Purchases and Sales Made in Q2 2023 in Vanguard Growth ETF (VUG)
This table provides information about the institutional ownership of Vanguard Growth ETF (VUG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-13.7K- 10.02% |
$3.33M - $3.88M
|
123K
$52.5M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-14.2K- 28.35% |
$3.46M - $4.02M
|
35.9K
$15.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.7K- 0.78% |
$3.58M - $4.17M
|
1.87M
$797M
|
|
|
Aug 03, 2023
Q2 2023
|
Avory & Company, LLC
Miami, FL |
SELL
|
- |
-15K- 40.94% |
$3.65M - $4.24M
|
21.6K
$9.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-15K- 60.0% |
$3.65M - $4.24M
|
10K
$4.26M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-16.4K- 4.2% |
$3.98M - $4.64M
|
374K
$159M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.9K- 0.14% |
$4.12M - $4.79M
|
11.9M
$5.07B
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-17.3K- 25.91% |
$4.2M - $4.89M
|
49.5K
$21.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-17.5K- 17.52% |
$4.25M - $4.95M
|
82.3K
$35.1M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-18.1K- 33.41% |
$4.39M - $5.11M
|
36K
$15.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-18.1K- 8.8% |
$4.41M - $5.13M
|
188K
$80.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-18.3K- 5.97% |
$4.45M - $5.18M
|
288K
$123M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-20.2K- 49.4% |
$4.92M - $5.73M
|
20.7K
$8.83M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-21.2K- 57.66% |
$5.15M - $6M
|
15.6K
$6.64M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-21.5K- 95.36% |
$5.23M - $6.09M
|
1.05K
$447K
|
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-22.8K- 8.87% |
$5.54M - $6.44M
|
234K
$99.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-24.3K- 2.79% |
$5.89M - $6.86M
|
844K
$360M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-24.8K- 6.32% |
$6.03M - $7.02M
|
368K
$157M
|
|
|
Sep 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-25.1K- 96.97% |
$6.09M - $7.09M
|
783
$334K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-26.3K- 9.05% |
$6.4M - $7.45M
|
265K
$113M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-27.8K- 10.94% |
$6.76M - $7.86M
|
226K
$96.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Howard Capital Management Inc.
|
SELL
|
- |
-28.7K- 34.13% |
$6.98M - $8.13M
|
55.5K
$23.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-29.3K- 2.99% |
$7.12M - $8.28M
|
949K
$404M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-31.9K- 9.44% |
$7.75M - $9.02M
|
306K
$130M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-34K- 2.15% |
$8.27M - $9.63M
|
1.55M
$660M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-34K- 2.15% |
$8.27M - $9.63M
|
1.55M
$660M
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
SELL
|
- |
-34.6K- 6.43% |
$8.42M - $9.8M
|
504K
$215M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-36.2K- 5.7% |
$8.79M - $10.2M
|
598K
$255M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-36.9K- 17.34% |
$8.97M - $10.4M
|
176K
$75M
|
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
SELL
|
- |
-36.9K- 30.02% |
$8.98M - $10.4M
|
86.1K
$36.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-38.7K- 49.89% |
$9.42M - $11M
|
38.9K
$16.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-39.8K- 42.58% |
$9.68M - $11.3M
|
53.7K
$22.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-42.4K- 84.89% |
$10.3M - $12M
|
7.54K
$3.21M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-44.5K- 24.01% |
$10.8M - $12.6M
|
141K
$60M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-48.6K- 91.37% |
$11.8M - $13.7M
|
4.59K
$1.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-48.7K- 61.68% |
$11.8M - $13.8M
|
30.2K
$12.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-50.6K- 6.02% |
$12.3M - $14.3M
|
790K
$337M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-60.3K- 79.07% |
$14.7M - $17.1M
|
16K
$6.8M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-63.1K- 25.34% |
$15.3M - $17.9M
|
186K
$79.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-71.1K- 8.28% |
$17.3M - $20.1M
|
788K
$336M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-74.6K- 30.42% |
$18.1M - $21.1M
|
171K
$72.7M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-77.5K- 4.98% |
$18.8M - $21.9M
|
1.48M
$631M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-81K- 61.78% |
$19.7M - $22.9M
|
50.1K
$21.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-82.3K- 17.64% |
$20M - $23.3M
|
384K
$164M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-90.3K- 3.59% |
$21.9M - $25.5M
|
2.42M
$1.03B
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-104K- 2.88% |
$25.2M - $29.3M
|
3.49M
$1.49B
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-129K- 16.16% |
$31.4M - $36.6M
|
670K
$286M
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-152KClosed |
$36.9M - $43M
|
0
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
SELL
|
- |
-198K- 6.88% |
$48.2M - $56.1M
|
2.69M
$1.14B
|
|
|
Jul 19, 2023
Q2 2023
|
Kensington Asset Management, LLC
Austin, TX |
SELL
|
- |
-201K- 52.8% |
$48.8M - $56.8M
|
179K
$76.5M
|