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 09, 2023
Q1 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
7.85K+ 107.82% |
$1.64M - $1.96M
|
15.1K
$6.46M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
7.5K+ 35.21% |
$1.57M - $1.87M
|
28.8K
$12.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
7.16KNew |
$1.5M - $1.79M
|
7.16K
$3.06M
|
|
|
Oct 09, 2024
Q1 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
7.11K+ 2.65% |
$1.49M - $1.77M
|
276K
$118M
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
7.01KNew |
$1.47M - $1.75M
|
7.01K
$2.99M
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
7KNew |
$1.46M - $1.75M
|
7K
$2.99M
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
7KNew |
$1.46M - $1.75M
|
7K
$2.99M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
6.96KNew |
$1.46M - $1.74M
|
6.96K
$2.97M
|
|
|
May 05, 2023
Q1 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
6.8K+ 142.91% |
$1.42M - $1.7M
|
11.6K
$4.93M
|
|
|
Apr 20, 2023
Q1 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
6.71K+ 106.91% |
$1.4M - $1.67M
|
13K
$5.54M
|
|
|
May 04, 2023
Q1 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
6.67K+ 10.77% |
$1.4M - $1.66M
|
68.6K
$29.3M
|
|
|
May 02, 2023
Q1 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
6.53K+ 28.96% |
$1.37M - $1.63M
|
29.1K
$12.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Brickley Wealth Management
|
BUY
|
- |
6.46K+ 5.85% |
$1.35M - $1.61M
|
117K
$49.9M
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
6.33K+ 20.48% |
$1.32M - $1.58M
|
37.2K
$15.9M
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
6.3K+ 115.85% |
$1.32M - $1.57M
|
11.7K
$5.01M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
6.13K+ 3.57% |
$1.28M - $1.53M
|
178K
$75.8M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.08K+ 3.0% |
$1.27M - $1.52M
|
209K
$89.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
6.02K+ 178.17% |
$1.26M - $1.5M
|
9.4K
$4.01M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5.99K+ 3.36% |
$1.25M - $1.49M
|
185K
$78.8M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
5.96K+ 10.9% |
$1.25M - $1.49M
|
60.6K
$25.9M
|
|
|
May 02, 2023
Q1 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
5.91K+ 197.76% |
$1.24M - $1.47M
|
8.89K
$3.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
5.88K+ 7.65% |
$1.23M - $1.47M
|
82.7K
$35.3M
|
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
BUY
|
- |
5.83K+ 6.8% |
$1.22M - $1.46M
|
91.7K
$39.1M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.81K+ 8.55% |
$1.22M - $1.45M
|
73.8K
$31.5M
|
|
|
May 15, 2023
Q1 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
5.76K+ 32.93% |
$1.21M - $1.44M
|
23.2K
$9.92M
|
|
|
May 08, 2023
Q1 2023
|
Campbell Wealth Management
|
BUY
|
- |
5.54K+ 2.69% |
$1.16M - $1.38M
|
212K
$90.4M
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
5.5K+ 19.03% |
$1.15M - $1.37M
|
34.4K
$14.7M
|
|
|
May 03, 2023
Q1 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
5.49K+ 54.53% |
$1.15M - $1.37M
|
15.6K
$6.64M
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
5.44K+ 39.71% |
$1.14M - $1.36M
|
19.1K
$8.16M
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.41KNew |
$1.13M - $1.35M
|
5.41K
$2.31M
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
5.37K+ 17.17% |
$1.12M - $1.34M
|
36.6K
$15.6M
|
|
|
May 12, 2023
Q1 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
5.2KNew |
$1.09M - $1.3M
|
5.2K
$2.22M
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
5.14K+ 2.07% |
$1.08M - $1.28M
|
253K
$108M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
5.11K+ 47.35% |
$1.07M - $1.27M
|
15.9K
$6.79M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
5.09K+ 48.15% |
$1.06M - $1.27M
|
15.7K
$6.68M
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
4.95K+ 7.76% |
$1.04M - $1.23M
|
68.8K
$29.4M
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
4.91K+ 9.42% |
$1.03M - $1.23M
|
57.1K
$24.4M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.9K+ 1.03% |
$1.02M - $1.22M
|
482K
$206M
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
4.89K+ 36.68% |
$1.02M - $1.22M
|
18.2K
$7.77M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.84K+ 11.69% |
$1.01M - $1.21M
|
46.3K
$19.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
4.79K+ 34.49% |
$1M - $1.19M
|
18.7K
$7.97M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4.74KNew |
$993K - $1.18M
|
4.74K
$2.03M
|
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
4.71K+ 100.75% |
$985K - $1.17M
|
9.38K
$4.01M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
4.69K+ 20.06% |
$982K - $1.17M
|
28.1K
$12M
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
4.69KNew |
$982K - $1.17M
|
4.69K
$2M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.54K+ 21.94% |
$950K - $1.13M
|
25.2K
$10.8M
|
|
|
May 12, 2023
Q1 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
4.52K+ 202.19% |
$946K - $1.13M
|
6.76K
$2.89M
|
|
|
May 11, 2023
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
4.45K+ 58.02% |
$932K - $1.11M
|
12.1K
$5.18M
|
|
|
Apr 25, 2024
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
4.45K+ 58.02% |
$932K - $1.11M
|
12.1K
$5.18M
|
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
4.45K+ 6.8% |
$931K - $1.11M
|
69.8K
$29.8M
|