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 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.95K- 19.37% |
$409K - $487K
|
8.14K
$3.47M
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.97K- 2.46% |
$412K - $491K
|
78K
$33.3M
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-2K- 7.84% |
$418K - $499K
|
23.5K
$10M
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.01K- 3.19% |
$420K - $500K
|
60.9K
$26M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.01K- 5.25% |
$420K - $500K
|
36.2K
$15.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-2.01K- 7.42% |
$421K - $501K
|
25.1K
$10.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-2.06K- 15.94% |
$431K - $514K
|
10.9K
$4.64M
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-2.1K- 1.29% |
$439K - $523K
|
161K
$68.5M
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-2.13K- 26.68% |
$445K - $531K
|
5.85K
$2.5M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.16K- 5.01% |
$452K - $539K
|
41K
$17.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.18K- 6.32% |
$457K - $544K
|
32.3K
$13.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-2.2K- 65.03% |
$460K - $549K
|
1.18K
$505K
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.2K- 2.1% |
$460K - $549K
|
102K
$43.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.24K- 6.74% |
$469K - $559K
|
31K
$13.2M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-2.33K- 29.63% |
$487K - $581K
|
5.53K
$2.36M
|
|
|
May 11, 2023
Q1 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-2.36K- 29.77% |
$493K - $588K
|
5.56K
$2.37M
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-2.38K- 2.35% |
$498K - $594K
|
98.9K
$42.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Congress Asset Management CO
|
SELL
|
- |
-2.46K- 59.85% |
$515K - $614K
|
1.65K
$705K
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-2.48K- 2.28% |
$518K - $618K
|
106K
$45.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Veery Capital, LLC
|
SELL
|
- |
-2.5K- 3.7% |
$522K - $622K
|
64.9K
$27.7M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.54K- 42.43% |
$531K - $634K
|
3.45K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-2.62K- 2.81% |
$547K - $652K
|
90.4K
$38.6M
|
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-2.62K- 41.05% |
$548K - $653K
|
3.76K
$1.6M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.65K- 16.13% |
$555K - $661K
|
13.8K
$5.88M
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-2.68K- 81.77% |
$560K - $668K
|
597
$255K
|
|
|
May 12, 2023
Q1 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-2.7K- 4.66% |
$565K - $673K
|
55.2K
$23.6M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-2.7K- 99.89% |
$565K - $674K
|
3
$1.28K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.75K- 1.57% |
$575K - $685K
|
173K
$73.7M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.81K- 12.54% |
$588K - $701K
|
19.6K
$8.37M
|
|
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-2.85K- 6.9% |
$595K - $710K
|
38.4K
$16.4M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-2.88K- 34.35% |
$602K - $717K
|
5.5K
$2.35M
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2.89K- 4.64% |
$605K - $722K
|
59.4K
$25.4M
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2.89K- 4.64% |
$605K - $722K
|
59.4K
$25.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-2.9K- 9.28% |
$606K - $722K
|
28.3K
$12.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.95K- 15.75% |
$618K - $737K
|
15.8K
$6.75M
|
|
|
Apr 14, 2023
Q1 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-2.95K- 24.73% |
$618K - $737K
|
8.99K
$3.84M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.99K- 1.25% |
$626K - $747K
|
237K
$101M
|
|
|
Apr 28, 2023
Q1 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-3.05K- 2.41% |
$638K - $761K
|
123K
$52.7M
|
|
|
May 10, 2023
Q1 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-3.07K- 78.23% |
$642K - $765K
|
854
$365K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.08K- 8.7% |
$645K - $769K
|
32.3K
$13.8M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3.14K- 50.02% |
$657K - $783K
|
3.14K
$1.34M
|
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
SELL
|
- |
-3.14K- 51.1% |
$657K - $783K
|
3K
$1.28M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.19K- 17.37% |
$666K - $794K
|
15.1K
$6.47M
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-3.24K- 0.85% |
$679K - $809K
|
378K
$161M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-3.35K- 14.95% |
$701K - $836K
|
19.1K
$8.13M
|
|
|
May 05, 2023
Q1 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-3.38K- 19.96% |
$706K - $842K
|
13.5K
$5.78M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.45K- 25.39% |
$722K - $860K
|
10.1K
$4.33M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.55K- 6.25% |
$742K - $885K
|
53.2K
$22.7M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.57K- 49.2% |
$746K - $890K
|
3.68K
$1.57M
|
|
|
May 15, 2023
Q1 2023
|
Jentner Corp
|
SELL
|
- |
-3.59K- 2.16% |
$751K - $895K
|
162K
$69.4M
|