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 19, 2023
Q3 2023
|
Benin Management Corp
|
BUY
|
- |
1+ 0.06% |
$270 - $294
|
1.58K
$674K
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
1+ 0.12% |
$270 - $294
|
822
$350K
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
1+ 0.06% |
$270 - $294
|
1.71K
$727K
|
|
Oct 20, 2023
Q3 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1+ 0.07% |
$270 - $294
|
1.5K
$637K
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.12% |
$270 - $294
|
813
$346K
|
|
Oct 23, 2023
Q3 2023
|
Moneywise, Inc.
|
BUY
|
- |
1+ 0.11% |
$270 - $294
|
943
$401K
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1+ 0.13% |
$270 - $294
|
782
$333K
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1+ 0.08% |
$270 - $294
|
1.26K
$535K
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 12.5% |
$270 - $294
|
9
$3.83K
|
|
Oct 27, 2023
Q3 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
1+ 0.1% |
$270 - $294
|
1.05K
$447K
|
|
Oct 30, 2023
Q3 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
1+ 0.12% |
$270 - $294
|
835
$355K
|
|
Oct 31, 2023
Q3 2023
|
Iron Financial, LLC
|
BUY
|
- |
1+ 0.13% |
$270 - $294
|
789
$336K
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.12% |
$270 - $294
|
854
$363K
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1+ 0.12% |
$270 - $294
|
834
$355K
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1+ 0.05% |
$270 - $294
|
1.9K
$808K
|
|
Nov 13, 2023
Q3 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
1+ 0.13% |
$270 - $294
|
790
$336K
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.06% |
$270 - $294
|
1.64K
$697K
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.17% |
$270 - $294
|
601
$256K
|
|
Nov 14, 2023
Q3 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1+ 0.08% |
$270 - $294
|
1.32K
$563K
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1- 0.05% |
$270 - $294
|
2.03K
$865K
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-1- 0.06% |
$270 - $294
|
1.69K
$721K
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-1- 0.24% |
$270 - $294
|
414
$176K
|
|
Oct 27, 2023
Q3 2023
|
Ma Private Wealth
|
SELL
|
- |
-1- 0.01% |
$270 - $294
|
16.8K
$7.13M
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1- 0.04% |
$270 - $294
|
2.51K
$1.07M
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1- 0.01% |
$270 - $294
|
8.14K
$3.46M
|
|
Nov 14, 2023
Q3 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-1- 0.1% |
$270 - $294
|
1.03K
$437K
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2- 0.07% |
$539 - $587
|
2.99K
$1.27M
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2- 0.15% |
$539 - $587
|
1.3K
$555K
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-2- 0.11% |
$539 - $587
|
1.77K
$752K
|
|
Oct 18, 2023
Q3 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.2% |
$539 - $587
|
999
$425K
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-2- 0.21% |
$539 - $587
|
947
$403K
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2- 0.02% |
$539 - $587
|
10.4K
$4.45M
|
|
Oct 16, 2023
Q3 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-3- 0.1% |
$809 - $881
|
2.9K
$1.23M
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3- 0.08% |
$809 - $881
|
3.95K
$1.68M
|
|
Oct 27, 2023
Q3 2023
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-3- 0.22% |
$809 - $881
|
1.34K
$569K
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-3- 0.3% |
$809 - $881
|
984
$419K
|
|
Nov 07, 2023
Q3 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-3- 0.23% |
$809 - $881
|
1.32K
$562K
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-3- 0.14% |
$809 - $881
|
2.13K
$905K
|
|
Nov 09, 2023
Q3 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-4- 0.41% |
$1.08K - $1.17K
|
983
$418K
|
|
Oct 10, 2023
Q3 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-5- 0.28% |
$1.35K - $1.47K
|
1.81K
$770K
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.64% |
$1.35K - $1.47K
|
779
$332K
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-5- 8.06% |
$1.35K - $1.47K
|
57
$24.3K
|
|
Oct 11, 2023
Q3 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-6- 0.42% |
$1.62K - $1.76K
|
1.42K
$603K
|
|
Oct 10, 2023
Q3 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-7- 0.22% |
$1.89K - $2.05K
|
3.12K
$1.33M
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-7- 0.13% |
$1.89K - $2.05K
|
5.42K
$2.31M
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-7- 0.14% |
$1.89K - $2.05K
|
5.06K
$2.15M
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-7- 0.32% |
$1.89K - $2.05K
|
2.21K
$939K
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-7- 0.29% |
$1.89K - $2.05K
|
2.42K
$1.03M
|