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 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-11.7K- 26.38% |
$2.45M - $2.92M
|
32.7K
$14M
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-11.7K- 17.1% |
$2.45M - $2.92M
|
56.8K
$24.3M
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-11.8K- 74.78% |
$2.47M - $2.94M
|
3.98K
$1.7M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-11.9K- 0.47% |
$2.49M - $2.96M
|
2.51M
$1.07B
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-12K- 46.21% |
$2.5M - $2.98M
|
13.9K
$5.94M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-12.3K- 1.24% |
$2.57M - $3.07M
|
978K
$417M
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-12.3K- 35.03% |
$2.58M - $3.08M
|
22.9K
$9.78M
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.3K- 5.61% |
$2.58M - $3.08M
|
208K
$88.7M
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-12.7K- 80.31% |
$2.65M - $3.16M
|
3.11K
$1.33M
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-12.7K- 92.12% |
$2.66M - $3.17M
|
1.09K
$464K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-12.9K- 3.67% |
$2.69M - $3.21M
|
338K
$144M
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
SELL
|
- |
-13K- 43.71% |
$2.72M - $3.25M
|
16.8K
$7.16M
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-13.1K- 34.36% |
$2.73M - $3.26M
|
25K
$10.7M
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-13.1K- 26.33% |
$2.75M - $3.28M
|
36.8K
$15.7M
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-13.2K- 42.65% |
$2.75M - $3.28M
|
17.7K
$7.55M
|
|
Apr 13, 2023
Q1 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-13.6K- 20.51% |
$2.84M - $3.39M
|
52.7K
$22.5M
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-14.3K- 4.19% |
$2.98M - $3.55M
|
326K
$139M
|
|
Apr 26, 2023
Q1 2023
|
Jennison Associates LLC
|
SELL
|
- |
-14.4K- 70.52% |
$3.02M - $3.6M
|
6.03K
$2.58M
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-14.4K- 19.44% |
$3.02M - $3.6M
|
59.8K
$25.5M
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-14.5K- 8.08% |
$3.03M - $3.61M
|
165K
$70.3M
|
|
May 03, 2023
Q1 2023
|
Avory & Company, LLC
Miami, FL |
SELL
|
- |
-15K- 29.05% |
$3.14M - $3.74M
|
36.6K
$15.6M
|
|
May 02, 2023
Q1 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-15.4K- 19.91% |
$3.22M - $3.84M
|
61.9K
$26.4M
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-16.2K- 20.98% |
$3.39M - $4.04M
|
61.1K
$26.1M
|
|
Apr 18, 2023
Q1 2023
|
Members Trust CO
|
SELL
|
- |
-16.6K- 13.52% |
$3.48M - $4.15M
|
106K
$45.4M
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-16.8K- 51.03% |
$3.51M - $4.18M
|
16.1K
$6.86M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.9K- 4.27% |
$3.53M - $4.21M
|
378K
$162M
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-17.4K- 2.49% |
$3.64M - $4.34M
|
682K
$291M
|
|
May 12, 2023
Q1 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-17.8K- 31.57% |
$3.73M - $4.45M
|
38.7K
$16.5M
|
|
May 02, 2023
Q1 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-17.9K- 15.15% |
$3.74M - $4.46M
|
100K
$42.7M
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-18K- 19.93% |
$3.77M - $4.49M
|
72.4K
$30.9M
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-20.5K- 21.79% |
$4.29M - $5.12M
|
73.6K
$31.4M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-20.7K- 8.27% |
$4.33M - $5.16M
|
230K
$98M
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-21.1K- 0.83% |
$4.41M - $5.25M
|
2.52M
$1.08B
|
|
May 11, 2023
Q1 2023
|
Winslow Capital Management, LLC
Minneapolis, MN |
SELL
|
- |
-21.5K- 88.23% |
$4.51M - $5.37M
|
2.88K
$1.23M
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-22.7K- 23.02% |
$4.75M - $5.66M
|
75.8K
$32.4M
|
|
May 03, 2023
Q1 2023
|
St. Louis Trust CO
|
SELL
|
- |
-23.7K- 69.78% |
$4.96M - $5.92M
|
10.3K
$4.38M
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-24.8K- 5.87% |
$5.18M - $6.17M
|
397K
$169M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-25.2K- 51.42% |
$5.27M - $6.28M
|
23.8K
$10.2M
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-25.2K- 95.74% |
$5.27M - $6.28M
|
1.12K
$478K
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-25.6K- 37.88% |
$5.35M - $6.37M
|
41.9K
$17.9M
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-29.1K- 13.14% |
$6.08M - $7.25M
|
192K
$82M
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-31.1K- 6.67% |
$6.52M - $7.77M
|
436K
$186M
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-34.5K- 25.53% |
$7.23M - $8.62M
|
101K
$43M
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-34.7K- 74.63% |
$7.26M - $8.66M
|
11.8K
$5.04M
|
|
May 09, 2023
Q1 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-34.7K- 96.53% |
$7.27M - $8.67M
|
1.25K
$534K
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-37.8K- 7.04% |
$7.9M - $9.42M
|
499K
$213M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-41.2K- 14.86% |
$8.63M - $10.3M
|
236K
$101M
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-42.5K- 29.85% |
$8.88M - $10.6M
|
99.8K
$42.6M
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-48.1K- 5.25% |
$10.1M - $12M
|
869K
$371M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-51.2K- 7.5% |
$10.7M - $12.8M
|
632K
$270M
|