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 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
BUY
|
- |
15.1K+ 9.54% |
$3.16M - $3.76M
|
173K
$72.5M
|
|
May 04, 2023
Q1 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
14.8K+ 10.38% |
$3.1M - $3.7M
|
158K
$66M
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
14.4KNew |
$3.02M - $3.6M
|
14.4K
$6.04M
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14.4K+ 14.55% |
$3.01M - $3.59M
|
113K
$47.5M
|
|
Apr 05, 2023
Q1 2023
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
14.3K+ 63.94% |
$2.99M - $3.57M
|
36.7K
$15.4M
|
|
May 10, 2023
Q1 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
14K+ 12.61% |
$2.93M - $3.5M
|
125K
$52.4M
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
14K+ 7.05% |
$2.93M - $3.5M
|
213K
$89.2M
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
13.5K+ 9.07% |
$2.82M - $3.36M
|
162K
$67.8M
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
BUY
|
- |
13.4K+ 11.53% |
$2.8M - $3.34M
|
130K
$54.3M
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
13K+ 10.05% |
$2.73M - $3.25M
|
143K
$59.8M
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
12.9KNew |
$2.7M - $3.22M
|
12.9K
$5.41M
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
12.9K+ 7.63% |
$2.69M - $3.21M
|
181K
$76M
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
12.8K+ 4.68% |
$2.69M - $3.2M
|
287K
$120M
|
|
Sep 01, 2023
Q1 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
12.8K+ 6.37% |
$2.67M - $3.18M
|
213K
$89.3M
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.5K+ 53.75% |
$2.61M - $3.11M
|
35.6K
$14.9M
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
12K+ 3.15% |
$2.51M - $2.99M
|
393K
$164M
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
11.8K+ 191.08% |
$2.47M - $2.94M
|
18K
$7.53M
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11.6K+ 52.56% |
$2.43M - $2.89M
|
33.7K
$14.1M
|
|
May 02, 2023
Q1 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
11.5KNew |
$2.41M - $2.88M
|
11.5K
$4.83M
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11.4K+ 5.04% |
$2.38M - $2.84M
|
237K
$99.3M
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
11.3KNew |
$2.37M - $2.82M
|
11.3K
$4.74M
|
|
Apr 21, 2023
Q1 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
11.3KNew |
$2.36M - $2.81M
|
11.3K
$4.72M
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
11.1K+ 54.21% |
$2.33M - $2.78M
|
31.7K
$13.3M
|
|
Apr 26, 2023
Q1 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
11.1K+ 9.23% |
$2.32M - $2.77M
|
131K
$55M
|
|
May 02, 2023
Q1 2023
|
Del Sette Capital Management, LLC
|
BUY
|
- |
10.9KNew |
$2.28M - $2.72M
|
10.9K
$4.56M
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
10.7K+ 17.94% |
$2.24M - $2.68M
|
70.5K
$29.5M
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
10.7K+ 23.01% |
$2.23M - $2.66M
|
57K
$23.9M
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
10.6K+ 2.19% |
$2.22M - $2.65M
|
496K
$208M
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
10.4K+ 95.1% |
$2.19M - $2.61M
|
21.4K
$8.97M
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
10.1KNew |
$2.1M - $2.51M
|
10.1K
$4.21M
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
10K+ 36.81% |
$2.09M - $2.5M
|
37.2K
$15.6M
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
9.74KNew |
$2.04M - $2.43M
|
9.74K
$4.08M
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
9.68K+ 209.66% |
$2.02M - $2.41M
|
14.3K
$5.99M
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
9.57KNew |
$2M - $2.39M
|
9.57K
$4.01M
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
9.44K+ 546.61% |
$1.98M - $2.35M
|
11.2K
$4.68M
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
9.33K+ 521.92% |
$1.95M - $2.33M
|
11.1K
$4.66M
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
9.31K+ 1310.85% |
$1.95M - $2.32M
|
10K
$4.2M
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
9.29K+ 708.39% |
$1.94M - $2.32M
|
10.6K
$4.44M
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9.29K+ 708.39% |
$1.94M - $2.32M
|
10.6K
$4.44M
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
9.23K+ 10.86% |
$1.93M - $2.3M
|
94.2K
$39.5M
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
8.96K+ 36.98% |
$1.88M - $2.24M
|
33.2K
$13.9M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.78K+ 2.24% |
$1.84M - $2.19M
|
400K
$168M
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
8.75K+ 4.38% |
$1.83M - $2.18M
|
209K
$87.4M
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
8.75K+ 7.01% |
$1.83M - $2.18M
|
134K
$56M
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
8.63K+ 37.63% |
$1.81M - $2.15M
|
31.6K
$13.2M
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
8.22K+ 25.54% |
$1.72M - $2.05M
|
40.4K
$16.9M
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.21KNew |
$1.72M - $2.05M
|
8.21K
$3.44M
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
BUY
|
- |
8.15K+ 3.31% |
$1.71M - $2.03M
|
254K
$106M
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.1K+ 9.95% |
$1.69M - $2.02M
|
89.5K
$37.5M
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
7.97KNew |
$1.67M - $1.99M
|
7.97K
$3.34M
|