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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-848- 3.69% |
$229K - $249K
|
22.1K
$9.29M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-856- 6.03% |
$231K - $251K
|
13.3K
$5.61M
|
|
|
Oct 26, 2023
Q3 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-872- 39.21% |
$235K - $256K
|
1.35K
$568K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-890- 4.75% |
$240K - $261K
|
17.8K
$7.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-894- 4.51% |
$241K - $262K
|
18.9K
$7.96M
|
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-901- 5.23% |
$243K - $264K
|
16.3K
$6.87M
|
|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-905- 10.36% |
$244K - $266K
|
7.83K
$3.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-915- 24.21% |
$247K - $269K
|
2.87K
$1.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-935- 4.4% |
$252K - $274K
|
20.3K
$8.55M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-939- 26.8% |
$253K - $276K
|
2.57K
$1.08M
|
|
|
Oct 13, 2023
Q3 2023
|
Emerald Advisors, LLC
|
SELL
|
- |
-940- 5.18% |
$253K - $276K
|
17.2K
$7.23M
|
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-942- 1.12% |
$254K - $276K
|
83.1K
$34.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-949- 4.85% |
$256K - $279K
|
18.6K
$7.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-954- 1.14% |
$257K - $280K
|
83K
$34.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-956- 18.75% |
$258K - $281K
|
4.14K
$1.74M
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-986- 1.34% |
$266K - $289K
|
72.8K
$30.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-988- 1.95% |
$266K - $290K
|
49.7K
$20.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-996- 4.41% |
$268K - $292K
|
21.6K
$9.08M
|
|
|
Nov 15, 2023
Q3 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-1.01KClosed |
$271K - $295K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.03K- 3.4% |
$277K - $301K
|
29.2K
$12.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.05K- 3.26% |
$283K - $308K
|
31.2K
$13.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
SELL
|
- |
-1.06K- 39.82% |
$286K - $311K
|
1.6K
$673K
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-1.08K- 4.95% |
$291K - $317K
|
20.7K
$8.72M
|
|
|
Oct 31, 2023
Q3 2023
|
Jennison Associates LLC
|
SELL
|
- |
-1.08K- 21.2% |
$291K - $317K
|
4.02K
$1.69M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.1K- 0.47% |
$297K - $323K
|
235K
$98.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.1K- 1.2% |
$297K - $323K
|
90.5K
$38M
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.13K- 19.89% |
$305K - $332K
|
4.55K
$1.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.14K- 1.26% |
$308K - $335K
|
89.5K
$37.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.14K- 6.44% |
$308K - $335K
|
16.6K
$6.96M
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.16K- 29.17% |
$312K - $340K
|
2.81K
$1.18M
|
|
|
Oct 03, 2023
Q3 2023
|
Mtc Wealth Management LLC
|
SELL
|
- |
-1.16K- 13.56% |
$312K - $340K
|
7.38K
$3.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Jentner Corp
|
SELL
|
- |
-1.17K- 0.73% |
$315K - $343K
|
158K
$66.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1.19K- 4.69% |
$319K - $348K
|
24.1K
$10.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-1.21K- 5.54% |
$327K - $356K
|
20.7K
$8.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-1.22K- 8.48% |
$328K - $357K
|
13.1K
$5.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-1.25K- 4.3% |
$336K - $365K
|
27.7K
$11.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-1.25K- 52.08% |
$337K - $367K
|
1.15K
$483K
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.26K- 2.48% |
$338K - $368K
|
49.3K
$20.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.26K- 0.67% |
$340K - $370K
|
187K
$78.5M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.26K- 21.43% |
$340K - $370K
|
4.63K
$1.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.28K- 3.18% |
$344K - $374K
|
38.8K
$16.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
SELL
|
- |
-1.3K- 15.99% |
$350K - $382K
|
6.83K
$2.87M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.3K- 10.04% |
$351K - $382K
|
11.7K
$4.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.32K- 1.91% |
$357K - $388K
|
68.1K
$28.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-1.36K- 9.14% |
$367K - $399K
|
13.5K
$5.69M
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
SELL
|
- |
-1.42K- 5.62% |
$384K - $418K
|
23.9K
$10M
|
|
|
Oct 31, 2023
Q3 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-1.43K- 1.79% |
$386K - $421K
|
78.8K
$33.1M
|
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.44K- 82.6% |
$388K - $422K
|
303
$127K
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.47K- 4.7% |
$397K - $432K
|
29.9K
$12.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.47K- 0.35% |
$397K - $432K
|
424K
$178M
|