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 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-876- 4.91% |
$213K - $248K
|
17K
$7.09M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-888- 28.5% |
$216K - $251K
|
2.23K
$931K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-924- 6.72% |
$225K - $261K
|
12.8K
$5.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-926- 9.04% |
$225K - $262K
|
9.32K
$3.89M
|
|
|
Jul 27, 2023
Q2 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-928- 3.28% |
$226K - $263K
|
27.4K
$11.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Jennison Associates LLC
|
SELL
|
- |
-935- 15.5% |
$227K - $265K
|
5.1K
$2.13M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-941- 8.11% |
$229K - $266K
|
10.7K
$4.45M
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-942- 1.83% |
$229K - $267K
|
50.6K
$21.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-944- 7.17% |
$229K - $267K
|
12.2K
$5.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Rs Crum Inc.
|
SELL
|
- |
-945- 12.71% |
$230K - $267K
|
6.49K
$2.71M
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-958- 14.47% |
$233K - $271K
|
5.66K
$2.37M
|
|
|
Aug 02, 2023
Q2 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-966- 4.22% |
$235K - $273K
|
21.9K
$9.16M
|
|
|
May 20, 2024
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-979- 56.82% |
$238K - $277K
|
744
$311K
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-980- 3.49% |
$238K - $277K
|
27.1K
$11.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-983- 1.87% |
$239K - $278K
|
51.7K
$21.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-994- 16.03% |
$242K - $281K
|
5.21K
$2.18M
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-999- 3.37% |
$243K - $283K
|
28.6K
$12M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1K- 23.76% |
$243K - $283K
|
3.21K
$1.34M
|
|
|
Jul 25, 2023
Q2 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1K- 16.46% |
$244K - $284K
|
5.09K
$2.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.01K- 18.29% |
$246K - $286K
|
4.52K
$1.89M
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.02K- 8.44% |
$247K - $287K
|
11K
$4.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-1.02K- 57.69% |
$247K - $288K
|
746
$312K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.02K- 1.45% |
$248K - $289K
|
69.4K
$29M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-1.05K- 38.65% |
$254K - $296K
|
1.66K
$693K
|
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-1.05K- 8.46% |
$254K - $296K
|
11.3K
$4.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.05K- 0.2% |
$255K - $297K
|
523K
$219M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.05K- 4.74% |
$255K - $297K
|
21.1K
$8.82M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.06K- 1.44% |
$257K - $299K
|
72.4K
$30.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.06K- 5.95% |
$259K - $301K
|
16.8K
$7.03M
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.08K- 23.04% |
$263K - $306K
|
3.61K
$1.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-1.09K- 31.17% |
$264K - $307K
|
2.4K
$1M
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-1.09K- 24.28% |
$266K - $310K
|
3.41K
$1.43M
|
|
|
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
SELL
|
- |
-1.1K- 7.8% |
$267K - $310K
|
13K
$5.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-1.13K- 3.02% |
$274K - $319K
|
36.3K
$15.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-1.13K- 0.65% |
$275K - $320K
|
174K
$72.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Wind River Trust CO
|
SELL
|
- |
-1.14K- 5.14% |
$277K - $322K
|
21K
$8.78M
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.15K- 2.84% |
$279K - $324K
|
39.2K
$16.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.15K- 7.88% |
$279K - $324K
|
13.4K
$5.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.15K- 3.59% |
$280K - $327K
|
31K
$13M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-1.16K- 5.04% |
$281K - $327K
|
21.8K
$9.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-1.17K- 45.37% |
$283K - $330K
|
1.4K
$586K
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-1.18K- 53.22% |
$287K - $334K
|
1.04K
$434K
|
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.18K- 4.08% |
$288K - $335K
|
27.8K
$11.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-1.2K- 2.18% |
$292K - $340K
|
54K
$22.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Veery Capital, LLC
|
SELL
|
- |
-1.23K- 1.89% |
$298K - $347K
|
63.6K
$26.6M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.23K- 3.66% |
$299K - $348K
|
32.4K
$13.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.25K- 1.68% |
$303K - $353K
|
72.8K
$30.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-1.26K- 1.27% |
$306K - $356K
|
97.8K
$40.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Winslow Capital Management, LLC
Minneapolis, MN |
SELL
|
- |
-1.3K- 45.04% |
$315K - $366K
|
1.58K
$660K
|
|
|
Aug 09, 2023
Q2 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.32K- 76.58% |
$320K - $373K
|
403
$168K
|