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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
403+ 1.23% |
$84.3K - $101K
|
33.1K
$14.1M
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
400+ 38.46% |
$83.7K - $99.8K
|
1.44K
$615K
|
|
|
May 15, 2023
Q1 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
399+ 10.02% |
$83.5K - $99.5K
|
4.38K
$1.87M
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
388+ 19.56% |
$81.2K - $96.8K
|
2.37K
$1.01M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
386+ 3.44% |
$80.8K - $96.3K
|
11.6K
$4.95M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
385+ 2.13% |
$80.6K - $96K
|
18.4K
$7.88M
|
|
|
Apr 25, 2023
Q1 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
384+ 6.27% |
$80.4K - $95.8K
|
6.51K
$2.78M
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
BUY
|
- |
383+ 6.47% |
$80.1K - $95.5K
|
6.3K
$2.69M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
379+ 9.82% |
$79.3K - $94.5K
|
4.24K
$1.81M
|
|
|
May 11, 2023
Q1 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
379+ 2.9% |
$79.3K - $94.5K
|
13.5K
$5.75M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
379+ 7.12% |
$79.3K - $94.5K
|
5.7K
$2.43M
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
377+ 11.72% |
$78.9K - $94K
|
3.59K
$1.53M
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
375New |
$78.5K - $93.5K
|
375
$160K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
374+ 18.97% |
$78.3K - $93.3K
|
2.35K
$1M
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
368+ 2.61% |
$77K - $91.8K
|
14.5K
$6.17M
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
367+ 18.3% |
$76.8K - $91.5K
|
2.37K
$1.01M
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
365+ 10.03% |
$76.4K - $91K
|
4K
$1.71M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
357+ 0.53% |
$74.7K - $89.1K
|
68.1K
$29.1M
|
|
|
May 04, 2023
Q1 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
350+ 5.53% |
$73.2K - $87.3K
|
6.67K
$2.85M
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
346+ 14.03% |
$72.4K - $86.3K
|
2.81K
$1.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Capital Planning LLC
|
BUY
|
- |
343+ 7.56% |
$71.8K - $85.6K
|
4.88K
$2.08M
|
|
|
Apr 12, 2023
Q1 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
342+ 0.72% |
$71.6K - $85.3K
|
47.6K
$20.3M
|
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
340+ 8.7% |
$71.1K - $84.8K
|
4.25K
$1.81M
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
336+ 5.04% |
$70.3K - $83.8K
|
7.01K
$2.99M
|
|
|
Apr 24, 2023
Q1 2023
|
Marion Wealth Management
|
BUY
|
- |
334+ 13.41% |
$69.9K - $83.3K
|
2.83K
$1.21M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
326+ 5.1% |
$68.2K - $81.3K
|
6.71K
$2.87M
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
324+ 3240.0% |
$67.8K - $80.8K
|
334
$143K
|
|
|
Apr 17, 2023
Q1 2023
|
Derbend Asset Management
|
BUY
|
- |
322+ 7.16% |
$67.4K - $80.3K
|
4.82K
$2.06M
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
322+ 12.59% |
$67.4K - $80.3K
|
2.88K
$1.23M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
309+ 1.72% |
$64.7K - $77.1K
|
18.3K
$7.82M
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
302+ 0.73% |
$63.2K - $75.3K
|
41.5K
$17.7M
|
|
|
May 12, 2023
Q1 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
302+ 23.82% |
$63.2K - $75.3K
|
1.57K
$670K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
300New |
$62.8K - $74.8K
|
300
$128K
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
300+ 16.67% |
$62.8K - $74.8K
|
2.1K
$897K
|
|
|
May 11, 2023
Q1 2023
|
Resource Planning Group
|
BUY
|
- |
300+ 7.58% |
$62.8K - $74.8K
|
4.26K
$1.82M
|
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
BUY
|
- |
295+ 1.27% |
$61.7K - $73.6K
|
23.6K
$10.1M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
278+ 0.57% |
$58.2K - $69.3K
|
49K
$20.9M
|
|
|
May 08, 2023
Q1 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
274+ 11.29% |
$57.3K - $68.3K
|
2.7K
$1.15M
|
|
|
May 05, 2023
Q1 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
273+ 0.29% |
$57.1K - $68.1K
|
94.7K
$40.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
271+ 0.78% |
$56.7K - $67.6K
|
35.1K
$15M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
270+ 2.0% |
$56.5K - $67.3K
|
13.7K
$5.87M
|
|
|
May 02, 2023
Q1 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
268+ 12.99% |
$56.1K - $66.8K
|
2.33K
$995K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
265+ 15.51% |
$55.5K - $66.1K
|
1.97K
$843K
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
264+ 13.41% |
$55.2K - $65.9K
|
2.23K
$953K
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
260+ 22.99% |
$54.4K - $64.9K
|
1.39K
$594K
|
|
|
Apr 18, 2023
Q1 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
258+ 5.71% |
$54K - $64.4K
|
4.78K
$2.04M
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
250+ 17.09% |
$52.3K - $62.4K
|
1.71K
$731K
|
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
249+ 18.06% |
$52.1K - $62.1K
|
1.63K
$695K
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
246+ 18.87% |
$51.5K - $61.4K
|
1.55K
$662K
|
|
|
Apr 14, 2023
Q1 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
246+ 12.46% |
$51.5K - $61.4K
|
2.22K
$948K
|