Purchases and Sales Made in Q3 2024 in Vanguard S&P 500 Growth ETF (VOOG)
This table provides information about the institutional ownership of Vanguard S&P 500 Growth ETF (VOOG) during Q3 2024. The information is specifically focused on institutions that hold shares of VANGUARD S&P 500 GROWTH ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
72+ 2.75% |
$22K - $25.2K
|
2.69K
$969K
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
68+ 1.36% |
$20.8K - $23.8K
|
5.07K
$1.83M
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
68+ 5.29% |
$20.8K - $23.8K
|
1.35K
$488K
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
66+ 4.31% |
$20.2K - $23.1K
|
1.6K
$576K
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
61+ 61.0% |
$18.6K - $21.4K
|
161
$58K
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
51+ 0.16% |
$15.6K - $17.9K
|
32.5K
$11.7M
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
50New |
$15.3K - $17.5K
|
50
$18K
|
|
Oct 16, 2024
Q3 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
48+ 8.08% |
$14.7K - $16.8K
|
642
$231K
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
45+ 7.49% |
$13.7K - $15.8K
|
646
$233K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
42New |
$12.8K - $14.7K
|
42
$15.1K
|
|
Nov 05, 2024
Q3 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
42+ 5.38% |
$12.8K - $14.7K
|
823
$297K
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
40+ 2.62% |
$12.2K - $14K
|
1.57K
$565K
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
36+ 2.57% |
$11K - $12.6K
|
1.44K
$517K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
34+ 87.18% |
$10.4K - $11.9K
|
73
$26.3K
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
32+ 1.84% |
$9.77K - $11.2K
|
1.77K
$638K
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
30+ 1.72% |
$9.16K - $10.5K
|
1.77K
$638K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
29+ 3.37% |
$8.85K - $10.2K
|
889
$321K
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
25+ 2.18% |
$7.63K - $8.76K
|
1.17K
$422K
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
25+ 17.36% |
$7.63K - $8.76K
|
169
$60.9K
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
25New |
$7.63K - $8.76K
|
25
$9.01K
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
23+ 1.37% |
$7.02K - $8.06K
|
1.7K
$611K
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
23+ 1.04% |
$7.02K - $8.06K
|
2.23K
$805K
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
21+ 29.58% |
$6.41K - $7.36K
|
92
$33.2K
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
20+ 2.71% |
$6.11K - $7.01K
|
757
$273K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
19+ 0.76% |
$5.8K - $6.66K
|
2.5K
$902K
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
17+ 0.3% |
$5.19K - $5.96K
|
5.61K
$2.02M
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
17+ 0.65% |
$5.19K - $5.96K
|
2.64K
$950K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
16+ 26.67% |
$4.89K - $5.61K
|
76
$27.4K
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
15+ 0.96% |
$4.58K - $5.26K
|
1.57K
$567K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15New |
$4.58K - $5.26K
|
15
$5.41K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
12New |
$3.66K - $4.2K
|
12
$4.33K
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
12+ 0.65% |
$3.66K - $4.2K
|
1.85K
$667K
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
11+ 64.71% |
$3.36K - $3.85K
|
28
$10.1K
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9+ 1.05% |
$2.75K - $3.15K
|
864
$312K
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
8+ 1.0% |
$2.44K - $2.8K
|
810
$292K
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
8+ 0.71% |
$2.44K - $2.8K
|
1.14K
$411K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
8+ 0.51% |
$2.44K - $2.8K
|
1.58K
$569K
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
7New |
$2.14K - $2.45K
|
7
$2.52K
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7+ 16.28% |
$2.14K - $2.45K
|
50
$18K
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
6+ 0.13% |
$1.83K - $2.1K
|
4.72K
$1.7M
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6New |
$1.83K - $2.1K
|
6
$2.16K
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
6+ 3.33% |
$1.83K - $2.1K
|
186
$67.1K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5New |
$1.53K - $1.75K
|
5
$1.8K
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
5+ 0.15% |
$1.53K - $1.75K
|
3.43K
$1.23M
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
5+ 5.81% |
$1.53K - $1.75K
|
91
$32.8K
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
5+ 0.83% |
$1.53K - $1.75K
|
611
$220K
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5+ 0.21% |
$1.53K - $1.75K
|
2.44K
$879K
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
4+ 0.02% |
$1.22K - $1.4K
|
19.8K
$7.14M
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
4New |
$1.22K - $1.4K
|
4
$1.44K
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
4+ 0.14% |
$1.22K - $1.4K
|
2.78K
$1M
|