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 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
1.19KNew |
$357K - $411K
|
1.19K
$439K
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
1.18K+ 1.26% |
$355K - $409K
|
94.5K
$35M
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.18K+ 6.88% |
$355K - $408K
|
18.3K
$6.78M
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.18KNew |
$355K - $408K
|
1.18K
$436K
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
1.17K+ 0.61% |
$353K - $407K
|
195K
$72.2M
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.16K+ 1.92% |
$349K - $401K
|
61.4K
$22.8M
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.16K+ 6.38% |
$348K - $401K
|
19.3K
$7.14M
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.15KNew |
$345K - $397K
|
1.15K
$425K
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.14K+ 144.97% |
$343K - $394K
|
1.92K
$712K
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.14KNew |
$342K - $394K
|
1.14K
$421K
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.14K+ 20.66% |
$342K - $394K
|
6.63K
$2.46M
|
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
BUY
|
- |
1.13K+ 12.64% |
$340K - $391K
|
10.1K
$3.73M
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.12K+ 3.54% |
$336K - $386K
|
32.6K
$12.1M
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
1.11K+ 104.02% |
$335K - $385K
|
2.18K
$808K
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
1.11KNew |
$334K - $385K
|
1.11K
$412K
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.11K+ 8.27% |
$334K - $385K
|
14.5K
$5.39M
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
1.1K+ 1.41% |
$331K - $382K
|
79.4K
$29.4M
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.1K+ 1.3% |
$330K - $380K
|
85.2K
$31.5M
|
|
Apr 08, 2024
Q1 2024
|
Jvl Associates LLC
|
BUY
|
- |
1.09KNew |
$328K - $377K
|
1.09K
$403K
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
1.08KNew |
$326K - $376K
|
1.08K
$402K
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.06K+ 46.59% |
$319K - $367K
|
3.33K
$1.23M
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
1.05K+ 156.72% |
$316K - $364K
|
1.72K
$637K
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.05K+ 6.89% |
$315K - $363K
|
16.2K
$6.01M
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.04K+ 34.41% |
$313K - $361K
|
4.07K
$1.51M
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
1.04K+ 3.11% |
$313K - $361K
|
34.5K
$12.8M
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.04KNew |
$313K - $360K
|
1.04K
$385K
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.03K+ 3.21% |
$309K - $355K
|
33K
$12.2M
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.02K+ 14.91% |
$308K - $354K
|
7.88K
$2.92M
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.02K+ 12.03% |
$306K - $353K
|
9.47K
$3.51M
|
|
May 14, 2024
Q1 2024
|
Chartist Inc
Seal Beach, CA |
BUY
|
- |
1.02KNew |
$306K - $353K
|
1.02K
$377K
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
1.01KNew |
$303K - $349K
|
1.01K
$373K
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.01K+ 5.84% |
$303K - $348K
|
18.2K
$6.74M
|
|
May 03, 2024
Q1 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
1K+ 1.31% |
$302K - $347K
|
77.6K
$28.7M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1K+ 0.32% |
$301K - $347K
|
317K
$117M
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
1KNew |
$301K - $347K
|
1K
$370K
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1K+ 0.68% |
$301K - $347K
|
149K
$55.1M
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
999+ 7.35% |
$301K - $346K
|
14.6K
$5.4M
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
986+ 8.21% |
$297K - $342K
|
13K
$4.81M
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
BUY
|
- |
984+ 1.79% |
$296K - $341K
|
56K
$20.8M
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
BUY
|
- |
982+ 0.56% |
$296K - $340K
|
176K
$65.3M
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
976New |
$294K - $338K
|
976
$362K
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
975+ 21.16% |
$294K - $338K
|
5.58K
$2.07M
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
975New |
$294K - $338K
|
975
$361K
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
971+ 4.8% |
$292K - $337K
|
21.2K
$7.86M
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
970New |
$292K - $336K
|
970
$359K
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
969+ 13.92% |
$292K - $336K
|
7.93K
$2.94M
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
964+ 2.57% |
$290K - $334K
|
38.5K
$14.3M
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
955+ 0.88% |
$288K - $331K
|
109K
$40.4M
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
950+ 3.22% |
$286K - $329K
|
30.4K
$11.3M
|
|
Apr 24, 2024
Q1 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
950+ 1.5% |
$286K - $329K
|
64.5K
$23.9M
|