Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.36KNew |
$309K - $344K
|
1.36K
$486K
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.26K+ 83.33% |
$287K - $320K
|
2.77K
$995K
|
|
Jul 14, 2023
Q2 2023
|
626 Financial, LLC
|
BUY
|
- |
1.19KNew |
$272K - $303K
|
1.19K
$428K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.19K+ 3.52% |
$271K - $302K
|
34.9K
$12.5M
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.1KNew |
$250K - $278K
|
1.1K
$393K
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.07KNew |
$245K - $273K
|
1.07K
$385K
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.02K+ 76.81% |
$233K - $259K
|
2.35K
$843K
|
|
Aug 09, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
961+ 164.27% |
$219K - $244K
|
1.55K
$555K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
923+ 4.68% |
$210K - $235K
|
20.7K
$7.41M
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
860New |
$196K - $219K
|
860
$309K
|
|
Aug 03, 2023
Q2 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
849New |
$194K - $216K
|
849
$305K
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
816New |
$186K - $207K
|
816
$293K
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
807New |
$184K - $205K
|
807
$290K
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
799New |
$182K - $203K
|
799
$287K
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
794+ 7.06% |
$181K - $202K
|
12K
$4.32M
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
780+ 25.54% |
$178K - $198K
|
3.83K
$1.38M
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
774+ 2.25% |
$176K - $197K
|
35.2K
$12.6M
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
762+ 1.58% |
$174K - $194K
|
49K
$17.6M
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
722+ 40.04% |
$165K - $183K
|
2.53K
$907K
|
|
Aug 23, 2023
Q2 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
720New |
$164K - $183K
|
720
$258K
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
658+ 9.66% |
$150K - $167K
|
7.47K
$2.68M
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
639+ 4.42% |
$146K - $162K
|
15.1K
$5.42M
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
615+ 36.18% |
$140K - $156K
|
2.32K
$831K
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
601+ 5.36% |
$137K - $153K
|
11.8K
$4.24M
|
|
Jul 21, 2023
Q2 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
560+ 1.06% |
$128K - $142K
|
53.6K
$19.3M
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
552+ 14.35% |
$126K - $140K
|
4.4K
$1.58M
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
542+ 1.29% |
$124K - $138K
|
42.4K
$15.2M
|
|
Aug 09, 2023
Q2 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
513+ 19.81% |
$117K - $130K
|
3.1K
$1.11M
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
510+ 65.38% |
$116K - $130K
|
1.29K
$463K
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
498+ 15.43% |
$114K - $127K
|
3.73K
$1.34M
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
490+ 2.9% |
$112K - $125K
|
17.4K
$6.24M
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
490+ 24.35% |
$112K - $125K
|
2.5K
$898K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
390New |
$88.9K - $99.1K
|
390
$140K
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
343+ 29.34% |
$78.2K - $87.2K
|
1.51K
$543K
|
|
Jul 20, 2023
Q2 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
336+ 15.57% |
$76.6K - $85.4K
|
2.49K
$895K
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
336+ 21.15% |
$76.6K - $85.4K
|
1.93K
$691K
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
321+ 22.56% |
$73.2K - $81.6K
|
1.74K
$626K
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
256+ 24.52% |
$58.4K - $65K
|
1.3K
$467K
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
245+ 19.89% |
$55.9K - $62.3K
|
1.48K
$530K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
242+ 63.85% |
$55.2K - $61.5K
|
621
$223K
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
213+ 13.47% |
$48.6K - $54.1K
|
1.79K
$644K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
209+ 11.25% |
$47.6K - $53.1K
|
2.07K
$742K
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
200+ 16.42% |
$45.6K - $50.8K
|
1.42K
$509K
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
190New |
$43.3K - $48.3K
|
190
$68.2K
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
190+ 20.17% |
$43.3K - $48.3K
|
1.13K
$406K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
142+ 0.23% |
$32.4K - $36.1K
|
61.1K
$21.9M
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
141+ 4.16% |
$32.1K - $35.8K
|
3.53K
$1.27M
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
139+ 2.78% |
$31.7K - $35.3K
|
5.14K
$1.84M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
112+ 0.45% |
$25.5K - $28.5K
|
24.8K
$8.89M
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
111New |
$25.3K - $28.2K
|
111
$39.9K
|