Purchases and Sales Made in Q3 2024 in Vanguard Growth ETF (VUG)
This table provides information about the institutional ownership of Vanguard Growth ETF (VUG) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-33.7K- 10.93% |
$11.5M - $13.2M
|
274K
$115M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-37.8K- 8.36% |
$12.9M - $14.8M
|
414K
$174M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-40.2K- 35.75% |
$13.7M - $15.7M
|
72.2K
$30.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-44.6K- 4.67% |
$15.2M - $17.5M
|
909K
$381M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-49.9K- 91.49% |
$17M - $19.6M
|
4.64K
$1.94M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-52.4K- 93.97% |
$17.9M - $20.5M
|
3.36K
$1.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-56.1K- 6.58% |
$19.1M - $22M
|
796K
$334M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-73.1K- 0.88% |
$24.9M - $28.7M
|
8.27M
$3.47B
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-84.6K- 84.9% |
$28.9M - $33.2M
|
15.1K
$6.31M
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-87.6K- 99.4% |
$29.9M - $34.3M
|
529
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-93.9K- 99.16% |
$32M - $36.8M
|
799
$335K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-97.6K- 15.55% |
$33.3M - $38.3M
|
530K
$222M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-104K- 10.98% |
$35.5M - $40.8M
|
844K
$354M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-123K- 35.01% |
$42M - $48.2M
|
229K
$95.8M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-127K- 42.34% |
$43.3M - $49.7M
|
173K
$72.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-128K- 52.31% |
$43.8M - $50.3M
|
117K
$49.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-143K- 92.71% |
$48.9M - $56.2M
|
11.3K
$4.73M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-166K- 95.07% |
$56.7M - $65.1M
|
8.61K
$3.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-194K- 48.17% |
$66.2M - $76.1M
|
209K
$87.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-431K- 98.72% |
$147M - $169M
|
5.6K
$2.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-527K- 6.12% |
$180M - $206M
|
8.08M
$3.39B
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-5.53M- 99.71% |
$1.88B - $2.17B
|
15.8K
$6.63M
|