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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Eastover Investment Advisors LLC
|
BUY
|
- |
605New |
$182K - $210K
|
605
$254K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
604New |
$182K - $209K
|
604
$253K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
602+ 14.3% |
$181K - $209K
|
4.81K
$2.02M
|
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
602+ 6.81% |
$181K - $209K
|
9.45K
$3.96M
|
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
BUY
|
- |
601New |
$181K - $208K
|
601
$252K
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
599New |
$180K - $208K
|
599
$251K
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
599New |
$180K - $208K
|
599
$251K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
598New |
$180K - $207K
|
598
$251K
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
598New |
$180K - $207K
|
598
$251K
|
|
|
May 14, 2024
Q1 2024
|
Parker Investment Management, LLC
|
BUY
|
- |
598New |
$180K - $207K
|
598
$251K
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
595New |
$179K - $206K
|
595
$250K
|
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
594New |
$179K - $206K
|
594
$249K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
593New |
$179K - $206K
|
593
$249K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
592+ 38.69% |
$178K - $205K
|
2.12K
$890K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
590New |
$178K - $204K
|
590
$247K
|
|
|
May 10, 2024
Q1 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
589New |
$177K - $204K
|
589
$247K
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
588+ 86.73% |
$177K - $204K
|
1.27K
$531K
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
587New |
$177K - $203K
|
587
$246K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
587+ 8.26% |
$177K - $203K
|
7.69K
$3.23M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
584New |
$176K - $202K
|
584
$245K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
582New |
$175K - $202K
|
582
$244K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
581New |
$175K - $201K
|
581
$244K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
573+ 7.36% |
$173K - $199K
|
8.36K
$3.51M
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
571+ 0.87% |
$172K - $198K
|
66K
$27.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
569+ 22.08% |
$171K - $197K
|
3.15K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
556+ 41.9% |
$167K - $193K
|
1.88K
$790K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
555+ 0.15% |
$167K - $192K
|
359K
$150M
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
554+ 3.96% |
$167K - $192K
|
14.5K
$6.1M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
544+ 3.64% |
$164K - $189K
|
15.5K
$6.49M
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
543+ 1.88% |
$163K - $188K
|
29.5K
$12.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
539+ 26.17% |
$162K - $187K
|
2.6K
$1.09M
|
|
|
May 20, 2024
Q1 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
535+ 3.1% |
$161K - $185K
|
17.8K
$7.47M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
534+ 445.0% |
$161K - $185K
|
654
$274K
|
|
|
Jan 14, 2025
Q1 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
534+ 2.15% |
$161K - $185K
|
25.4K
$10.6M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
532+ 8.36% |
$160K - $184K
|
6.89K
$2.89M
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
530+ 10.07% |
$160K - $184K
|
5.79K
$2.43M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
516+ 33.31% |
$155K - $179K
|
2.07K
$866K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
512+ 91.27% |
$154K - $177K
|
1.07K
$450K
|
|
|
Apr 29, 2024
Q1 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
507+ 2.34% |
$153K - $176K
|
22.2K
$9.31M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
506+ 2.26% |
$152K - $175K
|
22.9K
$9.61M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
503+ 2.63% |
$151K - $174K
|
19.6K
$8.23M
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
499+ 6.12% |
$150K - $173K
|
8.65K
$3.63M
|
|
|
Apr 18, 2024
Q1 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
498+ 513.4% |
$150K - $173K
|
595
$250K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
498+ 332.0% |
$150K - $173K
|
648
$272K
|
|
|
May 13, 2024
Q1 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
487+ 15.17% |
$147K - $169K
|
3.7K
$1.55M
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
483+ 10.87% |
$145K - $167K
|
4.93K
$2.07M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
483+ 3.38% |
$145K - $167K
|
14.8K
$6.2M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
477+ 71.3% |
$144K - $165K
|
1.15K
$481K
|
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
472+ 56.59% |
$142K - $164K
|
1.31K
$548K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
472+ 38.94% |
$142K - $164K
|
1.68K
$706K
|