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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
204+ 1.71% |
$61.4K - $70.7K
|
12.1K
$4.96M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
204+ 0.73% |
$61.4K - $70.7K
|
28.3K
$11.6M
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
202+ 48.56% |
$60.8K - $70K
|
618
$253K
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
201+ 9.69% |
$60.5K - $69.7K
|
2.28K
$932K
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
200+ 12.67% |
$60.2K - $69.3K
|
1.78K
$728K
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
200+ 73.26% |
$60.2K - $69.3K
|
473
$194K
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
200+ 0.25% |
$60.2K - $69.3K
|
81K
$33.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
198+ 9.95% |
$59.6K - $68.6K
|
2.19K
$896K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
196+ 19.56% |
$59K - $67.9K
|
1.2K
$491K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
195+ 16.7% |
$58.7K - $67.6K
|
1.36K
$558K
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
194+ 11.36% |
$58.4K - $67.2K
|
1.9K
$779K
|
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
193+ 0.69% |
$58.1K - $66.9K
|
28K
$11.5M
|
|
|
Aug 13, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
193+ 0.69% |
$58.1K - $66.9K
|
28K
$11.5M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
192+ 10.61% |
$57.8K - $66.5K
|
2K
$820K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
192New |
$57.8K - $66.5K
|
192
$78.7K
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
192+ 13.52% |
$57.8K - $66.5K
|
1.61K
$660K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
192+ 2.89% |
$57.8K - $66.5K
|
6.83K
$2.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
191New |
$57.5K - $66.2K
|
191
$78.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
189+ 11.87% |
$56.9K - $65.5K
|
1.78K
$730K
|
|
|
May 07, 2024
Q1 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
189+ 0.45% |
$56.9K - $65.5K
|
42.5K
$17.4M
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
187+ 25.07% |
$56.3K - $64.8K
|
933
$382K
|
|
|
Apr 30, 2024
Q1 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
186+ 9.77% |
$56K - $64.5K
|
2.09K
$856K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
185+ 13.66% |
$55.7K - $64.1K
|
1.54K
$630K
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
184+ 7.96% |
$55.4K - $63.8K
|
2.5K
$1.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
184+ 368.0% |
$55.4K - $63.8K
|
234
$95.9K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
182+ 3.17% |
$54.8K - $63.1K
|
5.92K
$2.42M
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
182+ 10.17% |
$54.8K - $63.1K
|
1.97K
$807K
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
178+ 2.98% |
$53.6K - $61.7K
|
6.15K
$2.52M
|
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
176+ 27.24% |
$53K - $61K
|
822
$337K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
175+ 2.15% |
$52.7K - $60.7K
|
8.32K
$3.41M
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
173+ 1.41% |
$52.1K - $60K
|
12.4K
$5.08M
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
172+ 2.23% |
$51.8K - $59.6K
|
7.88K
$3.23M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
170+ 5.42% |
$51.2K - $58.9K
|
3.31K
$1.36M
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
BUY
|
- |
170+ 2.17% |
$51.2K - $58.9K
|
8K
$3.28M
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
169+ 20.31% |
$50.9K - $58.6K
|
1K
$410K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
169+ 0.85% |
$50.9K - $58.6K
|
20.1K
$8.25M
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
168+ 0.3% |
$50.6K - $58.2K
|
57K
$23.4M
|
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
166+ 1.0% |
$50K - $57.5K
|
16.7K
$6.84M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
163+ 2.83% |
$49.1K - $56.5K
|
5.92K
$2.42M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
156+ 21.05% |
$47K - $54.1K
|
897
$367K
|
|
|
May 14, 2024
Q1 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
156+ 0.79% |
$47K - $54.1K
|
19.8K
$8.12M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
155+ 2.91% |
$46.7K - $53.7K
|
5.48K
$2.24M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
154New |
$46.4K - $53.4K
|
154
$63.1K
|
|
|
May 14, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
154+ 2.07% |
$46.4K - $53.4K
|
7.6K
$3.11M
|
|
|
Nov 13, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
154+ 2.07% |
$46.4K - $53.4K
|
7.6K
$3.11M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
153+ 1.39% |
$46.1K - $53K
|
11.2K
$4.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
152+ 33.26% |
$45.8K - $52.7K
|
609
$249K
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
151+ 4.11% |
$45.5K - $52.3K
|
3.83K
$1.57M
|
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
151+ 15.68% |
$45.5K - $52.3K
|
1.11K
$456K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
150+ 5.84% |
$45.2K - $52K
|
2.72K
$1.11M
|