Purchases and Sales Made in Q2 2024 in Vanguard Growth ETF (VUG)
This table provides information about the institutional ownership of Vanguard Growth ETF (VUG) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
619New |
$200K - $233K
|
619
$264K
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
616+ 7.05% |
$199K - $232K
|
9.35K
$3.99M
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
607+ 34.51% |
$196K - $229K
|
2.37K
$1.01M
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
606+ 7.24% |
$195K - $229K
|
8.97K
$3.83M
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
606+ 36.44% |
$195K - $229K
|
2.27K
$969K
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
597+ 15.45% |
$193K - $225K
|
4.46K
$1.9M
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
593+ 3.15% |
$191K - $224K
|
19.4K
$8.28M
|
|
Jul 16, 2024
Q2 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
590+ 94.1% |
$190K - $222K
|
1.22K
$520K
|
|
Jul 16, 2024
Q2 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
590+ 3.86% |
$190K - $222K
|
15.9K
$6.77M
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
588+ 121.24% |
$190K - $222K
|
1.07K
$458K
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
585+ 1.9% |
$189K - $221K
|
31.4K
$13.4M
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
582New |
$188K - $219K
|
582
$248K
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
580New |
$187K - $219K
|
580
$248K
|
|
Aug 12, 2024
Q2 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
580New |
$187K - $219K
|
580
$248K
|
|
Jul 15, 2024
Q2 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
579New |
$187K - $218K
|
579
$247K
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
579New |
$187K - $218K
|
579
$247K
|
|
Aug 08, 2024
Q2 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
578New |
$186K - $218K
|
578
$247K
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
576+ 3.43% |
$186K - $217K
|
17.4K
$7.42M
|
|
Jul 29, 2024
Q2 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
575New |
$185K - $217K
|
575
$245K
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
575New |
$185K - $217K
|
575
$245K
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
574+ 15.13% |
$185K - $216K
|
4.37K
$1.86M
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
BUY
|
- |
573New |
$185K - $216K
|
573
$245K
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
573New |
$185K - $216K
|
573
$245K
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
570New |
$184K - $215K
|
570
$243K
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
BUY
|
- |
569New |
$183K - $215K
|
569
$243K
|
|
Aug 01, 2024
Q2 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
567New |
$183K - $214K
|
567
$242K
|
|
Aug 09, 2024
Q2 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
567New |
$183K - $214K
|
567
$242K
|
|
Jul 29, 2024
Q2 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
564New |
$182K - $213K
|
564
$241K
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
562+ 93.05% |
$181K - $212K
|
1.17K
$498K
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
561+ 0.31% |
$181K - $212K
|
181K
$77.4M
|
|
Jul 17, 2024
Q2 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
559New |
$180K - $211K
|
559
$239K
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
559New |
$180K - $211K
|
559
$239K
|
|
Jul 19, 2024
Q2 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
558New |
$180K - $210K
|
558
$238K
|
|
Jul 25, 2024
Q2 2024
|
Retirement Solution Inc.
|
BUY
|
- |
557New |
$180K - $210K
|
557
$238K
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
557+ 13.7% |
$180K - $210K
|
4.62K
$1.97M
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
557New |
$180K - $210K
|
557
$238K
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
556+ 5.87% |
$179K - $210K
|
10K
$4.28M
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
554+ 21.32% |
$179K - $209K
|
3.15K
$1.35M
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
554+ 12.63% |
$179K - $209K
|
4.94K
$2.11M
|
|
Jul 12, 2024
Q2 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
551New |
$178K - $208K
|
551
$235K
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
BUY
|
- |
551New |
$178K - $208K
|
551
$235K
|
|
Aug 13, 2024
Q2 2024
|
Granger Management LLC
|
BUY
|
- |
551New |
$178K - $208K
|
551
$235K
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
BUY
|
- |
549New |
$177K - $207K
|
549
$234K
|
|
Jul 05, 2024
Q2 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
548New |
$177K - $207K
|
548
$234K
|
|
Aug 06, 2024
Q2 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
548New |
$177K - $207K
|
548
$234K
|
|
Jul 17, 2024
Q2 2024
|
Corundum Group, Inc.
|
BUY
|
- |
547New |
$176K - $206K
|
547
$234K
|
|
Jul 22, 2024
Q2 2024
|
David J Yvars Group
|
BUY
|
- |
547New |
$176K - $206K
|
547
$234K
|
|
Jul 08, 2024
Q2 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
546New |
$176K - $206K
|
546
$233K
|
|
Aug 05, 2024
Q2 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
543New |
$175K - $205K
|
543
$232K
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
542New |
$175K - $204K
|
542
$231K
|