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 13, 2024
Q1 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-211- 10.89% |
$63.5K - $73.1K
|
1.73K
$724K
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-211- 28.79% |
$63.5K - $73.1K
|
522
$219K
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-214- 2.68% |
$64.4K - $74.2K
|
7.77K
$3.26M
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-215- 12.41% |
$64.7K - $74.5K
|
1.52K
$636K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-217- 1.4% |
$65.3K - $75.2K
|
15.3K
$6.4M
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-218- 8.01% |
$65.6K - $75.6K
|
2.51K
$1.05M
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-218- 1.58% |
$65.6K - $75.6K
|
13.6K
$5.69M
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-220- 6.89% |
$66.2K - $76.3K
|
2.98K
$1.25M
|
|
May 09, 2024
Q1 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-223- 3.45% |
$67.1K - $77.3K
|
6.24K
$2.61M
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-224- 3.66% |
$67.4K - $77.6K
|
5.9K
$2.47M
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-225- 1.9% |
$67.7K - $78K
|
11.6K
$4.88M
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-231- 2.3% |
$69.5K - $80.1K
|
9.82K
$4.12M
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-231- 2.38% |
$69.5K - $80.1K
|
9.46K
$3.97M
|
|
Apr 12, 2024
Q1 2024
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-232- 0.23% |
$69.8K - $80.4K
|
102K
$42.9M
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-232- 12.36% |
$69.8K - $80.4K
|
1.65K
$690K
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-234- 15.23% |
$70.4K - $81.1K
|
1.3K
$546K
|
|
Aug 20, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-234- 15.23% |
$70.4K - $81.1K
|
1.3K
$546K
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-236- 1.5% |
$71K - $81.8K
|
15.5K
$6.51M
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-237- 12.09% |
$71.3K - $82.1K
|
1.72K
$723K
|
|
Apr 16, 2024
Q1 2024
|
Monumental Financial Group Inc.
|
SELL
|
- |
-240- 16.67% |
$72.3K - $83.2K
|
1.2K
$503K
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-242- 22.7% |
$72.9K - $83.9K
|
824
$346K
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-242- 12.84% |
$72.9K - $83.9K
|
1.64K
$689K
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-242- 17.63% |
$72.9K - $83.9K
|
1.13K
$474K
|
|
Apr 30, 2024
Q1 2024
|
Libra Wealth LLC
|
SELL
|
- |
-245- 8.82% |
$73.8K - $84.9K
|
2.53K
$1.06M
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-246- 70.29% |
$74.1K - $85.3K
|
104
$43.6K
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-248- 8.76% |
$74.7K - $86K
|
2.58K
$1.08M
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-250- 37.82% |
$75.3K - $86.7K
|
411
$172K
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-250- 17.33% |
$75.3K - $86.7K
|
1.19K
$500K
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-250- 11.06% |
$75.3K - $86.7K
|
2.01K
$843K
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-252- 1.23% |
$75.9K - $87.3K
|
20.2K
$8.49M
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-254- 13.11% |
$76.5K - $88K
|
1.68K
$706K
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-255- 27.72% |
$76.8K - $88.4K
|
665
$279K
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-256- 20.61% |
$77.1K - $88.7K
|
986
$414K
|
|
May 03, 2024
Q1 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-259- 5.71% |
$78K - $89.8K
|
4.28K
$1.79M
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-263- 1.74% |
$79.2K - $91.2K
|
14.8K
$6.22M
|
|
Apr 11, 2024
Q1 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-264- 1.94% |
$79.5K - $91.5K
|
13.3K
$5.59M
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-264- 20.02% |
$79.5K - $91.5K
|
1.06K
$442K
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-266- 8.03% |
$80.1K - $92.2K
|
3.05K
$1.28M
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-270- 1.82% |
$81.3K - $93.6K
|
14.6K
$6.11M
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-270- 5.28% |
$81.3K - $93.6K
|
4.85K
$2.03M
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
SELL
|
- |
-274- 0.97% |
$82.5K - $95K
|
28K
$11.8M
|
|
Apr 25, 2024
Q1 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-280- 1.61% |
$84.3K - $97.1K
|
17.1K
$7.19M
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-280- 5.05% |
$84.3K - $97.1K
|
5.27K
$2.21M
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-281- 7.14% |
$84.6K - $97.4K
|
3.66K
$1.53M
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-284- 1.33% |
$85.5K - $98.4K
|
21.1K
$8.86M
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-288- 14.04% |
$86.7K - $99.8K
|
1.76K
$739K
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-289- 5.44% |
$87K - $100K
|
5.02K
$2.11M
|
|
Apr 25, 2024
Q1 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-290- 0.81% |
$87.3K - $101K
|
35.3K
$14.8M
|
|
May 15, 2024
Q1 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-290- 18.79% |
$87.3K - $101K
|
1.25K
$525K
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-291- 2.21% |
$87.6K - $101K
|
12.9K
$5.41M
|