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 14, 2023
Q2 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.16K+ 7.69% |
$283K - $329K
|
16.3K
$6.81M
|
|
|
Aug 08, 2023
Q2 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
1.16K+ 1.69% |
$282K - $329K
|
69.7K
$29.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.16K+ 20.86% |
$282K - $328K
|
6.71K
$2.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.16K+ 3.02% |
$281K - $327K
|
39.5K
$16.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
1.16K+ 5.01% |
$281K - $327K
|
24.2K
$10.1M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.15KNew |
$279K - $325K
|
1.15K
$480K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1.14K+ 4.03% |
$278K - $324K
|
29.5K
$12.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.14K+ 115.21% |
$276K - $321K
|
2.12K
$887K
|
|
|
Jul 10, 2023
Q2 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
1.13KNew |
$274K - $319K
|
1.13K
$471K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.13K+ 17.7% |
$274K - $319K
|
7.5K
$3.13M
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.13K+ 0.39% |
$274K - $319K
|
288K
$120M
|
|
|
Sep 07, 2023
Q2 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.13K+ 3.94% |
$274K - $319K
|
29.7K
$12.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
1.12K+ 80.91% |
$272K - $317K
|
2.5K
$1.05M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.1KNew |
$268K - $312K
|
1.1K
$461K
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.09KNew |
$265K - $308K
|
1.09K
$455K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
1.08K+ 3.76% |
$263K - $307K
|
29.9K
$12.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1.08KNew |
$263K - $306K
|
1.08K
$452K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.08K+ 29.38% |
$263K - $306K
|
4.77K
$1.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1.08K+ 9.33% |
$262K - $305K
|
12.6K
$5.28M
|
|
|
Aug 02, 2023
Q2 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
1.08KNew |
$262K - $305K
|
1.08K
$450K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.07K+ 0.45% |
$260K - $302K
|
237K
$99.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Ddd Partners, LLC
|
BUY
|
- |
1.06KNew |
$257K - $299K
|
1.06K
$442K
|
|
|
Jul 14, 2023
Q2 2023
|
Capital Planning LLC
|
BUY
|
- |
1.05K+ 21.6% |
$256K - $298K
|
5.93K
$2.48M
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
1.05K+ 39.41% |
$255K - $297K
|
3.71K
$1.55M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.04K+ 10.07% |
$253K - $294K
|
11.4K
$4.75M
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1.04KNew |
$252K - $293K
|
1.04K
$432K
|
|
|
Jul 17, 2023
Q2 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 72.28% |
$250K - $291K
|
2.46K
$1.03M
|
|
|
Aug 07, 2023
Q2 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
1.02K+ 1.61% |
$248K - $289K
|
64.3K
$26.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.01K+ 20.52% |
$246K - $287K
|
5.96K
$2.49M
|
|
|
Aug 07, 2023
Q2 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
1.01K+ 7.48% |
$246K - $286K
|
14.5K
$6.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1.01KNew |
$246K - $286K
|
1.01K
$422K
|
|
|
Nov 15, 2023
Q2 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
1.01KNew |
$245K - $285K
|
1.01K
$420K
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
999+ 0.83% |
$243K - $283K
|
122K
$50.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
999New |
$243K - $283K
|
999
$417K
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
BUY
|
- |
990+ 18.6% |
$241K - $280K
|
6.31K
$2.64M
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
984+ 1.51% |
$239K - $278K
|
66.1K
$27.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
975+ 9.48% |
$237K - $276K
|
11.3K
$4.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
970New |
$236K - $274K
|
970
$405K
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
957New |
$233K - $271K
|
957
$400K
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
956New |
$232K - $271K
|
956
$399K
|
|
|
Jul 31, 2023
Q2 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
946New |
$230K - $268K
|
946
$395K
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
942New |
$229K - $267K
|
942
$394K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
926+ 25.14% |
$225K - $262K
|
4.61K
$1.93M
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
923+ 70.95% |
$224K - $261K
|
2.22K
$929K
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
904New |
$220K - $256K
|
904
$378K
|
|
|
Jul 17, 2023
Q2 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
900+ 10.09% |
$219K - $255K
|
9.82K
$4.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
900+ 22.8% |
$219K - $255K
|
4.85K
$2.03M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
900+ 22.8% |
$219K - $255K
|
4.85K
$2.03M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
898+ 5.39% |
$218K - $254K
|
17.5K
$7.33M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
895+ 7.29% |
$218K - $253K
|
13.2K
$5.5M
|