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 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
38+ 0.21% |
$9.24K - $10.8K
|
18.4K
$7.72M
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
38+ 2.09% |
$9.24K - $10.8K
|
1.86K
$780K
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
38+ 0.35% |
$9.24K - $10.8K
|
11K
$4.63M
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
38+ 0.49% |
$9.24K - $10.8K
|
7.84K
$3.29M
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
37+ 2.29% |
$8.99K - $10.5K
|
1.66K
$696K
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
37+ 4.18% |
$8.99K - $10.5K
|
923
$388K
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
36+ 4.28% |
$8.75K - $10.2K
|
877
$369K
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
BUY
|
- |
35+ 2.73% |
$8.51K - $9.9K
|
1.32K
$554K
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
34+ 2.57% |
$8.26K - $9.62K
|
1.36K
$570K
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
BUY
|
- |
33+ 10.48% |
$8.02K - $9.34K
|
348
$146K
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
32+ 0.22% |
$7.78K - $9.05K
|
14.5K
$6.07M
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
31+ 1.17% |
$7.53K - $8.77K
|
2.68K
$1.13M
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
30+ 1.7% |
$7.29K - $8.49K
|
1.79K
$754K
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
30+ 1.91% |
$7.29K - $8.49K
|
1.6K
$674K
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
30+ 0.15% |
$7.29K - $8.49K
|
20.6K
$8.66M
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
29+ 1.08% |
$7.05K - $8.21K
|
2.71K
$1.14M
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
27+ 0.61% |
$6.56K - $7.64K
|
4.42K
$1.86M
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
25+ 2.42% |
$6.08K - $7.07K
|
1.06K
$446K
|
|
Jul 20, 2023
Q2 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
25+ 0.49% |
$6.08K - $7.07K
|
5.16K
$2.17M
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
23+ 0.64% |
$5.59K - $6.51K
|
3.62K
$1.52M
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
23New |
$5.59K - $6.51K
|
23
$9.67K
|
|
Jul 17, 2023
Q2 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
22New |
$5.35K - $6.23K
|
22
$9.25K
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
22+ 0.82% |
$5.35K - $6.23K
|
2.71K
$1.14M
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
21+ 42.0% |
$5.1K - $5.94K
|
71
$29.8K
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
21+ 0.64% |
$5.1K - $5.94K
|
3.29K
$1.38M
|
|
Aug 10, 2023
Q2 2023
|
Davidson Trust CO
|
BUY
|
- |
21+ 0.21% |
$5.1K - $5.94K
|
9.89K
$4.15M
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
21+ 0.22% |
$5.1K - $5.94K
|
9.76K
$4.1M
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
20+ 0.7% |
$4.86K - $5.66K
|
2.88K
$1.21M
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
20+ 666.67% |
$4.86K - $5.66K
|
23
$9.67K
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
20New |
$4.86K - $5.66K
|
20
$8.41K
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
20New |
$4.86K - $5.66K
|
20
$8.41K
|
|
Jul 14, 2023
Q2 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
19+ 1.17% |
$4.62K - $5.38K
|
1.64K
$690K
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
18+ 2.53% |
$4.38K - $5.09K
|
730
$307K
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
18+ 3.04% |
$4.38K - $5.09K
|
610
$256K
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
17+ 0.04% |
$4.13K - $4.81K
|
41.9K
$17.6M
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
16+ 0.07% |
$3.89K - $4.53K
|
22.6K
$9.49M
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
16+ 1.5% |
$3.89K - $4.53K
|
1.08K
$454K
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
15+ 0.96% |
$3.65K - $4.24K
|
1.58K
$666K
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
14+ 0.37% |
$3.4K - $3.96K
|
3.78K
$1.59M
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
14New |
$3.4K - $3.96K
|
14
$5.88K
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
14+ 0.99% |
$3.4K - $3.96K
|
1.43K
$600K
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
13+ 1.22% |
$3.16K - $3.68K
|
1.08K
$452K
|
|
Aug 08, 2024
Q2 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
13+ 0.72% |
$3.16K - $3.68K
|
1.81K
$760K
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12+ 0.01% |
$2.92K - $3.4K
|
237K
$99.6M
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
12+ 0.53% |
$2.92K - $3.4K
|
2.27K
$955K
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
12+ 0.03% |
$2.92K - $3.4K
|
36K
$15.1M
|
|
Jul 21, 2023
Q2 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
11+ 1.12% |
$2.67K - $3.11K
|
996
$419K
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
10+ 1.01% |
$2.43K - $2.83K
|
1K
$422K
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
9+ 0.25% |
$2.19K - $2.55K
|
3.56K
$1.5M
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
8New |
$1.94K - $2.26K
|
8
$3.36K
|