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
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
8+ 18.18% |
$2.41K - $2.77K
|
52
$21.6K
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
8+ 0.63% |
$2.41K - $2.77K
|
1.29K
$535K
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
8+ 0.41% |
$2.41K - $2.77K
|
1.97K
$820K
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
7+ 0.15% |
$2.11K - $2.43K
|
4.58K
$1.9M
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
7+ 0.23% |
$2.11K - $2.43K
|
3.09K
$1.29M
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
BUY
|
- |
7+ 0.6% |
$2.11K - $2.43K
|
1.17K
$485K
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
7+ 0.3% |
$2.11K - $2.43K
|
2.36K
$981K
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
6+ 7.79% |
$1.81K - $2.08K
|
83
$34.5K
|
|
Apr 19, 2024
Q1 2024
|
Pachira Investments Inc.
|
BUY
|
- |
6+ 0.49% |
$1.81K - $2.08K
|
1.23K
$512K
|
|
May 02, 2024
Q1 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
6+ 0.24% |
$1.81K - $2.08K
|
2.5K
$1.04M
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
6+ 0.34% |
$1.81K - $2.08K
|
1.76K
$731K
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
5+ 0.13% |
$1.51K - $1.73K
|
3.89K
$1.62M
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
5+ 0.12% |
$1.51K - $1.73K
|
4.12K
$1.71M
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
5+ 0.1% |
$1.51K - $1.73K
|
5.14K
$2.14M
|
|
May 07, 2024
Q1 2024
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
5+ 0.34% |
$1.51K - $1.73K
|
1.5K
$622K
|
|
May 10, 2024
Q1 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
5+ 0.14% |
$1.51K - $1.73K
|
3.58K
$1.49M
|
|
May 10, 2024
Q1 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
5+ 0.14% |
$1.51K - $1.73K
|
3.67K
$1.52M
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
5+ 0.11% |
$1.51K - $1.73K
|
4.4K
$1.83M
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
5+ 0.13% |
$1.51K - $1.73K
|
3.89K
$1.62M
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
5New |
$1.51K - $1.73K
|
5
$2.08K
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.11% |
$1.2K - $1.39K
|
3.57K
$1.49M
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
4+ 0.19% |
$1.2K - $1.39K
|
2.12K
$881K
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
4New |
$1.2K - $1.39K
|
4
$1.66K
|
|
May 15, 2024
Q1 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4+ 0.11% |
$1.2K - $1.39K
|
3.65K
$1.52M
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3+ 0.25% |
$903 - $1.04K
|
1.2K
$499K
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
3+ 0.15% |
$903 - $1.04K
|
2K
$832K
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
3+ 0.14% |
$903 - $1.04K
|
2.21K
$918K
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
3+ 0.13% |
$903 - $1.04K
|
2.35K
$977K
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.12% |
$903 - $1.04K
|
2.53K
$1.05M
|
|
May 09, 2024
Q1 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
3+ 0.11% |
$903 - $1.04K
|
2.72K
$1.13M
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
3+ 0.14% |
$903 - $1.04K
|
2.16K
$897K
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
3+ 100.0% |
$903 - $1.04K
|
6
$2.5K
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
3+ 0.12% |
$903 - $1.04K
|
2.44K
$1.01M
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
3+ 0.1% |
$903 - $1.04K
|
3.16K
$1.31M
|
|
Apr 15, 2024
Q1 2024
|
Benin Management Corp
|
BUY
|
- |
2+ 0.15% |
$602 - $693
|
1.36K
$565K
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$602 - $693
|
4.4K
$1.83M
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2+ 0.11% |
$602 - $693
|
1.88K
$781K
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2+ 0.06% |
$602 - $693
|
3.16K
$1.31M
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2+ 0.03% |
$602 - $693
|
6.31K
$2.62M
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2+ 0.13% |
$602 - $693
|
1.51K
$627K
|
|
Apr 29, 2024
Q1 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
2+ 0.18% |
$602 - $693
|
1.12K
$464K
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
2+ 0.1% |
$602 - $693
|
1.93K
$802K
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2+ 0.07% |
$602 - $693
|
3.07K
$1.28M
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2+ 0.07% |
$602 - $693
|
2.81K
$1.17M
|
|
May 13, 2024
Q1 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
2+ 0.09% |
$602 - $693
|
2.16K
$898K
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1+ 0.1% |
$301 - $347
|
1.01K
$418K
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
1+ 0.15% |
$301 - $347
|
677
$282K
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
1+ 0.05% |
$301 - $347
|
2.03K
$844K
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1+ 0.07% |
$301 - $347
|
1.44K
$598K
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
1+ 0.03% |
$301 - $347
|
3.78K
$1.57M
|