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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
69+ 1.7% |
$22.2K - $26K
|
4.14K
$1.71M
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
68+ 2.23% |
$21.9K - $25.6K
|
3.12K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
68+ 2.52% |
$21.9K - $25.6K
|
2.77K
$1.14M
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
66+ 10.63% |
$21.3K - $24.9K
|
687
$283K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
66+ 2.68% |
$21.3K - $24.9K
|
2.53K
$1.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
66+ 5.81% |
$21.3K - $24.9K
|
1.2K
$496K
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
65+ 2.9% |
$21K - $24.5K
|
2.31K
$953K
|
|
|
Aug 07, 2024
Q2 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
65+ 6.76% |
$21K - $24.5K
|
1.03K
$424K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
64+ 1.1% |
$20.6K - $24.1K
|
5.87K
$2.42M
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
64New |
$20.6K - $24.1K
|
64
$26.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
64+ 1.1% |
$20.6K - $24.1K
|
5.88K
$2.43M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
64+ 2.99% |
$20.6K - $24.1K
|
2.2K
$909K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
63New |
$20.3K - $23.8K
|
63
$26K
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
61+ 2.45% |
$19.7K - $23K
|
2.55K
$1.05M
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
BUY
|
- |
61+ 0.11% |
$19.7K - $23K
|
56.1K
$23.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
60+ 0.4% |
$19.3K - $22.6K
|
15.2K
$6.27M
|
|
|
Jul 26, 2024
Q2 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
59+ 1.83% |
$19K - $22.2K
|
3.28K
$1.35M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
59+ 1.92% |
$19K - $22.2K
|
3.13K
$1.29M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
58New |
$18.7K - $21.9K
|
58
$23.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
58+ 0.51% |
$18.7K - $21.9K
|
11.4K
$4.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
58+ 8.04% |
$18.7K - $21.9K
|
779
$321K
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
57+ 0.6% |
$18.4K - $21.5K
|
9.6K
$3.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
56+ 2.18% |
$18.1K - $21.1K
|
2.63K
$1.08M
|
|
|
Jul 24, 2024
Q2 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
55+ 0.41% |
$17.7K - $20.7K
|
13.6K
$5.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
55+ 3.41% |
$17.7K - $20.7K
|
1.67K
$688K
|
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
55+ 3.14% |
$17.7K - $20.7K
|
1.81K
$745K
|
|
|
Jul 08, 2024
Q2 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
53+ 1.37% |
$17.1K - $20K
|
3.92K
$1.62M
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
53+ 9.5% |
$17.1K - $20K
|
611
$252K
|
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
53+ 0.19% |
$17.1K - $20K
|
27.5K
$11.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
52+ 0.68% |
$16.8K - $19.6K
|
7.64K
$3.15M
|
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
51+ 5.64% |
$16.4K - $19.2K
|
956
$394K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
50New |
$16.1K - $18.9K
|
50
$20.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
50+ 7.54% |
$16.1K - $18.9K
|
713
$294K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
49+ 0.44% |
$15.8K - $18.5K
|
11.2K
$4.63M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
49New |
$15.8K - $18.5K
|
49
$20.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
48+ 1.32% |
$15.5K - $18.1K
|
3.68K
$1.52M
|
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
48+ 3.82% |
$15.5K - $18.1K
|
1.3K
$538K
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
47+ 4.13% |
$15.2K - $17.7K
|
1.18K
$488K
|
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
45+ 4.66% |
$14.5K - $17K
|
1.01K
$417K
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
44+ 2.22% |
$14.2K - $16.6K
|
2.03K
$837K
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
44+ 6.39% |
$14.2K - $16.6K
|
733
$302K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
44+ 0.7% |
$14.2K - $16.6K
|
6.36K
$2.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
44+ 5.11% |
$14.2K - $16.6K
|
905
$373K
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
43+ 1.89% |
$13.9K - $16.2K
|
2.32K
$956K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
43+ 4.04% |
$13.9K - $16.2K
|
1.11K
$457K
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
42+ 0.63% |
$13.5K - $15.8K
|
6.76K
$2.79M
|
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
41+ 0.05% |
$13.2K - $15.5K
|
79.2K
$32.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
41+ 2.29% |
$13.2K - $15.5K
|
1.83K
$756K
|
|
|
Aug 08, 2024
Q2 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
40+ 0.42% |
$12.9K - $15.1K
|
9.49K
$3.91M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
40+ 3.77% |
$12.9K - $15.1K
|
1.1K
$455K
|