Purchases and Sales Made in Q1 2024 in Vanguard Growth ETF (VUG)
This table provides information about the institutional ownership of Vanguard Growth ETF (VUG) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
98+ 4.07% |
$29.5K - $34K
|
2.51K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
97+ 3.73% |
$29.2K - $33.6K
|
2.7K
$1.12M
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
96+ 0.76% |
$28.9K - $33.3K
|
12.7K
$5.27M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
95+ 5.96% |
$28.6K - $32.9K
|
1.69K
$703K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
93+ 9.8% |
$28K - $32.2K
|
1.04K
$433K
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
93+ 0.89% |
$28K - $32.2K
|
10.5K
$4.38M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
93+ 202.17% |
$28K - $32.2K
|
139
$57.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
90+ 0.3% |
$27.1K - $31.2K
|
30.1K
$12.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
89+ 3.34% |
$26.8K - $30.8K
|
2.75K
$1.15M
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
89+ 12.61% |
$26.8K - $30.8K
|
795
$331K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
89+ 5.45% |
$26.8K - $30.8K
|
1.72K
$717K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
88New |
$26.5K - $30.5K
|
88
$36.6K
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
88+ 60.69% |
$26.5K - $30.5K
|
233
$96.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
86+ 1.58% |
$25.9K - $29.8K
|
5.52K
$2.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
83+ 1.79% |
$25K - $28.8K
|
4.72K
$1.96M
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
83New |
$25K - $28.8K
|
83
$34.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
82+ 2.44% |
$24.7K - $28.4K
|
3.45K
$1.43M
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
81+ 1.63% |
$24.4K - $28.1K
|
5.05K
$2.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
80+ 10.18% |
$24.1K - $27.7K
|
866
$360K
|
|
|
Apr 12, 2024
Q1 2024
|
Cohen Klingenstein LLC
|
BUY
|
- |
75+ 0.52% |
$22.6K - $26K
|
14.4K
$5.98M
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
75+ 2.52% |
$22.6K - $26K
|
3.06K
$1.27M
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
72+ 2.77% |
$21.7K - $25K
|
2.67K
$1.11M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
72+ 1.05% |
$21.7K - $25K
|
6.9K
$2.87M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
71+ 0.2% |
$21.4K - $24.6K
|
36K
$15M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
71+ 17.66% |
$21.4K - $24.6K
|
473
$197K
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
70+ 4.15% |
$21.1K - $24.3K
|
1.76K
$730K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
69New |
$20.8K - $23.9K
|
69
$28.7K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
69+ 4.77% |
$20.8K - $23.9K
|
1.52K
$630K
|
|
|
Apr 29, 2024
Q1 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
68+ 7.44% |
$20.5K - $23.6K
|
982
$408K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
67+ 0.8% |
$20.2K - $23.2K
|
8.43K
$3.51M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
66+ 1.22% |
$19.9K - $22.9K
|
5.46K
$2.27M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
65+ 3.39% |
$19.6K - $22.5K
|
1.98K
$824K
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
65+ 0.9% |
$19.6K - $22.5K
|
7.26K
$3.02M
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
64+ 2.67% |
$19.3K - $22.2K
|
2.46K
$1.02M
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
64+ 6.76% |
$19.3K - $22.2K
|
1.01K
$420K
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
63+ 0.81% |
$19K - $21.8K
|
7.8K
$3.24M
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
60New |
$18.1K - $20.8K
|
60
$25K
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
60New |
$18.1K - $20.8K
|
60
$25K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
60+ 3.68% |
$18.1K - $20.8K
|
1.69K
$703K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
60+ 0.89% |
$18.1K - $20.8K
|
6.83K
$2.84M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
59+ 40.14% |
$17.8K - $20.4K
|
206
$85.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
59+ 59.0% |
$17.8K - $20.4K
|
159
$66.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
58+ 0.54% |
$17.5K - $20.1K
|
10.9K
$4.52M
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
58+ 1.04% |
$17.5K - $20.1K
|
5.64K
$2.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
57+ 2.08% |
$17.2K - $19.8K
|
2.79K
$1.16M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
55+ 0.62% |
$16.6K - $19.1K
|
8.93K
$3.71M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
55+ 4.44% |
$16.6K - $19.1K
|
1.29K
$538K
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
53+ 0.1% |
$16K - $18.4K
|
52.5K
$21.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
53+ 8.8% |
$16K - $18.4K
|
655
$272K
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
53+ 0.11% |
$16K - $18.4K
|
50.1K
$20.8M
|