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 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
242+ 5.25% |
$50.6K - $60.4K
|
4.85K
$2.07M
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
241+ 22.63% |
$50.4K - $60.1K
|
1.31K
$558K
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
234+ 9.64% |
$49K - $58.4K
|
2.66K
$1.14M
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
229+ 12.37% |
$47.9K - $57.1K
|
2.08K
$888K
|
|
May 09, 2023
Q1 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
229+ 9.0% |
$47.9K - $57.1K
|
2.77K
$1.18M
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
227+ 0.94% |
$47.5K - $56.6K
|
24.4K
$10.4M
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
225+ 13.74% |
$47.1K - $56.1K
|
1.86K
$795K
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
220New |
$46K - $54.9K
|
220
$93.9K
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
219+ 0.43% |
$45.8K - $54.6K
|
51.3K
$21.9M
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
219+ 2.18% |
$45.8K - $54.6K
|
10.3K
$4.39M
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
218+ 1.78% |
$45.6K - $54.4K
|
12.5K
$5.32M
|
|
May 10, 2023
Q1 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
215New |
$45K - $53.6K
|
215
$91.8K
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
215+ 135.22% |
$45K - $53.6K
|
374
$160K
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
211+ 4.9% |
$44.2K - $52.6K
|
4.52K
$1.93M
|
|
Apr 10, 2023
Q1 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
209+ 5.07% |
$43.7K - $52.1K
|
4.33K
$1.85M
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
202+ 2.0% |
$42.3K - $50.4K
|
10.3K
$4.41M
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
200New |
$41.9K - $49.9K
|
200
$85.4K
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
199+ 19900.0% |
$41.6K - $49.6K
|
200
$85.4K
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
198+ 12.82% |
$41.4K - $49.4K
|
1.74K
$744K
|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
194+ 0.78% |
$40.6K - $48.4K
|
25.1K
$10.7M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
193+ 0.42% |
$40.4K - $48.1K
|
46.3K
$19.8M
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
192+ 17.93% |
$40.2K - $47.9K
|
1.26K
$539K
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
190+ 1.61% |
$39.8K - $47.4K
|
12K
$5.13M
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
189+ 3.19% |
$39.5K - $47.1K
|
6.11K
$2.61M
|
|
Apr 18, 2023
Q1 2023
|
Bay Rivers Group
|
BUY
|
- |
186+ 1.42% |
$38.9K - $46.4K
|
13.3K
$5.69M
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
185+ 25.2% |
$38.7K - $46.1K
|
919
$392K
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Services
|
BUY
|
- |
184+ 2.39% |
$38.5K - $45.9K
|
7.88K
$3.36M
|
|
May 03, 2023
Q1 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
183+ 5.93% |
$38.3K - $45.6K
|
3.27K
$1.39M
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
179+ 2.85% |
$37.5K - $44.6K
|
6.46K
$2.76M
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
178+ 6.6% |
$37.2K - $44.4K
|
2.87K
$1.23M
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
177+ 6.53% |
$37K - $44.2K
|
2.89K
$1.23M
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
177+ 1.89% |
$37K - $44.2K
|
9.54K
$4.07M
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
177+ 9.35% |
$37K - $44.2K
|
2.07K
$884K
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
175+ 15.27% |
$36.6K - $43.7K
|
1.32K
$564K
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
175+ 0.81% |
$36.6K - $43.7K
|
21.8K
$9.32M
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
174+ 1.83% |
$36.4K - $43.4K
|
9.68K
$4.13M
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
173+ 9.07% |
$36.2K - $43.2K
|
2.08K
$888K
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
BUY
|
- |
171+ 0.74% |
$35.8K - $42.7K
|
23.2K
$9.92M
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
171+ 2.36% |
$35.8K - $42.7K
|
7.41K
$3.16M
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
168+ 6.74% |
$35.2K - $41.9K
|
2.66K
$1.14M
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
BUY
|
- |
168+ 1.05% |
$35.2K - $41.9K
|
16.2K
$6.91M
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
168+ 151.35% |
$35.2K - $41.9K
|
279
$119K
|
|
Apr 28, 2023
Q1 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
165+ 1.17% |
$34.5K - $41.2K
|
14.3K
$6.11M
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
161+ 7.56% |
$33.7K - $40.2K
|
2.29K
$978K
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
161+ 1.54% |
$33.7K - $40.2K
|
10.6K
$4.53M
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
160+ 6.42% |
$33.5K - $39.9K
|
2.65K
$1.13M
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
152+ 4.88% |
$31.8K - $37.9K
|
3.26K
$1.39M
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
151+ 7.55% |
$31.6K - $37.7K
|
2.15K
$918K
|
|
May 11, 2023
Q1 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
150+ 1.98% |
$31.4K - $37.4K
|
7.72K
$3.29M
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
149New |
$31.2K - $37.2K
|
149
$63.6K
|