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 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-627- 9.02% |
$131K - $156K
|
6.32K
$2.7M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-628- 22.69% |
$131K - $157K
|
2.14K
$914K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-633- 5.18% |
$132K - $158K
|
11.6K
$4.94M
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-640- 25.65% |
$134K - $160K
|
1.86K
$792K
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-644- 2.03% |
$135K - $161K
|
31K
$13.2M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-657- 4.22% |
$137K - $164K
|
14.9K
$6.37M
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-658- 4.26% |
$138K - $164K
|
14.8K
$6.31M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-658- 36.72% |
$138K - $164K
|
1.13K
$484K
|
|
|
May 03, 2023
Q1 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-667- 33.17% |
$140K - $166K
|
1.34K
$574K
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-675- 17.87% |
$141K - $168K
|
3.1K
$1.32M
|
|
|
May 05, 2023
Q1 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-679- 1.51% |
$142K - $169K
|
44.3K
$18.9M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-680- 17.82% |
$142K - $170K
|
3.14K
$1.34M
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-702- 1.34% |
$147K - $175K
|
51.5K
$22M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-713- 0.73% |
$149K - $178K
|
97.5K
$41.6M
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
SELL
|
- |
-717- 4.85% |
$150K - $179K
|
14.1K
$6M
|
|
|
Apr 06, 2023
Q1 2023
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-726- 0.73% |
$152K - $181K
|
99.1K
$42.3M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-730- 1.96% |
$153K - $182K
|
36.4K
$15.6M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-730- 4.82% |
$153K - $182K
|
14.4K
$6.16M
|
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
SELL
|
- |
-731- 24.94% |
$153K - $182K
|
2.2K
$939K
|
|
|
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-759- 27.83% |
$159K - $189K
|
1.97K
$840K
|
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-773- 1.2% |
$162K - $193K
|
63.6K
$27.2M
|
|
|
May 11, 2023
Q1 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-773- 0.41% |
$162K - $193K
|
187K
$80M
|
|
|
Apr 18, 2023
Q1 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-775- 25.26% |
$162K - $193K
|
2.29K
$979K
|
|
|
May 17, 2023
Q1 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-777- 21.42% |
$163K - $194K
|
2.85K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-782- 2.96% |
$164K - $195K
|
25.6K
$10.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-796- 40.51% |
$167K - $199K
|
1.17K
$499K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-806- 2.44% |
$169K - $201K
|
32.2K
$13.7M
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-807- 0.09% |
$169K - $201K
|
948K
$405M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-811- 8.71% |
$170K - $202K
|
8.5K
$3.63M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-815- 30.54% |
$171K - $203K
|
1.85K
$791K
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-821- 47.1% |
$172K - $205K
|
922
$394K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-823- 46.79% |
$172K - $205K
|
936
$400K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-842- 73.28% |
$176K - $210K
|
307
$131K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-863- 2.29% |
$181K - $215K
|
36.9K
$15.7M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-868- 49.07% |
$182K - $217K
|
901
$385K
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-885- 24.57% |
$185K - $221K
|
2.72K
$1.16M
|
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-888- 6.59% |
$186K - $222K
|
12.6K
$5.37M
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-902- 1.48% |
$189K - $225K
|
60.2K
$25.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-903- 11.44% |
$189K - $225K
|
6.99K
$2.98M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-905- 3.11% |
$189K - $226K
|
28.2K
$12M
|
|
|
May 04, 2023
Q1 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-910- 1.24% |
$190K - $227K
|
72.2K
$30.8M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-910- 5.65% |
$190K - $227K
|
15.2K
$6.49M
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-926- 24.82% |
$194K - $231K
|
2.81K
$1.2M
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-934- 38.67% |
$195K - $233K
|
1.48K
$632K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-952- 2.35% |
$199K - $237K
|
39.5K
$16.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-967- 12.65% |
$202K - $241K
|
6.68K
$2.85M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-979- 3.94% |
$205K - $244K
|
23.8K
$10.2M
|
|
|
Oct 04, 2023
Q1 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-998- 1.13% |
$209K - $249K
|
87.3K
$37.3M
|
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-1.02K- 31.37% |
$212K - $253K
|
2.22K
$948K
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.02K- 28.91% |
$213K - $253K
|
2.5K
$1.07M
|