Purchases and Sales Made in Q4 2021 in Vanguard Growth ETF (VUG)
This table provides information about the institutional ownership of Vanguard Growth ETF (VUG) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2022
Q4 2021
|
Brio Consultants, LLC
|
BUY
|
- |
2.44K+ 6.1% |
$699K - $793K
|
42.3K
$17.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
2.37K+ 10.19% |
$680K - $772K
|
25.6K
$10.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
2.34KNew |
$672K - $762K
|
2.34K
$954K
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
2.31KNew |
$662K - $752K
|
2.31K
$940K
|
|
|
Jun 06, 2022
Q4 2021
|
Willner & Heller, LLC
|
BUY
|
- |
2.31KNew |
$662K - $751K
|
2.31K
$939K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.3K+ 174.94% |
$659K - $748K
|
3.61K
$1.47M
|
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
BUY
|
- |
2.22K+ 2.11% |
$637K - $722K
|
107K
$43.8M
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2.2K+ 23.55% |
$631K - $716K
|
11.5K
$4.7M
|
|
|
Jan 18, 2022
Q4 2021
|
Trinity Financial Advisors LLC
|
BUY
|
- |
2.12KNew |
$607K - $689K
|
2.12K
$862K
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
2.1KNew |
$603K - $684K
|
2.1K
$855K
|
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
2.1KNew |
$603K - $684K
|
2.1K
$855K
|
|
|
Jan 21, 2022
Q4 2021
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
2.09K+ 2.26% |
$600K - $680K
|
94.4K
$38.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.08KNew |
$598K - $678K
|
2.08K
$848K
|
|
|
Aug 15, 2022
Q4 2021
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.06KNew |
$592K - $672K
|
2.06K
$841K
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
2.05K+ 129.85% |
$589K - $669K
|
3.63K
$1.48M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.05K+ 12.29% |
$588K - $668K
|
18.7K
$7.63M
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
2.04KNew |
$585K - $664K
|
2.04K
$831K
|
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.04K+ 4.33% |
$584K - $663K
|
49K
$20M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
2.04KNew |
$584K - $663K
|
2.04K
$829K
|
|
|
Jan 24, 2022
Q4 2021
|
Dagco, Inc.
|
BUY
|
- |
2.03K+ 8.1% |
$582K - $661K
|
27.1K
$11M
|
|
|
Mar 29, 2022
Q4 2021
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
2.03KNew |
$582K - $660K
|
2.03K
$826K
|
|
|
Feb 10, 2022
Q4 2021
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
2.02KNew |
$578K - $656K
|
2.02K
$821K
|
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2.01K+ 6.31% |
$578K - $656K
|
33.9K
$13.8M
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.01K+ 8.72% |
$578K - $656K
|
25.1K
$10.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.01K+ 16.84% |
$576K - $654K
|
13.9K
$5.67M
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2K+ 14.42% |
$573K - $651K
|
15.9K
$6.46M
|
|
|
Mar 10, 2022
Q4 2021
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
2K+ 13.97% |
$573K - $650K
|
16.3K
$6.64M
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.99K+ 1.08% |
$571K - $648K
|
187K
$76.1M
|
|
|
Jan 19, 2022
Q4 2021
|
Orser Capital Management, LLC
|
BUY
|
- |
1.99K+ 23.1% |
$571K - $648K
|
10.6K
$4.32M
|
|
|
Jan 28, 2022
Q4 2021
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
1.99K+ 245.74% |
$571K - $647K
|
2.8K
$1.14M
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.94K+ 255.26% |
$557K - $632K
|
2.7K
$1.1M
|
|
|
Mar 03, 2022
Q4 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.92KNew |
$552K - $626K
|
1.92K
$783K
|
|
|
Feb 11, 2022
Q4 2021
|
Silicon Valley Capital Partners
|
BUY
|
- |
1.92K+ 2.42% |
$550K - $624K
|
81K
$33M
|
|
|
Feb 03, 2022
Q4 2021
|
Northstar Asset Management LLC
|
BUY
|
- |
1.92K+ 16.67% |
$550K - $624K
|
13.4K
$5.46M
|
|
|
Feb 03, 2022
Q4 2021
|
Flower City Capital
|
BUY
|
- |
1.9KNew |
$546K - $619K
|
1.9K
$775K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
1.9K+ 16.76% |
$544K - $617K
|
13.2K
$5.38M
|
|
|
Jan 26, 2022
Q4 2021
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
1.89K+ 3.24% |
$541K - $614K
|
60K
$24.4M
|
|
|
Feb 16, 2022
Q4 2021
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.88KNew |
$540K - $613K
|
1.88K
$767K
|
|
|
Jan 03, 2023
Q4 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1.87K+ 4.46% |
$536K - $608K
|
43.7K
$17.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.86KNew |
$533K - $604K
|
1.86K
$756K
|
|
|
Dec 05, 2023
Q4 2021
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1.85KNew |
$531K - $602K
|
1.85K
$754K
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
1.84K+ 55.38% |
$529K - $600K
|
5.17K
$2.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.83K+ 11.76% |
$526K - $597K
|
17.4K
$7.09M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.83K+ 11.76% |
$526K - $597K
|
17.4K
$7.09M
|
|
|
Jan 21, 2022
Q4 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.83K+ 6.18% |
$525K - $596K
|
31.4K
$12.8M
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.79K+ 2.69% |
$515K - $584K
|
68.3K
$27.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.79K+ 243.34% |
$514K - $583K
|
2.53K
$1.03M
|
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
BUY
|
- |
1.79K+ 46.53% |
$513K - $583K
|
5.63K
$2.29M
|
|
|
Mar 08, 2022
Q4 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
1.79KNew |
$513K - $582K
|
1.79K
$728K
|
|
|
Feb 11, 2022
Q4 2021
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.78KNew |
$511K - $580K
|
1.78K
$725K
|