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 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-7.74K- 64.49% |
$2.33M - $2.68M
|
4.26K
$1.79M
|
|
|
Apr 22, 2024
Q1 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-8.14K- 3.92% |
$2.45M - $2.82M
|
199K
$83.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-8.17K- 9.12% |
$2.46M - $2.83M
|
81.4K
$34.1M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-8.37K- 79.13% |
$2.52M - $2.9M
|
2.21K
$926K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-8.38K- 79.11% |
$2.52M - $2.91M
|
2.21K
$929K
|
|
|
May 10, 2024
Q1 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-8.41KClosed |
$2.53M - $2.92M
|
0
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-8.67K- 12.47% |
$2.61M - $3.01M
|
60.9K
$25.5M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-8.86K- 6.72% |
$2.67M - $3.07M
|
123K
$51.6M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.2K- 9.92% |
$2.77M - $3.19M
|
83.5K
$35M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-9.44K- 49.94% |
$2.84M - $3.27M
|
9.46K
$3.97M
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-9.65K- 21.0% |
$2.91M - $3.35M
|
36.3K
$15.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-10.1K- 37.07% |
$3.05M - $3.51M
|
17.2K
$7.2M
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-10.2K- 88.89% |
$3.06M - $3.52M
|
1.27K
$532K
|
|
|
Oct 09, 2024
Q1 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-10.2K- 3.94% |
$3.06M - $3.53M
|
248K
$104M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-11.1K- 46.66% |
$3.34M - $3.84M
|
12.7K
$5.31M
|
|
|
May 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-11.2K- 4.52% |
$3.38M - $3.9M
|
237K
$99.6M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-12.6K- 3.48% |
$3.8M - $4.37M
|
350K
$147M
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-13.3K- 21.4% |
$4M - $4.6M
|
48.7K
$20.4M
|
|
|
May 08, 2024
Q1 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-13.8K- 71.69% |
$4.17M - $4.8M
|
5.47K
$2.29M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-14.2K- 13.62% |
$4.29M - $4.94M
|
90.3K
$37.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-14.5K- 20.58% |
$4.37M - $5.03M
|
56K
$23.5M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-14.9K- 4.4% |
$4.48M - $5.16M
|
323K
$136M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
SELL
|
- |
-15.2K- 4.15% |
$4.58M - $5.27M
|
351K
$147M
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-15.7K- 17.69% |
$4.74M - $5.45M
|
73.2K
$30.7M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-16.3K- 29.71% |
$4.9M - $5.64M
|
38.5K
$16.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-16.6K- 31.53% |
$4.98M - $5.74M
|
36K
$15.1M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-16.9K- 0.7% |
$5.1M - $5.87M
|
2.4M
$1.01B
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-17.1K- 5.92% |
$5.15M - $5.93M
|
272K
$114M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
SELL
|
- |
-17.6K- 8.56% |
$5.29M - $6.09M
|
188K
$78.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-17.6K- 25.27% |
$5.3M - $6.1M
|
52.1K
$21.8M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-17.7K- 6.78% |
$5.33M - $6.14M
|
244K
$102M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-18.2K- 1.91% |
$5.48M - $6.31M
|
936K
$392M
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-18.3K- 3.92% |
$5.51M - $6.35M
|
449K
$188M
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-18.4K- 15.31% |
$5.53M - $6.36M
|
102K
$42.6M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.6K- 0.97% |
$5.6M - $6.44M
|
1.9M
$799M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.8K- 0.98% |
$5.65M - $6.5M
|
1.9M
$799M
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-19.6K- 50.42% |
$5.9M - $6.79M
|
19.3K
$8.08M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-20.5K- 0.37% |
$6.16M - $7.09M
|
5.5M
$2.31B
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-22.3K- 17.38% |
$6.7M - $7.72M
|
106K
$44.4M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-22.4K- 36.04% |
$6.75M - $7.78M
|
39.8K
$16.7M
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-22.6K- 77.74% |
$6.79M - $7.82M
|
6.46K
$2.71M
|
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
SELL
|
- |
-24.4K- 11.75% |
$7.36M - $8.47M
|
184K
$77M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-24.6K- 1.53% |
$7.42M - $8.54M
|
1.59M
$665M
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-25.7K- 11.78% |
$7.75M - $8.92M
|
193K
$80.8M
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-27K- 88.47% |
$8.13M - $9.36M
|
3.52K
$1.48M
|
|
|
May 10, 2024
Q1 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-27.1K- 24.18% |
$8.14M - $9.38M
|
84.8K
$35.6M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-27.2K- 7.58% |
$8.18M - $9.41M
|
331K
$139M
|
|
|
May 14, 2024
Q1 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-27.6K- 93.24% |
$8.3M - $9.55M
|
2K
$838K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-27.7K- 53.45% |
$8.34M - $9.61M
|
24.1K
$10.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-28.2K- 10.17% |
$8.5M - $9.79M
|
249K
$105M
|