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 23, 2023
Q3 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-1.58K- 1.6% |
$425K - $462K
|
96.7K
$41.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.61K- 6.17% |
$435K - $473K
|
24.5K
$10.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-1.63K- 1.38% |
$438K - $477K
|
116K
$49.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.63K- 5.6% |
$440K - $480K
|
27.6K
$11.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.65K- 4.53% |
$445K - $484K
|
34.7K
$14.8M
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.67K- 44.15% |
$450K - $490K
|
2.11K
$900K
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.68K- 11.23% |
$452K - $492K
|
13.2K
$5.64M
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.68K- 12.1% |
$453K - $493K
|
12.2K
$5.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.69K- 22.49% |
$455K - $495K
|
5.81K
$2.48M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.69K- 0.71% |
$456K - $496K
|
235K
$100M
|
|
|
Nov 02, 2023
Q3 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-1.71K- 5.35% |
$462K - $503K
|
30.3K
$12.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.72K- 17.52% |
$463K - $504K
|
8.08K
$3.44M
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.73K- 59.1% |
$466K - $507K
|
1.2K
$510K
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.77K- 13.73% |
$478K - $521K
|
11.2K
$4.75M
|
|
|
Oct 17, 2023
Q3 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-1.8K- 2.78% |
$486K - $529K
|
63K
$26.9M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.81K- 5.16% |
$487K - $531K
|
33.2K
$14.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1.85K- 26.17% |
$498K - $542K
|
5.21K
$2.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.88K- 39.11% |
$505K - $550K
|
2.92K
$1.24M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.9K- 14.05% |
$513K - $559K
|
11.6K
$4.96M
|
|
|
Nov 03, 2023
Q3 2023
|
Latigo Investments, LLC
|
SELL
|
- |
-1.94K- 7.03% |
$524K - $570K
|
25.7K
$11M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.99K- 2.23% |
$537K - $584K
|
87.3K
$37.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2K- 30.25% |
$538K - $586K
|
4.6K
$1.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.03K- 0.66% |
$548K - $597K
|
305K
$130M
|
|
|
Oct 30, 2023
Q3 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-2.11K- 1.65% |
$570K - $620K
|
126K
$53.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.14K- 13.72% |
$576K - $627K
|
13.4K
$5.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.15K- 4.01% |
$579K - $631K
|
51.5K
$22M
|
|
|
Oct 25, 2023
Q3 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-2.16K- 2.7% |
$581K - $633K
|
77.8K
$33.2M
|
|
|
Nov 14, 2023
Q3 2023
|
360 Financial, Inc.
|
SELL
|
- |
-2.19K- 44.94% |
$589K - $642K
|
2.68K
$1.14M
|
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
SELL
|
- |
-2.2K- 49.25% |
$593K - $645K
|
2.27K
$966K
|
|
|
Nov 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-2.21K- 1.2% |
$595K - $648K
|
182K
$77.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-2.23K- 9.0% |
$602K - $655K
|
22.6K
$9.62M
|
|
|
Oct 13, 2023
Q3 2023
|
Veery Capital, LLC
|
SELL
|
- |
-2.3K- 3.61% |
$619K - $674K
|
61.3K
$26.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.31K- 6.78% |
$623K - $678K
|
31.8K
$13.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-2.31K- 2.1% |
$624K - $679K
|
108K
$45.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-2.36K- 21.32% |
$636K - $693K
|
8.71K
$3.71M
|
|
|
Oct 25, 2023
Q3 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-2.38K- 59.26% |
$640K - $697K
|
1.63K
$696K
|
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-2.4K- 24.51% |
$646K - $703K
|
7.38K
$3.15M
|
|
|
Oct 04, 2023
Q3 2023
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-2.47K- 2.52% |
$665K - $724K
|
95.3K
$40.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-2.52K- 2.31% |
$680K - $740K
|
107K
$45.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.53K- 27.7% |
$682K - $743K
|
6.61K
$2.82M
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-2.53K- 7.18% |
$683K - $744K
|
32.8K
$14M
|
|
|
Nov 06, 2023
Q3 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-2.57K- 4.76% |
$693K - $755K
|
51.5K
$21.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-2.57K- 8.22% |
$694K - $755K
|
28.7K
$12.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-2.61K- 7.6% |
$703K - $766K
|
31.7K
$13.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.68K- 10.2% |
$723K - $788K
|
23.6K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-2.72K- 1.69% |
$733K - $798K
|
158K
$67.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-2.79K- 2.18% |
$752K - $818K
|
125K
$53.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-2.86K- 20.46% |
$770K - $839K
|
11.1K
$4.74M
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2.93K- 21.27% |
$788K - $858K
|
10.8K
$4.61M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-3.01K- 8.53% |
$812K - $885K
|
32.3K
$13.8M
|