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 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-23- 1.13% |
$6.2K - $6.75K
|
2.01K
$856K
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-24- 0.25% |
$6.47K - $7.04K
|
9.42K
$4.02M
|
|
Oct 27, 2023
Q3 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-25- 1.62% |
$6.74K - $7.34K
|
1.52K
$647K
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-25- 3.09% |
$6.74K - $7.34K
|
785
$335K
|
|
Nov 03, 2023
Q3 2023
|
Ade, LLC
|
SELL
|
- |
-25- 0.35% |
$6.74K - $7.34K
|
7.06K
$3.01M
|
|
Nov 07, 2023
Q3 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-25- 0.29% |
$6.74K - $7.34K
|
8.68K
$3.7M
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-25- 3.03% |
$6.74K - $7.34K
|
801
$341K
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-25- 0.82% |
$6.74K - $7.34K
|
3.02K
$1.29M
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-25- 2.81% |
$6.74K - $7.34K
|
866
$369K
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-26- 0.91% |
$7.01K - $7.63K
|
2.84K
$1.21M
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-26- 1.48% |
$7.01K - $7.63K
|
1.74K
$739K
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
SELL
|
- |
-28- 3.58% |
$7.55K - $8.22K
|
755
$322K
|
|
Nov 09, 2023
Q3 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-28- 2.79% |
$7.55K - $8.22K
|
974
$415K
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-29- 0.53% |
$7.82K - $8.51K
|
5.4K
$2.3M
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-29- 0.28% |
$7.82K - $8.51K
|
10.2K
$4.34M
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-29- 78.38% |
$7.82K - $8.51K
|
8
$3.41K
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-30- 0.97% |
$8.09K - $8.81K
|
3.07K
$1.31M
|
|
Nov 08, 2023
Q3 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-30- 0.94% |
$8.09K - $8.81K
|
3.15K
$1.34M
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-30- 2.1% |
$8.09K - $8.81K
|
1.4K
$595K
|
|
Oct 25, 2023
Q3 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-33- 0.62% |
$8.9K - $9.69K
|
5.27K
$2.25M
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-34- 2.5% |
$9.17K - $9.98K
|
1.32K
$564K
|
|
Oct 18, 2023
Q3 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-34- 0.08% |
$9.17K - $9.98K
|
42.8K
$18.2M
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-34- 3.05% |
$9.17K - $9.98K
|
1.08K
$461K
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-34- 0.75% |
$9.17K - $9.98K
|
4.52K
$1.93M
|
|
Oct 10, 2023
Q3 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-35- 0.1% |
$9.43K - $10.3K
|
35.4K
$15.1M
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
SELL
|
- |
-35- 4.35% |
$9.43K - $10.3K
|
769
$328K
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-35- 3.54% |
$9.43K - $10.3K
|
955
$407K
|
|
Nov 27, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-35- 0.46% |
$9.43K - $10.3K
|
7.57K
$3.23M
|
|
Nov 29, 2023
Q3 2023
|
Alamar Capital Management, LLC
|
SELL
|
- |
-35- 4.52% |
$9.43K - $10.3K
|
740
$315K
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-36- 0.99% |
$9.7K - $10.6K
|
3.62K
$1.54M
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-36- 0.1% |
$9.7K - $10.6K
|
37.7K
$16.1M
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-37- 2.81% |
$9.97K - $10.9K
|
1.28K
$546K
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
SELL
|
- |
-37- 5.25% |
$9.97K - $10.9K
|
668
$285K
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-37- 0.46% |
$9.97K - $10.9K
|
8K
$3.41M
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-38- 0.61% |
$10.2K - $11.2K
|
6.22K
$2.65M
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-38- 0.2% |
$10.2K - $11.2K
|
18.7K
$7.96M
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-39- 5.72% |
$10.5K - $11.4K
|
643
$274K
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-40- 4.69% |
$10.8K - $11.7K
|
813
$347K
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-40- 4.56% |
$10.8K - $11.7K
|
837
$357K
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-41- 0.06% |
$11.1K - $12K
|
63.5K
$27.1M
|
|
Oct 19, 2023
Q3 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-41- 0.18% |
$11.1K - $12K
|
22.5K
$9.61M
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-43- 1.05% |
$11.6K - $12.6K
|
4.05K
$1.72M
|
|
Oct 19, 2023
Q3 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-44- 2.35% |
$11.9K - $12.9K
|
1.83K
$779K
|
|
Nov 01, 2023
Q3 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-45- 1.17% |
$12.1K - $13.2K
|
3.82K
$1.63M
|
|
Nov 13, 2023
Q3 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-45- 0.46% |
$12.1K - $13.2K
|
9.66K
$4.12M
|
|
Sep 04, 2024
Q3 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-45- 0.46% |
$12.1K - $13.2K
|
9.66K
$4.12M
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-46- 2.88% |
$12.4K - $13.5K
|
1.55K
$662K
|
|
Nov 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-47- 1.06% |
$12.7K - $13.8K
|
4.4K
$1.88M
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-48- 1.73% |
$12.9K - $14.1K
|
2.72K
$1.16M
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-48- 16.9% |
$12.9K - $14.1K
|
236
$101K
|