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 |
---|---|---|---|---|---|---|---|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
986New |
$336K - $386K
|
986
$365K
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
986+ 75.38% |
$336K - $386K
|
2.29K
$850K
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
980+ 4.86% |
$334K - $384K
|
21.2K
$7.84M
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
976+ 116.61% |
$333K - $383K
|
1.81K
$672K
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
974+ 51.51% |
$332K - $382K
|
2.87K
$1.06M
|
|
Nov 12, 2024
Q3 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
972New |
$332K - $381K
|
972
$360K
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
972+ 1.07% |
$332K - $381K
|
91.4K
$33.9M
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
968+ 11.7% |
$330K - $379K
|
9.24K
$3.42M
|
|
Oct 29, 2024
Q3 2024
|
Kearns & Associates LLC
|
BUY
|
- |
965New |
$329K - $378K
|
965
$357K
|
|
Nov 04, 2024
Q3 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
964New |
$329K - $378K
|
964
$357K
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
960+ 13.55% |
$327K - $376K
|
8.04K
$2.98M
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
952+ 34.51% |
$325K - $373K
|
3.71K
$1.37M
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
934+ 7.19% |
$319K - $366K
|
13.9K
$5.16M
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
922+ 5.75% |
$314K - $361K
|
17K
$6.28M
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
915+ 5.55% |
$312K - $359K
|
17.4K
$6.44M
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
906+ 8.4% |
$309K - $355K
|
11.7K
$4.33M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
903+ 1.56% |
$308K - $354K
|
58.8K
$21.8M
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
899New |
$307K - $352K
|
899
$333K
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
891+ 15.37% |
$304K - $349K
|
6.69K
$2.48M
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
890+ 148.33% |
$304K - $349K
|
1.49K
$552K
|
|
Nov 14, 2024
Q3 2024
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
880New |
$300K - $345K
|
880
$326K
|
|
Oct 24, 2024
Q3 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
871New |
$297K - $341K
|
871
$323K
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
871+ 75.15% |
$297K - $341K
|
2.03K
$752K
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
862+ 1.33% |
$294K - $338K
|
65.9K
$24.4M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
862+ 52.72% |
$294K - $338K
|
2.5K
$925K
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
859New |
$293K - $337K
|
859
$318K
|
|
Feb 04, 2025
Q3 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
851+ 5.33% |
$290K - $334K
|
16.8K
$6.23M
|
|
Nov 05, 2024
Q3 2024
|
Sustainable Growth Advisers, LP
Stamford, CT |
BUY
|
- |
847New |
$289K - $332K
|
847
$314K
|
|
Nov 12, 2024
Q3 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
838+ 4.27% |
$286K - $328K
|
20.5K
$7.58M
|
|
Nov 01, 2024
Q3 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
837New |
$285K - $328K
|
837
$310K
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
834+ 50.36% |
$284K - $327K
|
2.49K
$922K
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
820+ 3.35% |
$280K - $321K
|
25.3K
$9.38M
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
820+ 8.54% |
$280K - $321K
|
10.4K
$3.86M
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
814+ 114.65% |
$278K - $319K
|
1.52K
$565K
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
809+ 0.77% |
$276K - $317K
|
106K
$39.1M
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
809+ 7.61% |
$276K - $317K
|
11.4K
$4.24M
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
801+ 1.89% |
$273K - $314K
|
43.1K
$16M
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
792+ 0.66% |
$270K - $310K
|
122K
$45M
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
BUY
|
- |
787+ 2.73% |
$268K - $308K
|
29.6K
$11M
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
785New |
$268K - $308K
|
785
$291K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
784+ 25.53% |
$267K - $307K
|
3.86K
$1.43M
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
774+ 54.39% |
$264K - $303K
|
2.2K
$814K
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
774+ 78.74% |
$264K - $303K
|
1.76K
$651K
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
773New |
$264K - $303K
|
773
$286K
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
773+ 123.29% |
$264K - $303K
|
1.4K
$519K
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
767New |
$262K - $301K
|
767
$284K
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
764+ 3.15% |
$261K - $299K
|
25K
$9.26M
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
762+ 61.75% |
$260K - $299K
|
2K
$739K
|
|
Oct 04, 2024
Q3 2024
|
Orser Capital Management, LLC
|
BUY
|
- |
757+ 2.9% |
$258K - $297K
|
26.9K
$9.97M
|
|
Oct 09, 2024
Q3 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
754New |
$257K - $296K
|
754
$279K
|