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 |
|---|---|---|---|---|---|---|---|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.54K+ 0.56% |
$373K - $434K
|
274K
$117M
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
1.53KNew |
$373K - $434K
|
1.53K
$653K
|
|
|
Jul 19, 2023
Q2 2023
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
1.52K+ 89.59% |
$370K - $431K
|
3.23K
$1.37M
|
|
|
Jul 28, 2023
Q2 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.52KNew |
$369K - $430K
|
1.52K
$648K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
1.52K+ 111.7% |
$369K - $430K
|
2.88K
$1.23M
|
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.5K+ 40.33% |
$365K - $425K
|
5.23K
$2.23M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.5KNew |
$364K - $424K
|
1.5K
$638K
|
|
|
Aug 03, 2023
Q2 2023
|
Retirement Solution Inc.
|
BUY
|
- |
1.49KNew |
$363K - $423K
|
1.49K
$637K
|
|
|
Jul 31, 2023
Q2 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.49K+ 54.93% |
$361K - $421K
|
4.19K
$1.79M
|
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
1.48KNew |
$361K - $420K
|
1.48K
$633K
|
|
|
Aug 08, 2023
Q2 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.48K+ 2.18% |
$360K - $419K
|
69.3K
$29.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.47K+ 4.74% |
$358K - $417K
|
32.5K
$13.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.46KNew |
$355K - $414K
|
1.46K
$623K
|
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
1.46K+ 88.69% |
$354K - $413K
|
3.1K
$1.32M
|
|
|
Jul 20, 2023
Q2 2023
|
Derbend Asset Management
|
BUY
|
- |
1.46K+ 30.19% |
$354K - $412K
|
6.28K
$2.68M
|
|
|
Aug 01, 2023
Q2 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
1.45KNew |
$351K - $409K
|
1.45K
$616K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.44K+ 55.36% |
$350K - $408K
|
4.05K
$1.72M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
1.43KNew |
$347K - $404K
|
1.43K
$609K
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
BUY
|
- |
1.42K+ 47.33% |
$345K - $401K
|
4.41K
$1.88M
|
|
|
Aug 10, 2023
Q2 2023
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
1.39K+ 100.0% |
$337K - $392K
|
2.77K
$1.18M
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.37K+ 16.71% |
$334K - $389K
|
9.59K
$4.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.36KNew |
$331K - $385K
|
1.36K
$580K
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.36K+ 4.1% |
$330K - $384K
|
34.5K
$14.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.35K+ 1.01% |
$329K - $383K
|
136K
$57.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
1.35K+ 7.39% |
$327K - $381K
|
19.6K
$8.34M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.34KNew |
$326K - $379K
|
1.34K
$572K
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.34KNew |
$325K - $379K
|
1.34K
$571K
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1.33K+ 1.27% |
$323K - $376K
|
106K
$45.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.31KNew |
$318K - $370K
|
1.31K
$558K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.31KNew |
$318K - $370K
|
1.31K
$557K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.3K+ 33.84% |
$316K - $368K
|
5.14K
$2.19M
|
|
|
Jul 07, 2023
Q2 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
1.3K+ 3.58% |
$315K - $367K
|
37.5K
$16M
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.3K+ 46.79% |
$315K - $367K
|
4.07K
$1.73M
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.29K+ 5.65% |
$314K - $365K
|
24.1K
$10.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.29K+ 21.91% |
$313K - $364K
|
7.16K
$3.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.28K+ 32.67% |
$312K - $363K
|
5.21K
$2.22M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.25K+ 7.58% |
$303K - $353K
|
17.7K
$7.55M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.24K+ 3.48% |
$301K - $351K
|
36.9K
$15.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.22K+ 13.62% |
$297K - $346K
|
10.2K
$4.35M
|
|
|
Jul 27, 2023
Q2 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
1.21KNew |
$295K - $344K
|
1.21K
$517K
|
|
|
Jul 20, 2023
Q2 2023
|
Newton One Investments LLC
|
BUY
|
- |
1.21K+ 2.32% |
$295K - $343K
|
53.5K
$22.8M
|
|
|
Jul 24, 2023
Q2 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
1.21K+ 1.66% |
$294K - $343K
|
74.1K
$31.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.2K+ 16.99% |
$292K - $340K
|
8.28K
$3.53M
|
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.2K+ 63.9% |
$292K - $340K
|
3.08K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.2K+ 2.68% |
$291K - $339K
|
45.9K
$19.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.19KNew |
$290K - $338K
|
1.19K
$508K
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.19K+ 33.23% |
$290K - $337K
|
4.78K
$2.04M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.18K+ 8.5% |
$288K - $335K
|
15.1K
$6.44M
|
|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
BUY
|
- |
1.17KNew |
$285K - $332K
|
1.17K
$500K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.17K+ 54.92% |
$283K - $330K
|
3.29K
$1.4M
|