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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
1.46K+ 6.74% |
$304K - $363K
|
23.1K
$9.44M
|
|
|
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.43KNew |
$300K - $357K
|
1.43K
$587K
|
|
|
Apr 21, 2023
Q1 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.43K+ 2.66% |
$299K - $356K
|
55.1K
$22.6M
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.42K+ 18.02% |
$297K - $354K
|
9.31K
$3.81M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.4K+ 9.2% |
$294K - $350K
|
16.7K
$6.82M
|
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.4KNew |
$293K - $349K
|
1.4K
$573K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.39K+ 2.39% |
$290K - $346K
|
59.6K
$24.4M
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1.39K+ 5.13% |
$290K - $345K
|
28.4K
$11.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.38K+ 32.23% |
$289K - $345K
|
5.67K
$2.32M
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.38KNew |
$288K - $343K
|
1.38K
$564K
|
|
|
Apr 12, 2023
Q1 2023
|
Ccg Wealth Management, LLC
|
BUY
|
- |
1.36KNew |
$285K - $340K
|
1.36K
$558K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
1.36KNew |
$284K - $339K
|
1.36K
$557K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.36K+ 1.28% |
$284K - $338K
|
108K
$44.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
1.33K+ 13.09% |
$279K - $333K
|
11.5K
$4.72M
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.33KNew |
$279K - $333K
|
1.33K
$546K
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.31K+ 9.86% |
$273K - $326K
|
14.6K
$5.96M
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
BUY
|
- |
1.31KNew |
$273K - $326K
|
1.31K
$535K
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.3K+ 35.73% |
$272K - $325K
|
4.94K
$2.02M
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.28K+ 5.93% |
$268K - $319K
|
22.9K
$9.36M
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
1.27K+ 15.18% |
$266K - $317K
|
9.64K
$3.95M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.27K+ 4.72% |
$266K - $317K
|
28.2K
$11.5M
|
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.24KNew |
$259K - $309K
|
1.24K
$508K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.24KNew |
$259K - $309K
|
1.24K
$507K
|
|
|
Apr 20, 2023
Q1 2023
|
Schwab Charitable Fund
|
BUY
|
- |
1.23K+ 27.86% |
$258K - $308K
|
5.66K
$2.32M
|
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
BUY
|
- |
1.23KNew |
$257K - $307K
|
1.23K
$503K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.22K+ 9.6% |
$254K - $303K
|
13.9K
$5.68M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
1.2K+ 6.63% |
$251K - $299K
|
19.3K
$7.9M
|
|
|
Apr 22, 2024
Q1 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
1.19K+ 0.97% |
$249K - $297K
|
123K
$50.5M
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.18K+ 5.15% |
$246K - $294K
|
24K
$9.85M
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.16K+ 0.91% |
$243K - $289K
|
129K
$52.8M
|
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.16KNew |
$243K - $289K
|
1.16K
$475K
|
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.16KNew |
$243K - $289K
|
1.16K
$475K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
1.16K+ 84.59% |
$242K - $289K
|
2.53K
$1.04M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
1.16K+ 84.59% |
$242K - $289K
|
2.53K
$1.04M
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1.15KNew |
$241K - $287K
|
1.15K
$471K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.14K+ 6.31% |
$238K - $283K
|
19.1K
$7.84M
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.13KNew |
$236K - $281K
|
1.13K
$462K
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.11KNew |
$232K - $277K
|
1.11K
$455K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.11K+ 0.34% |
$232K - $276K
|
328K
$134M
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
1.1KNew |
$231K - $275K
|
1.1K
$452K
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.1K+ 47.83% |
$230K - $274K
|
3.4K
$1.39M
|
|
|
Apr 20, 2023
Q1 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
1.1K+ 27.12% |
$229K - $273K
|
5.14K
$2.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
1.09KNew |
$229K - $272K
|
1.09K
$447K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.08KNew |
$227K - $270K
|
1.08K
$444K
|
|
|
May 15, 2023
Q1 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.08KNew |
$226K - $269K
|
1.08K
$442K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
1.08K+ 5.75% |
$225K - $268K
|
19.8K
$8.1M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.07KNew |
$225K - $268K
|
1.07K
$440K
|
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.06K+ 6.56% |
$222K - $265K
|
17.2K
$7.06M
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.06KNew |
$222K - $265K
|
1.06K
$435K
|
|
|
Apr 11, 2023
Q1 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
1.05KNew |
$220K - $262K
|
1.05K
$430K
|