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 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
327+ 2.3% |
$98.4K - $113K
|
14.5K
$6.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
325+ 2.77% |
$97.8K - $113K
|
12.1K
$5.06M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
324+ 35.84% |
$97.5K - $112K
|
1.23K
$515K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
323+ 23.1% |
$97.2K - $112K
|
1.72K
$722K
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
319+ 1.93% |
$96K - $111K
|
16.8K
$7.05M
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
318+ 8.97% |
$95.7K - $110K
|
3.86K
$1.62M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
306New |
$92.1K - $106K
|
306
$128K
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
304+ 4.68% |
$91.5K - $105K
|
6.8K
$2.85M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
304+ 27.41% |
$91.5K - $105K
|
1.41K
$593K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
303+ 1.85% |
$91.2K - $105K
|
16.7K
$7M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
298+ 0.49% |
$89.7K - $103K
|
60.8K
$25.5M
|
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
298+ 8.36% |
$89.7K - $103K
|
3.86K
$1.62M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
297+ 157.98% |
$89.4K - $103K
|
485
$203K
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
296+ 19.79% |
$89.1K - $103K
|
1.79K
$752K
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
295+ 9.36% |
$88.8K - $102K
|
3.45K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
292+ 0.89% |
$87.9K - $101K
|
33.3K
$13.9M
|
|
|
Dec 17, 2024
Q1 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
287+ 0.43% |
$86.4K - $99.5K
|
67K
$28.1M
|
|
|
May 10, 2024
Q1 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
283+ 12.0% |
$85.2K - $98.1K
|
2.64K
$1.11M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
278+ 1.01% |
$83.7K - $96.4K
|
27.8K
$11.7M
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
275+ 137.5% |
$82.8K - $95.3K
|
475
$199K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
274+ 129.86% |
$82.5K - $95K
|
485
$203K
|
|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
273+ 38.34% |
$82.2K - $94.6K
|
985
$413K
|
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
273+ 38.34% |
$82.2K - $94.6K
|
985
$413K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
271+ 33.71% |
$81.6K - $93.9K
|
1.08K
$451K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
270+ 31.58% |
$81.3K - $93.6K
|
1.13K
$472K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
269+ 0.76% |
$81K - $93.2K
|
35.5K
$14.9M
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
268+ 6.07% |
$80.7K - $92.9K
|
4.68K
$1.96M
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
BUY
|
- |
262+ 32.31% |
$78.9K - $90.8K
|
1.07K
$450K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
261+ 29.69% |
$78.6K - $90.5K
|
1.14K
$478K
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
261+ 16.47% |
$78.6K - $90.5K
|
1.85K
$774K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
257+ 0.48% |
$77.4K - $89.1K
|
54.3K
$22.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
254+ 0.59% |
$76.5K - $88K
|
43K
$18M
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
253+ 27.68% |
$76.2K - $87.7K
|
1.17K
$489K
|
|
|
Apr 22, 2024
Q1 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
251+ 0.98% |
$75.6K - $87K
|
25.9K
$10.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
249New |
$75K - $86.3K
|
249
$104K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
248New |
$74.7K - $86K
|
248
$104K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
248+ 11.63% |
$74.7K - $86K
|
2.38K
$999K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
246+ 1.41% |
$74.1K - $85.3K
|
17.7K
$7.42M
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
239+ 29.99% |
$72K - $82.8K
|
1.04K
$434K
|
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
236+ 2.75% |
$71K - $81.8K
|
8.82K
$3.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
235+ 1.03% |
$70.7K - $81.5K
|
23K
$9.65M
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
234+ 33.24% |
$70.4K - $81.1K
|
938
$393K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
233+ 25.92% |
$70.1K - $80.8K
|
1.13K
$475K
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
232+ 10.3% |
$69.8K - $80.4K
|
2.49K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
226+ 7.73% |
$68K - $78.3K
|
3.15K
$1.32M
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
221+ 0.34% |
$66.5K - $76.6K
|
64.8K
$27.2M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
220+ 1.83% |
$66.2K - $76.3K
|
12.2K
$5.13M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
219+ 0.23% |
$65.9K - $75.9K
|
97.5K
$40.9M
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
217+ 1.49% |
$65.3K - $75.2K
|
14.8K
$6.21M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
214+ 0.93% |
$64.4K - $74.2K
|
23.2K
$9.74M
|