Purchases and Sales Made in Q2 2024 in Vanguard S&P 500 Growth ETF (VOOG)
This table provides information about the institutional ownership of Vanguard S&P 500 Growth ETF (VOOG) during Q2 2024. The information is specifically focused on institutions that hold shares of VANGUARD S&P 500 GROWTH ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
624New |
$179K - $210K
|
624
$239K
|
|
Aug 07, 2024
Q2 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
620New |
$177K - $209K
|
620
$238K
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
615New |
$176K - $207K
|
615
$236K
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
611New |
$175K - $206K
|
611
$234K
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
611New |
$175K - $206K
|
611
$234K
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
610New |
$175K - $206K
|
610
$234K
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
608New |
$174K - $205K
|
608
$233K
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
601New |
$172K - $203K
|
601
$230K
|
|
Aug 06, 2024
Q2 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
601New |
$172K - $203K
|
601
$230K
|
|
Jul 17, 2024
Q2 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
594New |
$170K - $200K
|
594
$228K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
575+ 16.79% |
$165K - $194K
|
4K
$1.53M
|
|
Jul 23, 2024
Q2 2024
|
First Bancorp, Inc
|
BUY
|
- |
542+ 9.05% |
$155K - $183K
|
6.53K
$2.5M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
541+ 0.67% |
$155K - $182K
|
81.9K
$31.4M
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
529+ 48.94% |
$151K - $178K
|
1.61K
$617K
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
524+ 32.15% |
$150K - $177K
|
2.15K
$826K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
491+ 68.67% |
$141K - $165K
|
1.21K
$462K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
439+ 0.78% |
$126K - $148K
|
56.4K
$21.6M
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
433+ 34.72% |
$124K - $146K
|
1.68K
$644K
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
371+ 33.61% |
$106K - $125K
|
1.48K
$565K
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
340+ 17.04% |
$97.3K - $115K
|
2.34K
$895K
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
332+ 33200.0% |
$95K - $112K
|
333
$128K
|
|
Jul 17, 2024
Q2 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
305+ 5.69% |
$87.3K - $103K
|
5.66K
$2.17M
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
297+ 2.98% |
$85K - $100K
|
10.3K
$3.93M
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
288+ 2.71% |
$82.4K - $97.1K
|
10.9K
$4.18M
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
282New |
$80.7K - $95K
|
282
$108K
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
260+ 25.42% |
$74.4K - $87.6K
|
1.28K
$492K
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
241+ 16.11% |
$69K - $81.2K
|
1.74K
$666K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
236New |
$67.6K - $79.5K
|
236
$90.5K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
215+ 3.34% |
$61.5K - $72.5K
|
6.65K
$2.55M
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
205+ 15.22% |
$58.7K - $69.1K
|
1.55K
$595K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
202+ 1.93% |
$57.8K - $68.1K
|
10.7K
$4.08M
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
200New |
$57.2K - $67.4K
|
200
$76.7K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
200+ 1.76% |
$57.2K - $67.4K
|
11.6K
$4.44M
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
196+ 5.73% |
$56.1K - $66.1K
|
3.62K
$1.39M
|
|
Aug 09, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
193New |
$55.2K - $65K
|
193
$74K
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
193New |
$55.2K - $65K
|
193
$74K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
192+ 7.92% |
$55K - $64.7K
|
2.62K
$1M
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
187+ 23.09% |
$53.5K - $63K
|
997
$382K
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
184+ 3.4% |
$52.7K - $62K
|
5.59K
$2.14M
|
|
Aug 13, 2024
Q2 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
181+ 3.99% |
$51.8K - $61K
|
4.72K
$1.81M
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
180New |
$51.5K - $60.7K
|
180
$69K
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
180+ 37.5% |
$51.5K - $60.7K
|
660
$253K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
177+ 0.76% |
$50.7K - $59.6K
|
23.6K
$9.03M
|
|
Jul 18, 2024
Q2 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
173+ 0.4% |
$49.5K - $58.3K
|
43.2K
$16.6M
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
165+ 17.52% |
$47.2K - $55.6K
|
1.11K
$424K
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
162+ 20.1% |
$46.4K - $54.6K
|
968
$371K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
160+ 2.56% |
$45.8K - $53.9K
|
6.4K
$2.45M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
150+ 31.85% |
$42.9K - $50.6K
|
621
$238K
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
148+ 7.18% |
$42.4K - $49.9K
|
2.21K
$847K
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
132+ 0.41% |
$37.8K - $44.5K
|
32.4K
$12.4M
|