Purchases and Sales Made in Q2 2023 in Vanguard Growth ETF (VUG)
This table provides information about the institutional ownership of Vanguard Growth ETF (VUG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
752New |
$183K - $213K
|
752
$279K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
BUY
|
- |
744New |
$181K - $211K
|
744
$276K
|
|
|
Aug 07, 2023
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
744New |
$181K - $211K
|
744
$276K
|
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
BUY
|
- |
743New |
$181K - $210K
|
743
$275K
|
|
|
Aug 02, 2023
Q2 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
742New |
$180K - $210K
|
742
$275K
|
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
740New |
$180K - $209K
|
740
$274K
|
|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
740New |
$180K - $209K
|
740
$274K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
732New |
$178K - $207K
|
732
$271K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
730+ 4.72% |
$177K - $207K
|
16.2K
$6M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
728+ 55.7% |
$177K - $206K
|
2.04K
$754K
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
720New |
$175K - $204K
|
720
$267K
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
720New |
$175K - $204K
|
720
$267K
|
|
|
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
719New |
$175K - $203K
|
719
$266K
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
719+ 19.9% |
$175K - $203K
|
4.33K
$1.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
717+ 16.36% |
$174K - $203K
|
5.1K
$1.89M
|
|
|
Aug 04, 2023
Q2 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
714New |
$174K - $202K
|
714
$264K
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
713New |
$173K - $202K
|
713
$264K
|
|
|
Aug 07, 2023
Q2 2023
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
712New |
$173K - $201K
|
712
$264K
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
BUY
|
- |
710New |
$173K - $201K
|
710
$263K
|
|
|
Jul 26, 2023
Q2 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
709New |
$172K - $201K
|
709
$263K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
709+ 14.77% |
$172K - $201K
|
5.51K
$2.04M
|
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
702+ 21.54% |
$171K - $199K
|
3.96K
$1.47M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
695+ 9.03% |
$169K - $197K
|
8.39K
$3.11M
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
688+ 2.93% |
$167K - $195K
|
24.2K
$8.95M
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
688New |
$167K - $195K
|
688
$255K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
686+ 303.54% |
$167K - $194K
|
912
$338K
|
|
|
Aug 07, 2023
Q2 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
685+ 31.35% |
$166K - $194K
|
2.87K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
682+ 2.68% |
$166K - $193K
|
26.1K
$9.66M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
675+ 16.06% |
$164K - $191K
|
4.88K
$1.81M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
665+ 29.52% |
$162K - $188K
|
2.92K
$1.08M
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
659+ 14.85% |
$160K - $186K
|
5.1K
$1.89M
|
|
|
Aug 03, 2023
Q2 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
658+ 0.69% |
$160K - $186K
|
95.4K
$35.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
637+ 14.23% |
$155K - $180K
|
5.11K
$1.89M
|
|
|
Jul 18, 2023
Q2 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
623+ 1.83% |
$151K - $176K
|
34.6K
$12.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
620+ 10.71% |
$151K - $175K
|
6.41K
$2.37M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
610+ 1.15% |
$148K - $173K
|
53.8K
$19.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
602+ 31.78% |
$146K - $170K
|
2.5K
$925K
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
599+ 0.63% |
$146K - $169K
|
95.4K
$35.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
595+ 26.87% |
$145K - $168K
|
2.81K
$1.04M
|
|
|
Jul 13, 2023
Q2 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
593+ 3.0% |
$144K - $168K
|
20.3K
$7.53M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
590+ 44.83% |
$143K - $167K
|
1.91K
$706K
|
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
575+ 33.7% |
$140K - $163K
|
2.28K
$845K
|
|
|
Jul 18, 2023
Q2 2023
|
Financial Life Advisors
|
BUY
|
- |
571+ 1.95% |
$139K - $162K
|
29.8K
$11M
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
568+ 38.35% |
$138K - $161K
|
2.05K
$759K
|
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
567+ 3.53% |
$138K - $160K
|
16.6K
$6.17M
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
567New |
$138K - $160K
|
567
$210K
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
564+ 1.96% |
$137K - $160K
|
29.4K
$10.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
555+ 48.94% |
$135K - $157K
|
1.69K
$626K
|
|
|
Aug 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
555+ 5.1% |
$135K - $157K
|
11.4K
$4.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
548+ 4.11% |
$133K - $155K
|
13.9K
$5.14M
|