Purchases and Sales Made in Q4 2024 in Vanguard Growth ETF (VUG)
This table provides information about the institutional ownership of Vanguard Growth ETF (VUG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
4.17K+ 3.23% |
$1.58M - $1.79M
|
133K
$56M
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
4.14KNew |
$1.57M - $1.77M
|
4.14K
$1.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
3.94K+ 6.57% |
$1.49M - $1.69M
|
63.9K
$26.8M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.93KNew |
$1.49M - $1.68M
|
3.93K
$1.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
3.92K+ 7.86% |
$1.49M - $1.68M
|
53.9K
$22.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.81K+ 5.13% |
$1.44M - $1.63M
|
78.1K
$32.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
3.81K+ 145.66% |
$1.44M - $1.63M
|
6.42K
$2.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
3.71K+ 121.35% |
$1.41M - $1.59M
|
6.77K
$2.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
3.67KNew |
$1.39M - $1.57M
|
3.67K
$1.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
3.66K+ 24.89% |
$1.39M - $1.57M
|
18.4K
$7.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
3.62K+ 7.79% |
$1.37M - $1.55M
|
50.1K
$21M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.55KNew |
$1.35M - $1.52M
|
3.55K
$1.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
3.54K+ 51.59% |
$1.34M - $1.52M
|
10.4K
$4.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
3.53K+ 4.67% |
$1.34M - $1.51M
|
79.2K
$33.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
3.38K+ 5.35% |
$1.28M - $1.45M
|
66.5K
$27.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Orser Capital Management, LLC
|
BUY
|
- |
3.19K+ 11.87% |
$1.21M - $1.37M
|
30.1K
$12.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
3.19KNew |
$1.21M - $1.36M
|
3.19K
$1.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.18K+ 2.12% |
$1.2M - $1.36M
|
153K
$64.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.1KNew |
$1.17M - $1.33M
|
3.1K
$1.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.08K+ 215.17% |
$1.17M - $1.32M
|
4.51K
$1.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
3.06K+ 2.28% |
$1.16M - $1.31M
|
137K
$57.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
2.91K+ 1.53% |
$1.1M - $1.25M
|
193K
$81M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
2.9K+ 32.47% |
$1.1M - $1.24M
|
11.8K
$4.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.89K+ 137.92% |
$1.09M - $1.24M
|
4.98K
$2.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.79K+ 52.29% |
$1.06M - $1.2M
|
8.14K
$3.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.77K+ 2.32% |
$1.05M - $1.19M
|
122K
$51.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.74K+ 11.71% |
$1.04M - $1.17M
|
26.2K
$11M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.73K+ 2.14% |
$1.03M - $1.17M
|
130K
$54.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.69K+ 0.63% |
$1.02M - $1.15M
|
429K
$180M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2.57K+ 3.82% |
$973K - $1.1M
|
69.9K
$29.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
2.48K+ 1.06% |
$940K - $1.06M
|
236K
$98.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2.45K+ 6.48% |
$929K - $1.05M
|
40.3K
$16.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.43K+ 6.35% |
$922K - $1.04M
|
40.7K
$17.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.39K+ 0.45% |
$905K - $1.02M
|
537K
$225M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.36K+ 3.64% |
$895K - $1.01M
|
67.3K
$28.3M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
2.35K+ 12.12% |
$891K - $1.01M
|
21.7K
$9.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.33KNew |
$884K - $999K
|
2.33K
$979K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.3K+ 9.41% |
$872K - $986K
|
26.8K
$11.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.29K+ 9.56% |
$868K - $981K
|
26.3K
$11M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2.27K+ 1.39% |
$858K - $970K
|
165K
$69.2M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
2.26K+ 15.56% |
$857K - $969K
|
16.8K
$7.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
2.25K+ 75.16% |
$852K - $962K
|
5.24K
$2.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.25K+ 15.29% |
$851K - $962K
|
16.9K
$7.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2.25K+ 18.86% |
$850K - $961K
|
14.1K
$5.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.21K+ 84.39% |
$838K - $947K
|
4.83K
$2.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
2.19K+ 7.49% |
$829K - $937K
|
31.4K
$13.2M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.18KNew |
$826K - $933K
|
2.18K
$915K
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.15K+ 7.31% |
$813K - $919K
|
31.5K
$13.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.14K+ 2.56% |
$809K - $914K
|
85.6K
$35.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.12KNew |
$803K - $907K
|
2.12K
$889K
|