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 20, 2024
Q2 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
40+ 3.15% |
$12.9K - $15.1K
|
1.31K
$558K
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
39+ 0.58% |
$12.6K - $14.7K
|
6.76K
$2.88M
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
38+ 0.2% |
$12.3K - $14.3K
|
18.7K
$8M
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
36+ 5.08% |
$11.6K - $13.6K
|
745
$318K
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
34+ 3.8% |
$11K - $12.8K
|
929
$397K
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
33+ 5.04% |
$10.6K - $12.4K
|
688
$294K
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
33+ 37.93% |
$10.6K - $12.4K
|
120
$51.2K
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
32New |
$10.3K - $12.1K
|
32
$13.7K
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
32+ 0.39% |
$10.3K - $12.1K
|
8.17K
$3.49M
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
31+ 3.47% |
$10K - $11.7K
|
925
$395K
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
31+ 1.53% |
$10K - $11.7K
|
2.06K
$880K
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
31+ 0.82% |
$10K - $11.7K
|
3.83K
$1.64M
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
30+ 0.1% |
$9.67K - $11.3K
|
30.1K
$12.8M
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
30+ 3.28% |
$9.67K - $11.3K
|
944
$403K
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
29+ 1.99% |
$9.35K - $10.9K
|
1.48K
$634K
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
28+ 4.35% |
$9.03K - $10.6K
|
671
$286K
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
28+ 2.48% |
$9.03K - $10.6K
|
1.16K
$495K
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
27+ 1.42% |
$8.71K - $10.2K
|
1.93K
$823K
|
|
Jul 15, 2024
Q2 2024
|
Brave Asset Management Inc
|
BUY
|
- |
27+ 4.37% |
$8.71K - $10.2K
|
645
$275K
|
|
Aug 09, 2024
Q2 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
27+ 1.56% |
$8.71K - $10.2K
|
1.75K
$749K
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
26+ 1.82% |
$8.38K - $9.8K
|
1.45K
$620K
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
25+ 0.28% |
$8.06K - $9.43K
|
8.94K
$3.82M
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
25+ 3.08% |
$8.06K - $9.43K
|
837
$357K
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
25New |
$8.06K - $9.43K
|
25
$10.7K
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
24+ 0.97% |
$7.74K - $9.05K
|
2.51K
$1.07M
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
24+ 2.21% |
$7.74K - $9.05K
|
1.11K
$473K
|
|
Jul 19, 2024
Q2 2024
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
23+ 1.54% |
$7.42K - $8.67K
|
1.52K
$649K
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
23+ 0.97% |
$7.42K - $8.67K
|
2.4K
$1.03M
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
22+ 0.81% |
$7.09K - $8.3K
|
2.75K
$1.17M
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
21+ 1.95% |
$6.77K - $7.92K
|
1.1K
$470K
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
20+ 1.81% |
$6.45K - $7.54K
|
1.12K
$479K
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
19+ 0.38% |
$6.13K - $7.17K
|
5.07K
$2.16M
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
19+ 0.61% |
$6.13K - $7.17K
|
3.12K
$1.33M
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
19+ 0.76% |
$6.13K - $7.17K
|
2.51K
$1.07M
|
|
Jul 22, 2024
Q2 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
19+ 2.23% |
$6.13K - $7.17K
|
871
$372K
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
19+ 1.2% |
$6.13K - $7.17K
|
1.6K
$682K
|
|
Aug 09, 2024
Q2 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
19+ 3.08% |
$6.13K - $7.17K
|
635
$271K
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
18+ 4.38% |
$5.8K - $6.79K
|
429
$183K
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
18+ 0.33% |
$5.8K - $6.79K
|
5.5K
$2.35M
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
18+ 0.67% |
$5.8K - $6.79K
|
2.69K
$1.15M
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
18+ 0.42% |
$5.8K - $6.79K
|
4.29K
$1.83M
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
18+ 1.58% |
$5.8K - $6.79K
|
1.16K
$494K
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
18New |
$5.8K - $6.79K
|
18
$7.68K
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
17+ 2.88% |
$5.48K - $6.41K
|
607
$259K
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
16+ 0.22% |
$5.16K - $6.03K
|
7.16K
$3.06M
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
16+ 1.77% |
$5.16K - $6.03K
|
922
$394K
|
|
Aug 14, 2024
Q2 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
16+ 1.87% |
$5.16K - $6.03K
|
873
$373K
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
15+ 0.57% |
$4.84K - $5.66K
|
2.67K
$1.14M
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
BUY
|
- |
15+ 1.1% |
$4.84K - $5.66K
|
1.37K
$587K
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
BUY
|
- |
15+ 1.31% |
$4.84K - $5.66K
|
1.16K
$494K
|