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 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-215- 1.57% |
$58K - $63.1K
|
13.5K
$5.73M
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-217- 0.6% |
$58.5K - $63.7K
|
36.2K
$15.4M
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-218- 35.74% |
$58.8K - $64K
|
392
$167K
|
|
Dec 07, 2023
Q3 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-218- 0.92% |
$58.8K - $64K
|
23.4K
$9.99M
|
|
Nov 13, 2023
Q3 2023
|
Pecaut & Co.
|
SELL
|
- |
-220- 4.66% |
$59.3K - $64.6K
|
4.5K
$1.92M
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-221- 7.45% |
$59.6K - $64.9K
|
2.75K
$1.17M
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-221- 0.36% |
$59.6K - $64.9K
|
61.1K
$26M
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-223- 0.74% |
$60.1K - $65.5K
|
30K
$12.8M
|
|
Nov 06, 2023
Q3 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-225- 17.76% |
$60.7K - $66K
|
1.04K
$444K
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-228- 16.23% |
$61.5K - $66.9K
|
1.18K
$502K
|
|
Nov 09, 2023
Q3 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-229- 2.57% |
$61.7K - $67.2K
|
8.69K
$3.7M
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-231- 9.49% |
$62.3K - $67.8K
|
2.2K
$939K
|
|
Nov 14, 2023
Q3 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-238- 4.41% |
$64.2K - $69.9K
|
5.16K
$2.2M
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-239- 3.51% |
$64.4K - $70.1K
|
6.57K
$2.8M
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
SELL
|
- |
-239- 7.0% |
$64.4K - $70.1K
|
3.17K
$1.35M
|
|
Nov 13, 2023
Q3 2023
|
Resource Planning Group
|
SELL
|
- |
-240- 5.48% |
$64.7K - $70.4K
|
4.14K
$1.76M
|
|
Apr 03, 2024
Q3 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-243- 18.59% |
$65.5K - $71.3K
|
1.06K
$453K
|
|
Nov 14, 2023
Q3 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-245- 11.33% |
$66K - $71.9K
|
1.92K
$817K
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-246- 9.35% |
$66.3K - $72.2K
|
2.38K
$1.02M
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-250- 5.77% |
$67.4K - $73.4K
|
4.08K
$1.74M
|
|
Nov 14, 2023
Q3 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-250- 13.94% |
$67.4K - $73.4K
|
1.54K
$658K
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-251- 5.32% |
$67.7K - $73.7K
|
4.47K
$1.9M
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-254- 2.45% |
$68.5K - $74.5K
|
10.1K
$4.31M
|
|
Nov 01, 2023
Q3 2023
|
Financial Life Advisors
|
SELL
|
- |
-254- 0.85% |
$68.5K - $74.5K
|
29.5K
$12.6M
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-256- 4.32% |
$69K - $75.1K
|
5.68K
$2.42M
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-256- 9.55% |
$69K - $75.1K
|
2.42K
$1.03M
|
|
Oct 19, 2023
Q3 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-257- 4.01% |
$69.3K - $75.4K
|
6.15K
$2.62M
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-259- 42.25% |
$69.8K - $76K
|
354
$151K
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-260- 2.3% |
$70.1K - $76.3K
|
11K
$4.7M
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-264- 1.32% |
$71.2K - $77.5K
|
19.7K
$8.42M
|
|
Nov 03, 2023
Q3 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-273- 1.07% |
$73.6K - $80.1K
|
25.4K
$10.8M
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-273- 4.73% |
$73.6K - $80.1K
|
5.5K
$2.34M
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-275- 15.26% |
$74.1K - $80.7K
|
1.53K
$651K
|
|
Nov 08, 2023
Q3 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-275- 2.29% |
$74.1K - $80.7K
|
11.7K
$4.99M
|
|
Oct 12, 2023
Q3 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-277- 8.61% |
$74.7K - $81.3K
|
2.94K
$1.25M
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-277- 11.72% |
$74.7K - $81.3K
|
2.09K
$890K
|
|
Nov 13, 2023
Q3 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-277- 1.06% |
$74.7K - $81.3K
|
25.8K
$11M
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-280- 2.37% |
$75.5K - $82.2K
|
11.5K
$4.91M
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-283- 2.94% |
$76.3K - $83.1K
|
9.34K
$3.98M
|
|
Oct 17, 2023
Q3 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-285- 0.62% |
$76.8K - $83.6K
|
46K
$19.6M
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-285- 13.01% |
$76.8K - $83.6K
|
1.91K
$812K
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-287- 8.44% |
$77.4K - $84.2K
|
3.12K
$1.33M
|
|
Oct 17, 2023
Q3 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-300- 2.83% |
$80.9K - $88.1K
|
10.3K
$4.39M
|
|
Oct 25, 2023
Q3 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-300- 5.58% |
$80.9K - $88.1K
|
5.08K
$2.17M
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
SELL
|
- |
-301- 77.58% |
$81.1K - $88.3K
|
87
$37.1K
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-301- 0.13% |
$81.1K - $88.3K
|
230K
$98.2M
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-301- 1.53% |
$81.1K - $88.3K
|
19.3K
$8.24M
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-302- 9.17% |
$81.4K - $88.6K
|
2.99K
$1.27M
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-306- 7.39% |
$82.5K - $89.8K
|
3.83K
$1.63M
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-309- 3.72% |
$83.3K - $90.7K
|
8.01K
$3.41M
|