Purchases and Sales Made in Q1 2023 in Vanguard Growth ETF (VUG)
This table provides information about the institutional ownership of Vanguard Growth ETF (VUG) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
67+ 0.46% |
$14K - $16.7K
|
14.6K
$6.09M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
67+ 0.41% |
$14K - $16.7K
|
16.5K
$6.85M
|
|
|
Aug 08, 2024
Q1 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
67+ 3.88% |
$14K - $16.7K
|
1.79K
$746K
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
65+ 4.72% |
$13.6K - $16.2K
|
1.44K
$599K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
64New |
$13.4K - $16K
|
64
$26.6K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
63+ 1.03% |
$13.2K - $15.7K
|
6.16K
$2.56M
|
|
|
Apr 20, 2023
Q1 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
61+ 0.35% |
$12.8K - $15.2K
|
17.3K
$7.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
BUY
|
- |
60+ 1.27% |
$12.6K - $15K
|
4.79K
$1.99M
|
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
59+ 0.25% |
$12.3K - $14.7K
|
23.5K
$9.79M
|
|
|
May 10, 2023
Q1 2023
|
Fusion Capital, LLC
|
BUY
|
- |
59+ 0.23% |
$12.3K - $14.7K
|
26.2K
$10.9M
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
59+ 0.07% |
$12.3K - $14.7K
|
83.8K
$34.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Orser Capital Management, LLC
|
BUY
|
- |
57+ 2.02% |
$11.9K - $14.2K
|
2.87K
$1.19M
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
57+ 2.95% |
$11.9K - $14.2K
|
1.99K
$826K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
57+ 5.86% |
$11.9K - $14.2K
|
1.03K
$428K
|
|
|
May 15, 2023
Q1 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
57+ 0.04% |
$11.9K - $14.2K
|
161K
$67.1M
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
55+ 18.15% |
$11.5K - $13.7K
|
358
$149K
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
55+ 2.09% |
$11.5K - $13.7K
|
2.69K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
55+ 5.69% |
$11.5K - $13.7K
|
1.02K
$425K
|
|
|
Apr 19, 2023
Q1 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
53+ 1.12% |
$11.1K - $13.2K
|
4.8K
$1.99M
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
53+ 6.83% |
$11.1K - $13.2K
|
829
$345K
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
52+ 0.35% |
$10.9K - $13K
|
14.9K
$6.18M
|
|
|
May 08, 2023
Q1 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
52+ 4.31% |
$10.9K - $13K
|
1.26K
$523K
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
51+ 1.34% |
$10.7K - $12.7K
|
3.85K
$1.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
50+ 6.44% |
$10.5K - $12.5K
|
826
$344K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
50New |
$10.5K - $12.5K
|
50
$20.8K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
49+ 0.61% |
$10.3K - $12.2K
|
8.04K
$3.35M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
48+ 600.0% |
$10K - $12K
|
56
$23.3K
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
47+ 3.44% |
$9.83K - $11.7K
|
1.41K
$588K
|
|
|
May 15, 2023
Q1 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
47+ 0.33% |
$9.83K - $11.7K
|
14.2K
$5.91M
|
|
|
Apr 27, 2023
Q1 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
46+ 1.01% |
$9.63K - $11.5K
|
4.59K
$1.91M
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
46+ 3.27% |
$9.63K - $11.5K
|
1.45K
$603K
|
|
|
May 04, 2023
Q1 2023
|
Planning Alternatives LTD
|
BUY
|
- |
46+ 0.11% |
$9.63K - $11.5K
|
41.9K
$17.4M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
46+ 0.61% |
$9.63K - $11.5K
|
7.63K
$3.17M
|
|
|
May 04, 2023
Q1 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
44+ 2.49% |
$9.21K - $11K
|
1.81K
$754K
|
|
|
Apr 25, 2023
Q1 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
42+ 3.43% |
$8.79K - $10.5K
|
1.27K
$527K
|
|
|
Apr 04, 2023
Q1 2023
|
Life Pro Asset Management
|
BUY
|
- |
41+ 3.75% |
$8.58K - $10.2K
|
1.14K
$472K
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
41+ 0.78% |
$8.58K - $10.2K
|
5.32K
$2.21M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
41+ 0.24% |
$8.58K - $10.2K
|
17.4K
$7.25M
|
|
|
Dec 05, 2023
Q1 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
41+ 2.61% |
$8.58K - $10.2K
|
1.61K
$671K
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
40+ 1.76% |
$8.37K - $9.98K
|
2.31K
$961K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
40+ 3.26% |
$8.37K - $9.98K
|
1.27K
$527K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
39+ 1.02% |
$8.16K - $9.73K
|
3.85K
$1.6M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
39+ 1.04% |
$8.16K - $9.73K
|
3.78K
$1.57M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
39+ 6.85% |
$8.16K - $9.73K
|
608
$253K
|
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
37+ 1.48% |
$7.74K - $9.23K
|
2.54K
$1.05M
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
36+ 0.1% |
$7.53K - $8.98K
|
36K
$15M
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
36+ 0.18% |
$7.53K - $8.98K
|
20.6K
$8.56M
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
35+ 120.69% |
$7.32K - $8.73K
|
64
$26.6K
|
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
35+ 2.36% |
$7.32K - $8.73K
|
1.52K
$632K
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
33+ 2.09% |
$6.91K - $8.23K
|
1.61K
$671K
|