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 |
|---|---|---|---|---|---|---|---|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-14- 1.52% |
$3.4K - $3.96K
|
905
$374K
|
|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-14- 0.87% |
$3.4K - $3.96K
|
1.6K
$661K
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
SELL
|
- |
-15- 0.31% |
$3.65K - $4.24K
|
4.77K
$1.97M
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-15- 0.93% |
$3.65K - $4.24K
|
1.6K
$661K
|
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-15- 3.87% |
$3.65K - $4.24K
|
373
$154K
|
|
|
Jul 26, 2023
Q2 2023
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-15- 1.35% |
$3.65K - $4.24K
|
1.09K
$453K
|
|
|
Jul 25, 2023
Q2 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-16- 0.83% |
$3.89K - $4.53K
|
1.92K
$793K
|
|
|
Aug 03, 2023
Q2 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-16- 0.25% |
$3.89K - $4.53K
|
6.49K
$2.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-16- 57.14% |
$3.89K - $4.53K
|
12
$4.96K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-17- 0.28% |
$4.13K - $4.81K
|
6.03K
$2.49M
|
|
|
Aug 03, 2023
Q2 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-17- 0.44% |
$4.13K - $4.81K
|
3.89K
$1.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-17- 0.31% |
$4.13K - $4.81K
|
5.48K
$2.27M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-17- 0.28% |
$4.13K - $4.81K
|
6.03K
$2.49M
|
|
|
Jul 25, 2023
Q2 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-18- 2.11% |
$4.38K - $5.09K
|
834
$345K
|
|
|
Jul 27, 2023
Q2 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-18- 0.11% |
$4.38K - $5.09K
|
17K
$7.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-18- 0.37% |
$4.38K - $5.09K
|
4.9K
$2.03M
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-19- 1.88% |
$4.62K - $5.38K
|
992
$410K
|
|
|
Jul 27, 2023
Q2 2023
|
Congress Asset Management CO
|
SELL
|
- |
-19- 1.15% |
$4.62K - $5.38K
|
1.63K
$675K
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-19- 33.93% |
$4.62K - $5.38K
|
37
$15.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Toews Corp
|
SELL
|
- |
-20- 1.09% |
$4.86K - $5.66K
|
1.81K
$748K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-20- 10.7% |
$4.86K - $5.66K
|
167
$69.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-20- 0.08% |
$4.86K - $5.66K
|
23.7K
$9.79M
|
|
|
Dec 19, 2024
Q2 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-20- 0.22% |
$4.86K - $5.66K
|
9.05K
$3.74M
|
|
|
Jan 08, 2025
Q2 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-20- 0.22% |
$4.86K - $5.66K
|
9.05K
$3.74M
|
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
SELL
|
- |
-21- 0.28% |
$5.1K - $5.94K
|
7.43K
$3.07M
|
|
|
Jul 18, 2023
Q2 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-21- 0.44% |
$5.1K - $5.94K
|
4.74K
$1.96M
|
|
|
Jul 28, 2023
Q2 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-21- 2.05% |
$5.1K - $5.94K
|
1K
$415K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-21- 1.5% |
$5.1K - $5.94K
|
1.38K
$571K
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-24- 14.63% |
$5.83K - $6.79K
|
140
$57.9K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-24- 0.68% |
$5.83K - $6.79K
|
3.52K
$1.46M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-25- 0.82% |
$6.08K - $7.07K
|
3.04K
$1.26M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-25- 2.03% |
$6.08K - $7.07K
|
1.21K
$499K
|
|
|
Jul 17, 2023
Q2 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-25- 0.87% |
$6.08K - $7.07K
|
2.86K
$1.18M
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
SELL
|
- |
-25- 2.67% |
$6.08K - $7.07K
|
911
$377K
|
|
|
Aug 10, 2023
Q2 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-25- 2.0% |
$6.08K - $7.07K
|
1.23K
$507K
|
|
|
Aug 14, 2023
Q2 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-25- 3.03% |
$6.08K - $7.07K
|
801
$331K
|
|
|
Aug 14, 2023
Q2 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-25- 0.16% |
$6.08K - $7.07K
|
15.5K
$6.4M
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-25- 1.35% |
$6.08K - $7.07K
|
1.82K
$754K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-27- 4.52% |
$6.56K - $7.64K
|
570
$236K
|
|
|
Aug 14, 2023
Q2 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-27- 2.15% |
$6.56K - $7.64K
|
1.23K
$509K
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-28- 2.0% |
$6.81K - $7.92K
|
1.37K
$567K
|
|
|
Aug 11, 2023
Q2 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-28- 0.98% |
$6.81K - $7.92K
|
2.82K
$1.17M
|
|
|
Jul 18, 2023
Q2 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-29- 3.21% |
$7.05K - $8.21K
|
874
$362K
|
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-29- 1.63% |
$7.05K - $8.21K
|
1.75K
$722K
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-30- 2.75% |
$7.29K - $8.49K
|
1.06K
$439K
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-30- 1.3% |
$7.29K - $8.49K
|
2.28K
$944K
|
|
|
Aug 09, 2023
Q2 2023
|
Ti Trust, Inc
|
SELL
|
- |
-30- 1.85% |
$7.29K - $8.49K
|
1.6K
$660K
|
|
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-30- 1.75% |
$7.29K - $8.49K
|
1.68K
$696K
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-31- 0.65% |
$7.53K - $8.77K
|
4.72K
$1.95M
|
|
|
Jul 24, 2023
Q2 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-32- 1.34% |
$7.78K - $9.05K
|
2.35K
$974K
|