Purchases and Sales Made in Q4 2024 in Vanguard Growth ETF (VUG)
This table provides information about the institutional ownership of Vanguard Growth ETF (VUG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
737New |
$279K - $316K
|
737
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
737+ 107.75% |
$279K - $316K
|
1.42K
$591K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
735+ 7.25% |
$278K - $315K
|
10.9K
$4.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
735+ 5.11% |
$278K - $315K
|
15.1K
$6.28M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
734New |
$278K - $314K
|
734
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
726+ 1.96% |
$275K - $311K
|
37.8K
$15.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
725+ 27.05% |
$275K - $310K
|
3.41K
$1.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
720+ 3.08% |
$273K - $308K
|
24.1K
$10M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
718New |
$272K - $307K
|
718
$299K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
717+ 60.66% |
$272K - $307K
|
1.9K
$790K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
714+ 1.98% |
$270K - $306K
|
36.8K
$15.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
713New |
$270K - $305K
|
713
$297K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
712New |
$270K - $305K
|
712
$296K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
710+ 22.28% |
$269K - $304K
|
3.9K
$1.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Asset Management Corp
|
BUY
|
- |
699New |
$265K - $299K
|
699
$291K
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
698+ 4.2% |
$264K - $299K
|
17.3K
$7.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
696+ 1.06% |
$264K - $298K
|
66.6K
$27.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
696New |
$264K - $298K
|
696
$290K
|
|
|
Jan 08, 2025
Q4 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
695+ 4.66% |
$263K - $298K
|
15.6K
$6.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
695+ 0.28% |
$263K - $298K
|
251K
$104M
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
693New |
$263K - $297K
|
693
$288K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
693New |
$263K - $297K
|
693
$288K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
690New |
$261K - $295K
|
690
$287K
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
687New |
$260K - $294K
|
687
$286K
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
685+ 0.48% |
$259K - $293K
|
142K
$59.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
683New |
$259K - $292K
|
683
$284K
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
682New |
$258K - $292K
|
682
$284K
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
681New |
$258K - $292K
|
681
$283K
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
680New |
$258K - $291K
|
680
$283K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
679New |
$257K - $291K
|
679
$282K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
BUY
|
- |
679+ 62.75% |
$257K - $291K
|
1.76K
$733K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
677+ 6.2% |
$256K - $290K
|
11.6K
$4.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
676+ 1.8% |
$256K - $289K
|
38.2K
$15.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
672New |
$255K - $288K
|
672
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
666New |
$252K - $285K
|
666
$277K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
663New |
$251K - $284K
|
663
$276K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
658+ 7.52% |
$249K - $282K
|
9.41K
$3.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
654New |
$248K - $280K
|
654
$272K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
651+ 31.57% |
$247K - $279K
|
2.71K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
646+ 0.97% |
$245K - $277K
|
67.3K
$28M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
644+ 27.99% |
$244K - $276K
|
2.95K
$1.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
643New |
$244K - $275K
|
643
$268K
|
|
|
Jan 27, 2025
Q4 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
641New |
$243K - $274K
|
641
$267K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
637New |
$241K - $273K
|
637
$265K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
635+ 7.3% |
$241K - $272K
|
9.33K
$3.88M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
631New |
$239K - $270K
|
631
$263K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
631New |
$239K - $270K
|
631
$263K
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
631+ 12.38% |
$239K - $270K
|
5.73K
$2.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
631+ 71.7% |
$239K - $270K
|
1.51K
$629K
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
630New |
$239K - $270K
|
630
$262K
|