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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
40+ 3.7% |
$10.8K - $11.7K
|
1.12K
$477K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
37+ 5.29% |
$9.97K - $10.9K
|
737
$314K
|
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
BUY
|
- |
36+ 0.22% |
$9.7K - $10.6K
|
16.3K
$6.94M
|
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
35+ 0.6% |
$9.43K - $10.3K
|
5.89K
$2.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
35+ 2.38% |
$9.43K - $10.3K
|
1.51K
$641K
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
35+ 1.9% |
$9.43K - $10.3K
|
1.87K
$797K
|
|
|
Oct 30, 2023
Q3 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
34+ 0.33% |
$9.17K - $9.98K
|
10.4K
$4.43M
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
34+ 2.51% |
$9.17K - $9.98K
|
1.39K
$591K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
34+ 2.82% |
$9.17K - $9.98K
|
1.24K
$528K
|
|
|
Oct 12, 2023
Q3 2023
|
Baker Boyer National Bank
|
BUY
|
- |
33+ 0.45% |
$8.9K - $9.69K
|
7.41K
$3.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
32New |
$8.63K - $9.39K
|
32
$13.6K
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
30+ 1.87% |
$8.09K - $8.81K
|
1.63K
$695K
|
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
BUY
|
- |
29+ 2.9% |
$7.82K - $8.51K
|
1.03K
$438K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
28+ 18.67% |
$7.55K - $8.22K
|
178
$75.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
28+ 0.14% |
$7.55K - $8.22K
|
20.6K
$8.78M
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
27+ 0.63% |
$7.28K - $7.92K
|
4.29K
$1.83M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
27+ 1.6% |
$7.28K - $7.92K
|
1.72K
$730K
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
27+ 0.32% |
$7.28K - $7.92K
|
8.52K
$3.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
27+ 1.02% |
$7.28K - $7.92K
|
2.69K
$1.14M
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
26+ 1.59% |
$7.01K - $7.63K
|
1.66K
$706K
|
|
|
Oct 25, 2023
Q3 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
25+ 2.86% |
$6.74K - $7.34K
|
899
$383K
|
|
|
Nov 09, 2023
Q3 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
25+ 1.86% |
$6.74K - $7.34K
|
1.37K
$582K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
25+ 0.51% |
$6.74K - $7.34K
|
4.9K
$2.09M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
24+ 20.51% |
$6.47K - $7.04K
|
141
$60K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
24+ 1.39% |
$6.47K - $7.04K
|
1.76K
$747K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
23+ 69.7% |
$6.2K - $6.75K
|
56
$23.8K
|
|
|
Oct 18, 2023
Q3 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
21+ 17.21% |
$5.66K - $6.16K
|
143
$60.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
21+ 4.61% |
$5.66K - $6.16K
|
477
$203K
|
|
|
Oct 10, 2023
Q3 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
20+ 0.1% |
$5.39K - $5.87K
|
21K
$8.95M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
20+ 3.58% |
$5.39K - $5.87K
|
578
$246K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
20+ 0.54% |
$5.39K - $5.87K
|
3.7K
$1.58M
|
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
20+ 1.94% |
$5.39K - $5.87K
|
1.05K
$447K
|
|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
19+ 0.69% |
$5.12K - $5.58K
|
2.78K
$1.18M
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
19+ 1.89% |
$5.12K - $5.58K
|
1.02K
$435K
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
19+ 0.88% |
$5.12K - $5.58K
|
2.17K
$923K
|
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
18+ 1.07% |
$4.85K - $5.28K
|
1.7K
$724K
|
|
|
Nov 09, 2023
Q3 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
18+ 1.65% |
$4.85K - $5.28K
|
1.11K
$473K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
18+ 0.28% |
$4.85K - $5.28K
|
6.51K
$2.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
17+ 1.35% |
$4.58K - $4.99K
|
1.28K
$545K
|
|
|
Nov 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
16+ 0.64% |
$4.31K - $4.7K
|
2.53K
$1.08M
|
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
15+ 0.82% |
$4.04K - $4.4K
|
1.85K
$789K
|
|
|
Nov 13, 2023
Q3 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
15+ 1.5% |
$4.04K - $4.4K
|
1.01K
$432K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
15New |
$4.04K - $4.4K
|
15
$6.38K
|
|
|
Oct 20, 2023
Q3 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
14+ 0.91% |
$3.77K - $4.11K
|
1.55K
$660K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
14+ 0.21% |
$3.77K - $4.11K
|
6.73K
$2.86M
|
|
|
Oct 31, 2023
Q3 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
13+ 0.61% |
$3.5K - $3.82K
|
2.14K
$912K
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
13+ 1.02% |
$3.5K - $3.82K
|
1.29K
$549K
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
13+ 0.3% |
$3.5K - $3.82K
|
4.36K
$1.85M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
12+ 0.44% |
$3.23K - $3.52K
|
2.76K
$1.17M
|
|
|
Nov 06, 2023
Q3 2023
|
Firestone Capital Management
|
BUY
|
- |
12+ 1.09% |
$3.23K - $3.52K
|
1.12K
$475K
|