Purchases and Sales Made in Q1 2024 in Vanguard S&P 500 Growth ETF (VOOG)
This table provides information about the institutional ownership of Vanguard S&P 500 Growth ETF (VOOG) during Q1 2024. The information is specifically focused on institutions that hold shares of VANGUARD S&P 500 GROWTH ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
76+ 6.49% |
$20K - $23.3K
|
1.25K
$469K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
70+ 28.11% |
$18.4K - $21.5K
|
319
$120K
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
61+ 1.14% |
$16K - $18.7K
|
5.41K
$2.03M
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
60+ 71.43% |
$15.8K - $18.4K
|
144
$54.2K
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
52+ 0.79% |
$13.7K - $16K
|
6.61K
$2.49M
|
|
Apr 12, 2024
Q1 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
52+ 1.2% |
$13.7K - $16K
|
4.4K
$1.66M
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
50New |
$13.1K - $15.3K
|
50
$18.8K
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
48+ 2.9% |
$12.6K - $14.7K
|
1.7K
$640K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
47+ 0.5% |
$12.4K - $14.4K
|
9.43K
$3.55M
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
46+ 1.55% |
$12.1K - $14.1K
|
3.01K
$1.13M
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
45New |
$11.8K - $13.8K
|
45
$16.9K
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
37+ 4.63% |
$9.73K - $11.4K
|
836
$314K
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
36+ 1.73% |
$9.47K - $11K
|
2.12K
$798K
|
|
Apr 04, 2024
Q1 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
36+ 4.22% |
$9.47K - $11K
|
890
$335K
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
35New |
$9.2K - $10.7K
|
35
$13.2K
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
34+ 21.25% |
$8.94K - $10.4K
|
194
$73K
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
31+ 62.0% |
$8.15K - $9.51K
|
81
$30.5K
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
30New |
$7.89K - $9.2K
|
30
$11.3K
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
30+ 3.86% |
$7.89K - $9.2K
|
807
$303K
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
28+ 22.76% |
$7.36K - $8.59K
|
151
$56.8K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
26+ 4.91% |
$6.84K - $7.98K
|
555
$209K
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
BUY
|
- |
25+ 1.03% |
$6.57K - $7.67K
|
2.45K
$920K
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
23+ 1150.0% |
$6.05K - $7.06K
|
25
$9.4K
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
21+ 0.72% |
$5.52K - $6.44K
|
2.94K
$1.1M
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
18New |
$4.73K - $5.52K
|
18
$6.77K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
16New |
$4.21K - $4.91K
|
16
$6.02K
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
15New |
$3.94K - $4.6K
|
15
$5.64K
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
8+ 40.0% |
$2.1K - $2.45K
|
28
$10.5K
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
7+ 0.17% |
$1.84K - $2.15K
|
4.1K
$1.54M
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7New |
$1.84K - $2.15K
|
7
$2.63K
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
7+ 0.38% |
$1.84K - $2.15K
|
1.84K
$690K
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
5+ 0.46% |
$1.31K - $1.53K
|
1.1K
$412K
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5+ 0.19% |
$1.31K - $1.53K
|
2.66K
$998K
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
5+ 0.19% |
$1.31K - $1.53K
|
2.66K
$998K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4+ 0.86% |
$1.05K - $1.23K
|
471
$177K
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
4+ 66.67% |
$1.05K - $1.23K
|
10
$3.76K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
4+ 0.02% |
$1.05K - $1.23K
|
16.6K
$6.23M
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4+ 0.5% |
$1.05K - $1.23K
|
810
$305K
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4New |
$1.05K - $1.23K
|
4
$1.5K
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4+ 0.1% |
$1.05K - $1.23K
|
3.98K
$1.5M
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
3+ 0.09% |
$789 - $920
|
3.42K
$1.29M
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2+ 0.72% |
$526 - $614
|
279
$105K
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
2+ 12.5% |
$526 - $614
|
18
$6.77K
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
2+ 0.07% |
$526 - $614
|
2.78K
$1.04M
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
2+ 0.1% |
$526 - $614
|
2K
$750K
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.16% |
$526 - $614
|
1.26K
$474K
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2+ 0.13% |
$526 - $614
|
1.6K
$601K
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.11% |
$263 - $307
|
913
$343K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1+ 0.11% |
$263 - $307
|
938
$353K
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
1+ 0.06% |
$263 - $307
|
1.79K
$672K
|