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 12, 2023
Q2 2023
|
Country Trust Bank
|
SELL
|
- |
-253- 12.92% |
$61.5K - $71.6K
|
1.71K
$705K
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-256- 0.71% |
$62.2K - $72.4K
|
36K
$14.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-258- 0.02% |
$62.7K - $73K
|
1.08M
$446M
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-259- 6.75% |
$63K - $73.3K
|
3.58K
$1.48M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-260- 3.72% |
$63.2K - $73.6K
|
6.73K
$2.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-271- 4.43% |
$65.9K - $76.7K
|
5.84K
$2.42M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-271- 4.4% |
$65.9K - $76.7K
|
5.89K
$2.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-273- 7.25% |
$66.4K - $77.2K
|
3.5K
$1.45M
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-274- 73.26% |
$66.6K - $77.5K
|
100
$41.4K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-281- 5.12% |
$68.3K - $79.5K
|
5.21K
$2.16M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-283- 3.12% |
$68.8K - $80.1K
|
8.78K
$3.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-285- 3.3% |
$69.3K - $80.6K
|
8.35K
$3.45M
|
|
|
Aug 21, 2023
Q2 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-285- 0.18% |
$69.3K - $80.6K
|
161K
$66.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-289- 9.77% |
$70.2K - $81.8K
|
2.67K
$1.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-293- 2.76% |
$71.2K - $82.9K
|
10.3K
$4.27M
|
|
|
Jul 31, 2023
Q2 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-295- 6.66% |
$71.7K - $83.5K
|
4.13K
$1.71M
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-296- 11.85% |
$71.9K - $83.8K
|
2.2K
$911K
|
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-298- 12.06% |
$72.4K - $84.3K
|
2.17K
$899K
|
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-298- 1.26% |
$72.4K - $84.3K
|
23.3K
$9.64M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-301- 15.6% |
$73.2K - $85.2K
|
1.63K
$674K
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-302- 1.6% |
$73.4K - $85.5K
|
18.5K
$7.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-310- 1.91% |
$75.3K - $87.7K
|
15.9K
$6.58M
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-313- 83.47% |
$76.1K - $88.6K
|
62
$25.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-317- 2.52% |
$77.1K - $89.7K
|
12.3K
$5.07M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-325- 5.55% |
$79K - $92K
|
5.53K
$2.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-326- 12.07% |
$79.2K - $92.2K
|
2.37K
$982K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-330- 21.44% |
$80.2K - $93.4K
|
1.21K
$500K
|
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-331- 2.07% |
$80.5K - $93.7K
|
15.6K
$6.47M
|
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-331- 0.53% |
$80.5K - $93.7K
|
62.4K
$25.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-334- 1.55% |
$81.2K - $94.5K
|
21.3K
$8.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-336- 3.42% |
$81.7K - $95.1K
|
9.49K
$3.93M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-339- 7.98% |
$82.4K - $95.9K
|
3.91K
$1.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-339- 16.38% |
$82.4K - $95.9K
|
1.73K
$716K
|
|
|
Jul 19, 2023
Q2 2023
|
Planning Directions Inc
|
SELL
|
- |
-343- 2.35% |
$83.4K - $97.1K
|
14.2K
$5.88M
|
|
|
Jul 06, 2023
Q2 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-347- 0.26% |
$84.3K - $98.2K
|
131K
$54.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-351- 3.65% |
$85.3K - $99.3K
|
9.25K
$3.83M
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-361- 3.1% |
$87.7K - $102K
|
11.3K
$4.67M
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-363- 2.52% |
$88.2K - $103K
|
14.1K
$5.81M
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-363- 3.75% |
$88.2K - $103K
|
9.32K
$3.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-363- 3.77% |
$88.2K - $103K
|
9.28K
$3.84M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-363- 2.49% |
$88.2K - $103K
|
14.2K
$5.88M
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-369- 0.64% |
$89.7K - $104K
|
57K
$23.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-370- 2.1% |
$89.9K - $105K
|
17.2K
$7.13M
|
|
|
Jul 17, 2023
Q2 2023
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-375- 0.94% |
$91.1K - $106K
|
39.6K
$16.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-380- 0.22% |
$92.4K - $108K
|
172K
$71.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-384- 8.74% |
$93.3K - $109K
|
4.01K
$1.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-385- 1.21% |
$93.6K - $109K
|
31.3K
$13M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-389- 5.29% |
$94.6K - $110K
|
6.96K
$2.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-389- 4.44% |
$94.6K - $110K
|
8.37K
$3.46M
|
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-391- 4.28% |
$95K - $111K
|
8.74K
$3.61M
|