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 25, 2024
Q2 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
541New |
$174K - $204K
|
541
$225K
|
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
540New |
$174K - $204K
|
540
$225K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
538+ 648.19% |
$173K - $203K
|
621
$258K
|
|
|
Aug 13, 2024
Q2 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
537New |
$173K - $203K
|
537
$223K
|
|
|
Jul 12, 2024
Q2 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
535New |
$173K - $202K
|
535
$223K
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
535+ 1.02% |
$173K - $202K
|
53.1K
$22.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
535New |
$173K - $202K
|
535
$223K
|
|
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
532New |
$172K - $201K
|
532
$221K
|
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
531+ 45.62% |
$171K - $200K
|
1.7K
$705K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
531+ 2.22% |
$171K - $200K
|
24.5K
$10.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
526+ 17.85% |
$170K - $198K
|
3.47K
$1.44M
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
524+ 17.29% |
$169K - $198K
|
3.56K
$1.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
523+ 14.31% |
$169K - $197K
|
4.18K
$1.74M
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
512+ 11.65% |
$165K - $193K
|
4.91K
$2.04M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
509+ 14.14% |
$164K - $192K
|
4.11K
$1.71M
|
|
|
Aug 12, 2024
Q2 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
505+ 2.55% |
$163K - $190K
|
20.3K
$8.46M
|
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
488+ 0.67% |
$157K - $184K
|
73.8K
$30.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
484+ 63.35% |
$156K - $183K
|
1.25K
$519K
|
|
|
Dec 09, 2024
Q2 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
483+ 1.94% |
$156K - $182K
|
25.4K
$10.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
481+ 15.29% |
$155K - $181K
|
3.63K
$1.51M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
478+ 7.98% |
$154K - $180K
|
6.47K
$2.69M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
475+ 6.7% |
$153K - $179K
|
7.56K
$3.15M
|
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
472+ 33.05% |
$152K - $178K
|
1.9K
$790K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
457+ 6.69% |
$147K - $172K
|
7.28K
$3.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
456+ 1.1% |
$147K - $172K
|
41.9K
$17.4M
|
|
|
Jul 26, 2024
Q2 2024
|
West Bancorporation Inc
|
BUY
|
- |
455+ 5.69% |
$147K - $172K
|
8.45K
$3.52M
|
|
|
Aug 08, 2024
Q2 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
451+ 0.54% |
$145K - $170K
|
83.3K
$34.6M
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
444New |
$143K - $167K
|
444
$185K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
439+ 8.62% |
$142K - $166K
|
5.53K
$2.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
436+ 2.88% |
$141K - $164K
|
15.6K
$6.48M
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
BUY
|
- |
434+ 17.61% |
$140K - $164K
|
2.9K
$1.21M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
429+ 1.94% |
$138K - $162K
|
22.6K
$9.39M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
428+ 3.21% |
$138K - $161K
|
13.8K
$5.72M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
425+ 4.04% |
$137K - $160K
|
10.9K
$4.55M
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
414+ 8.59% |
$133K - $156K
|
5.23K
$2.18M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
410+ 1.14% |
$132K - $155K
|
36.4K
$15.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
404+ 3.93% |
$130K - $152K
|
10.7K
$4.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
400+ 9.42% |
$129K - $151K
|
4.65K
$1.93M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
397+ 10.03% |
$128K - $150K
|
4.36K
$1.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
395+ 2.67% |
$127K - $149K
|
15.2K
$6.31M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
390+ 0.72% |
$126K - $147K
|
54.8K
$22.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
378+ 7.8% |
$122K - $143K
|
5.23K
$2.17M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
377+ 1.82% |
$122K - $142K
|
21.1K
$8.78M
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
373+ 47.28% |
$120K - $141K
|
1.16K
$483K
|
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
373+ 1.05% |
$120K - $141K
|
35.9K
$14.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
373+ 88.18% |
$120K - $141K
|
796
$331K
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
371+ 25.82% |
$120K - $140K
|
1.81K
$752K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
370New |
$119K - $140K
|
370
$154K
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
369New |
$119K - $139K
|
369
$153K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
365+ 59.06% |
$118K - $138K
|
983
$409K
|