Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.01K+ 6.92% |
$209K - $233K
|
15.6K
$5.79M
|
|
Apr 26, 2023
Q1 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
989New |
$204K - $228K
|
989
$367K
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
983+ 41.55% |
$203K - $227K
|
3.35K
$1.24M
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
977+ 6.92% |
$202K - $225K
|
15.1K
$5.6M
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
972New |
$201K - $224K
|
972
$361K
|
|
Apr 18, 2023
Q1 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
945New |
$195K - $218K
|
945
$351K
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
928New |
$192K - $214K
|
928
$345K
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
918New |
$190K - $212K
|
918
$341K
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
904New |
$187K - $208K
|
904
$336K
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
900New |
$186K - $207K
|
900
$334K
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
895New |
$185K - $206K
|
895
$332K
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
894New |
$185K - $206K
|
894
$332K
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
875New |
$181K - $202K
|
875
$325K
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
BUY
|
- |
868New |
$179K - $200K
|
868
$322K
|
|
Apr 21, 2023
Q1 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
859New |
$177K - $198K
|
859
$319K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
838+ 13.36% |
$173K - $193K
|
7.11K
$2.64M
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
779+ 1.0% |
$161K - $180K
|
78.4K
$29.1M
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
759+ 11.17% |
$157K - $175K
|
7.56K
$2.81M
|
|
May 04, 2023
Q1 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
721+ 38.58% |
$149K - $166K
|
2.59K
$962K
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
684+ 40.69% |
$141K - $158K
|
2.37K
$878K
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
604+ 17.56% |
$125K - $139K
|
4.04K
$1.5M
|
|
May 15, 2023
Q1 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
603+ 2.49% |
$125K - $139K
|
24.8K
$9.21M
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
601+ 66.93% |
$124K - $139K
|
1.5K
$556K
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
575+ 23.19% |
$119K - $133K
|
3.05K
$1.13M
|
|
Apr 20, 2023
Q1 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
569+ 35.81% |
$117K - $131K
|
2.16K
$801K
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
540+ 7.79% |
$112K - $124K
|
7.47K
$2.77M
|
|
Apr 19, 2023
Q1 2023
|
Hoertkorn Richard Charles
|
BUY
|
- |
534New |
$110K - $123K
|
534
$198K
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
498+ 32.61% |
$103K - $115K
|
2.03K
$752K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
441New |
$91.1K - $102K
|
441
$164K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
435+ 32.39% |
$89.8K - $100K
|
1.78K
$660K
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
367New |
$75.8K - $84.6K
|
367
$136K
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
333+ 3.69% |
$68.8K - $76.7K
|
9.37K
$3.48M
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
318New |
$65.7K - $73.3K
|
318
$118K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
292+ 4.9% |
$60.3K - $67.3K
|
6.25K
$2.32M
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
277+ 2.16% |
$57.2K - $63.8K
|
13.1K
$4.87M
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
275+ 21.35% |
$56.8K - $63.4K
|
1.56K
$580K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
242+ 4.23% |
$50K - $55.8K
|
5.96K
$2.21M
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
238+ 1.23% |
$49.1K - $54.9K
|
19.6K
$7.26M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
197+ 0.81% |
$40.7K - $45.4K
|
24.6K
$9.15M
|
|
May 15, 2023
Q1 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
190New |
$39.2K - $43.8K
|
190
$70.5K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
190New |
$39.2K - $43.8K
|
190
$70.5K
|
|
Apr 21, 2023
Q1 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
170+ 6.54% |
$35.1K - $39.2K
|
2.77K
$1.03M
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
151+ 146.6% |
$31.2K - $34.8K
|
254
$94.3K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
145+ 61.97% |
$29.9K - $33.4K
|
379
$141K
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
119+ 0.37% |
$24.6K - $27.4K
|
31.9K
$11.8M
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
117New |
$24.2K - $27K
|
117
$43.4K
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
115New |
$23.7K - $26.5K
|
115
$42.7K
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
99+ 1.95% |
$20.4K - $22.8K
|
5.18K
$1.92M
|
|
Apr 20, 2023
Q1 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
96+ 1.93% |
$19.8K - $22.1K
|
5.07K
$1.88M
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
91+ 8.07% |
$18.8K - $21K
|
1.22K
$452K
|