Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.44K+ 154.6% |
$830K - $928K
|
4.02K
$1.5M
|
|
Feb 13, 2025
Q4 2024
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
2.41KNew |
$819K - $915K
|
2.41K
$898K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.32KNew |
$790K - $883K
|
2.32K
$866K
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.29KNew |
$781K - $873K
|
2.29K
$856K
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.29KNew |
$778K - $869K
|
2.29K
$853K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.18K+ 44.84% |
$742K - $829K
|
7.04K
$2.63M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.1K+ 14.77% |
$714K - $798K
|
16.3K
$6.08M
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.07K+ 54.48% |
$704K - $786K
|
5.86K
$2.19M
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.95K+ 2.25% |
$663K - $741K
|
88.3K
$33M
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.89K+ 183.28% |
$642K - $718K
|
2.92K
$1.09M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.88K+ 2.55% |
$640K - $715K
|
75.4K
$28.2M
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.75K+ 108.23% |
$596K - $666K
|
3.37K
$1.26M
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.74KNew |
$594K - $664K
|
1.74K
$651K
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
1.71KNew |
$581K - $649K
|
1.71K
$637K
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.7KNew |
$579K - $647K
|
1.7K
$635K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.67K+ 1.25% |
$570K - $637K
|
136K
$50.7M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.62K+ 87.68% |
$553K - $618K
|
3.47K
$1.3M
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.62KNew |
$551K - $616K
|
1.62K
$604K
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.6KNew |
$545K - $609K
|
1.6K
$597K
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.57K+ 11.94% |
$534K - $597K
|
14.7K
$5.48M
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.48K+ 1.66% |
$505K - $564K
|
90.6K
$33.8M
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.45K+ 74.04% |
$492K - $550K
|
3.4K
$1.27M
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
1.44KNew |
$489K - $546K
|
1.44K
$535K
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.42K+ 10.14% |
$482K - $538K
|
15.4K
$5.73M
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.39K+ 55.37% |
$472K - $527K
|
3.89K
$1.45M
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.39K+ 188.69% |
$472K - $527K
|
2.12K
$791K
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.36K+ 91.16% |
$464K - $518K
|
2.85K
$1.06M
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.33K+ 29.9% |
$452K - $505K
|
5.77K
$2.15M
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.22K+ 14.28% |
$415K - $463K
|
9.75K
$3.64M
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
1.12KNew |
$383K - $428K
|
1.12K
$419K
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.11K+ 172.63% |
$378K - $422K
|
1.75K
$654K
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.07KNew |
$365K - $408K
|
1.07K
$400K
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.07K+ 81.68% |
$364K - $407K
|
2.38K
$888K
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.05K+ 12.11% |
$357K - $398K
|
9.69K
$3.62M
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
1.03KNew |
$349K - $390K
|
1.03K
$382K
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.01K+ 754.48% |
$344K - $385K
|
1.15K
$427K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1KNew |
$341K - $381K
|
1K
$374K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
995+ 61.53% |
$339K - $379K
|
2.61K
$975K
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
990+ 3.05% |
$337K - $377K
|
33.5K
$12.5M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
946+ 0.98% |
$322K - $360K
|
97.7K
$36.5M
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
929New |
$316K - $353K
|
929
$347K
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
907+ 23.9% |
$309K - $345K
|
4.7K
$1.75M
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
907+ 25.49% |
$309K - $345K
|
4.47K
$1.67M
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
900New |
$307K - $342K
|
900
$336K
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
895+ 100.0% |
$305K - $341K
|
1.79K
$668K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
869New |
$296K - $331K
|
869
$324K
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
867+ 107.04% |
$295K - $330K
|
1.68K
$626K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
864+ 104.85% |
$294K - $329K
|
1.69K
$630K
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
856New |
$292K - $326K
|
856
$319K
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
807+ 768.57% |
$275K - $307K
|
912
$340K
|