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 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-58- 1.66% |
$14.1K - $16.4K
|
3.43K
$1.42M
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
SELL
|
- |
-59- 2.94% |
$14.3K - $16.7K
|
1.95K
$807K
|
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-59- 3.27% |
$14.3K - $16.7K
|
1.75K
$722K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-59- 6.08% |
$14.3K - $16.7K
|
912
$377K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-59- 6.7% |
$14.3K - $16.7K
|
822
$340K
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
SELL
|
- |
-60- 7.12% |
$14.6K - $17K
|
783
$324K
|
|
|
Jul 21, 2023
Q2 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-60- 1.29% |
$14.6K - $17K
|
4.59K
$1.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-60- 2.72% |
$14.6K - $17K
|
2.15K
$889K
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
SELL
|
- |
-60- 0.45% |
$14.6K - $17K
|
13.2K
$5.44M
|
|
|
Jul 18, 2023
Q2 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-61- 0.15% |
$14.8K - $17.3K
|
41.8K
$17.3M
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
SELL
|
- |
-61- 6.03% |
$14.8K - $17.3K
|
951
$393K
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-61- 3.83% |
$14.8K - $17.3K
|
1.53K
$634K
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
SELL
|
- |
-62- 2.8% |
$15.1K - $17.5K
|
2.16K
$892K
|
|
|
Jul 14, 2023
Q2 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-63- 1.17% |
$15.3K - $17.8K
|
5.31K
$2.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-64- 4.82% |
$15.6K - $18.1K
|
1.26K
$522K
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-65- 1.72% |
$15.8K - $18.4K
|
3.71K
$1.53M
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-66- 0.53% |
$16K - $18.7K
|
12.4K
$5.13M
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-66- 2.45% |
$16K - $18.7K
|
2.63K
$1.09M
|
|
|
Jul 11, 2023
Q2 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-68- 3.86% |
$16.5K - $19.2K
|
1.7K
$701K
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-69- 0.4% |
$16.8K - $19.5K
|
17.2K
$7.1M
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-70- 6.04% |
$17K - $19.8K
|
1.09K
$451K
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-72- 2.53% |
$17.5K - $20.4K
|
2.77K
$1.15M
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-73- 0.11% |
$17.7K - $20.7K
|
63.5K
$26.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-73- 0.23% |
$17.7K - $20.7K
|
31.2K
$12.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-73- 0.2% |
$17.7K - $20.7K
|
36.4K
$15M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-75- 32.33% |
$18.2K - $21.2K
|
157
$64.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-76- 2.89% |
$18.5K - $21.5K
|
2.55K
$1.06M
|
|
|
Aug 01, 2023
Q2 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-76- 6.16% |
$18.5K - $21.5K
|
1.16K
$479K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-77- 1.66% |
$18.7K - $21.8K
|
4.55K
$1.88M
|
|
|
Jul 19, 2023
Q2 2023
|
First Bancorp, Inc
|
SELL
|
- |
-78- 3.81% |
$19K - $22.1K
|
1.97K
$814K
|
|
|
Jul 28, 2023
Q2 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-78- 0.83% |
$19K - $22.1K
|
9.32K
$3.86M
|
|
|
Aug 03, 2023
Q2 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-78- 8.85% |
$19K - $22.1K
|
803
$332K
|
|
|
Aug 11, 2023
Q2 2023
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-78- 1.34% |
$19K - $22.1K
|
5.72K
$2.37M
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-79- 0.13% |
$19.2K - $22.4K
|
60K
$24.8M
|
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-79- 8.04% |
$19.2K - $22.4K
|
904
$374K
|
|
|
Aug 14, 2023
Q2 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-80- 2.03% |
$19.4K - $22.6K
|
3.86K
$1.6M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-80- 0.69% |
$19.4K - $22.6K
|
11.5K
$4.76M
|
|
|
Jul 18, 2023
Q2 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-84- 0.59% |
$20.4K - $23.8K
|
14.2K
$5.88M
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-84- 2.24% |
$20.4K - $23.8K
|
3.67K
$1.52M
|
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-85- 6.11% |
$20.7K - $24.1K
|
1.31K
$540K
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-85- 3.41% |
$20.7K - $24.1K
|
2.41K
$997K
|
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
SELL
|
- |
-92- 3.06% |
$22.4K - $26K
|
2.91K
$1.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-95- 63.76% |
$23.1K - $26.9K
|
54
$22.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-95- 2.51% |
$23.1K - $26.9K
|
3.68K
$1.52M
|
|
|
Jul 14, 2023
Q2 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-96- 0.83% |
$23.3K - $27.2K
|
11.5K
$4.74M
|
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-98- 11.91% |
$23.8K - $27.7K
|
725
$300K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-99- 5.48% |
$24.1K - $28K
|
1.71K
$706K
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-99- 3.67% |
$24.1K - $28K
|
2.6K
$1.07M
|
|
|
Jul 07, 2023
Q2 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-100- 0.26% |
$24.3K - $28.3K
|
38.3K
$15.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-100- 12.97% |
$24.3K - $28.3K
|
671
$278K
|