Purchases and Sales Made in Q1 2024 in Vanguard Growth ETF (VUG)
This table provides information about the institutional ownership of Vanguard Growth ETF (VUG) during Q1 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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
718+ 20.35% |
$216K - $249K
|
4.25K
$1.78M
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
717+ 3.91% |
$216K - $249K
|
19K
$7.98M
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
711+ 77.37% |
$214K - $246K
|
1.63K
$684K
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
708+ 1.57% |
$213K - $245K
|
45.9K
$19.2M
|
|
Apr 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
705+ 72.38% |
$212K - $244K
|
1.68K
$704K
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
702New |
$211K - $243K
|
702
$294K
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
700+ 76.34% |
$211K - $243K
|
1.62K
$678K
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
689+ 38.66% |
$207K - $239K
|
2.47K
$1.04M
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
686+ 57.17% |
$207K - $238K
|
1.89K
$791K
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
685+ 3.42% |
$206K - $237K
|
20.7K
$8.69M
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
682New |
$205K - $236K
|
682
$286K
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
681+ 2.62% |
$205K - $236K
|
26.7K
$11.2M
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
680+ 7.5% |
$205K - $236K
|
9.75K
$4.09M
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
679+ 3.9% |
$204K - $235K
|
18.1K
$7.58M
|
|
Apr 18, 2024
Q1 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
678+ 4.64% |
$204K - $235K
|
15.3K
$6.41M
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
676New |
$204K - $234K
|
676
$284K
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
669+ 33.89% |
$201K - $232K
|
2.64K
$1.11M
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
667New |
$201K - $231K
|
667
$280K
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
BUY
|
- |
662New |
$199K - $229K
|
662
$278K
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
660+ 27.84% |
$199K - $229K
|
3.03K
$1.27M
|
|
Apr 12, 2024
Q1 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
658+ 85.01% |
$198K - $228K
|
1.43K
$601K
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
647New |
$195K - $224K
|
647
$271K
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
647+ 2.45% |
$195K - $224K
|
27K
$11.3M
|
|
May 07, 2024
Q1 2024
|
Anson Capital, Inc.
|
BUY
|
- |
641New |
$193K - $222K
|
641
$269K
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
640New |
$193K - $222K
|
640
$268K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
637+ 0.92% |
$192K - $221K
|
69.6K
$29.2M
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
636New |
$191K - $220K
|
636
$267K
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
635New |
$191K - $220K
|
635
$266K
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
634New |
$191K - $220K
|
634
$266K
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
634New |
$191K - $220K
|
634
$266K
|
|
Apr 12, 2024
Q1 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
633New |
$191K - $219K
|
633
$265K
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
633+ 19.62% |
$191K - $219K
|
3.86K
$1.62M
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
631New |
$190K - $219K
|
631
$265K
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
630New |
$190K - $218K
|
630
$264K
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
630New |
$190K - $218K
|
630
$264K
|
|
Apr 16, 2024
Q1 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
627New |
$189K - $217K
|
627
$263K
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
627New |
$189K - $217K
|
627
$263K
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
622New |
$187K - $216K
|
622
$261K
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
621New |
$187K - $215K
|
621
$260K
|
|
May 15, 2024
Q1 2024
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
621New |
$187K - $215K
|
621
$260K
|
|
Apr 29, 2024
Q1 2024
|
Brave Asset Management Inc
|
BUY
|
- |
618New |
$186K - $214K
|
618
$259K
|
|
May 07, 2024
Q1 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
616New |
$185K - $214K
|
616
$258K
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
615New |
$185K - $213K
|
615
$258K
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
614New |
$185K - $213K
|
614
$257K
|
|
May 15, 2024
Q1 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
614New |
$185K - $213K
|
614
$257K
|
|
Apr 17, 2024
Q1 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
609New |
$183K - $211K
|
609
$255K
|
|
Apr 15, 2024
Q1 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
608New |
$183K - $211K
|
608
$255K
|
|
May 15, 2024
Q1 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
607New |
$183K - $210K
|
607
$255K
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
606+ 26.04% |
$182K - $210K
|
2.93K
$1.23M
|
|
May 15, 2024
Q1 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
606New |
$182K - $210K
|
606
$254K
|