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 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.45K- 1.12% |
$1.08M - $1.26M
|
392K
$164M
|
|
|
Aug 03, 2023
Q2 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-4.48K- 27.21% |
$1.09M - $1.27M
|
12K
$5.01M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.48K- 30.67% |
$1.09M - $1.27M
|
10.1K
$4.24M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-4.61K- 11.53% |
$1.12M - $1.3M
|
35.3K
$14.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-4.63K- 4.65% |
$1.13M - $1.31M
|
95.1K
$39.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-4.72K- 27.29% |
$1.15M - $1.34M
|
12.6K
$5.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-4.73K- 2.64% |
$1.15M - $1.34M
|
175K
$72.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-4.74K- 1.74% |
$1.15M - $1.34M
|
267K
$112M
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-4.85K- 0.71% |
$1.18M - $1.37M
|
679K
$284M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.98K- 6.44% |
$1.21M - $1.41M
|
72.4K
$30.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-5.03K- 1.57% |
$1.22M - $1.42M
|
315K
$132M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-5.19K- 20.77% |
$1.26M - $1.47M
|
19.8K
$8.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-5.36K- 5.93% |
$1.3M - $1.52M
|
85K
$35.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.66K- 8.26% |
$1.38M - $1.6M
|
62.9K
$26.3M
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-5.9K- 52.9% |
$1.43M - $1.67M
|
5.25K
$2.19M
|
|
|
Jul 25, 2023
Q2 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-5.96K- 63.66% |
$1.45M - $1.69M
|
3.4K
$1.42M
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-5.96K- 11.78% |
$1.45M - $1.69M
|
44.7K
$18.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-6.01K- 55.26% |
$1.46M - $1.7M
|
4.87K
$2.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-6.12K- 1.23% |
$1.49M - $1.73M
|
493K
$206M
|
|
|
Jul 11, 2023
Q2 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-6.2K- 45.68% |
$1.51M - $1.75M
|
7.38K
$3.08M
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-6.56K- 18.22% |
$1.6M - $1.86M
|
29.5K
$12.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6.82K- 67.25% |
$1.66M - $1.93M
|
3.32K
$1.39M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-7.16K- 2.72% |
$1.74M - $2.03M
|
256K
$107M
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-7.61K- 41.13% |
$1.85M - $2.15M
|
10.9K
$4.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.61K- 3.21% |
$1.85M - $2.15M
|
229K
$95.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-7.81K- 11.35% |
$1.9M - $2.21M
|
61K
$25.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.95K- 9.99% |
$1.93M - $2.25M
|
71.6K
$29.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-8.47K- 64.34% |
$2.06M - $2.4M
|
4.69K
$1.96M
|
|
|
Oct 09, 2024
Q2 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-8.83K- 3.2% |
$2.15M - $2.5M
|
267K
$112M
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-8.91K- 1.31% |
$2.17M - $2.52M
|
673K
$281M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-9.25K- 9.39% |
$2.25M - $2.62M
|
89.3K
$37.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-9.46K- 5.74% |
$2.3M - $2.68M
|
155K
$64.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-9.58K- 9.36% |
$2.33M - $2.71M
|
92.8K
$38.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-9.59K- 81.67% |
$2.33M - $2.71M
|
2.15K
$899K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-9.79K- 10.46% |
$2.38M - $2.77M
|
83.8K
$35M
|
|
|
Aug 14, 2023
Q2 2023
|
Hardy Reed LLC
|
SELL
|
- |
-9.97K- 73.57% |
$2.42M - $2.82M
|
3.58K
$1.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-9.97K- 6.16% |
$2.42M - $2.82M
|
152K
$63.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-10.1K- 5.55% |
$2.45M - $2.85M
|
171K
$71.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-10.3K- 20.73% |
$2.49M - $2.9M
|
39.2K
$16.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-10.7K- 56.11% |
$2.61M - $3.04M
|
8.4K
$3.51M
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-11.3K- 53.91% |
$2.76M - $3.21M
|
9.7K
$4.05M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-11.5K- 28.9% |
$2.79M - $3.25M
|
28.2K
$11.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-11.9K- 66.02% |
$2.88M - $3.36M
|
6.11K
$2.55M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-12K- 32.4% |
$2.93M - $3.41M
|
25.1K
$10.5M
|
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-12.5K- 4.94% |
$3.04M - $3.54M
|
240K
$100M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-12.8K- 5.13% |
$3.11M - $3.62M
|
236K
$98.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-13K- 3.99% |
$3.16M - $3.68M
|
313K
$131M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-13.2K- 1.35% |
$3.22M - $3.75M
|
969K
$405M
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-13.3K- 10.66% |
$3.24M - $3.77M
|
112K
$46.6M
|
|
|
Aug 08, 2023
Q2 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-13.4K- 39.57% |
$3.25M - $3.78M
|
20.4K
$8.53M
|