Purchases and Sales Made in Q3 2023 in Vanguard Growth ETF (VUG)
This table provides information about the institutional ownership of Vanguard Growth ETF (VUG) during Q3 2023. 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 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
3.37MNew |
$909M - $990M
|
3.37M
$1.44B
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.54M+ 878.28% |
$686M - $747M
|
2.83M
$1.21B
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
931K+ 11083.1% |
$251M - $273M
|
940K
$401M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
841K+ 45018.85% |
$227M - $247M
|
842K
$359M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
779KNew |
$210M - $229M
|
779K
$332M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
613K+ 27131.02% |
$165M - $180M
|
615K
$262M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
479K+ 4296.9% |
$129M - $141M
|
490K
$209M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
407KNew |
$110M - $119M
|
407K
$173M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
351K+ 2.95% |
$94.6M - $103M
|
12.3M
$5.22B
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
230K+ 16.68% |
$61.9M - $67.4M
|
1.61M
$685M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
195K+ 31.47% |
$52.5M - $57.1M
|
813K
$347M
|
|
|
Nov 13, 2023
Q3 2023
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
176K+ 97.88% |
$47.3M - $51.5M
|
355K
$151M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
174K+ 23.71% |
$46.9M - $51M
|
907K
$387M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
171K+ 85.95% |
$46M - $50.1M
|
369K
$157M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
151K+ 3.48% |
$40.6M - $44.2M
|
4.48M
$1.91B
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
147K+ 63.87% |
$39.5M - $43M
|
376K
$160M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
129KNew |
$34.6M - $37.7M
|
129K
$54.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
127K+ 13.42% |
$34.3M - $37.4M
|
1.08M
$459M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
122K+ 38.08% |
$32.8M - $35.7M
|
441K
$188M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
119K+ 69.62% |
$32M - $34.9M
|
289K
$123M
|
|
|
Dec 07, 2023
Q3 2023
|
Dagco, Inc.
|
BUY
|
- |
119K+ 283.27% |
$31.9M - $34.8M
|
160K
$68.3M
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
114KNew |
$30.7M - $33.4M
|
114K
$48.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
106KNew |
$28.6M - $31.1M
|
106K
$45.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
104K+ 40.29% |
$28.1M - $30.6M
|
363K
$155M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
104K+ 14.88% |
$28M - $30.5M
|
801K
$342M
|
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
102K+ 179.19% |
$27.4M - $29.8M
|
158K
$67.5M
|
|
|
Mar 05, 2024
Q3 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
94.9KNew |
$25.6M - $27.8M
|
94.9K
$40.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
90.1K+ 64.59% |
$24.3M - $26.4M
|
230K
$97.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
89.8KNew |
$24.2M - $26.4M
|
89.8K
$38.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
74.6K+ 251.17% |
$20.1M - $21.9M
|
104K
$44.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
64.4K+ 5.1% |
$17.4M - $18.9M
|
1.33M
$565M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
63.1K+ 33.95% |
$17M - $18.5M
|
249K
$106M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
60.9K+ 20.77% |
$16.4M - $17.9M
|
354K
$151M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
56.4K+ 353.51% |
$15.2M - $16.6M
|
72.4K
$30.9M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
53.7K+ 4.8% |
$14.5M - $15.8M
|
1.17M
$500M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
50.9K+ 20.94% |
$13.7M - $14.9M
|
294K
$125M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
50.8K+ 1106.47% |
$13.7M - $14.9M
|
55.4K
$23.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
47.5K+ 2.94% |
$12.8M - $14M
|
1.66M
$709M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
45.6K+ 1.53% |
$12.3M - $13.4M
|
3.02M
$1.29B
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
44.3K+ 60.93% |
$11.9M - $13M
|
117K
$49.9M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
42.5K+ 13.9% |
$11.5M - $12.5M
|
349K
$149M
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
41KNew |
$11.1M - $12M
|
41K
$17.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
40.4K+ 1506.83% |
$10.9M - $11.8M
|
43K
$18.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
40K+ 28.45% |
$10.8M - $11.7M
|
181K
$77M
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
38.7K+ 171.67% |
$10.4M - $11.4M
|
61.3K
$26.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
38.1K+ 5.86% |
$10.3M - $11.2M
|
688K
$293M
|
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
38K+ 101.11% |
$10.2M - $11.1M
|
75.5K
$32.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Daniels&Tansey,Llp
|
BUY
|
- |
37.5K+ 80.61% |
$10.1M - $11M
|
83.9K
$35.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
35.4K+ 153.46% |
$9.54M - $10.4M
|
58.5K
$24.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
35KNew |
$9.42M - $10.3M
|
35K
$14.9M
|