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 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-935- 1.49% |
$354K - $400K
|
62K
$21.8M
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-938- 53.72% |
$355K - $402K
|
808
$285K
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-948- 0.54% |
$359K - $406K
|
174K
$61.1M
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-953- 0.78% |
$361K - $408K
|
121K
$42.4M
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-963- 2.64% |
$365K - $412K
|
35.5K
$12.5M
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-968- 7.36% |
$367K - $414K
|
12.2K
$4.29M
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-971- 2.14% |
$368K - $416K
|
44.4K
$15.6M
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-993- 1.33% |
$376K - $425K
|
73.5K
$25.9M
|
|
Jan 22, 2025
Q4 2024
|
Trust CO Of Tennessee
Knoxville, TN |
SELL
|
- |
-997- 0.39% |
$378K - $427K
|
252K
$88.8M
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1K- 1.31% |
$380K - $429K
|
75.2K
$26.5M
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.01K- 10.06% |
$383K - $433K
|
9.04K
$3.18M
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.02K- 10.72% |
$386K - $436K
|
8.49K
$2.99M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.02K- 99.9% |
$387K - $438K
|
1
$352
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-1.03K- 8.51% |
$389K - $440K
|
11K
$3.89M
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-1.04K- 17.18% |
$394K - $445K
|
5.01K
$1.76M
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.05K- 3.06% |
$397K - $448K
|
33.1K
$11.7M
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.05K- 1.3% |
$398K - $450K
|
80.1K
$28.2M
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.05K- 10.64% |
$399K - $451K
|
8.85K
$3.12M
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.08K- 2.05% |
$408K - $461K
|
51.5K
$18.1M
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-1.08K- 9.0% |
$408K - $462K
|
10.9K
$3.84M
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1.1K- 1.75% |
$415K - $469K
|
61.4K
$21.6M
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.1K- 0.57% |
$417K - $471K
|
191K
$67.4M
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.11K- 26.07% |
$421K - $476K
|
3.15K
$1.11M
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.13K- 4.02% |
$428K - $484K
|
27K
$9.51M
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-1.15K- 24.8% |
$436K - $492K
|
3.49K
$1.23M
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.15K- 3.73% |
$437K - $494K
|
29.8K
$10.5M
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.16K- 3.04% |
$439K - $497K
|
36.9K
$13M
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
SELL
|
- |
-1.17K- 3.37% |
$441K - $499K
|
33.4K
$11.8M
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.17K- 11.58% |
$444K - $501K
|
8.94K
$3.15M
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.19K- 7.55% |
$449K - $508K
|
14.5K
$5.11M
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.19K- 2.06% |
$450K - $509K
|
56.4K
$19.8M
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.19K- 14.29% |
$450K - $509K
|
7.13K
$2.51M
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-1.19K- 14.8% |
$451K - $510K
|
6.86K
$2.41M
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.23K- 8.58% |
$466K - $527K
|
13.1K
$4.61M
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-1.25K- 6.37% |
$472K - $533K
|
18.3K
$6.45M
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.28K- 4.06% |
$484K - $548K
|
30.2K
$10.6M
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-1.29K- 3.75% |
$487K - $551K
|
33K
$11.6M
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-1.33K- 19.51% |
$503K - $569K
|
5.48K
$1.93M
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-1.33K- 0.41% |
$504K - $569K
|
319K
$112M
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.35K- 2.9% |
$513K - $580K
|
45.4K
$16M
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.37K- 6.88% |
$517K - $585K
|
18.5K
$6.51M
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.37K- 7.08% |
$518K - $585K
|
17.9K
$6.32M
|
|
Feb 13, 2025
Q4 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-1.38K- 5.03% |
$522K - $590K
|
26K
$9.16M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.44K- 0.19% |
$544K - $615K
|
766K
$270M
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.53K- 3.93% |
$578K - $653K
|
37.3K
$13.1M
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.53K- 14.85% |
$580K - $655K
|
8.78K
$3.09M
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-1.6K- 6.89% |
$606K - $685K
|
21.6K
$7.61M
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-1.63K- 10.59% |
$618K - $699K
|
13.8K
$4.85M
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.64K- 1.4% |
$622K - $703K
|
115K
$40.6M
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.65K- 1.74% |
$625K - $707K
|
93.1K
$32.8M
|