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
1.68KNew |
$350K - $392K
|
1.68K
$678K
|
|
Feb 14, 2023
Q4 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
1.67K+ 106.91% |
$349K - $391K
|
3.24K
$1.31M
|
|
Feb 13, 2023
Q4 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.67K+ 32.14% |
$347K - $390K
|
6.85K
$2.77M
|
|
Feb 15, 2023
Q4 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.66KNew |
$346K - $388K
|
1.66K
$670K
|
|
Feb 14, 2023
Q4 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.65K+ 22.48% |
$344K - $385K
|
8.98K
$3.63M
|
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.64KNew |
$342K - $384K
|
1.64K
$663K
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
1.63K+ 13.95% |
$340K - $381K
|
13.3K
$5.38M
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.62K+ 0.66% |
$337K - $378K
|
248K
$100M
|
|
Jan 20, 2023
Q4 2022
|
Eclectic Associates Inc
|
BUY
|
- |
1.59K+ 10.6% |
$332K - $373K
|
16.6K
$6.72M
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.59K+ 1.52% |
$332K - $373K
|
106K
$43M
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.58K+ 2.57% |
$330K - $370K
|
63.1K
$25.5M
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
1.56K+ 56.24% |
$325K - $365K
|
4.33K
$1.75M
|
|
Jan 12, 2023
Q4 2022
|
Next Capital Management LLC
|
BUY
|
- |
1.56KNew |
$324K - $364K
|
1.56K
$628K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.55KNew |
$323K - $362K
|
1.55K
$626K
|