Purchases and Sales Made in Q3 2022 in Vanguard Growth ETF (VUG)
This table provides information about the institutional ownership of Vanguard Growth ETF (VUG) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 13, 2022
Q3 2022
|
Orin Green Financial, LLC
|
SELL
|
- |
-1.27K- 15.0% |
$271K - $337K
|
7.18K
$3.01M
|
|
Nov 01, 2022
Q3 2022
|
Daniels&Tansey,Llp
|
SELL
|
- |
-1.27K- 2.72% |
$272K - $339K
|
45.5K
$19M
|
|
Nov 14, 2022
Q3 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-1.28K- 35.3% |
$273K - $340K
|
2.34K
$979K
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.29K- 25.05% |
$276K - $344K
|
3.86K
$1.62M
|
|
Nov 07, 2022
Q3 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.31K- 0.79% |
$280K - $348K
|
165K
$69M
|
|
Oct 21, 2022
Q3 2022
|
Motive Wealth Advisors
|
SELL
|
- |
-1.31K- 30.21% |
$280K - $348K
|
3.02K
$1.27M
|
|
Oct 07, 2022
Q3 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-1.31K- 27.15% |
$280K - $349K
|
3.52K
$1.47M
|
|
Nov 10, 2022
Q3 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.35K- 76.02% |
$290K - $361K
|
427
$179K
|
|
Nov 10, 2022
Q3 2022
|
Silicon Valley Capital Partners
|
SELL
|
- |
-1.38K- 1.69% |
$296K - $368K
|
80.4K
$33.7M
|
|
Nov 14, 2022
Q3 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.39K- 41.88% |
$297K - $370K
|
1.93K
$808K
|
|
Oct 21, 2022
Q3 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.39K- 25.91% |
$298K - $370K
|
3.98K
$1.67M
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.4K- 13.94% |
$300K - $374K
|
8.67K
$3.63M
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.43K- 1.93% |
$305K - $379K
|
72.3K
$30.3M
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.58K- 3.0% |
$339K - $422K
|
51.1K
$21.4M
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.6K- 21.22% |
$342K - $426K
|
5.94K
$2.49M
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.6K- 20.34% |
$343K - $426K
|
6.27K
$2.63M
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.61K- 9.15% |
$344K - $428K
|
16K
$6.68M
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.63K- 5.81% |
$349K - $435K
|
26.5K
$11.1M
|
|
Oct 13, 2022
Q3 2022
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1.65K- 42.59% |
$354K - $440K
|
2.23K
$933K
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.71K- 5.43% |
$366K - $456K
|
29.8K
$12.5M
|
|
Nov 14, 2022
Q3 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.76K- 2.18% |
$376K - $468K
|
79.1K
$33.1M
|
|
Oct 20, 2022
Q3 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1.77K- 5.58% |
$378K - $470K
|
29.9K
$12.5M
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.77K- 14.29% |
$379K - $472K
|
10.6K
$4.46M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.78K- 8.31% |
$381K - $474K
|
19.6K
$8.23M
|
|
Oct 27, 2022
Q3 2022
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-1.8K- 50.83% |
$386K - $480K
|
1.74K
$730K
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.88K- 4.65% |
$402K - $500K
|
38.5K
$16.1M
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.98K- 4.75% |
$423K - $526K
|
39.7K
$16.6M
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.98K- 4.75% |
$423K - $526K
|
39.7K
$16.6M
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.08K- 2.51% |
$445K - $554K
|
80.8K
$33.9M
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.11K- 12.51% |
$452K - $562K
|
14.8K
$6.18M
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-2.12K- 3.68% |
$454K - $565K
|
55.6K
$23.3M
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.13K- 21.2% |
$455K - $566K
|
7.9K
$3.31M
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.21K- 0.33% |
$472K - $587K
|
658K
$276M
|
|
Oct 21, 2022
Q3 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-2.21K- 60.31% |
$473K - $589K
|
1.46K
$610K
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.23K- 4.09% |
$477K - $593K
|
52.3K
$21.9M
|
|
Oct 19, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-2.32K- 17.34% |
$496K - $617K
|
11.1K
$4.63M
|
|
Oct 31, 2022
Q3 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-2.34K- 5.66% |
$501K - $624K
|
39K
$16.3M
|
|
Nov 09, 2022
Q3 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-2.38K- 9.49% |
$509K - $633K
|
22.7K
$9.5M
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-2.39K- 2.46% |
$510K - $635K
|
94.5K
$39.6M
|
|
Nov 03, 2022
Q3 2022
|
Curran Financial Partners, LLC
|
SELL
|
- |
-2.39K- 4.93% |
$512K - $637K
|
46.2K
$19.4M
|
|
Nov 09, 2022
Q3 2022
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-2.4K- 99.96% |
$514K - $640K
|
1
$419
|
|
Oct 12, 2022
Q3 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-2.41K- 25.26% |
$516K - $642K
|
7.14K
$2.99M
|
|
Nov 01, 2022
Q3 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-2.41K- 17.19% |
$516K - $643K
|
11.6K
$4.87M
|
|
Oct 25, 2022
Q3 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-2.57K- 30.92% |
$550K - $684K
|
5.74K
$2.4M
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.68K- 12.84% |
$573K - $713K
|
18.2K
$7.61M
|
|
Oct 14, 2022
Q3 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-2.79K- 2.58% |
$597K - $743K
|
106K
$44.2M
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-2.82KClosed |
$603K - $751K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.85K- 3.78% |
$609K - $758K
|
72.5K
$30.4M
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-2.89KClosed |
$619K - $770K
|
0
$0
|
|
Oct 24, 2022
Q3 2022
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-2.9K- 47.36% |
$620K - $772K
|
3.22K
$1.35M
|