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 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
26+ 3.06% |
$7.83K - $9.01K
|
875
$364K
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
25+ 1.57% |
$7.53K - $8.67K
|
1.61K
$671K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
25+ 39.68% |
$7.53K - $8.67K
|
88
$36.6K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
25+ 0.61% |
$7.53K - $8.67K
|
4.1K
$1.71M
|
|
|
Oct 18, 2024
Q1 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
25+ 2.41% |
$7.53K - $8.67K
|
1.06K
$442K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
23+ 1.85% |
$6.92K - $7.97K
|
1.27K
$527K
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
23+ 1.64% |
$6.92K - $7.97K
|
1.43K
$593K
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
22New |
$6.62K - $7.63K
|
22
$9.15K
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
22+ 2.84% |
$6.62K - $7.63K
|
797
$331K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
22+ 2.26% |
$6.62K - $7.63K
|
997
$415K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
20+ 0.9% |
$6.02K - $6.93K
|
2.25K
$934K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
20+ 0.06% |
$6.02K - $6.93K
|
35.5K
$14.8M
|
|
|
May 13, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
20+ 1.54% |
$6.02K - $6.93K
|
1.32K
$547K
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital LLC
|
BUY
|
- |
19+ 0.67% |
$5.72K - $6.59K
|
2.85K
$1.18M
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
18+ 1.61% |
$5.42K - $6.24K
|
1.14K
$473K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
18+ 2.18% |
$5.42K - $6.24K
|
844
$351K
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
18+ 100.0% |
$5.42K - $6.24K
|
36
$15K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
17+ 0.63% |
$5.12K - $5.89K
|
2.73K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
17New |
$5.12K - $5.89K
|
17
$7.07K
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
16+ 1.62% |
$4.82K - $5.55K
|
1K
$416K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
16+ 0.15% |
$4.82K - $5.55K
|
10.4K
$4.34M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
16+ 0.32% |
$4.82K - $5.55K
|
4.98K
$2.07M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
15+ 0.34% |
$4.52K - $5.2K
|
4.49K
$1.87M
|
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
14+ 1.31% |
$4.21K - $4.85K
|
1.08K
$449K
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
BUY
|
- |
14+ 0.25% |
$4.21K - $4.85K
|
5.57K
$2.31M
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
14+ 1.17% |
$4.21K - $4.85K
|
1.21K
$503K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
14+ 0.29% |
$4.21K - $4.85K
|
4.9K
$2.04M
|
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
14+ 0.91% |
$4.21K - $4.85K
|
1.55K
$643K
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
13+ 0.9% |
$3.91K - $4.51K
|
1.46K
$605K
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
13+ 0.62% |
$3.91K - $4.51K
|
2.1K
$875K
|
|
|
May 10, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
13+ 0.14% |
$3.91K - $4.51K
|
9.5K
$3.95M
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
13+ 0.54% |
$3.91K - $4.51K
|
2.44K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
13+ 0.07% |
$3.91K - $4.51K
|
19.5K
$8.09M
|
|
|
Sep 04, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
13+ 0.14% |
$3.91K - $4.51K
|
9.5K
$3.95M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
BUY
|
- |
12+ 1.06% |
$3.61K - $4.16K
|
1.14K
$475K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
12+ 3.43% |
$3.61K - $4.16K
|
362
$151K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
12+ 0.08% |
$3.61K - $4.16K
|
15.7K
$6.52M
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
12+ 1.55% |
$3.61K - $4.16K
|
788
$328K
|
|
|
May 10, 2024
Q1 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
12+ 0.94% |
$3.61K - $4.16K
|
1.3K
$539K
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
10+ 0.82% |
$3.01K - $3.47K
|
1.23K
$510K
|
|
|
May 02, 2024
Q1 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
10+ 0.17% |
$3.01K - $3.47K
|
5.79K
$2.41M
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
10+ 100.0% |
$3.01K - $3.47K
|
20
$8.32K
|
|
|
May 14, 2024
Q1 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
9+ 0.27% |
$2.71K - $3.12K
|
3.36K
$1.4M
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
9New |
$2.71K - $3.12K
|
9
$3.74K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
9+ 0.05% |
$2.71K - $3.12K
|
19.6K
$8.15M
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
9+ 1.1% |
$2.71K - $3.12K
|
825
$343K
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
9+ 1.32% |
$2.71K - $3.12K
|
690
$287K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
8+ 0.62% |
$2.41K - $2.77K
|
1.3K
$542K
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
8+ 0.28% |
$2.41K - $2.77K
|
2.84K
$1.18M
|
|
|
Apr 25, 2024
Q1 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
8+ 0.47% |
$2.41K - $2.77K
|
1.72K
$717K
|