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 12, 2023
Q1 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
148+ 0.59% |
$31K - $36.9K
|
25.2K
$10.8M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
147+ 2.98% |
$30.8K - $36.7K
|
5.07K
$2.17M
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
143New |
$29.9K - $35.7K
|
143
$61K
|
|
|
May 10, 2023
Q1 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
142+ 3.31% |
$29.7K - $35.4K
|
4.43K
$1.89M
|
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
140+ 13.5% |
$29.3K - $34.9K
|
1.18K
$502K
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
139+ 3.42% |
$29.1K - $34.7K
|
4.2K
$1.79M
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
136+ 7.6% |
$28.5K - $33.9K
|
1.93K
$822K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
134+ 2.98% |
$28K - $33.4K
|
4.63K
$1.97M
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
134+ 6.88% |
$28K - $33.4K
|
2.08K
$888K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
133+ 94.33% |
$27.8K - $33.2K
|
274
$117K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
133+ 0.64% |
$27.8K - $33.2K
|
20.9K
$8.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
128+ 0.65% |
$26.8K - $31.9K
|
19.9K
$8.48M
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
128+ 3.84% |
$26.8K - $31.9K
|
3.47K
$1.48M
|
|
|
Apr 10, 2023
Q1 2023
|
360 Financial, Inc.
|
BUY
|
- |
125+ 2.87% |
$26.2K - $31.2K
|
4.49K
$1.91M
|
|
|
Apr 14, 2023
Q1 2023
|
Cohen Klingenstein LLC
|
BUY
|
- |
125+ 0.9% |
$26.2K - $31.2K
|
14K
$5.99M
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
121+ 4.45% |
$25.3K - $30.2K
|
2.84K
$1.21M
|
|
|
May 05, 2023
Q1 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
120+ 3.72% |
$25.1K - $29.9K
|
3.35K
$1.43M
|
|
|
Apr 10, 2023
Q1 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
116+ 3.96% |
$24.3K - $28.9K
|
3.05K
$1.3M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
115+ 2.11% |
$24.1K - $28.7K
|
5.56K
$2.37M
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
115+ 4.3% |
$24.1K - $28.7K
|
2.79K
$1.19M
|
|
|
Aug 07, 2023
Q1 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
115+ 4.47% |
$24.1K - $28.7K
|
2.69K
$1.15M
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
113+ 2.18% |
$23.6K - $28.2K
|
5.3K
$2.26M
|
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
111+ 2.66% |
$23.2K - $27.7K
|
4.29K
$1.83M
|
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
110+ 4.76% |
$23K - $27.4K
|
2.42K
$1.03M
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
110+ 10.17% |
$23K - $27.4K
|
1.19K
$509K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
107+ 1.07% |
$22.4K - $26.7K
|
10.1K
$4.31M
|
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
106+ 5.23% |
$22.2K - $26.4K
|
2.13K
$911K
|
|
|
Apr 13, 2023
Q1 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
105+ 6.9% |
$22K - $26.2K
|
1.63K
$694K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
105+ 1.87% |
$22K - $26.2K
|
5.72K
$2.44M
|
|
|
Apr 26, 2023
Q1 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
103+ 2.26% |
$21.6K - $25.7K
|
4.65K
$1.99M
|
|
|
May 02, 2023
Q1 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
103+ 0.62% |
$21.6K - $25.7K
|
16.6K
$7.09M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
102+ 0.67% |
$21.3K - $25.4K
|
15.3K
$6.55M
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
100+ 79.37% |
$20.9K - $24.9K
|
226
$96.5K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
100New |
$20.9K - $24.9K
|
100
$42.7K
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
100+ 3.23% |
$20.9K - $24.9K
|
3.2K
$1.36M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
100+ 20.33% |
$20.9K - $24.9K
|
592
$253K
|
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
100+ 2.84% |
$20.9K - $24.9K
|
3.63K
$1.55M
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
BUY
|
- |
96+ 3.31% |
$20.1K - $23.9K
|
3K
$1.28M
|
|
|
May 08, 2023
Q1 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
96+ 4.6% |
$20.1K - $23.9K
|
2.19K
$933K
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
94New |
$19.7K - $23.4K
|
94
$40.1K
|
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
94+ 30.42% |
$19.7K - $23.4K
|
403
$172K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
87+ 3.14% |
$18.2K - $21.7K
|
2.86K
$1.22M
|
|
|
May 11, 2023
Q1 2023
|
Kennicott Capital Management LLC
|
BUY
|
- |
87+ 0.2% |
$18.2K - $21.7K
|
42.9K
$18.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
78+ 2.89% |
$16.3K - $19.5K
|
2.78K
$1.18M
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
78+ 0.62% |
$16.3K - $19.5K
|
12.6K
$5.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
72+ 4.41% |
$15.1K - $18K
|
1.71K
$728K
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
BUY
|
- |
72+ 1.04% |
$15.1K - $18K
|
6.99K
$2.98M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
71+ 3.45% |
$14.9K - $17.7K
|
2.13K
$909K
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
70+ 4.69% |
$14.6K - $17.5K
|
1.56K
$667K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
70+ 6.57% |
$14.6K - $17.5K
|
1.14K
$485K
|