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 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-311- 35.34% |
$118K - $133K
|
569
$242K
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-318- 18.69% |
$120K - $136K
|
1.38K
$588K
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-318- 1.53% |
$120K - $136K
|
20.5K
$8.71M
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-318- 32.12% |
$120K - $136K
|
672
$286K
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-320- 1.07% |
$121K - $137K
|
29.6K
$12.6M
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
SELL
|
- |
-322- 2.5% |
$122K - $138K
|
12.6K
$5.35M
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-325- 17.98% |
$123K - $139K
|
1.48K
$631K
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-326- 9.27% |
$123K - $140K
|
3.19K
$1.36M
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-328- 1.57% |
$124K - $140K
|
20.5K
$8.74M
|
|
Feb 14, 2025
Q4 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-328- 1.61% |
$124K - $140K
|
20K
$8.52M
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-330- 8.05% |
$125K - $141K
|
3.77K
$1.6M
|
|
Jan 23, 2025
Q4 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-330- 2.42% |
$125K - $141K
|
13.3K
$5.67M
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-334- 9.39% |
$127K - $143K
|
3.22K
$1.37M
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-335- 2.67% |
$127K - $143K
|
12.2K
$5.19M
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-335- 0.55% |
$127K - $143K
|
60.1K
$25.6M
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-337- 3.25% |
$128K - $144K
|
10K
$4.27M
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
SELL
|
- |
-339- 49.27% |
$128K - $145K
|
349
$148K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-341- 69.31% |
$129K - $146K
|
151
$64.2K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-341- 69.31% |
$129K - $146K
|
151
$64.2K
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-342- 0.96% |
$130K - $146K
|
35.2K
$15M
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-343- 2.38% |
$130K - $147K
|
14.1K
$5.98M
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
SELL
|
- |
-345- 5.49% |
$131K - $148K
|
5.94K
$2.52M
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-351- 0.72% |
$133K - $150K
|
48.7K
$20.7M
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-353- 30.25% |
$134K - $151K
|
814
$346K
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-358- 3.56% |
$136K - $153K
|
9.7K
$4.13M
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-359- 11.34% |
$136K - $154K
|
2.81K
$1.19M
|
|
Jan 28, 2025
Q4 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
SELL
|
- |
-364- 0.32% |
$138K - $156K
|
112K
$47.6M
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-367- 12.62% |
$139K - $157K
|
2.54K
$1.08M
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-369- 0.15% |
$140K - $158K
|
247K
$105M
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-372- 8.06% |
$141K - $159K
|
4.24K
$1.81M
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-376- 12.12% |
$142K - $161K
|
2.73K
$1.16M
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-377- 4.05% |
$143K - $161K
|
8.94K
$3.8M
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-379- 70.84% |
$144K - $162K
|
156
$66.4K
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-381- 1.83% |
$144K - $163K
|
20.4K
$8.68M
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-381- 7.98% |
$144K - $163K
|
4.39K
$1.87M
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-385- 3.46% |
$146K - $165K
|
10.7K
$4.57M
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-385- 7.79% |
$146K - $165K
|
4.56K
$1.94M
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-386- 31.64% |
$146K - $165K
|
834
$355K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-387- 1.15% |
$147K - $166K
|
33.2K
$14.1M
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-392- 0.97% |
$148K - $168K
|
39.9K
$17M
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-393- 18.29% |
$149K - $168K
|
1.76K
$747K
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-400- 2.37% |
$152K - $171K
|
16.5K
$7.01M
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-402- 4.78% |
$152K - $172K
|
8K
$3.4M
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-404- 0.89% |
$153K - $173K
|
45K
$19.2M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-407- 0.93% |
$154K - $174K
|
43.2K
$18.4M
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-409- 1.85% |
$155K - $175K
|
21.7K
$9.24M
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-410- 9.86% |
$155K - $176K
|
3.75K
$1.59M
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-417- 20.73% |
$158K - $179K
|
1.6K
$679K
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-420- 13.61% |
$159K - $180K
|
2.67K
$1.13M
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-421- 1.31% |
$159K - $180K
|
31.8K
$13.5M
|