Purchases and Sales Made in Q2 2023 in Vanguard S&P 500 Growth ETF (VOOG)
This table provides information about the institutional ownership of Vanguard S&P 500 Growth ETF (VOOG) during Q2 2023. The information is specifically focused on institutions that hold shares of VANGUARD S&P 500 GROWTH ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-50- 17.54% |
$11.4K - $12.7K
|
235
$90.1K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-50- 38.17% |
$11.4K - $12.7K
|
81
$31.1K
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-52- 1.29% |
$11.9K - $13.2K
|
3.99K
$1.53M
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
SELL
|
- |
-59- 1.77% |
$13.5K - $15K
|
3.28K
$1.26M
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-59- 0.14% |
$13.5K - $15K
|
42.5K
$16.3M
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-64- 2.01% |
$14.6K - $16.3K
|
3.12K
$1.2M
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-64- 1.62% |
$14.6K - $16.3K
|
3.89K
$1.49M
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-65- 1.56% |
$14.8K - $16.5K
|
4.1K
$1.57M
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-65- 16.67% |
$14.8K - $16.5K
|
325
$125K
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-67- 4.32% |
$15.3K - $17K
|
1.48K
$569K
|
|
Jul 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-70- 2.68% |
$16K - $17.8K
|
2.54K
$973K
|
|
Apr 02, 2024
Q2 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-73- 6.32% |
$16.6K - $18.5K
|
1.08K
$415K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-73- 7.38% |
$16.6K - $18.5K
|
916
$351K
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-81- 42.63% |
$18.5K - $20.6K
|
109
$41.8K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-81- 4.16% |
$18.5K - $20.6K
|
1.87K
$716K
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-84- 32.68% |
$19.2K - $21.3K
|
173
$66.3K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-90- 2.88% |
$20.5K - $22.9K
|
3.03K
$1.16M
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-110- 2.05% |
$25.1K - $27.9K
|
5.26K
$2.02M
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-118- 0.63% |
$26.9K - $30K
|
18.6K
$7.15M
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-126- 2.5% |
$28.7K - $32K
|
4.91K
$1.88M
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-130- 1.01% |
$29.6K - $33K
|
12.7K
$4.86M
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-135- 6.67% |
$30.8K - $34.3K
|
1.89K
$725K
|
|
Aug 24, 2023
Q2 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-169- 1.1% |
$38.5K - $42.9K
|
15.1K
$5.8M
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-170- 40.38% |
$38.8K - $43.2K
|
251
$96.2K
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-177- 14.66% |
$40.4K - $45K
|
1.03K
$395K
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-188- 1.64% |
$42.9K - $47.8K
|
11.3K
$4.34M
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-200- 11.65% |
$45.6K - $50.8K
|
1.52K
$582K
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-205- 8.57% |
$46.7K - $52.1K
|
2.19K
$838K
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-228- 0.74% |
$52K - $57.9K
|
30.5K
$11.7M
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-241- 45.56% |
$54.9K - $61.2K
|
288
$110K
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-244- 1.56% |
$55.6K - $62K
|
15.4K
$5.89M
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-250- 1.71% |
$57K - $63.5K
|
14.3K
$5.5M
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-250- 18.5% |
$57K - $63.5K
|
1.1K
$422K
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-250- 1.66% |
$57K - $63.5K
|
14.8K
$5.69M
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-267- 45.8% |
$60.9K - $67.8K
|
316
$121K
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-269- 1.37% |
$61.3K - $68.4K
|
19.3K
$7.4M
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-288- 0.91% |
$65.7K - $73.2K
|
31.3K
$12M
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-307- 4.11% |
$70K - $78K
|
7.17K
$2.75M
|
|
Jul 14, 2023
Q2 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-333- 2.34% |
$75.9K - $84.6K
|
13.9K
$5.33M
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-335- 10.7% |
$76.4K - $85.1K
|
2.8K
$1.07M
|
|
Jul 19, 2023
Q2 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-338- 4.95% |
$77.1K - $85.9K
|
6.5K
$2.49M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-377- 3.0% |
$85.9K - $95.8K
|
12.2K
$4.67M
|
|
Aug 08, 2023
Q2 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-403- 1.13% |
$91.9K - $102K
|
35.3K
$13.5M
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-416- 3.39% |
$94.8K - $106K
|
11.9K
$4.55M
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-428- 23.94% |
$97.6K - $109K
|
1.36K
$521K
|
|
Aug 07, 2023
Q2 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-442- 20.62% |
$101K - $112K
|
1.7K
$652K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-482- 26.27% |
$110K - $122K
|
1.35K
$519K
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
SELL
|
- |
-483- 8.9% |
$110K - $123K
|
4.95K
$1.9M
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-501- 34.82% |
$114K - $127K
|
938
$360K
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-506- 21.74% |
$115K - $129K
|
1.82K
$698K
|