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 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
106+ 0.14% |
$24.2K - $26.9K
|
76.4K
$27.4M
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
78New |
$17.8K - $19.8K
|
78
$28K
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
69+ 2.57% |
$15.7K - $17.5K
|
2.75K
$988K
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
53+ 0.55% |
$12.1K - $13.5K
|
9.7K
$3.48M
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
BUY
|
- |
53+ 2.11% |
$12.1K - $13.5K
|
2.57K
$921K
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
48New |
$10.9K - $12.2K
|
48
$17.2K
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
45+ 0.34% |
$10.3K - $11.4K
|
13.2K
$4.73M
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
22+ 0.35% |
$5.02K - $5.59K
|
6.28K
$2.25M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
22+ 1.24% |
$5.02K - $5.59K
|
1.8K
$646K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
22New |
$5.02K - $5.59K
|
22
$7.9K
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
21+ 2.26% |
$4.79K - $5.34K
|
949
$341K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19+ 3.8% |
$4.33K - $4.83K
|
519
$186K
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
13New |
$2.96K - $3.3K
|
13
$4.67K
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
10+ 0.56% |
$2.28K - $2.54K
|
1.81K
$650K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
10New |
$2.28K - $2.54K
|
10
$3.59K
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
10New |
$2.28K - $2.54K
|
10
$3.59K
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
6New |
$1.37K - $1.52K
|
6
$2.15K
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5+ 12.5% |
$1.14K - $1.27K
|
45
$16.2K
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
- |
4New |
$912 - $1.02K
|
4
$1.44K
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
4+ 0.2% |
$912 - $1.02K
|
1.98K
$712K
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.79% |
$456 - $508
|
256
$91.9K
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2New |
$456 - $508
|
2
$718
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2+ 0.15% |
$456 - $508
|
1.31K
$471K
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 5.88% |
$228 - $254
|
18
$6.46K
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.23% |
$228 - $254
|
433
$156K
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.63% |
$228 - $254
|
159
$57.1K
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.46% |
$228 - $254
|
220
$79K
|
|
Aug 10, 2023
Q2 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
1+ 0.09% |
$228 - $254
|
1.11K
$398K
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1- 0.08% |
$228 - $254
|
1.31K
$470K
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-1- 0.01% |
$228 - $254
|
7.56K
$2.71M
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-2- 0.2% |
$456 - $508
|
1.01K
$361K
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3- 0.08% |
$684 - $762
|
3.78K
$1.36M
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-3- 1.07% |
$684 - $762
|
277
$99.5K
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3- 0.04% |
$684 - $762
|
8.35K
$3M
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
SELL
|
- |
-10- 0.04% |
$2.28K - $2.54K
|
24.6K
$8.83M
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-11- 0.1% |
$2.51K - $2.79K
|
10.5K
$3.76M
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-11- 0.92% |
$2.51K - $2.79K
|
1.19K
$426K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-12- 0.49% |
$2.74K - $3.05K
|
2.43K
$871K
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-12- 1.26% |
$2.74K - $3.05K
|
943
$339K
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-15- 1.45% |
$3.42K - $3.81K
|
1.02K
$367K
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-18- 8.22% |
$4.1K - $4.57K
|
201
$72.2K
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-21- 3.96% |
$4.79K - $5.34K
|
509
$183K
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-30- 2.55% |
$6.84K - $7.62K
|
1.15K
$412K
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-32- 1.77% |
$7.3K - $8.13K
|
1.77K
$636K
|
|
May 20, 2024
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-38- 0.12% |
$8.66K - $9.66K
|
32.3K
$11.6M
|
|
Aug 07, 2023
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-38- 0.12% |
$8.66K - $9.66K
|
32.3K
$11.6M
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-43- 2.69% |
$9.8K - $10.9K
|
1.56K
$560K
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-50- 44.64% |
$11.4K - $12.7K
|
62
$22.3K
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-50- 29.41% |
$11.4K - $12.7K
|
120
$43.1K
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-50- 3.97% |
$11.4K - $12.7K
|
1.21K
$434K
|