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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1+ 0.09% |
$263 - $307
|
1.16K
$433K
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1+ 0.06% |
$263 - $307
|
1.54K
$578K
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
BUY
|
- |
1+ 0.12% |
$263 - $307
|
844
$316K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.43% |
$263 - $307
|
236
$88.3K
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1+ 0.09% |
$263 - $307
|
1.13K
$424K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1New |
$263 - $307
|
1
$374
|
|
|
Apr 23, 2024
Q1 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
1+ 0.11% |
$263 - $307
|
946
$354K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.12% |
$263 - $307
|
807
$302K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-4- 0.22% |
$1.05K - $1.23K
|
1.79K
$671K
|
|
|
Apr 18, 2024
Q1 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-4- 0.01% |
$1.05K - $1.23K
|
53.3K
$20M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-5- 5.49% |
$1.31K - $1.53K
|
86
$32.2K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5- 14.29% |
$1.31K - $1.53K
|
30
$11.2K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9- 2.62% |
$2.37K - $2.76K
|
335
$125K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-13- 0.06% |
$3.42K - $3.99K
|
22.9K
$8.57M
|
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-13- 0.09% |
$3.42K - $3.99K
|
15.1K
$5.63M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-14- 0.85% |
$3.68K - $4.3K
|
1.63K
$610K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-14- 1.75% |
$3.68K - $4.3K
|
787
$295K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-15- 0.46% |
$3.94K - $4.6K
|
3.26K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-16- 0.15% |
$4.21K - $4.91K
|
10.5K
$3.92M
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-18- 1.88% |
$4.73K - $5.52K
|
942
$353K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-19- 0.78% |
$5K - $5.83K
|
2.43K
$908K
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-20- 1.82% |
$5.26K - $6.14K
|
1.08K
$405K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-21- 0.07% |
$5.52K - $6.44K
|
31.4K
$11.8M
|
|
|
May 06, 2024
Q1 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-35- 0.53% |
$9.2K - $10.7K
|
6.55K
$2.45M
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-35- 0.03% |
$9.2K - $10.7K
|
109K
$40.9M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-37- 0.69% |
$9.73K - $11.4K
|
5.3K
$1.98M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-50- 5.31% |
$13.1K - $15.3K
|
891
$334K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-50- 52.08% |
$13.1K - $15.3K
|
46
$17.2K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-57- 0.49% |
$15K - $17.5K
|
11.5K
$4.31M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-66- 3.97% |
$17.4K - $20.3K
|
1.6K
$598K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-67- 2.64% |
$17.6K - $20.6K
|
2.47K
$926K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-72- 19.67% |
$18.9K - $22.1K
|
294
$110K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
SELL
|
- |
-77- 1.6% |
$20.2K - $23.6K
|
4.74K
$1.77M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-77- 5.22% |
$20.2K - $23.6K
|
1.4K
$524K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-84- 2.81% |
$22.1K - $25.8K
|
2.9K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-86- 0.26% |
$22.6K - $26.4K
|
32.8K
$12.3M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-88- 0.92% |
$23.1K - $27K
|
9.51K
$3.56M
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-90- 10.29% |
$23.7K - $27.6K
|
785
$294K
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-95- 33.33% |
$25K - $29.1K
|
190
$71.1K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-116- 0.22% |
$30.5K - $35.6K
|
51.6K
$19.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-118- 5.15% |
$31K - $36.2K
|
2.18K
$814K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-120- 5.07% |
$31.6K - $36.8K
|
2.25K
$840K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-125- 2.86% |
$32.9K - $38.4K
|
4.25K
$1.59M
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
SELL
|
- |
-138- 17.27% |
$36.3K - $42.3K
|
661
$247K
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-160- 16.63% |
$42.1K - $49.1K
|
802
$300K
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-169- 3.59% |
$44.4K - $51.9K
|
4.54K
$1.7M
|
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-170- 26.15% |
$44.7K - $52.2K
|
480
$180K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-171- 2.78% |
$45K - $52.5K
|
5.98K
$2.24M
|