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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.27K+ 6.12% |
$475K - $566K
|
39.4K
$16.1M
|
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
2.26KNew |
$472K - $563K
|
2.26K
$923K
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.21K+ 0.23% |
$462K - $551K
|
983K
$402M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
2.21K+ 100.73% |
$461K - $550K
|
4.39K
$1.8M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.14K+ 7.47% |
$448K - $534K
|
30.8K
$12.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.08K+ 9.74% |
$436K - $519K
|
23.5K
$9.59M
|
|
|
May 05, 2023
Q1 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
2.08K+ 2.88% |
$435K - $519K
|
74.4K
$30.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.08K+ 4.83% |
$434K - $518K
|
45K
$18.4M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.07K+ 194.91% |
$432K - $515K
|
3.13K
$1.28M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.07K+ 0.98% |
$432K - $515K
|
213K
$87.2M
|
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.04KNew |
$427K - $509K
|
2.04K
$834K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2K+ 199.5% |
$419K - $500K
|
3.01K
$1.23M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2K+ 15.8% |
$417K - $498K
|
14.6K
$5.98M
|
|
|
May 10, 2023
Q1 2023
|
Daniels&Tansey,Llp
|
BUY
|
- |
1.98K+ 4.29% |
$415K - $494K
|
48.2K
$19.7M
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
1.96K+ 7.64% |
$409K - $488K
|
27.5K
$11.3M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.96K+ 2.92% |
$409K - $488K
|
69.1K
$28.2M
|
|
|
May 02, 2023
Q1 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
1.89K+ 3.51% |
$396K - $472K
|
55.8K
$22.8M
|
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
1.89K+ 6.52% |
$396K - $472K
|
30.9K
$12.6M
|
|
|
May 05, 2023
Q1 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.85KNew |
$386K - $461K
|
1.85K
$755K
|
|
|
May 11, 2023
Q1 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.85KNew |
$386K - $461K
|
1.85K
$755K
|
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.85KNew |
$386K - $461K
|
1.85K
$755K
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.82K+ 9.49% |
$381K - $455K
|
21K
$8.6M
|
|
|
May 03, 2023
Q1 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.79K+ 8.32% |
$375K - $447K
|
23.4K
$9.55M
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.78K+ 8.37% |
$371K - $443K
|
23K
$9.39M
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1.77K+ 2.11% |
$370K - $441K
|
85.5K
$34.9M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.74K+ 200.46% |
$364K - $434K
|
2.61K
$1.07M
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
1.7K+ 14.71% |
$355K - $423K
|
13.2K
$5.41M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.69K+ 26.95% |
$354K - $423K
|
7.98K
$3.26M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.67K+ 988.17% |
$349K - $417K
|
1.84K
$752K
|
|
|
Jul 20, 2023
Q1 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.66K+ 34.15% |
$348K - $415K
|
6.54K
$2.67M
|
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1.66KNew |
$347K - $413K
|
1.66K
$677K
|
|
|
May 11, 2023
Q1 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
1.66K+ 0.68% |
$347K - $413K
|
246K
$101M
|
|
|
May 11, 2023
Q1 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1.64K+ 25.56% |
$343K - $408K
|
8.04K
$3.29M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.62K+ 5.68% |
$340K - $405K
|
30.2K
$12.3M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.62K+ 35.17% |
$339K - $404K
|
6.22K
$2.54M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.62K+ 1.65% |
$339K - $404K
|
99.7K
$40.8M
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.61K+ 9.88% |
$337K - $401K
|
17.9K
$7.31M
|
|
|
Apr 28, 2023
Q1 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
1.57K+ 35.76% |
$329K - $392K
|
5.96K
$2.44M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.57K+ 0.51% |
$329K - $392K
|
307K
$125M
|
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.57K+ 7.46% |
$328K - $391K
|
22.6K
$9.22M
|
|
|
Apr 21, 2023
Q1 2023
|
First Pacific Financial
|
BUY
|
- |
1.55K+ 2.48% |
$324K - $386K
|
63.9K
$26.1M
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
1.55K+ 0.61% |
$324K - $386K
|
257K
$105M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.54K+ 2.43% |
$322K - $384K
|
64.9K
$26.5M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.53K+ 11.74% |
$321K - $382K
|
14.6K
$5.96M
|
|
|
Apr 11, 2023
Q1 2023
|
Tl Private Wealth
|
BUY
|
- |
1.52K+ 1.1% |
$319K - $380K
|
140K
$57.4M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
1.52K+ 3.98% |
$317K - $378K
|
39.6K
$16.2M
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.5K+ 35.3% |
$314K - $374K
|
5.75K
$2.35M
|
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
BUY
|
- |
1.5K+ 3.81% |
$313K - $373K
|
40.8K
$16.7M
|
|
|
May 08, 2023
Q1 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
1.49KNew |
$313K - $373K
|
1.49K
$611K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.48K+ 1.33% |
$310K - $370K
|
113K
$46.1M
|