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 20, 2023
Q2 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-545- 6.21% |
$132K - $154K
|
8.23K
$3.44M
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-556- 2.44% |
$135K - $157K
|
22.3K
$9.3M
|
|
Jul 31, 2023
Q2 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-565- 5.06% |
$137K - $160K
|
10.6K
$4.43M
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-569- 12.97% |
$138K - $161K
|
3.82K
$1.6M
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-578- 0.58% |
$140K - $164K
|
98.3K
$41.1M
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-582- 7.91% |
$141K - $165K
|
6.78K
$2.83M
|
|
Jul 25, 2023
Q2 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-583- 9.78% |
$142K - $165K
|
5.38K
$2.25M
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-595- 16.57% |
$145K - $168K
|
3K
$1.25M
|
|
Aug 04, 2023
Q2 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-597- 5.44% |
$145K - $169K
|
10.4K
$4.34M
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-604- 6.01% |
$147K - $171K
|
9.45K
$3.95M
|
|
Aug 03, 2023
Q2 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-606- 0.75% |
$147K - $171K
|
80K
$33.4M
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-607- 1.29% |
$148K - $172K
|
46.3K
$19.3M
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-615- 2.56% |
$149K - $174K
|
23.4K
$9.79M
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-617- 2.88% |
$150K - $175K
|
20.8K
$8.69M
|
|
Aug 11, 2023
Q2 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-624- 23.5% |
$152K - $177K
|
2.03K
$849K
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-625- 2.22% |
$152K - $177K
|
27.6K
$11.5M
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-627- 7.91% |
$152K - $177K
|
7.3K
$3.05M
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-628- 36.03% |
$153K - $178K
|
1.12K
$466K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-633- 15.23% |
$154K - $179K
|
3.52K
$1.47M
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-633- 9.03% |
$154K - $179K
|
6.38K
$2.67M
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-646- 2.94% |
$157K - $183K
|
21.3K
$8.91M
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-648- 0.4% |
$158K - $183K
|
160K
$66.8M
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
SELL
|
- |
-682- 10.82% |
$166K - $193K
|
5.62K
$2.35M
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-694- 8.17% |
$169K - $196K
|
7.8K
$3.26M
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-694- 8.17% |
$169K - $196K
|
7.8K
$3.26M
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-697- 32.74% |
$169K - $197K
|
1.43K
$598K
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-704- 43.24% |
$171K - $199K
|
924
$386K
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-707- 1.28% |
$172K - $200K
|
54.6K
$22.8M
|
|
Jul 18, 2023
Q2 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-709- 1.03% |
$172K - $201K
|
68.1K
$28.4M
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-711- 7.32% |
$173K - $201K
|
9K
$3.76M
|
|
Aug 07, 2023
Q2 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-714- 0.58% |
$174K - $202K
|
123K
$51.3M
|
|
Apr 22, 2024
Q2 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-714- 0.58% |
$174K - $202K
|
123K
$51.3M
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-723- 5.0% |
$176K - $205K
|
13.7K
$5.74M
|
|
Aug 14, 2023
Q2 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-731- 2.46% |
$178K - $207K
|
29K
$12.1M
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-732- 1.2% |
$178K - $207K
|
60.3K
$25.2M
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-737- 16.92% |
$179K - $209K
|
3.62K
$1.51M
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-738- 15.22% |
$179K - $209K
|
4.11K
$1.72M
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-758- 12.26% |
$184K - $214K
|
5.42K
$2.27M
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-772- 81.87% |
$188K - $218K
|
171
$71.4K
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-788- 5.45% |
$192K - $223K
|
13.7K
$5.71M
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-795- 3.4% |
$193K - $225K
|
22.6K
$9.44M
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-800- 0.16% |
$194K - $226K
|
495K
$207M
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-802- 0.62% |
$195K - $227K
|
128K
$53.5M
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-814- 5.41% |
$198K - $230K
|
14.2K
$5.95M
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-818- 0.81% |
$199K - $231K
|
100K
$41.9M
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-843- 10.57% |
$205K - $239K
|
7.14K
$2.98M
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-846- 5.67% |
$206K - $239K
|
14.1K
$5.88M
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-853- 0.61% |
$207K - $241K
|
138K
$57.6M
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-853- 1.09% |
$207K - $241K
|
77.2K
$32.2M
|
|
Aug 11, 2023
Q2 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-875- 3.48% |
$213K - $248K
|
24.2K
$10.1M
|