Purchases and Sales Made in Q1 2023 in Vanguard Growth ETF (VUG)
This table provides information about the institutional ownership of Vanguard Growth ETF (VUG) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
853+ 2.04% |
$178K - $213K
|
42.6K
$17.8M
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
853New |
$178K - $213K
|
853
$357K
|
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
853New |
$178K - $213K
|
853
$357K
|
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
852New |
$178K - $213K
|
852
$357K
|
|
|
May 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
852New |
$178K - $213K
|
852
$357K
|
|
|
May 12, 2023
Q1 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
852+ 1.36% |
$178K - $213K
|
63.3K
$26.5M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
852+ 23.75% |
$178K - $213K
|
4.44K
$1.86M
|
|
|
Apr 20, 2023
Q1 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
851New |
$178K - $212K
|
851
$356K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
848+ 16.71% |
$177K - $212K
|
5.92K
$2.48M
|
|
|
Apr 25, 2023
Q1 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
846+ 3.16% |
$177K - $211K
|
27.6K
$11.6M
|
|
|
May 19, 2023
Q1 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
844New |
$177K - $211K
|
844
$353K
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
841New |
$176K - $210K
|
841
$352K
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
840+ 3.12% |
$176K - $210K
|
27.8K
$11.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
836New |
$175K - $209K
|
836
$350K
|
|
|
Apr 12, 2023
Q1 2023
|
626 Financial, LLC
|
BUY
|
- |
834New |
$175K - $208K
|
834
$349K
|
|
|
Apr 18, 2023
Q1 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
833New |
$174K - $208K
|
833
$349K
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
833New |
$174K - $208K
|
833
$349K
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
833New |
$174K - $208K
|
833
$349K
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
BUY
|
- |
832New |
$174K - $208K
|
832
$348K
|
|
|
May 15, 2023
Q1 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
830New |
$174K - $207K
|
830
$348K
|
|
|
Apr 21, 2023
Q1 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
829New |
$173K - $207K
|
829
$347K
|
|
|
May 05, 2023
Q1 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
828New |
$173K - $207K
|
828
$347K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
823+ 270.72% |
$172K - $205K
|
1.13K
$472K
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
822+ 85.8% |
$172K - $205K
|
1.78K
$745K
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
820New |
$172K - $205K
|
820
$343K
|
|
|
May 03, 2023
Q1 2023
|
Fithian, LLC
New York, NY |
BUY
|
- |
816New |
$171K - $204K
|
816
$342K
|
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
813New |
$170K - $203K
|
813
$341K
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
813New |
$170K - $203K
|
813
$341K
|
|
|
Apr 20, 2023
Q1 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
810New |
$169K - $202K
|
810
$339K
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
810New |
$169K - $202K
|
810
$339K
|
|
|
Apr 27, 2023
Q1 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
809New |
$169K - $202K
|
809
$339K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
804+ 1.25% |
$168K - $201K
|
65.1K
$27.3M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
800+ 5.55% |
$167K - $200K
|
15.2K
$6.37M
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
797+ 0.68% |
$167K - $199K
|
117K
$49.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
796+ 22.64% |
$167K - $199K
|
4.31K
$1.81M
|
|
|
Apr 11, 2023
Q1 2023
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
786+ 0.19% |
$164K - $196K
|
411K
$172M
|
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
785+ 1.52% |
$164K - $196K
|
52.5K
$22M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
783+ 5.13% |
$164K - $195K
|
16.1K
$6.72M
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
775New |
$162K - $193K
|
775
$325K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
774+ 7.82% |
$162K - $193K
|
10.7K
$4.47M
|
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
774+ 11.93% |
$162K - $193K
|
7.26K
$3.04M
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
771New |
$161K - $192K
|
771
$323K
|
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
756+ 7.46% |
$158K - $189K
|
10.9K
$4.56M
|
|
|
May 12, 2023
Q1 2023
|
Berkshire Money Management, Inc.
|
BUY
|
- |
752+ 1.14% |
$157K - $188K
|
66.5K
$27.9M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
739+ 0.57% |
$155K - $184K
|
131K
$55M
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
735+ 0.55% |
$154K - $183K
|
134K
$56.2M
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
733+ 6.24% |
$153K - $183K
|
12.5K
$5.23M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
727+ 0.83% |
$152K - $181K
|
88.7K
$37.2M
|
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
718+ 19.56% |
$150K - $179K
|
4.39K
$1.84M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
708+ 2.68% |
$148K - $177K
|
27.1K
$11.3M
|