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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
406+ 56.78% |
$154K - $174K
|
1.12K
$466K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
406+ 513.92% |
$154K - $174K
|
485
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
406+ 7.77% |
$154K - $174K
|
5.63K
$2.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
398+ 3.5% |
$151K - $170K
|
11.8K
$4.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
390+ 2.87% |
$148K - $167K
|
14K
$5.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
389+ 1.11% |
$147K - $167K
|
35.4K
$14.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
388+ 6.29% |
$147K - $166K
|
6.56K
$2.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
388+ 3.14% |
$147K - $166K
|
12.7K
$5.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
383+ 3.58% |
$145K - $164K
|
11.1K
$4.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
382+ 8.69% |
$145K - $164K
|
4.78K
$1.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
381+ 8.38% |
$144K - $163K
|
4.93K
$2.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
375+ 3.26% |
$142K - $161K
|
11.9K
$4.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
373+ 4.99% |
$141K - $160K
|
7.84K
$3.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
370+ 10.46% |
$140K - $158K
|
3.91K
$1.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
366+ 53.2% |
$139K - $157K
|
1.05K
$438K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
362+ 1.27% |
$137K - $155K
|
28.8K
$12M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
362+ 0.85% |
$137K - $155K
|
42.8K
$17.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
362+ 9.13% |
$137K - $155K
|
4.33K
$1.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
353+ 51.76% |
$134K - $151K
|
1.04K
$431K
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
352+ 41.61% |
$133K - $151K
|
1.2K
$498K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
350+ 38.67% |
$133K - $150K
|
1.26K
$522K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
348New |
$132K - $149K
|
348
$145K
|
|
|
Feb 04, 2025
Q4 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
348+ 5800.0% |
$132K - $149K
|
354
$147K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
347+ 1.31% |
$131K - $149K
|
26.8K
$11.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
347+ 0.8% |
$131K - $149K
|
43.9K
$18.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
347+ 14.18% |
$131K - $149K
|
2.79K
$1.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
343New |
$130K - $147K
|
343
$143K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
336+ 12.14% |
$127K - $144K
|
3.1K
$1.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
335+ 51.15% |
$127K - $143K
|
990
$412K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
325+ 0.9% |
$123K - $139K
|
36.4K
$15.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
323+ 17.42% |
$122K - $138K
|
2.18K
$906K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
322+ 6.92% |
$122K - $138K
|
4.98K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
321+ 1.81% |
$122K - $137K
|
18.1K
$7.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
318+ 0.63% |
$120K - $136K
|
50.4K
$21M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
312New |
$118K - $134K
|
312
$130K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
312+ 13.25% |
$118K - $134K
|
2.67K
$1.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
311+ 18.12% |
$118K - $133K
|
2.03K
$843K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
307+ 17.82% |
$116K - $131K
|
2.03K
$845K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
306+ 2.26% |
$116K - $131K
|
13.9K
$5.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
306+ 35.05% |
$116K - $131K
|
1.18K
$490K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
305+ 5.91% |
$116K - $131K
|
5.47K
$2.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
298+ 10.51% |
$113K - $128K
|
3.13K
$1.3M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
294+ 33.41% |
$111K - $126K
|
1.17K
$488K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
294+ 1.98% |
$111K - $126K
|
15.2K
$6.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
288+ 43.9% |
$109K - $123K
|
944
$393K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
284+ 0.91% |
$108K - $122K
|
31.4K
$13.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
283+ 38.04% |
$107K - $121K
|
1.03K
$427K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
282+ 49.47% |
$107K - $121K
|
852
$354K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
281+ 1.07% |
$106K - $120K
|
26.5K
$11M
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
280+ 12.21% |
$106K - $120K
|
2.57K
$1.07M
|