Purchases and Sales Made in Q4 2022 in Vanguard S&P 500 Growth ETF (VOOG)
This table provides information about the institutional ownership of Vanguard S&P 500 Growth ETF (VOOG) during Q4 2022. The information is specifically focused on institutions that hold shares of VANGUARD S&P 500 GROWTH ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
50+ 4.04% |
$10.2K - $11.5K
|
1.29K
$494K
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
50+ 1.83% |
$10.2K - $11.5K
|
2.78K
$1.07M
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
41+ 23.56% |
$8.39K - $9.4K
|
215
$82.4K
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
35New |
$7.16K - $8.03K
|
35
$13.4K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
33New |
$6.75K - $7.57K
|
33
$12.7K
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
32New |
$6.55K - $7.34K
|
32
$12.3K
|
|
Feb 07, 2023
Q4 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
30+ 1.42% |
$6.14K - $6.88K
|
2.14K
$820K
|
|
Feb 14, 2023
Q4 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
29+ 1.82% |
$5.93K - $6.65K
|
1.62K
$621K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
28+ 2.74% |
$5.73K - $6.42K
|
1.05K
$402K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
28New |
$5.73K - $6.42K
|
28
$10.7K
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
24+ 20.51% |
$4.91K - $5.5K
|
141
$54.1K
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
23+ 2.27% |
$4.7K - $5.27K
|
1.04K
$398K
|
|
Feb 13, 2023
Q4 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
17+ 0.48% |
$3.48K - $3.9K
|
3.59K
$1.38M
|
|
Feb 08, 2023
Q4 2022
|
Anson Capital, Inc.
|
BUY
|
- |
16+ 0.57% |
$3.27K - $3.67K
|
2.84K
$1.09M
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
16+ 0.5% |
$3.27K - $3.67K
|
3.22K
$1.23M
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
15+ 0.71% |
$3.07K - $3.44K
|
2.14K
$819K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
15+ 2.65% |
$3.07K - $3.44K
|
582
$223K
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
14+ 0.5% |
$2.86K - $3.21K
|
2.8K
$1.07M
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
13+ 28.89% |
$2.66K - $2.98K
|
58
$22.2K
|
|
Feb 14, 2023
Q4 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
11+ 0.74% |
$2.25K - $2.52K
|
1.5K
$577K
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
10+ 83.33% |
$2.05K - $2.29K
|
22
$8.43K
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 33.33% |
$2.05K - $2.29K
|
40
$15.3K
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
8+ 0.53% |
$1.64K - $1.83K
|
1.52K
$584K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5+ 0.26% |
$1.02K - $1.15K
|
1.89K
$726K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
5New |
$1.02K - $1.15K
|
5
$1.92K
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
5+ 0.43% |
$1.02K - $1.15K
|
1.17K
$450K
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4+ 0.31% |
$818 - $917
|
1.29K
$494K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
4New |
$818 - $917
|
4
$1.53K
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4+ 0.3% |
$818 - $917
|
1.32K
$505K
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
4+ 50.0% |
$818 - $917
|
12
$4.6K
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3+ 1.95% |
$614 - $688
|
157
$60.2K
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
3+ 0.3% |
$614 - $688
|
1K
$385K
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2+ 0.18% |
$409 - $459
|
1.13K
$432K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.47% |
$205 - $229
|
216
$82.8K
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
BUY
|
- |
1+ 0.06% |
$205 - $229
|
1.78K
$684K
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.34% |
$205 - $229
|
295
$113K
|
|
Feb 13, 2023
Q4 2022
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1+ 0.09% |
$205 - $229
|
1.06K
$408K
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1+ 0.1% |
$205 - $229
|
984
$377K
|
|
Feb 10, 2023
Q4 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$205 - $229
|
3.39K
$1.3M
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-1- 0.04% |
$205 - $229
|
2.43K
$931K
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 5.88% |
$205 - $229
|
16
$6.13K
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1- 0.43% |
$205 - $229
|
231
$88.6K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-4- 0.16% |
$818 - $917
|
2.42K
$928K
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
SELL
|
- |
-9- 0.66% |
$1.84K - $2.06K
|
1.35K
$517K
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-10- 1.04% |
$2.05K - $2.29K
|
952
$365K
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-10- 0.59% |
$2.05K - $2.29K
|
1.68K
$642K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-19- 3.66% |
$3.89K - $4.36K
|
500
$192K
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-25- 2.51% |
$5.11K - $5.73K
|
972
$373K
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-25- 1.85% |
$5.11K - $5.73K
|
1.33K
$509K
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
SELL
|
- |
-34- 24.82% |
$6.96K - $7.8K
|
103
$39.5K
|