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 12, 2024
Q1 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-21- 1.3% |
$6.32K - $7.28K
|
1.59K
$663K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-23- 0.21% |
$6.92K - $7.97K
|
11.1K
$4.62M
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-25- 1.27% |
$7.53K - $8.67K
|
1.94K
$805K
|
|
|
Apr 26, 2024
Q1 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-25- 2.06% |
$7.53K - $8.67K
|
1.19K
$494K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-25- 0.39% |
$7.53K - $8.67K
|
6.32K
$2.63M
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-25- 1.65% |
$7.53K - $8.67K
|
1.49K
$621K
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-25- 2.69% |
$7.53K - $8.67K
|
905
$376K
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-25- 3.43% |
$7.53K - $8.67K
|
704
$293K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-27- 3.22% |
$8.13K - $9.36K
|
812
$338K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-29- 1.78% |
$8.73K - $10.1K
|
1.6K
$665K
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-29- 2.92% |
$8.73K - $10.1K
|
965
$401K
|
|
|
Apr 10, 2024
Q1 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-30- 3.51% |
$9.03K - $10.4K
|
825
$343K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-30- 1.83% |
$9.03K - $10.4K
|
1.61K
$670K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-30- 3.99% |
$9.03K - $10.4K
|
722
$300K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-30- 1.98% |
$9.03K - $10.4K
|
1.49K
$619K
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-30- 0.61% |
$9.03K - $10.4K
|
4.87K
$2.03M
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-30- 6.29% |
$9.03K - $10.4K
|
447
$186K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-30- 0.66% |
$9.03K - $10.4K
|
4.5K
$1.87M
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-32- 0.33% |
$9.63K - $11.1K
|
9.67K
$4.02M
|
|
|
Apr 22, 2024
Q1 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-32- 4.78% |
$9.63K - $11.1K
|
637
$265K
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-33- 0.18% |
$9.93K - $11.4K
|
18.8K
$7.82M
|
|
|
Apr 19, 2024
Q1 2024
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-33- 0.09% |
$9.93K - $11.4K
|
36.8K
$15.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-33- 4.14% |
$9.93K - $11.4K
|
764
$318K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-33- 1.18% |
$9.93K - $11.4K
|
2.76K
$1.15M
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-34- 8.06% |
$10.2K - $11.8K
|
388
$161K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-34- 17.0% |
$10.2K - $11.8K
|
166
$69K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-34- 4.9% |
$10.2K - $11.8K
|
660
$275K
|
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-35- 3.18% |
$10.5K - $12.1K
|
1.06K
$443K
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-35- 0.83% |
$10.5K - $12.1K
|
4.18K
$1.74M
|
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-35- 2.76% |
$10.5K - $12.1K
|
1.23K
$513K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-36- 3.31% |
$10.8K - $12.5K
|
1.05K
$438K
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-36- 1.61% |
$10.8K - $12.5K
|
2.2K
$916K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-37- 0.72% |
$11.1K - $12.8K
|
5.09K
$2.11M
|
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-37- 3.15% |
$11.1K - $12.8K
|
1.14K
$472K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-38- 27.54% |
$11.4K - $13.2K
|
100
$41.6K
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-38- 0.46% |
$11.4K - $13.2K
|
8.24K
$3.43M
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-38- 0.27% |
$11.4K - $13.2K
|
14K
$5.82M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-39- 2.44% |
$11.7K - $13.5K
|
1.56K
$650K
|
|
|
May 01, 2024
Q1 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
SELL
|
- |
-39- 5.31% |
$11.7K - $13.5K
|
695
$289K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-40- 0.35% |
$12K - $13.9K
|
11.4K
$4.75M
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-40- 0.08% |
$12K - $13.9K
|
52.3K
$21.7M
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-40- 5.49% |
$12K - $13.9K
|
689
$287K
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-40- 1.04% |
$12K - $13.9K
|
3.8K
$1.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-41- 2.25% |
$12.3K - $14.2K
|
1.78K
$740K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-41- 28.47% |
$12.3K - $14.2K
|
103
$42.8K
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-42- 2.52% |
$12.6K - $14.6K
|
1.62K
$675K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
SELL
|
- |
-43- 3.95% |
$12.9K - $14.9K
|
1.05K
$435K
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-43- 0.02% |
$12.9K - $14.9K
|
234K
$97.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Congress Asset Management CO
|
SELL
|
- |
-44- 2.63% |
$13.2K - $15.3K
|
1.63K
$679K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-44- 1.65% |
$13.2K - $15.3K
|
2.63K
$1.09M
|