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
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-287- 3.82% |
$60.1K - $71.6K
|
7.23K
$3.01M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-289- 1.67% |
$60.5K - $72.1K
|
17K
$7.08M
|
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-293- 7.23% |
$61.3K - $73.1K
|
3.76K
$1.56M
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-295- 4.8% |
$61.7K - $73.6K
|
5.85K
$2.43M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-295- 29.29% |
$61.7K - $73.6K
|
712
$296K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-295- 17.86% |
$61.7K - $73.6K
|
1.36K
$564K
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
SELL
|
- |
-300- 34.52% |
$62.8K - $74.8K
|
569
$237K
|
|
|
May 09, 2023
Q1 2023
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-300- 16.57% |
$62.8K - $74.8K
|
1.51K
$628K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-304- 0.37% |
$63.6K - $75.8K
|
82.6K
$34.4M
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-306- 5.82% |
$64K - $76.3K
|
4.95K
$2.06M
|
|
|
May 08, 2023
Q1 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-307- 2.28% |
$64.2K - $76.6K
|
13.2K
$5.48M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-309- 5.23% |
$64.7K - $77.1K
|
5.6K
$2.33M
|
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-320- 4.0% |
$67K - $79.8K
|
7.69K
$3.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-329- 13.12% |
$68.8K - $82.1K
|
2.18K
$906K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-330- 6.26% |
$69.1K - $82.3K
|
4.94K
$2.05M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-330- 13.45% |
$69.1K - $82.3K
|
2.12K
$883K
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
SELL
|
- |
-333- 1.27% |
$69.7K - $83.1K
|
25.8K
$10.7M
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-340- 7.24% |
$71.1K - $84.8K
|
4.36K
$1.81M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-341- 1.05% |
$71.4K - $85.1K
|
32K
$13.3M
|
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-342- 12.62% |
$71.6K - $85.3K
|
2.37K
$984K
|
|
|
May 12, 2023
Q1 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-343- 5.05% |
$71.8K - $85.6K
|
6.45K
$2.68M
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-346- 5.86% |
$72.4K - $86.3K
|
5.56K
$2.31M
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-347- 0.33% |
$72.6K - $86.6K
|
105K
$43.7M
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-349- 25.66% |
$73K - $87.1K
|
1.01K
$420K
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-351- 23.83% |
$73.4K - $87.6K
|
1.12K
$467K
|
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-352- 1.03% |
$73.7K - $87.8K
|
34K
$14.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-355- 27.41% |
$74.3K - $88.6K
|
940
$391K
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
SELL
|
- |
-357- 12.02% |
$74.7K - $89.1K
|
2.61K
$1.09M
|
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-361- 5.59% |
$75.5K - $90K
|
6.09K
$2.53M
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-362- 3.46% |
$75.7K - $90.3K
|
10.1K
$4.2M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-367- 6.53% |
$76.8K - $91.5K
|
5.25K
$2.18M
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-369- 1.24% |
$77.2K - $92K
|
29.4K
$12.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-374- 6.52% |
$78.3K - $93.3K
|
5.36K
$2.23M
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-375- 22.27% |
$78.5K - $93.5K
|
1.31K
$544K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-377- 2.38% |
$78.9K - $94K
|
15.5K
$6.43M
|
|
|
Apr 25, 2023
Q1 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-384- 8.04% |
$80.4K - $95.8K
|
4.39K
$1.83M
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-384- 14.81% |
$80.4K - $95.8K
|
2.21K
$919K
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-387- 4.6% |
$81K - $96.5K
|
8.04K
$3.34M
|
|
|
May 15, 2023
Q1 2023
|
Petix & Botte CO
|
SELL
|
- |
-393- 2.54% |
$82.2K - $98K
|
15.1K
$6.28M
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-395- 22.22% |
$82.7K - $98.5K
|
1.38K
$575K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-395- 4.59% |
$82.7K - $98.5K
|
8.22K
$3.42M
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
SELL
|
- |
-397- 1.36% |
$83.1K - $99K
|
28.8K
$12M
|
|
|
Apr 10, 2023
Q1 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-400- 18.91% |
$83.7K - $99.8K
|
1.72K
$713K
|
|
|
Apr 11, 2023
Q1 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-400- 17.46% |
$83.7K - $99.8K
|
1.89K
$786K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-401- 12.97% |
$83.9K - $100K
|
2.69K
$1.12M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-404- 2.67% |
$84.5K - $101K
|
14.7K
$6.12M
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
SELL
|
- |
-407- 4.69% |
$85.2K - $102K
|
8.27K
$3.44M
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-412- 12.94% |
$86.2K - $103K
|
2.77K
$1.15M
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-416- 1.22% |
$87K - $104K
|
33.8K
$14.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-417- 23.83% |
$87.3K - $104K
|
1.33K
$554K
|