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 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
135New |
$32.8K - $38.2K
|
135
$56.7K
|
|
Aug 14, 2023
Q2 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
131+ 0.05% |
$31.8K - $37.1K
|
247K
$104M
|
|
Feb 04, 2025
Q2 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
131+ 0.8% |
$31.8K - $37.1K
|
16.5K
$6.95M
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
130+ 6.54% |
$31.6K - $36.8K
|
2.12K
$890K
|
|
Jul 14, 2023
Q2 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
130+ 0.51% |
$31.6K - $36.8K
|
25.5K
$10.7M
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
127+ 4.54% |
$30.9K - $35.9K
|
2.93K
$1.23M
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
124+ 1.11% |
$30.1K - $35.1K
|
11.3K
$4.75M
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
123+ 4.66% |
$29.9K - $34.8K
|
2.76K
$1.16M
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
122New |
$29.7K - $34.5K
|
122
$51.3K
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
121New |
$29.4K - $34.2K
|
121
$50.9K
|
|
Jul 28, 2023
Q2 2023
|
Resource Planning Group
|
BUY
|
- |
120+ 2.82% |
$29.2K - $34K
|
4.38K
$1.84M
|
|
Aug 02, 2023
Q2 2023
|
Fusion Capital, LLC
|
BUY
|
- |
120+ 0.46% |
$29.2K - $34K
|
26.4K
$11.1M
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
120+ 1.02% |
$29.2K - $34K
|
11.9K
$5.02M
|
|
Jul 17, 2023
Q2 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
119+ 2.75% |
$28.9K - $33.7K
|
4.45K
$1.87M
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
118+ 0.12% |
$28.7K - $33.4K
|
97.3K
$40.9M
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
112+ 0.47% |
$27.2K - $31.7K
|
24K
$10.1M
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
109+ 9.82% |
$26.5K - $30.8K
|
1.22K
$512K
|
|
Jul 12, 2023
Q2 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
108+ 2.36% |
$26.3K - $30.6K
|
4.69K
$1.97M
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
108+ 13.28% |
$26.3K - $30.6K
|
921
$387K
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
106+ 2.26% |
$25.8K - $30K
|
4.8K
$2.02M
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
105+ 1.86% |
$25.5K - $29.7K
|
5.76K
$2.42M
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
105+ 2.9% |
$25.5K - $29.7K
|
3.73K
$1.57M
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
103+ 3.22% |
$25K - $29.1K
|
3.3K
$1.39M
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
102+ 0.52% |
$24.8K - $28.9K
|
19.7K
$8.29M
|
|
Aug 04, 2023
Q2 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
101+ 11.73% |
$24.5K - $28.6K
|
962
$404K
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
100+ 14.04% |
$24.3K - $28.3K
|
812
$341K
|
|
Aug 14, 2023
Q2 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
100+ 6.98% |
$24.3K - $28.3K
|
1.53K
$644K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
100+ 36.5% |
$24.3K - $28.3K
|
374
$157K
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
99+ 6.97% |
$24.1K - $28K
|
1.52K
$638K
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
99+ 2.86% |
$24.1K - $28K
|
3.56K
$1.5M
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
98+ 2.04% |
$23.8K - $27.7K
|
4.89K
$2.06M
|
|
Jul 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
96+ 6.86% |
$23.3K - $27.2K
|
1.5K
$628K
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
96+ 13.56% |
$23.3K - $27.2K
|
804
$338K
|
|
Aug 10, 2023
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
96+ 0.79% |
$23.3K - $27.2K
|
12.2K
$5.14M
|
|
Apr 25, 2024
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
96+ 0.79% |
$23.3K - $27.2K
|
12.2K
$5.14M
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
94+ 3.0% |
$22.8K - $26.6K
|
3.23K
$1.36M
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
92+ 1.24% |
$22.4K - $26K
|
7.5K
$3.15M
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
89+ 5.76% |
$21.6K - $25.2K
|
1.63K
$687K
|
|
Aug 02, 2023
Q2 2023
|
Northstar Group, Inc.
|
BUY
|
- |
89+ 0.55% |
$21.6K - $25.2K
|
16.3K
$6.84M
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
87New |
$21.1K - $24.6K
|
87
$36.6K
|
|
Aug 10, 2023
Q2 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
86+ 2.58% |
$20.9K - $24.3K
|
3.42K
$1.44M
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
85New |
$20.7K - $24.1K
|
85
$35.7K
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
84+ 2.57% |
$20.4K - $23.8K
|
3.35K
$1.41M
|
|
Jul 11, 2023
Q2 2023
|
Brickley Wealth Management
|
BUY
|
- |
84+ 0.07% |
$20.4K - $23.8K
|
117K
$49.1M
|
|
Jul 11, 2023
Q2 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
82+ 5.04% |
$19.9K - $23.2K
|
1.71K
$718K
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
81+ 3.89% |
$19.7K - $22.9K
|
2.16K
$909K
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
79+ 8.97% |
$19.2K - $22.4K
|
960
$404K
|
|
Jul 14, 2023
Q2 2023
|
Cohen Klingenstein LLC
|
BUY
|
- |
78+ 0.56% |
$19K - $22.1K
|
14.1K
$5.93M
|
|
Jul 20, 2023
Q2 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
77+ 2.53% |
$18.7K - $21.8K
|
3.12K
$1.31M
|
|
Jul 28, 2023
Q2 2023
|
Pachira Investments Inc.
|
BUY
|
- |
77+ 6.31% |
$18.7K - $21.8K
|
1.3K
$546K
|