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
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.72K- 5.02% |
$779K - $928K
|
70.4K
$29.2M
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-3.79K- 62.96% |
$793K - $945K
|
2.23K
$925K
|
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-3.79K- 17.51% |
$793K - $945K
|
17.9K
$7.41M
|
|
|
Apr 20, 2023
Q1 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-3.91K- 3.09% |
$817K - $974K
|
122K
$50.8M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.92K- 6.57% |
$819K - $977K
|
55.7K
$23.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-3.96K- 1.56% |
$828K - $987K
|
249K
$103M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.96K- 9.27% |
$828K - $988K
|
38.7K
$16.1M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.97K- 8.67% |
$830K - $989K
|
41.8K
$17.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-3.98K- 31.21% |
$833K - $993K
|
8.77K
$3.64M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.2K- 4.62% |
$878K - $1.05M
|
86.7K
$35.9M
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-4.23K- 79.56% |
$884K - $1.05M
|
1.09K
$451K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.56K- 37.19% |
$954K - $1.14M
|
7.7K
$3.19M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-4.62K- 16.85% |
$967K - $1.15M
|
22.8K
$9.46M
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-4.7K- 9.27% |
$983K - $1.17M
|
46K
$19.1M
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
SELL
|
- |
-4.79K- 0.88% |
$1M - $1.2M
|
538K
$223M
|
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-4.8K- 5.94% |
$1M - $1.2M
|
75.9K
$31.5M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.88K- 1.47% |
$1.02M - $1.22M
|
328K
$136M
|
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-4.97K- 3.87% |
$1.04M - $1.24M
|
123K
$51.2M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-5.08K- 2.45% |
$1.06M - $1.27M
|
202K
$84M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5.13K- 12.96% |
$1.07M - $1.28M
|
34.5K
$14.3M
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-5.36K- 1.93% |
$1.12M - $1.34M
|
272K
$113M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5.54K- 13.33% |
$1.16M - $1.38M
|
36K
$15M
|
|
|
Jun 05, 2023
Q1 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-5.75K- 1.59% |
$1.2M - $1.43M
|
356K
$148M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-5.82K- 63.59% |
$1.22M - $1.45M
|
3.33K
$1.38M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-5.88K- 79.26% |
$1.23M - $1.47M
|
1.54K
$639K
|
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-6.49K- 6.49% |
$1.36M - $1.62M
|
93.6K
$38.8M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.58K- 0.65% |
$1.38M - $1.64M
|
1M
$415M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-7.07K- 67.18% |
$1.48M - $1.76M
|
3.45K
$1.43M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.09K- 10.39% |
$1.48M - $1.77M
|
61.1K
$25.4M
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-7.19K- 13.52% |
$1.51M - $1.79M
|
46K
$19.1M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-7.44K- 13.9% |
$1.56M - $1.85M
|
46K
$19.1M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7.47K- 7.05% |
$1.56M - $1.86M
|
98.5K
$40.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-7.73K- 6.95% |
$1.62M - $1.93M
|
103K
$42.9M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-7.73K- 3.05% |
$1.62M - $1.93M
|
245K
$102M
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-7.94K- 12.37% |
$1.66M - $1.98M
|
56.2K
$23.3M
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-8.25K- 2.76% |
$1.73M - $2.06M
|
291K
$121M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-8.42K- 60.25% |
$1.76M - $2.1M
|
5.55K
$2.3M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.55K- 80.18% |
$1.79M - $2.13M
|
2.11K
$877K
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-8.84K- 62.85% |
$1.85M - $2.2M
|
5.22K
$2.17M
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-8.93K- 7.15% |
$1.87M - $2.23M
|
116K
$48.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-9.63K- 20.47% |
$2.02M - $2.4M
|
37.4K
$15.5M
|
|
|
May 02, 2023
Q1 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-9.9K- 63.2% |
$2.07M - $2.47M
|
5.76K
$2.39M
|
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-9.91K- 93.58% |
$2.07M - $2.47M
|
680
$282K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-9.99K- 56.47% |
$2.09M - $2.49M
|
7.7K
$3.19M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-10.3K- 3.75% |
$2.15M - $2.56M
|
263K
$109M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-10.8K- 4.72% |
$2.26M - $2.7M
|
218K
$90.5M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-11K- 6.89% |
$2.3M - $2.74M
|
149K
$61.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-11.3K- 31.55% |
$2.36M - $2.81M
|
24.4K
$10.1M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-11.5K- 14.68% |
$2.4M - $2.86M
|
66.7K
$27.7M
|
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-11.6K- 75.17% |
$2.42M - $2.88M
|
3.82K
$1.58M
|