Purchases and Sales Made in Q3 2021 in Vanguard Growth ETF (VUG)
This table provides information about the institutional ownership of Vanguard Growth ETF (VUG) during Q3 2021. 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 05, 2021
Q3 2021
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
842New |
$241K - $260K
|
842
$353K
|
|
Nov 09, 2021
Q3 2021
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
834New |
$239K - $258K
|
834
$350K
|
|
Oct 25, 2021
Q3 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
826+ 54.2% |
$237K - $255K
|
2.35K
$985K
|
|
Nov 12, 2021
Q3 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
826+ 6.46% |
$237K - $255K
|
13.6K
$5.71M
|
|
Oct 13, 2021
Q3 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
825+ 26.62% |
$236K - $255K
|
3.92K
$1.65M
|
|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
825+ 2.21% |
$236K - $255K
|
38.2K
$16M
|
|
Nov 03, 2021
Q3 2021
|
Tmd Wealth Management, LLC
|
BUY
|
- |
815New |
$233K - $252K
|
815
$342K
|
|
Nov 02, 2021
Q3 2021
|
Emerald Advisors, LLC
|
BUY
|
- |
814+ 4.0% |
$233K - $252K
|
21.2K
$8.88M
|
|
Nov 02, 2021
Q3 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
811New |
$232K - $251K
|
811
$340K
|
|
Nov 12, 2021
Q3 2021
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
809New |
$232K - $250K
|
809
$339K
|
|
Oct 08, 2021
Q3 2021
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
808+ 87.92% |
$231K - $250K
|
1.73K
$724K
|
|
Nov 12, 2021
Q3 2021
|
Bridges Investment Management Inc
|
BUY
|
- |
787New |
$225K - $243K
|
787
$330K
|
|
Nov 15, 2021
Q3 2021
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
787+ 0.95% |
$225K - $243K
|
83.7K
$35.1M
|
|
Nov 10, 2021
Q3 2021
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
787+ 62.81% |
$225K - $243K
|
2.04K
$855K
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
785New |
$225K - $243K
|
785
$329K
|
|
Nov 09, 2021
Q3 2021
|
Milestone Advisory Partners
|
BUY
|
- |
778+ 5.65% |
$223K - $240K
|
14.5K
$6.09M
|
|
Oct 29, 2021
Q3 2021
|
Round Table Services, LLC
|
BUY
|
- |
769New |
$220K - $238K
|
769
$322K
|
|
Oct 22, 2021
Q3 2021
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
768+ 38.81% |
$220K - $237K
|
2.75K
$1.15M
|
|
Oct 18, 2021
Q3 2021
|
Rmr Wealth Builders
|
BUY
|
- |
765New |
$219K - $236K
|
765
$321K
|
|
Oct 13, 2021
Q3 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
763New |
$219K - $236K
|
763
$320K
|
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
763+ 25.06% |
$219K - $236K
|
3.81K
$1.6M
|
|
Nov 12, 2021
Q3 2021
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
760+ 3.59% |
$218K - $235K
|
21.9K
$9.19M
|
|
Nov 08, 2021
Q3 2021
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
751New |
$215K - $232K
|
751
$315K
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
BUY
|
- |
750+ 714.29% |
$215K - $232K
|
855
$358K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
748New |
$214K - $231K
|
748
$314K
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
746+ 15.03% |
$214K - $230K
|
5.71K
$2.39M
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
746+ 15.03% |
$214K - $230K
|
5.71K
$2.39M
|
|
Nov 15, 2021
Q3 2021
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
744+ 33.26% |
$213K - $230K
|
2.98K
$1.25M
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
742New |
$213K - $229K
|
742
$311K
|
|
Dec 06, 2021
Q3 2021
|
Fullen Financial Group
|
BUY
|
- |
738+ 3.12% |
$211K - $228K
|
24.4K
$10.2M
|
|
Nov 12, 2021
Q3 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
736New |
$211K - $227K
|
736
$309K
|
|
Oct 13, 2021
Q3 2021
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
728+ 0.81% |
$209K - $225K
|
90.9K
$38.1M
|
|
Oct 13, 2021
Q3 2021
|
Mjp Associates Inc
|
BUY
|
- |
718+ 6.01% |
$206K - $222K
|
12.7K
$5.31M
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
717+ 1.41% |
$205K - $222K
|
51.7K
$21.7M
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
713New |
$204K - $220K
|
713
$299K
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
707+ 93.89% |
$203K - $218K
|
1.46K
$612K
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
BUY
|
- |
704+ 37.93% |
$202K - $218K
|
2.56K
$1.07M
|
|
Oct 26, 2021
Q3 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
699New |
$200K - $216K
|
699
$293K
|
|
Nov 15, 2021
Q3 2021
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
699New |
$200K - $216K
|
699
$293K
|
|
Oct 29, 2021
Q3 2021
|
O Donnell Financial Services, LLC
|
BUY
|
- |
695New |
$199K - $215K
|
695
$291K
|
|
Nov 15, 2021
Q3 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
687+ 6.35% |
$197K - $212K
|
11.5K
$4.82M
|
|
Oct 08, 2021
Q3 2021
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
673+ 61.86% |
$193K - $208K
|
1.76K
$738K
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
672+ 7.0% |
$193K - $208K
|
10.3K
$4.31M
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
664New |
$190K - $205K
|
664
$278K
|
|
Nov 15, 2021
Q3 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
654+ 66.73% |
$187K - $202K
|
1.63K
$685K
|
|
Oct 20, 2021
Q3 2021
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
636+ 6.74% |
$182K - $197K
|
10.1K
$4.22M
|
|
Oct 08, 2021
Q3 2021
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
627+ 1.4% |
$180K - $194K
|
45.3K
$19M
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
625+ 3.9% |
$179K - $193K
|
16.7K
$6.99M
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
620+ 5.49% |
$178K - $192K
|
11.9K
$5M
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
BUY
|
- |
600+ 600.0% |
$172K - $185K
|
700
$293K
|