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 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-979- 3.94% |
$205K - $244K
|
23.8K
$9.99M
|
|
Oct 04, 2023
Q1 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-998- 1.13% |
$209K - $249K
|
87.3K
$36.6M
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-1.02K- 31.37% |
$212K - $253K
|
2.22K
$930K
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.02K- 28.91% |
$213K - $253K
|
2.5K
$1.05M
|
|
Apr 24, 2023
Q1 2023
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-1.03K- 1.62% |
$216K - $258K
|
62.7K
$26.3M
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.07K- 3.24% |
$224K - $267K
|
31.9K
$13.4M
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.07K- 5.29% |
$224K - $267K
|
19.2K
$8.03M
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-1.07K- 10.43% |
$224K - $267K
|
9.19K
$3.85M
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.07K- 3.27% |
$225K - $268K
|
31.8K
$13.3M
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.08K- 8.78% |
$225K - $268K
|
11.2K
$4.68M
|
|
Apr 12, 2023
Q1 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-1.09K- 16.87% |
$228K - $272K
|
5.37K
$2.25M
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.12K- 32.88% |
$233K - $278K
|
2.28K
$953K
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-1.12K- 22.57% |
$234K - $279K
|
3.84K
$1.61M
|
|
Jul 31, 2024
Q1 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-1.13KClosed |
$236K - $282K
|
0
$0
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.14K- 15.76% |
$239K - $285K
|
6.11K
$2.56M
|
|
Apr 17, 2023
Q1 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-1.15K- 6.63% |
$241K - $288K
|
16.2K
$6.8M
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.19K- 91.9% |
$249K - $297K
|
105
$44K
|
|
May 04, 2023
Q1 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-1.23K- 28.77% |
$256K - $306K
|
3.03K
$1.27M
|
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-1.25KClosed |
$261K - $312K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.27K- 30.67% |
$265K - $316K
|
2.86K
$1.2M
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.29K- 14.2% |
$270K - $322K
|
7.8K
$3.27M
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-1.3K- 14.54% |
$272K - $324K
|
7.64K
$3.2M
|
|
May 12, 2023
Q1 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-1.3K- 4.88% |
$273K - $325K
|
25.4K
$10.6M
|
|
May 03, 2023
Q1 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1.31K- 35.38% |
$274K - $327K
|
2.39K
$1M
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.33K- 3.56% |
$279K - $332K
|
36K
$15.1M
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.34K- 1.79% |
$279K - $333K
|
73.3K
$30.7M
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-1.34K- 5.53% |
$281K - $335K
|
23K
$9.62M
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1.35K- 3.58% |
$281K - $335K
|
36.2K
$15.2M
|
|
Apr 07, 2023
Q1 2023
|
Emerald Advisors, LLC
|
SELL
|
- |
-1.36K- 7.11% |
$285K - $340K
|
17.8K
$7.45M
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.36K- 38.09% |
$285K - $340K
|
2.21K
$927K
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.4K- 9.65% |
$293K - $349K
|
13.1K
$5.48M
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.41K- 9.45% |
$295K - $352K
|
13.5K
$5.66M
|
|
May 08, 2023
Q1 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.43K- 8.19% |
$298K - $356K
|
16K
$6.69M
|
|
Dec 19, 2024
Q1 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-1.43K- 13.59% |
$299K - $356K
|
9.07K
$3.8M
|
|
Jan 08, 2025
Q1 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-1.43K- 13.59% |
$299K - $356K
|
9.07K
$3.8M
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.44K- 0.86% |
$301K - $359K
|
167K
$69.8M
|
|
Apr 14, 2023
Q1 2023
|
Ade, LLC
|
SELL
|
- |
-1.46K- 17.08% |
$305K - $364K
|
7.08K
$2.97M
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.46K- 24.72% |
$306K - $364K
|
4.45K
$1.86M
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
SELL
|
- |
-1.48K- 2.57% |
$309K - $368K
|
56K
$23.5M
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.52K- 29.01% |
$317K - $378K
|
3.71K
$1.55M
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1.53K- 4.06% |
$321K - $382K
|
36.2K
$15.2M
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.56K- 5.55% |
$325K - $388K
|
26.5K
$11.1M
|
|
Apr 24, 2023
Q1 2023
|
First Bancorp, Inc
|
SELL
|
- |
-1.59K- 43.67% |
$332K - $396K
|
2.05K
$857K
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-1.59K- 17.56% |
$332K - $396K
|
7.45K
$3.12M
|
|
Apr 11, 2023
Q1 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.62KClosed |
$338K - $403K
|
0
$0
|
|
Apr 26, 2023
Q1 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.63K- 46.6% |
$341K - $407K
|
1.87K
$782K
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.69K- 4.06% |
$354K - $422K
|
39.9K
$16.7M
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.7K- 0.3% |
$356K - $424K
|
571K
$239M
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.76K- 21.02% |
$369K - $440K
|
6.62K
$2.77M
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.78K- 6.22% |
$372K - $443K
|
26.8K
$11.2M
|