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 |
---|---|---|---|---|---|---|---|
Jul 05, 2023
Q2 2023
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
3.86K+ 10.51% |
$938K - $1.09M
|
40.6K
$17.3M
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
3.79K+ 15.34% |
$921K - $1.07M
|
28.5K
$12.1M
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.71K+ 4.02% |
$902K - $1.05M
|
96.1K
$41M
|
|
Jul 13, 2023
Q2 2023
|
Milestone Advisory Partners
|
BUY
|
- |
3.66K+ 22.02% |
$891K - $1.04M
|
20.3K
$8.65M
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.66KNew |
$889K - $1.04M
|
3.66K
$1.56M
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.6K+ 31.85% |
$876K - $1.02M
|
14.9K
$6.36M
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
3.58K+ 0.14% |
$871K - $1.01M
|
2.53M
$1.08B
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.51K+ 7.58% |
$852K - $992K
|
49.8K
$21.2M
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.46K+ 304.67% |
$841K - $979K
|
4.6K
$1.96M
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.46K+ 42.47% |
$840K - $978K
|
11.6K
$4.94M
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.45K+ 5.24% |
$839K - $976K
|
69.3K
$29.5M
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.42K+ 50.95% |
$831K - $968K
|
10.1K
$4.32M
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
3.42K+ 268.29% |
$831K - $967K
|
4.69K
$2M
|
|
Aug 14, 2023
Q2 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
3.35KNew |
$814K - $947K
|
3.35K
$1.43M
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
3.31K+ 10.71% |
$804K - $936K
|
34.2K
$14.6M
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.3K+ 12.9% |
$802K - $933K
|
28.9K
$12.3M
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
3.29K+ 16.64% |
$800K - $932K
|
23.1K
$9.83M
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
3.29K+ 5.76% |
$799K - $931K
|
60.3K
$25.7M
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
3.22KNew |
$782K - $910K
|
3.22K
$1.37M
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.2K+ 9.31% |
$779K - $906K
|
37.6K
$16M
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.2K+ 143.19% |
$777K - $904K
|
5.43K
$2.31M
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
3.19K+ 114.95% |
$775K - $903K
|
5.97K
$2.54M
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
3.13K+ 12.23% |
$760K - $884K
|
28.7K
$12.2M
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3.1KNew |
$753K - $877K
|
3.1K
$1.32M
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
3.06K+ 149.9% |
$743K - $865K
|
5.1K
$2.17M
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.05K+ 3.77% |
$742K - $863K
|
84K
$35.8M
|
|
Aug 14, 2023
Q2 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
3.03KNew |
$736K - $857K
|
3.03K
$1.29M
|
|
Aug 10, 2023
Q2 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
2.97K+ 10.22% |
$722K - $841K
|
32K
$13.7M
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
2.95K+ 5.35% |
$717K - $834K
|
58.1K
$24.8M
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
2.92KNew |
$711K - $827K
|
2.92K
$1.25M
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.92K+ 1.4% |
$709K - $825K
|
211K
$89.8M
|
|
Jul 11, 2023
Q2 2023
|
Orser Capital Management, LLC
|
BUY
|
- |
2.91K+ 101.18% |
$706K - $822K
|
5.78K
$2.46M
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
2.88K+ 2.71% |
$699K - $814K
|
109K
$46.5M
|
|
Jul 28, 2023
Q2 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
2.87K+ 153.85% |
$699K - $813K
|
4.74K
$2.02M
|
|
Jul 14, 2023
Q2 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
2.81K+ 3.69% |
$683K - $795K
|
78.9K
$33.6M
|
|
Aug 11, 2023
Q2 2023
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
2.81KNew |
$683K - $795K
|
2.81K
$1.2M
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
2.71K+ 129.99% |
$657K - $765K
|
4.79K
$2.04M
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.68K+ 16.72% |
$652K - $759K
|
18.7K
$7.99M
|
|
Jul 17, 2023
Q2 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
2.68K+ 314.81% |
$651K - $758K
|
3.53K
$1.5M
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.68K+ 24.36% |
$651K - $758K
|
13.7K
$5.83M
|
|
Jul 13, 2023
Q2 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
2.68KNew |
$650K - $757K
|
2.68K
$1.14M
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.66K+ 5.51% |
$646K - $752K
|
50.8K
$21.7M
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.65K+ 7.09% |
$645K - $751K
|
40.1K
$17.1M
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
2.64K+ 122.87% |
$642K - $748K
|
4.79K
$2.04M
|
|
Jul 28, 2023
Q2 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
2.62KNew |
$636K - $740K
|
2.62K
$1.11M
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.59K+ 45.33% |
$630K - $734K
|
8.32K
$3.54M
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.56K+ 112.53% |
$622K - $724K
|
4.83K
$2.06M
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.56K+ 2.63% |
$622K - $724K
|
100K
$42.6M
|
|
Aug 08, 2023
Q2 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
2.52K+ 1.6% |
$613K - $714K
|
160K
$68.2M
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.51K+ 147.45% |
$611K - $711K
|
4.22K
$1.8M
|