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 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-979- 55.31% |
$295K - $339K
|
791
$330K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1K- 6.03% |
$302K - $348K
|
15.6K
$6.53M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1K- 12.66% |
$302K - $348K
|
6.93K
$2.89M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-1.01K- 34.44% |
$303K - $349K
|
1.92K
$801K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.03K- 0.75% |
$309K - $356K
|
135K
$56.6M
|
|
|
May 01, 2024
Q1 2024
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-1.04K- 5.02% |
$312K - $359K
|
19.6K
$8.19M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.04K- 9.7% |
$314K - $362K
|
9.72K
$4.06M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.06K- 6.01% |
$319K - $368K
|
16.6K
$6.94M
|
|
|
May 09, 2024
Q1 2024
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-1.07K- 5.41% |
$321K - $370K
|
18.6K
$7.79M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-1.09K- 1.24% |
$328K - $378K
|
86.8K
$36.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.09K- 3.35% |
$329K - $379K
|
31.5K
$13.2M
|
|
|
May 15, 2024
Q1 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-1.1K- 45.45% |
$331K - $381K
|
1.32K
$551K
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-1.1K- 12.2% |
$331K - $381K
|
7.92K
$3.31M
|
|
|
May 08, 2024
Q1 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.11K- 21.85% |
$333K - $384K
|
3.96K
$1.65M
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-1.13K- 46.54% |
$340K - $391K
|
1.3K
$542K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.14K- 2.24% |
$343K - $394K
|
49.6K
$20.7M
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-1.14K- 4.92% |
$343K - $395K
|
22K
$9.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.14K- 2.58% |
$344K - $396K
|
43.2K
$18M
|
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.14K- 64.63% |
$344K - $397K
|
626
$262K
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1.15K- 53.79% |
$346K - $399K
|
988
$413K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.17K- 4.38% |
$351K - $404K
|
25.5K
$10.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.18K- 0.24% |
$354K - $408K
|
498K
$208M
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-1.18K- 31.54% |
$356K - $410K
|
2.57K
$1.07M
|
|
|
May 09, 2024
Q1 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-1.19K- 9.15% |
$357K - $411K
|
11.8K
$4.91M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.19K- 1.36% |
$358K - $412K
|
86.3K
$36M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.19K- 1.63% |
$358K - $412K
|
71.9K
$30M
|
|
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-1.19K- 5.19% |
$359K - $414K
|
21.8K
$9.11M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-1.2K- 52.07% |
$360K - $415K
|
1.1K
$460K
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-1.2K- 11.67% |
$362K - $416K
|
9.09K
$3.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.22K- 0.76% |
$366K - $421K
|
158K
$66.2M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.22K- 7.88% |
$368K - $424K
|
14.3K
$5.98M
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Rivers Group
|
SELL
|
- |
-1.23K- 8.78% |
$370K - $426K
|
12.8K
$5.33M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
SELL
|
- |
-1.25K- 15.97% |
$375K - $432K
|
6.56K
$2.74M
|
|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-1.26K- 21.89% |
$380K - $437K
|
4.5K
$1.88M
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-1.27K- 2.47% |
$381K - $438K
|
49.9K
$20.9M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.27K- 1.43% |
$382K - $440K
|
87.3K
$36.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.28K- 0.91% |
$386K - $444K
|
140K
$58.5M
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-1.29K- 23.19% |
$388K - $447K
|
4.27K
$1.78M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.3K- 45.56% |
$392K - $452K
|
1.56K
$650K
|
|
|
May 15, 2024
Q1 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-1.32K- 51.65% |
$396K - $456K
|
1.23K
$515K
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.36K- 1.67% |
$409K - $471K
|
79.9K
$33.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-1.36K- 0.4% |
$410K - $472K
|
342K
$143M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.38K- 60.63% |
$415K - $477K
|
894
$373K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.38K- 49.06% |
$415K - $477K
|
1.43K
$597K
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-1.39K- 1.3% |
$417K - $480K
|
105K
$43.8M
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
SELL
|
- |
-1.39K- 9.22% |
$418K - $481K
|
13.7K
$5.71M
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.42K- 4.39% |
$427K - $491K
|
30.9K
$12.9M
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.42K- 28.25% |
$427K - $492K
|
3.61K
$1.51M
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.43K- 1.43% |
$431K - $497K
|
99K
$41.4M
|
|
|
May 13, 2024
Q1 2024
|
Windham Capital Management, LLC
|
SELL
|
- |
-1.44K- 5.6% |
$435K - $501K
|
24.4K
$10.2M
|