Purchases and Sales Made in Q3 2024 in Vanguard Growth ETF (VUG)
This table provides information about the institutional ownership of Vanguard Growth ETF (VUG) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
713New |
$243K - $279K
|
713
$288K
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
708+ 100.43% |
$241K - $277K
|
1.41K
$571K
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
706+ 18.43% |
$241K - $277K
|
4.54K
$1.83M
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
705New |
$240K - $276K
|
705
$285K
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
703+ 2.04% |
$240K - $276K
|
35.1K
$14.2M
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
700New |
$239K - $274K
|
700
$283K
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
685New |
$234K - $268K
|
685
$277K
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
680+ 15.84% |
$232K - $267K
|
4.97K
$2.01M
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
679+ 7.57% |
$232K - $266K
|
9.65K
$3.9M
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
672+ 7.6% |
$229K - $263K
|
9.51K
$3.84M
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
666+ 0.71% |
$227K - $261K
|
94.8K
$38.3M
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
666New |
$227K - $261K
|
666
$269K
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
663New |
$226K - $260K
|
663
$268K
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
662+ 1.85% |
$226K - $259K
|
36.5K
$14.7M
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
658+ 1.81% |
$224K - $258K
|
37.1K
$15M
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
655New |
$223K - $257K
|
655
$265K
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
655+ 4.01% |
$223K - $257K
|
17K
$6.86M
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
650New |
$222K - $255K
|
650
$263K
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
649+ 1.13% |
$221K - $254K
|
58.1K
$23.5M
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
649+ 13.15% |
$221K - $254K
|
5.59K
$2.26M
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
637New |
$217K - $250K
|
637
$257K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
635+ 116.09% |
$217K - $249K
|
1.18K
$478K
|
|
Nov 07, 2024
Q3 2024
|
My Wealth Management Inc.
|
BUY
|
- |
635New |
$217K - $249K
|
635
$257K
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
633New |
$216K - $248K
|
633
$256K
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
628New |
$214K - $246K
|
628
$254K
|
|
Nov 14, 2024
Q3 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
626New |
$214K - $245K
|
626
$253K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
619+ 3.97% |
$211K - $243K
|
16.2K
$6.54M
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
611New |
$208K - $239K
|
611
$247K
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
609+ 10.38% |
$208K - $239K
|
6.47K
$2.62M
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
609New |
$208K - $239K
|
609
$246K
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
607+ 7.99% |
$207K - $238K
|
8.2K
$3.31M
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
605New |
$206K - $237K
|
605
$244K
|
|
Nov 07, 2024
Q3 2024
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
602New |
$205K - $236K
|
602
$243K
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
600+ 3.63% |
$205K - $235K
|
17.1K
$6.91M
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
592+ 0.46% |
$202K - $232K
|
129K
$52.2M
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
591New |
$202K - $232K
|
591
$239K
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
589+ 1.83% |
$201K - $231K
|
32.8K
$13.2M
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
588+ 7.25% |
$201K - $230K
|
8.69K
$3.51M
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
587+ 16.09% |
$200K - $230K
|
4.24K
$1.71M
|
|
Nov 06, 2024
Q3 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
580New |
$198K - $227K
|
580
$234K
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
574New |
$196K - $225K
|
574
$232K
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
573New |
$195K - $225K
|
573
$232K
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
573+ 50.04% |
$195K - $225K
|
1.72K
$694K
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
569+ 0.81% |
$194K - $223K
|
71.1K
$28.7M
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
564+ 35.58% |
$192K - $221K
|
2.15K
$868K
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
564+ 3.03% |
$192K - $221K
|
19.2K
$7.76M
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
554+ 1.0% |
$189K - $217K
|
56.2K
$22.7M
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
552+ 2.5% |
$188K - $216K
|
22.7K
$9.16M
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
551+ 1.71% |
$188K - $216K
|
32.7K
$13.2M
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
550+ 1.99% |
$188K - $216K
|
28.1K
$11.4M
|