Purchases and Sales Made in Q1 2022 in Vanguard Growth ETF (VUG)
This table provides information about the institutional ownership of Vanguard Growth ETF (VUG) during Q1 2022. 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 |
---|---|---|---|---|---|---|---|
May 03, 2022
Q1 2022
|
Steward Financial Group LLC
|
BUY
|
- |
21+ 33.33% |
$5.34K - $6.78K
|
84
$33.9K
|
|
May 02, 2022
Q1 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
20+ 0.78% |
$5.09K - $6.46K
|
2.59K
$1.04M
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
20+ 21.51% |
$5.09K - $6.46K
|
113
$45.6K
|
|
May 03, 2022
Q1 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
19+ 1.51% |
$4.83K - $6.14K
|
1.28K
$515K
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
18+ 1.82% |
$4.58K - $5.82K
|
1.01K
$405K
|
|
Apr 22, 2022
Q1 2022
|
Bank Of The West
|
BUY
|
- |
18+ 1.26% |
$4.58K - $5.82K
|
1.45K
$585K
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
16New |
$4.07K - $5.17K
|
16
$6.46K
|
|
Apr 21, 2022
Q1 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
15New |
$3.82K - $4.85K
|
15
$6.05K
|
|
May 03, 2022
Q1 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
15+ 29.41% |
$3.82K - $4.85K
|
66
$26.6K
|
|
May 11, 2022
Q1 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
14New |
$3.56K - $4.52K
|
14
$5.65K
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
13+ 0.28% |
$3.31K - $4.2K
|
4.64K
$1.87M
|
|
Apr 11, 2022
Q1 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
12+ 1.6% |
$3.05K - $3.88K
|
760
$307K
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
11+ 0.66% |
$2.8K - $3.55K
|
1.69K
$681K
|
|
May 16, 2022
Q1 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
11+ 1.52% |
$2.8K - $3.55K
|
736
$297K
|
|
May 10, 2022
Q1 2022
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
10+ 0.7% |
$2.54K - $3.23K
|
1.44K
$583K
|
|
Apr 25, 2022
Q1 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
10+ 0.31% |
$2.54K - $3.23K
|
3.21K
$1.29M
|
|
May 09, 2022
Q1 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
10+ 0.22% |
$2.54K - $3.23K
|
4.55K
$1.83M
|
|
Apr 21, 2022
Q1 2022
|
Ballast Advisors LLC
|
BUY
|
- |
9+ 0.42% |
$2.29K - $2.91K
|
2.13K
$859K
|
|
May 05, 2022
Q1 2022
|
Lincoln Capital LLC
|
BUY
|
- |
9+ 0.3% |
$2.29K - $2.91K
|
3.03K
$1.22M
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
9+ 0.24% |
$2.29K - $2.91K
|
3.73K
$1.51M
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
9+ 1.21% |
$2.29K - $2.91K
|
750
$303K
|
|
May 10, 2022
Q1 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
8+ 0.15% |
$2.03K - $2.58K
|
5.49K
$2.22M
|
|
Apr 18, 2022
Q1 2022
|
Capital Market Strategies LLC
|
BUY
|
- |
7+ 1.0% |
$1.78K - $2.26K
|
706
$285K
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7+ 0.93% |
$1.78K - $2.26K
|
758
$306K
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
7+ 0.33% |
$1.78K - $2.26K
|
2.12K
$857K
|
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.08% |
$1.53K - $1.94K
|
7.91K
$3.19M
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
5+ 0.57% |
$1.27K - $1.62K
|
884
$357K
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
4+ 66.67% |
$1.02K - $1.29K
|
10
$4.03K
|
|
May 04, 2022
Q1 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
4+ 0.1% |
$1.02K - $1.29K
|
3.98K
$1.6M
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
4+ 0.09% |
$1.02K - $1.29K
|
4.48K
$1.81M
|
|
Apr 27, 2022
Q1 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
4+ 0.1% |
$1.02K - $1.29K
|
4.13K
$1.66M
|
|
May 12, 2022
Q1 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
4+ 0.1% |
$1.02K - $1.29K
|
3.93K
$1.59M
|
|
Apr 27, 2022
Q1 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.15% |
$763 - $969
|
2.03K
$817K
|
|
May 06, 2022
Q1 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
3+ 0.24% |
$763 - $969
|
1.28K
$516K
|
|
May 10, 2022
Q1 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
3+ 0.08% |
$763 - $969
|
3.84K
$1.55M
|
|
Apr 20, 2022
Q1 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3+ 0.11% |
$763 - $969
|
2.82K
$1.14M
|
|
Apr 11, 2022
Q1 2022
|
360 Financial, Inc.
|
BUY
|
- |
3+ 0.07% |
$763 - $969
|
4.35K
$1.76M
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
3+ 0.28% |
$763 - $969
|
1.07K
$430K
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3+ 0.21% |
$763 - $969
|
1.45K
$587K
|
|
Apr 20, 2022
Q1 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2+ 0.14% |
$509 - $646
|
1.47K
$594K
|
|
May 02, 2022
Q1 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
2+ 0.15% |
$509 - $646
|
1.3K
$524K
|
|
Apr 26, 2022
Q1 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
2+ 0.15% |
$509 - $646
|
1.32K
$531K
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 0.1% |
$509 - $646
|
2.06K
$833K
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2+ 0.11% |
$509 - $646
|
1.78K
$720K
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2+ 0.16% |
$509 - $646
|
1.23K
$497K
|
|
May 06, 2022
Q1 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2+ 0.08% |
$509 - $646
|
2.48K
$1M
|
|
Apr 12, 2022
Q1 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
2+ 0.2% |
$509 - $646
|
1.02K
$412K
|
|
Jul 05, 2022
Q1 2022
|
Willner & Heller, LLC
|
BUY
|
- |
1+ 0.04% |
$254 - $323
|
2.31K
$930K
|
|
Apr 21, 2022
Q1 2022
|
Financial Management Network Inc
|
BUY
|
- |
1+ 0.08% |
$254 - $323
|
1.25K
$506K
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1+ 0.04% |
$254 - $323
|
2.56K
$1.03M
|