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 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
6.65K+ 107.47% |
$2M - $2.3M
|
12.8K
$5.36M
|
|
|
Apr 11, 2024
Q1 2024
|
Orser Capital Management, LLC
|
BUY
|
- |
6.62K+ 119.6% |
$1.99M - $2.29M
|
12.2K
$5.08M
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
6.52K+ 12.15% |
$1.96M - $2.26M
|
60.2K
$25.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
6.17KNew |
$1.86M - $2.14M
|
6.17K
$2.58M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
5.82K+ 103.58% |
$1.75M - $2.02M
|
11.4K
$4.78M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.78K+ 30.46% |
$1.74M - $2M
|
24.7K
$10.3M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.77K+ 5.81% |
$1.74M - $2M
|
105K
$43.9M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.72K+ 10.21% |
$1.72M - $1.98M
|
61.7K
$25.8M
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.7KNew |
$1.72M - $1.98M
|
5.7K
$2.38M
|
|
|
Apr 08, 2024
Q1 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.67K+ 7.35% |
$1.71M - $1.97M
|
82.8K
$34.6M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
5.64K+ 59.44% |
$1.7M - $1.96M
|
15.1K
$6.33M
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
5.59K+ 16.07% |
$1.68M - $1.94M
|
40.4K
$16.9M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
5.59K+ 33.5% |
$1.68M - $1.94M
|
22.3K
$9.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
5.52K+ 2.12% |
$1.66M - $1.91M
|
266K
$111M
|
|
|
Apr 15, 2024
Q1 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
5.43K+ 74.95% |
$1.64M - $1.88M
|
12.7K
$5.3M
|
|
|
May 21, 2024
Q1 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
5.17KNew |
$1.56M - $1.79M
|
5.17K
$2.16M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.13K+ 11.59% |
$1.54M - $1.78M
|
49.4K
$20.6M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.09K+ 1.61% |
$1.53M - $1.77M
|
321K
$134M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.05KNew |
$1.52M - $1.75M
|
5.05K
$2.11M
|
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
5K+ 104.15% |
$1.5M - $1.73M
|
9.79K
$4.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
4.95K+ 44.52% |
$1.49M - $1.71M
|
16.1K
$6.71M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.94K+ 3.66% |
$1.49M - $1.71M
|
140K
$58.4M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.94K+ 5.29% |
$1.49M - $1.71M
|
98.2K
$41M
|
|
|
Jul 10, 2024
Q1 2024
|
Oak Root LLC
Santa Barbara, CA |
BUY
|
- |
4.85K+ 17.35% |
$1.46M - $1.68M
|
32.8K
$13.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
4.8K+ 19.15% |
$1.45M - $1.66M
|
29.9K
$12.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.73K+ 100.7% |
$1.42M - $1.64M
|
9.42K
$3.93M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.72K+ 7.12% |
$1.42M - $1.64M
|
71.1K
$29.7M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.66KNew |
$1.4M - $1.62M
|
4.66K
$1.95M
|
|
|
May 13, 2024
Q1 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
4.6KNew |
$1.39M - $1.6M
|
4.6K
$1.92M
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
4.6K+ 10.87% |
$1.39M - $1.6M
|
46.9K
$19.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4.54K+ 9.22% |
$1.37M - $1.57M
|
53.7K
$22.5M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.53K+ 4.99% |
$1.36M - $1.57M
|
95.2K
$39.8M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.52KNew |
$1.36M - $1.57M
|
4.52K
$1.89M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.52K+ 615.26% |
$1.36M - $1.57M
|
5.25K
$2.19M
|
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
4.48K+ 8.87% |
$1.35M - $1.55M
|
55K
$23M
|
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4.48K+ 5.41% |
$1.35M - $1.55M
|
87.3K
$36.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
4.41K+ 120.75% |
$1.33M - $1.53M
|
8.05K
$3.36M
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
4.4K+ 1.72% |
$1.32M - $1.53M
|
260K
$108M
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
4.36K+ 9.04% |
$1.31M - $1.51M
|
52.5K
$22M
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
4.36KNew |
$1.31M - $1.51M
|
4.36K
$1.82M
|
|
|
Apr 18, 2024
Q1 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
4.24K+ 4.31% |
$1.28M - $1.47M
|
103K
$42.8M
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
4.22K+ 1.57% |
$1.27M - $1.46M
|
273K
$114M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4.19K+ 3.45% |
$1.26M - $1.45M
|
126K
$52.6M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.18K+ 14.73% |
$1.26M - $1.45M
|
32.6K
$13.6M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.17K+ 0.76% |
$1.26M - $1.45M
|
553K
$231M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
4.09K+ 1.76% |
$1.23M - $1.42M
|
237K
$99M
|
|
|
Apr 17, 2024
Q1 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
4.09K+ 4.2% |
$1.23M - $1.42M
|
101K
$42.4M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
4.03K+ 0.91% |
$1.21M - $1.4M
|
446K
$186M
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
3.91K+ 11.39% |
$1.18M - $1.36M
|
38.3K
$16M
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
3.91K+ 6.0% |
$1.18M - $1.36M
|
69.1K
$28.9M
|