Purchases and Sales Made in Q1 2023 in Vanguard Growth ETF (VUG)
This table provides information about the institutional ownership of Vanguard Growth ETF (VUG) during Q1 2023. 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 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.41M+ 5.9% |
$504M - $601M
|
43.3M
$17.7B
|
|
|
May 09, 2023
Q1 2023
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
826K+ 2476.43% |
$173M - $206M
|
859K
$352M
|
|
|
Jun 16, 2023
Q1 2023
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
380KNew |
$79.5M - $94.8M
|
380K
$156M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
351K+ 20451.78% |
$73.5M - $87.6M
|
353K
$144M
|
|
|
May 15, 2023
Q1 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
339K+ 265.43% |
$70.9M - $84.5M
|
466K
$191M
|
|
|
Jan 09, 2024
Q1 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
335KNew |
$70M - $83.5M
|
335K
$137M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
313K+ 3.22% |
$65.5M - $78M
|
10M
$4.11B
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
214K+ 15.85% |
$44.8M - $53.4M
|
1.57M
$641M
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
192KNew |
$40.1M - $47.8M
|
192K
$78.4M
|
|
|
Mar 29, 2024
Q1 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
152KNew |
$31.8M - $37.9M
|
152K
$62.2M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
144K+ 42.47% |
$30.2M - $36M
|
484K
$198M
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
BUY
|
- |
140K+ 59.71% |
$29.4M - $35M
|
376K
$154M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
120K+ 20.28% |
$25.2M - $30M
|
715K
$292M
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
116KNew |
$24.3M - $29M
|
116K
$47.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
101KNew |
$21.2M - $25.3M
|
101K
$41.4M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
98K+ 6.31% |
$20.5M - $24.4M
|
1.65M
$675M
|
|
|
May 03, 2023
Q1 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
97KNew |
$20.3M - $24.2M
|
97K
$39.7M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
96.6K+ 3384.82% |
$20.2M - $24.1M
|
99.4K
$40.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
95.9K+ 23.6% |
$20.1M - $23.9M
|
502K
$205M
|
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
93.6KNew |
$19.6M - $23.3M
|
93.6K
$38.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
89.4K+ 47.01% |
$18.7M - $22.3M
|
280K
$114M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
87.6K+ 16.05% |
$18.3M - $21.8M
|
633K
$259M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
86.2K+ 1.64% |
$18M - $21.5M
|
5.35M
$2.19B
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
84.4K+ 4.52% |
$17.7M - $21.1M
|
1.95M
$798M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
83.2K+ 173.6% |
$17.4M - $20.7M
|
131K
$53.6M
|
|
|
May 08, 2023
Q1 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
83K+ 7045.76% |
$17.4M - $20.7M
|
84.2K
$34.4M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
77.2K+ 5.22% |
$16.1M - $19.3M
|
1.56M
$637M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
76.9K+ 7.11% |
$16.1M - $19.2M
|
1.16M
$474M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
76.1K+ 9.11% |
$15.9M - $19M
|
911K
$373M
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
73.5KNew |
$15.4M - $18.3M
|
73.5K
$30.1M
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
71.7K+ 11.72% |
$15M - $17.9M
|
684K
$280M
|
|
|
May 09, 2023
Q1 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
69.7KNew |
$14.6M - $17.4M
|
69.7K
$28.5M
|
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
68.8KNew |
$14.4M - $17.2M
|
68.8K
$28.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
64.8K+ 2.3% |
$13.6M - $16.2M
|
2.88M
$1.18B
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
64.2K+ 2.12% |
$13.4M - $16M
|
3.09M
$1.26B
|
|
|
Jun 27, 2024
Q1 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
62.9KNew |
$13.2M - $15.7M
|
62.9K
$25.7M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
61.2K+ 8.49% |
$12.8M - $15.3M
|
782K
$320M
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
60.8K+ 3780.85% |
$12.7M - $15.2M
|
62.4K
$25.5M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
57.8K+ 23.02% |
$12.1M - $14.4M
|
309K
$126M
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
54.7K+ 11.64% |
$11.4M - $13.6M
|
525K
$215M
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
53.5KNew |
$11.2M - $13.3M
|
53.5K
$21.9M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
53.2K+ 9.14% |
$11.1M - $13.3M
|
634K
$260M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
51.6K+ 1.46% |
$10.8M - $12.9M
|
3.6M
$1.47B
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
49.6K+ 176.46% |
$10.4M - $12.4M
|
77.7K
$31.8M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
48.5K+ 133.89% |
$10.1M - $12.1M
|
84.7K
$34.7M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
47.6K+ 447.89% |
$9.96M - $11.9M
|
58.2K
$23.8M
|
|
|
May 08, 2023
Q1 2023
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
46.9K+ 30.85% |
$9.81M - $11.7M
|
199K
$81.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
44.7K+ 1428.51% |
$9.35M - $11.1M
|
47.8K
$19.6M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
44.5K+ 2.94% |
$9.31M - $11.1M
|
1.56M
$637M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
43.9K+ 33.78% |
$9.19M - $11M
|
174K
$71.1M
|