Purchases and Sales Made in Q1 2023 in Vanguard S&P 500 Growth ETF (VOOG)
This table provides information about the institutional ownership of Vanguard S&P 500 Growth ETF (VOOG) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD S&P 500 GROWTH ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
SELL
|
- |
-267- 4.69% |
$55.1K - $61.5K
|
5.43K
$2.03M
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-293- 10.46% |
$60.5K - $67.5K
|
2.51K
$939K
|
|
May 05, 2023
Q1 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-293- 0.81% |
$60.5K - $67.5K
|
35.7K
$13.4M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-306- 2.33% |
$63.2K - $70.5K
|
12.8K
$4.8M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-321- 29.16% |
$66.3K - $74K
|
780
$292K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-339- 2.63% |
$70K - $78.1K
|
12.6K
$4.7M
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-350- 11.67% |
$72.3K - $80.7K
|
2.65K
$992K
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-350- 11.67% |
$72.3K - $80.7K
|
2.65K
$992K
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-363- 3.35% |
$75K - $83.7K
|
10.5K
$3.92M
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-365- 7.11% |
$75.4K - $84.1K
|
4.77K
$1.78M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-366- 18.62% |
$75.6K - $84.4K
|
1.6K
$599K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-396- 47.31% |
$81.8K - $91.3K
|
441
$165K
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-427- 29.03% |
$88.2K - $98.4K
|
1.04K
$391K
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-428- 8.03% |
$88.4K - $98.6K
|
4.9K
$1.83M
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-490- 22.2% |
$101K - $113K
|
1.72K
$643K
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-500- 0.68% |
$103K - $115K
|
73.1K
$27.4M
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-529- 5.98% |
$109K - $122K
|
8.31K
$3.11M
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-557- 3.32% |
$115K - $128K
|
16.2K
$6.08M
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-598- 22.26% |
$123K - $138K
|
2.09K
$782K
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-599- 38.9% |
$124K - $138K
|
941
$352K
|
|
Jun 27, 2023
Q1 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-599- 2.55% |
$124K - $138K
|
22.9K
$8.56M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-628- 59.87% |
$130K - $145K
|
421
$158K
|
|
Jun 26, 2023
Q1 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-655- 37.19% |
$135K - $151K
|
1.11K
$414K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-693- 30.01% |
$143K - $160K
|
1.62K
$605K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-726- 2.41% |
$150K - $167K
|
29.4K
$11M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-748- 15.34% |
$154K - $172K
|
4.13K
$1.54M
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-749- 1.36% |
$155K - $173K
|
54.3K
$20.3M
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-766- 4.99% |
$158K - $177K
|
14.6K
$5.46M
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-790- 20.15% |
$163K - $182K
|
3.13K
$1.17M
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-809- 40.9% |
$167K - $186K
|
1.17K
$438K
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-822- 4.83% |
$170K - $189K
|
16.2K
$6.06M
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-906- 14.56% |
$187K - $209K
|
5.32K
$1.99M
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-950- 43.78% |
$196K - $219K
|
1.22K
$457K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.01K- 6.47% |
$209K - $233K
|
14.6K
$5.46M
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.12K- 25.96% |
$231K - $257K
|
3.19K
$1.19M
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.18K- 21.4% |
$244K - $272K
|
4.34K
$1.62M
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.28K- 2.59% |
$265K - $296K
|
48.3K
$18.1M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.3K- 5.23% |
$269K - $300K
|
23.6K
$8.84M
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.31K- 20.65% |
$271K - $302K
|
5.04K
$1.89M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.34K- 1.04% |
$277K - $310K
|
128K
$48M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.36K- 41.17% |
$282K - $314K
|
1.95K
$730K
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.39K- 47.33% |
$288K - $321K
|
1.55K
$581K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.57K- 2.9% |
$324K - $361K
|
52.5K
$19.7M
|
|
May 20, 2024
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-1.61K- 4.73% |
$332K - $370K
|
32.3K
$12.1M
|
|
May 03, 2023
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-1.61K- 4.73% |
$332K - $370K
|
32.3K
$12.1M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.61K- 75.25% |
$332K - $371K
|
529
$198K
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.74K- 7.97% |
$360K - $401K
|
20.1K
$7.53M
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-2.11K- 23.58% |
$436K - $486K
|
6.83K
$2.56M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.12K- 35.49% |
$437K - $487K
|
3.85K
$1.44M
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-3.37K- 12.04% |
$695K - $776K
|
24.6K
$9.21M
|