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 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
353+ 51.76% |
$134K - $151K
|
1.04K
$364K
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
352+ 41.61% |
$133K - $151K
|
1.2K
$422K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
350+ 38.67% |
$133K - $150K
|
1.26K
$442K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
348New |
$132K - $149K
|
348
$123K
|
|
|
Feb 04, 2025
Q4 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
348+ 5800.0% |
$132K - $149K
|
354
$125K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
347+ 1.31% |
$131K - $149K
|
26.8K
$9.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
347+ 0.8% |
$131K - $149K
|
43.9K
$15.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
347+ 14.18% |
$131K - $149K
|
2.79K
$984K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
343New |
$130K - $147K
|
343
$121K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
336+ 12.14% |
$127K - $144K
|
3.1K
$1.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
335+ 51.15% |
$127K - $143K
|
990
$349K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
325+ 0.9% |
$123K - $139K
|
36.4K
$12.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
323+ 17.42% |
$122K - $138K
|
2.18K
$767K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
322+ 6.92% |
$122K - $138K
|
4.98K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
321+ 1.81% |
$122K - $137K
|
18.1K
$6.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
318+ 0.63% |
$120K - $136K
|
50.4K
$17.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
312New |
$118K - $134K
|
312
$110K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
312+ 13.25% |
$118K - $134K
|
2.67K
$939K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
311+ 18.12% |
$118K - $133K
|
2.03K
$714K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
307+ 17.82% |
$116K - $131K
|
2.03K
$715K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
306+ 2.26% |
$116K - $131K
|
13.9K
$4.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
306+ 35.05% |
$116K - $131K
|
1.18K
$415K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
305+ 5.91% |
$116K - $131K
|
5.47K
$1.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
298+ 10.51% |
$113K - $128K
|
3.13K
$1.1M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
294+ 33.41% |
$111K - $126K
|
1.17K
$413K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
294+ 1.98% |
$111K - $126K
|
15.2K
$5.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
288+ 43.9% |
$109K - $123K
|
944
$332K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
284+ 0.91% |
$108K - $122K
|
31.4K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
283+ 38.04% |
$107K - $121K
|
1.03K
$362K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
282+ 49.47% |
$107K - $121K
|
852
$300K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
281+ 1.07% |
$106K - $120K
|
26.5K
$9.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
280+ 12.21% |
$106K - $120K
|
2.57K
$906K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
278+ 8.71% |
$105K - $119K
|
3.47K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
278+ 3.24% |
$105K - $119K
|
8.86K
$3.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
278+ 1.89% |
$105K - $119K
|
15K
$5.29M
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
276+ 30.33% |
$105K - $118K
|
1.19K
$418K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
276+ 46.7% |
$105K - $118K
|
867
$305K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
276+ 26.51% |
$105K - $118K
|
1.32K
$464K
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
275+ 0.03% |
$104K - $118K
|
945K
$333M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
274+ 1.48% |
$104K - $117K
|
18.8K
$6.64M
|
|
|
Jan 10, 2025
Q4 2024
|
Eastover Investment Advisors LLC
|
BUY
|
- |
270+ 42.12% |
$102K - $116K
|
911
$321K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
270+ 0.98% |
$102K - $116K
|
27.9K
$9.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
269New |
$102K - $115K
|
269
$94.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
265+ 4.86% |
$100K - $113K
|
5.72K
$2.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
262+ 0.93% |
$99.2K - $112K
|
28.5K
$10M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
261+ 40.72% |
$98.9K - $112K
|
902
$318K
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
261+ 20.22% |
$98.9K - $112K
|
1.55K
$547K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
258New |
$97.7K - $110K
|
258
$90.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
258+ 4.05% |
$97.7K - $110K
|
6.62K
$2.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
257New |
$97.3K - $110K
|
257
$90.5K
|