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
|
Marcum Wealth, LLC
|
SELL
|
- |
-312- 1.3% |
$84.1K - $91.6K
|
23.6K
$10.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-319- 6.13% |
$86K - $93.6K
|
4.89K
$2.08M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-326- 0.34% |
$87.9K - $95.7K
|
96.9K
$41.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-331- 3.58% |
$89.2K - $97.1K
|
8.92K
$3.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-332- 3.41% |
$89.5K - $97.4K
|
9.41K
$4.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-332- 82.38% |
$89.5K - $97.4K
|
71
$30.3K
|
|
|
Oct 16, 2023
Q3 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-334- 10.36% |
$90K - $98K
|
2.89K
$1.23M
|
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-336- 1.17% |
$90.6K - $98.6K
|
28.3K
$12.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-338- 0.63% |
$91.1K - $99.2K
|
53.5K
$22.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-339- 0.69% |
$91.4K - $99.5K
|
49K
$20.9M
|
|
|
Nov 16, 2023
Q3 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-344- 2.78% |
$92.7K - $101K
|
12K
$5.13M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-350- 13.15% |
$94.3K - $103K
|
2.31K
$985K
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-354- 1.03% |
$95.4K - $104K
|
33.9K
$14.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Advocate Group LLC
|
SELL
|
- |
-356- 8.53% |
$96K - $104K
|
3.82K
$1.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-356- 1.52% |
$96K - $104K
|
23.1K
$9.83M
|
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-356- 3.95% |
$96K - $104K
|
8.65K
$3.69M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-365- 2.74% |
$98.4K - $107K
|
12.9K
$5.51M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-365- 2.36% |
$98.4K - $107K
|
15.1K
$6.43M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-366- 6.19% |
$98.7K - $107K
|
5.54K
$2.36M
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-373- 10.34% |
$101K - $109K
|
3.23K
$1.38M
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
SELL
|
- |
-376- 0.59% |
$101K - $110K
|
63.8K
$27.2M
|
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-378- 7.03% |
$102K - $111K
|
5K
$2.13M
|
|
|
Nov 03, 2023
Q3 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-384- 0.5% |
$104K - $113K
|
76.8K
$32.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-389- 13.33% |
$105K - $114K
|
2.53K
$1.08M
|
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-394- 6.62% |
$106K - $116K
|
5.56K
$2.37M
|
|
|
Nov 30, 2023
Q3 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-400- 9.5% |
$108K - $117K
|
3.81K
$1.62M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-411- 1.49% |
$111K - $121K
|
27.1K
$11.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-434- 6.23% |
$117K - $127K
|
6.53K
$2.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-435- 33.69% |
$117K - $128K
|
856
$365K
|
|
|
Nov 17, 2023
Q3 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-446- 29.09% |
$120K - $131K
|
1.09K
$463K
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-450- 35.27% |
$121K - $132K
|
826
$352K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-453- 4.25% |
$122K - $133K
|
10.2K
$4.35M
|
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-460- 1.93% |
$124K - $135K
|
23.4K
$9.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Howard Capital Management Inc.
|
SELL
|
- |
-466- 0.84% |
$126K - $137K
|
55K
$23.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-468- 2.03% |
$126K - $137K
|
22.6K
$9.64M
|
|
|
Oct 31, 2023
Q3 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-470- 17.66% |
$127K - $138K
|
2.19K
$934K
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-471- 14.32% |
$127K - $138K
|
2.82K
$1.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-490- 5.96% |
$132K - $144K
|
7.74K
$3.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-491- 1.78% |
$132K - $144K
|
27.1K
$11.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-491- 36.08% |
$132K - $144K
|
870
$371K
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-491- 10.95% |
$132K - $144K
|
3.99K
$1.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-501- 15.18% |
$135K - $147K
|
2.8K
$1.19M
|
|
|
Oct 25, 2023
Q3 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-508- 0.48% |
$137K - $149K
|
106K
$45.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-519- 11.85% |
$140K - $152K
|
3.86K
$1.65M
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-520- 10.08% |
$140K - $153K
|
4.64K
$1.98M
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-520- 0.84% |
$140K - $153K
|
61.4K
$26.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-521- 2.38% |
$140K - $153K
|
21.4K
$9.13M
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-527- 1.54% |
$142K - $155K
|
33.6K
$14.3M
|
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-534- 24.81% |
$144K - $157K
|
1.62K
$690K
|
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-537- 1.04% |
$145K - $158K
|
51.1K
$21.8M
|