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 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
4.42K+ 13.56% |
$925K - $1.1M
|
37K
$15.8M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.41K+ 10.07% |
$922K - $1.1M
|
48.2K
$20.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
4.4K+ 5.47% |
$921K - $1.1M
|
84.9K
$36.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Vera Bank, N.A.
|
BUY
|
- |
4.39K+ 213.11% |
$919K - $1.1M
|
6.45K
$2.75M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
4.37K+ 4.18% |
$914K - $1.09M
|
109K
$46.5M
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
4.35K+ 12.81% |
$910K - $1.09M
|
38.3K
$16.4M
|
|
|
Apr 28, 2023
Q1 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
4.34KNew |
$908K - $1.08M
|
4.34K
$1.85M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.29K+ 9.24% |
$898K - $1.07M
|
50.8K
$21.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.21K+ 122.52% |
$880K - $1.05M
|
7.64K
$3.26M
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
4.19K+ 12.39% |
$877K - $1.04M
|
38K
$16.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
4.19K+ 1.33% |
$876K - $1.04M
|
320K
$136M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
4.16K+ 223.3% |
$870K - $1.04M
|
6.02K
$2.57M
|
|
|
May 05, 2023
Q1 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
4.15K+ 9.93% |
$868K - $1.03M
|
45.9K
$19.6M
|
|
|
May 15, 2023
Q1 2023
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
4K+ 12.5% |
$837K - $998K
|
36K
$15.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
3.97KNew |
$830K - $990K
|
3.97K
$1.69M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.95K+ 4.46% |
$825K - $984K
|
92.4K
$39.4M
|
|
|
May 05, 2023
Q1 2023
|
Dagco, Inc.
|
BUY
|
- |
3.92K+ 10.59% |
$821K - $979K
|
41K
$17.5M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.88K+ 7.87% |
$811K - $967K
|
53.1K
$22.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
3.84K+ 10.9% |
$804K - $958K
|
39.1K
$16.7M
|
|
|
May 08, 2023
Q1 2023
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
3.8K+ 5.1% |
$795K - $948K
|
78.3K
$33.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.75K+ 10.43% |
$785K - $936K
|
39.7K
$17M
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
3.7K+ 15.06% |
$775K - $924K
|
28.3K
$12.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
3.7K+ 2.95% |
$773K - $922K
|
129K
$55.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.68K+ 29.6% |
$770K - $918K
|
16.1K
$6.88M
|
|
|
May 15, 2023
Q1 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
3.67KNew |
$769K - $916K
|
3.67K
$1.57M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.67K+ 2.34% |
$767K - $914K
|
160K
$68.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
BUY
|
- |
3.64KNew |
$761K - $907K
|
3.64K
$1.55M
|
|
|
May 01, 2023
Q1 2023
|
Tenret CO LLC
|
BUY
|
- |
3.59K+ 8.27% |
$752K - $896K
|
47K
$20.1M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.53K+ 14.53% |
$738K - $880K
|
27.8K
$11.9M
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
3.52K+ 10.22% |
$736K - $878K
|
37.9K
$16.2M
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
3.49K+ 16.44% |
$730K - $870K
|
24.7K
$10.5M
|
|
|
May 01, 2023
Q1 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
3.47K+ 4.59% |
$727K - $866K
|
79.2K
$33.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
3.42K+ 2.36% |
$716K - $854K
|
148K
$63.3M
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
3.42KNew |
$715K - $853K
|
3.42K
$1.46M
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
3.39K+ 4.14% |
$710K - $846K
|
85.4K
$36.4M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.39K+ 12.35% |
$709K - $845K
|
30.8K
$13.2M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3.37K+ 2.05% |
$704K - $840K
|
167K
$71.4M
|
|
|
Apr 26, 2023
Q1 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
3.36K+ 5.14% |
$702K - $837K
|
68.7K
$29.3M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.34K+ 58.33% |
$698K - $833K
|
9.06K
$3.87M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
3.33K+ 7.21% |
$697K - $831K
|
49.5K
$21.1M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.32K+ 14.91% |
$694K - $828K
|
25.6K
$10.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
3.31K+ 9.41% |
$693K - $826K
|
38.5K
$16.4M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.31K+ 257.26% |
$693K - $826K
|
4.6K
$1.96M
|
|
|
Apr 14, 2023
Q1 2023
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
3.29K+ 4.25% |
$688K - $820K
|
80.6K
$34.4M
|
|
|
May 11, 2023
Q1 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
3.28K+ 10.66% |
$686K - $818K
|
34K
$14.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.27K+ 8.32% |
$684K - $815K
|
42.5K
$18.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
3.26KNew |
$682K - $813K
|
3.26K
$1.39M
|
|
|
May 12, 2023
Q1 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
3.23KNew |
$677K - $807K
|
3.23K
$1.38M
|
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
3.23K+ 156.26% |
$677K - $806K
|
5.3K
$2.26M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.21K+ 120.83% |
$673K - $802K
|
5.87K
$2.51M
|