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 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.21K+ 9.75% |
$671K - $800K
|
36.1K
$15.1M
|
|
May 15, 2023
Q1 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
3.16K+ 33.88% |
$661K - $788K
|
12.5K
$5.23M
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.16K+ 39.49% |
$660K - $787K
|
11.1K
$4.67M
|
|
May 12, 2023
Q1 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
3.12KNew |
$652K - $777K
|
3.12K
$1.31M
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
3.08K+ 17127.78% |
$645K - $769K
|
3.1K
$1.3M
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.02K+ 5.2% |
$632K - $753K
|
61K
$25.6M
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3K+ 6.68% |
$628K - $748K
|
47.9K
$20.1M
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
2.99KNew |
$626K - $746K
|
2.99K
$1.25M
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.96KNew |
$619K - $738K
|
2.96K
$1.24M
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.95K+ 1.09% |
$617K - $736K
|
273K
$114M
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.93K+ 28.67% |
$613K - $731K
|
13.1K
$5.51M
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.91K+ 128.62% |
$608K - $725K
|
5.17K
$2.16M
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
2.91K+ 4.15% |
$608K - $725K
|
72.9K
$30.5M
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.91K+ 15.24% |
$608K - $725K
|
22K
$9.2M
|
|
Apr 28, 2023
Q1 2023
|
Win Advisors, Inc
|
BUY
|
- |
2.9K+ 10371.43% |
$608K - $724K
|
2.93K
$1.23M
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.89KNew |
$604K - $720K
|
2.89K
$1.21M
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
2.87K+ 10.18% |
$600K - $715K
|
31K
$13M
|
|
May 19, 2023
Q1 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
2.86KNew |
$599K - $714K
|
2.86K
$1.2M
|
|
Apr 13, 2023
Q1 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
2.79K+ 45.58% |
$584K - $696K
|
8.92K
$3.74M
|
|
May 12, 2023
Q1 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2.78K+ 17.4% |
$582K - $694K
|
18.8K
$7.86M
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2.77KNew |
$580K - $691K
|
2.77K
$1.16M
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.71K+ 8.52% |
$567K - $675K
|
34.5K
$14.4M
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
2.7K+ 90133.33% |
$566K - $674K
|
2.71K
$1.13M
|
|
Apr 18, 2023
Q1 2023
|
Newton One Investments LLC
|
BUY
|
- |
2.69K+ 5.43% |
$563K - $671K
|
52.3K
$21.9M
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.67K+ 184.51% |
$558K - $666K
|
4.11K
$1.72M
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
BUY
|
- |
2.67K+ 1.54% |
$558K - $665K
|
175K
$73.4M
|
|
May 05, 2023
Q1 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
2.66K+ 3.62% |
$557K - $664K
|
76.1K
$31.9M
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
2.66KNew |
$556K - $663K
|
2.66K
$1.11M
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.6K+ 0.79% |
$543K - $648K
|
330K
$138M
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.59K+ 20.78% |
$542K - $646K
|
15K
$6.3M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.58K+ 5.46% |
$541K - $645K
|
49.9K
$20.9M
|
|
May 15, 2023
Q1 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
2.56K+ 3.58% |
$536K - $639K
|
74.1K
$31M
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
BUY
|
- |
2.53K+ 1.82% |
$529K - $631K
|
142K
$59.3M
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
2.53K+ 45.05% |
$529K - $631K
|
8.14K
$3.41M
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
2.52K+ 6.55% |
$528K - $630K
|
41K
$17.2M
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.51K+ 1.23% |
$526K - $627K
|
206K
$86.3M
|
|
Apr 28, 2023
Q1 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
2.49K+ 9.76% |
$522K - $622K
|
28.1K
$11.8M
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
2.49KNew |
$522K - $622K
|
2.49K
$1.04M
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.49K+ 5.61% |
$522K - $622K
|
46.9K
$19.6M
|
|
Apr 21, 2023
Q1 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
2.49K+ 2.53% |
$520K - $620K
|
101K
$42.2M
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.47K+ 18.98% |
$517K - $616K
|
15.5K
$6.48M
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
2.46K+ 20.76% |
$515K - $614K
|
14.3K
$5.99M
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.43K+ 2.56% |
$508K - $606K
|
97.1K
$40.7M
|
|
May 15, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.43KNew |
$508K - $605K
|
2.43K
$1.02M
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.41K+ 7.96% |
$504K - $601K
|
32.7K
$13.7M
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.4KNew |
$502K - $599K
|
2.4K
$1.01M
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.39K+ 37.43% |
$499K - $595K
|
8.76K
$3.67M
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.33K+ 48.99% |
$487K - $581K
|
7.08K
$2.97M
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.33K+ 4.71% |
$487K - $580K
|
51.7K
$21.6M
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.27K+ 6.12% |
$475K - $566K
|
39.4K
$16.5M
|