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 |
|---|---|---|---|---|---|---|---|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
88+ 3.82% |
$18.2K - $20.3K
|
2.39K
$888K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
69New |
$14.2K - $15.9K
|
69
$25.6K
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
69+ 6.33% |
$14.2K - $15.9K
|
1.16K
$430K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
67+ 4.51% |
$13.8K - $15.4K
|
1.55K
$576K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
50+ 21.28% |
$10.3K - $11.5K
|
285
$106K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
50+ 0.44% |
$10.3K - $11.5K
|
11.5K
$4.27M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
50New |
$10.3K - $11.5K
|
50
$18.6K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
42New |
$8.67K - $9.68K
|
42
$15.6K
|
|
|
May 15, 2023
Q1 2023
|
Anson Capital, Inc.
|
BUY
|
- |
40+ 1.41% |
$8.26K - $9.22K
|
2.88K
$1.07M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
36+ 2.43% |
$7.43K - $8.3K
|
1.52K
$564K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
33New |
$6.81K - $7.61K
|
33
$12.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
31+ 0.1% |
$6.4K - $7.14K
|
30.6K
$11.4M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
24+ 2.03% |
$4.96K - $5.53K
|
1.21K
$448K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
21+ 1.63% |
$4.34K - $4.84K
|
1.31K
$486K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
20+ 20.0% |
$4.13K - $4.61K
|
120
$44.5K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
17+ 1.44% |
$3.51K - $3.92K
|
1.2K
$445K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
13New |
$2.68K - $3K
|
13
$4.83K
|
|
|
Apr 12, 2023
Q1 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
13+ 0.3% |
$2.68K - $3K
|
4.34K
$1.61M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
12+ 0.91% |
$2.48K - $2.77K
|
1.33K
$493K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
12+ 0.49% |
$2.48K - $2.77K
|
2.44K
$905K
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
10+ 0.31% |
$2.07K - $2.3K
|
3.23K
$1.2M
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
10+ 0.04% |
$2.07K - $2.3K
|
24.6K
$9.14M
|
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
10+ 0.28% |
$2.07K - $2.3K
|
3.6K
$1.34M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
10New |
$2.07K - $2.3K
|
10
$3.71K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8+ 1.74% |
$1.65K - $1.84K
|
467
$173K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
8+ 36.36% |
$1.65K - $1.84K
|
30
$11.1K
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
7+ 0.26% |
$1.45K - $1.61K
|
2.68K
$995K
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
5+ 0.25% |
$1.03K - $1.15K
|
1.98K
$735K
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
5+ 0.33% |
$1.03K - $1.15K
|
1.53K
$568K
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
4+ 0.4% |
$826 - $922
|
1.01K
$374K
|
|
|
May 05, 2023
Q1 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
4+ 0.19% |
$826 - $922
|
2.14K
$796K
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
4+ 0.28% |
$826 - $922
|
1.42K
$528K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
4+ 0.34% |
$826 - $922
|
1.18K
$437K
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
3+ 37.5% |
$620 - $691
|
11
$4.08K
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
3New |
$620 - $691
|
3
$1.11K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
3New |
$620 - $691
|
3
$1.11K
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
3+ 0.32% |
$620 - $691
|
955
$355K
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
3+ 0.15% |
$620 - $691
|
2.01K
$747K
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 0.38% |
$620 - $691
|
799
$297K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2New |
$413 - $461
|
2
$742
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
BUY
|
- |
1+ 0.06% |
$207 - $230
|
1.79K
$663K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 6.25% |
$207 - $230
|
17
$6.31K
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1+ 0.0% |
$207 - $230
|
30.7K
$11.4M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.34% |
$207 - $230
|
296
$110K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 6.25% |
$207 - $230
|
17
$6.31K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.17% |
$207 - $230
|
583
$216K
|
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1+ 0.09% |
$207 - $230
|
1.06K
$395K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 1.45% |
$207 - $230
|
70
$26K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1- 0.06% |
$207 - $230
|
1.8K
$668K
|