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 |
---|---|---|---|---|---|---|---|
Jul 10, 2023
Q2 2023
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
7New |
$1.7K - $1.98K
|
7
$2.92K
|
|
Aug 02, 2023
Q2 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
7+ 0.7% |
$1.7K - $1.98K
|
1.01K
$422K
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
7+ 0.29% |
$1.7K - $1.98K
|
2.43K
$1.02M
|
|
Jul 14, 2023
Q2 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
6+ 0.23% |
$1.46K - $1.7K
|
2.66K
$1.11M
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
6+ 0.54% |
$1.46K - $1.7K
|
1.11K
$462K
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
6+ 0.19% |
$1.46K - $1.7K
|
3.18K
$1.33M
|
|
Aug 08, 2023
Q2 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
6+ 0.16% |
$1.46K - $1.7K
|
3.65K
$1.52M
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.2% |
$1.22K - $1.41K
|
2.46K
$1.03M
|
|
Jul 18, 2023
Q2 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
5+ 0.1% |
$1.22K - $1.41K
|
4.78K
$2M
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.58% |
$1.22K - $1.41K
|
873
$365K
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
5New |
$1.22K - $1.41K
|
5
$2.09K
|
|
Aug 04, 2023
Q2 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
5+ 0.03% |
$1.22K - $1.41K
|
19.2K
$8.01M
|
|
Aug 08, 2023
Q2 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
5+ 0.14% |
$1.22K - $1.41K
|
3.57K
$1.49M
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
5+ 0.14% |
$1.22K - $1.41K
|
3.64K
$1.52M
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
5+ 0.13% |
$1.22K - $1.41K
|
3.87K
$1.62M
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
BUY
|
- |
4+ 0.17% |
$972 - $1.13K
|
2.3K
$962K
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
4New |
$972 - $1.13K
|
4
$1.67K
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
4+ 0.05% |
$972 - $1.13K
|
7.62K
$3.18M
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4+ 0.14% |
$972 - $1.13K
|
2.85K
$1.19M
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
3+ 0.15% |
$729 - $849
|
1.99K
$833K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
3+ 0.14% |
$729 - $849
|
2.08K
$870K
|
|
Aug 10, 2023
Q2 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
3+ 0.14% |
$729 - $849
|
2.2K
$918K
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2+ 0.14% |
$486 - $566
|
1.42K
$595K
|
|
Jul 14, 2023
Q2 2023
|
Ccg Wealth Management, LLC
|
BUY
|
- |
2+ 0.15% |
$486 - $566
|
1.37K
$570K
|
|
Jul 17, 2023
Q2 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
2+ 0.11% |
$486 - $566
|
1.9K
$794K
|
|
Jul 20, 2023
Q2 2023
|
Ade, LLC
|
BUY
|
- |
2+ 0.03% |
$486 - $566
|
7.09K
$2.96M
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.07% |
$486 - $566
|
2.88K
$1.2M
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
2+ 0.14% |
$486 - $566
|
1.46K
$608K
|
|
Jul 24, 2023
Q2 2023
|
Benin Management Corp
|
BUY
|
- |
2+ 0.13% |
$486 - $566
|
1.58K
$661K
|
|
Jul 27, 2023
Q2 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
2+ 0.2% |
$486 - $566
|
987
$412K
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
2+ 0.15% |
$486 - $566
|
1.33K
$554K
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2+ 0.13% |
$486 - $566
|
1.52K
$635K
|
|
Aug 02, 2023
Q2 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$486 - $566
|
4.7K
$1.96M
|
|
Aug 04, 2023
Q2 2023
|
Leo H. Evart, Inc.
|
BUY
|
- |
2+ 0.01% |
$486 - $566
|
14.3K
$5.99M
|
|
Aug 07, 2023
Q2 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
2+ 0.14% |
$486 - $566
|
1.44K
$601K
|
|
Aug 07, 2023
Q2 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
2+ 0.09% |
$486 - $566
|
2.21K
$925K
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
2+ 0.08% |
$486 - $566
|
2.51K
$1.05M
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
2+ 0.08% |
$486 - $566
|
2.37K
$990K
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2+ 0.03% |
$486 - $566
|
5.95K
$2.49M
|
|
Apr 02, 2024
Q2 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2+ 0.15% |
$486 - $566
|
1.31K
$546K
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.12% |
$243 - $283
|
826
$345K
|
|
Jul 14, 2023
Q2 2023
|
626 Financial, LLC
|
BUY
|
- |
1+ 0.12% |
$243 - $283
|
835
$349K
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.09% |
$243 - $283
|
1.09K
$454K
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
1+ 0.01% |
$243 - $283
|
10.5K
$4.4M
|
|
Jul 18, 2023
Q2 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1+ 0.03% |
$243 - $283
|
3.22K
$1.34M
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
1+ 0.24% |
$243 - $283
|
419
$175K
|
|
Jul 24, 2023
Q2 2023
|
Moneywise, Inc.
|
BUY
|
- |
1+ 0.11% |
$243 - $283
|
942
$394K
|
|
Jul 26, 2023
Q2 2023
|
Clean Yield Group
|
BUY
|
- |
1+ 0.18% |
$243 - $283
|
570
$238K
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
BUY
|
- |
1+ 0.09% |
$243 - $283
|
1.11K
$462K
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1+ 0.06% |
$243 - $283
|
1.72K
$718K
|