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 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-40.9K- 4.48% |
$12.3M - $14.2M
|
872K
$364M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-41.3K- 6.88% |
$12.4M - $14.3M
|
559K
$233M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-41.6K- 17.85% |
$12.5M - $14.4M
|
191K
$79.9M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-41.8K- 10.5% |
$12.6M - $14.5M
|
356K
$149M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-42.9K- 41.83% |
$12.9M - $14.9M
|
59.6K
$24.9M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-48.3K- 6.98% |
$14.5M - $16.7M
|
644K
$269M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-49.8K- 31.91% |
$15M - $17.2M
|
106K
$44.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-54.7K- 93.96% |
$16.5M - $19M
|
3.52K
$1.47M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-57.2K- 39.48% |
$17.2M - $19.8M
|
87.6K
$36.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-63.2K- 13.06% |
$19M - $21.9M
|
421K
$176M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-69.5K- 32.06% |
$20.9M - $24.1M
|
147K
$61.5M
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-71.7K- 90.3% |
$21.6M - $24.8M
|
7.7K
$3.22M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-79K- 69.94% |
$23.8M - $27.4M
|
34K
$14.2M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-85K- 96.03% |
$25.6M - $29.5M
|
3.52K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-96K- 25.84% |
$28.9M - $33.3M
|
276K
$115M
|
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-115K- 88.4% |
$34.5M - $39.7M
|
15K
$6.28M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-127K- 4.64% |
$38.2M - $44M
|
2.61M
$1.09B
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-160K- 14.12% |
$48.2M - $55.5M
|
973K
$407M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-164K- 8.52% |
$49.4M - $56.9M
|
1.76M
$736M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-228K- 99.18% |
$68.5M - $78.9M
|
1.89K
$790K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-277K- 23.74% |
$83.2M - $95.8M
|
888K
$371M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-357K- 2.62% |
$107M - $124M
|
13.3M
$5.54B
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-403K- 4.57% |
$121M - $140M
|
8.42M
$3.52B
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-425K- 85.75% |
$128M - $147M
|
70.7K
$29.5M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-754K- 3.92% |
$227M - $261M
|
18.5M
$7.72B
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-831K- 8.5% |
$250M - $288M
|
8.95M
$3.74B
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-866K- 36.29% |
$261M - $300M
|
1.52M
$636M
|