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 |
---|---|---|---|---|---|---|---|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
889New |
$216K - $252K
|
889
$364K
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
889New |
$216K - $252K
|
889
$364K
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
888+ 6.58% |
$216K - $251K
|
14.4K
$5.9M
|
|
Jul 31, 2023
Q2 2023
|
Dagco, Inc.
|
BUY
|
- |
880+ 2.15% |
$214K - $249K
|
41.8K
$17.1M
|
|
Jul 31, 2023
Q2 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
873New |
$212K - $247K
|
873
$358K
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
BUY
|
- |
871+ 20.86% |
$212K - $246K
|
5.05K
$2.07M
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
869+ 4.5% |
$211K - $246K
|
20.2K
$8.26M
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
866New |
$210K - $245K
|
866
$355K
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
860+ 5.56% |
$209K - $243K
|
16.3K
$6.69M
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
853New |
$207K - $241K
|
853
$349K
|
|
Jul 07, 2023
Q2 2023
|
Bridges Investment Management Inc
|
BUY
|
- |
830New |
$202K - $235K
|
830
$340K
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
828+ 11.96% |
$201K - $234K
|
7.75K
$3.17M
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
828+ 3.39% |
$201K - $234K
|
25.2K
$10.3M
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
827+ 6.67% |
$201K - $234K
|
13.2K
$5.42M
|
|
Jul 17, 2023
Q2 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
823New |
$200K - $233K
|
823
$337K
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
821+ 4.98% |
$200K - $232K
|
17.3K
$7.09M
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
808+ 0.62% |
$196K - $229K
|
130K
$53.4M
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
808New |
$196K - $229K
|
808
$331K
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
807+ 2.82% |
$196K - $228K
|
29.5K
$12.1M
|
|
Jul 20, 2023
Q2 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
805+ 46.94% |
$196K - $228K
|
2.52K
$1.03M
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
802+ 10.06% |
$195K - $227K
|
8.78K
$3.59M
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
799New |
$194K - $226K
|
799
$327K
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
797New |
$194K - $226K
|
797
$326K
|
|
Jul 11, 2023
Q2 2023
|
Divergent Planning, LLC
|
BUY
|
- |
790New |
$192K - $224K
|
790
$324K
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
790+ 3.97% |
$192K - $224K
|
20.7K
$8.47M
|
|
Aug 08, 2023
Q2 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
789New |
$192K - $223K
|
789
$323K
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
BUY
|
- |
788New |
$192K - $223K
|
788
$323K
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
788+ 7.39% |
$192K - $223K
|
11.5K
$4.69M
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
784New |
$191K - $222K
|
784
$321K
|
|
Aug 11, 2023
Q2 2023
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
784New |
$191K - $222K
|
784
$321K
|
|
Aug 01, 2023
Q2 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
783New |
$190K - $222K
|
783
$321K
|
|
Jul 03, 2023
Q2 2023
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
781New |
$190K - $221K
|
781
$320K
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
781New |
$190K - $221K
|
781
$320K
|
|
Aug 03, 2023
Q2 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
780New |
$190K - $221K
|
780
$320K
|
|
Jul 13, 2023
Q2 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
779New |
$189K - $220K
|
779
$319K
|
|
Jul 21, 2023
Q2 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
779+ 0.64% |
$189K - $220K
|
123K
$50.5M
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
778New |
$189K - $220K
|
778
$319K
|
|
Jul 12, 2023
Q2 2023
|
First Bank & Trust
|
BUY
|
- |
776New |
$189K - $220K
|
776
$318K
|
|
Aug 24, 2023
Q2 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
775New |
$188K - $219K
|
775
$317K
|
|
Jul 27, 2023
Q2 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
774New |
$188K - $219K
|
774
$317K
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
771New |
$187K - $218K
|
771
$316K
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
769+ 10.63% |
$187K - $218K
|
8K
$3.28M
|
|
Jul 31, 2023
Q2 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
764New |
$186K - $216K
|
764
$313K
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
762+ 19.2% |
$185K - $216K
|
4.73K
$1.94M
|
|
Jul 13, 2023
Q2 2023
|
Sinecera Capital, LLC
|
BUY
|
- |
761New |
$185K - $215K
|
761
$312K
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
758+ 459.39% |
$184K - $214K
|
923
$378K
|
|
Aug 16, 2023
Q2 2023
|
Tenret CO LLC
|
BUY
|
- |
755+ 1.6% |
$184K - $214K
|
47.8K
$19.6M
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
BUY
|
- |
752New |
$183K - $213K
|
752
$308K
|
|
Aug 08, 2023
Q2 2023
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
752New |
$183K - $213K
|
752
$308K
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
BUY
|
- |
744New |
$181K - $211K
|
744
$305K
|