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
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-611- 0.85% |
$184K - $212K
|
71.4K
$29.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-613- 0.95% |
$185K - $212K
|
63.7K
$26.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-614- 2.81% |
$185K - $213K
|
21.3K
$8.92M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-614- 2.67% |
$185K - $213K
|
22.4K
$9.38M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-620- 6.63% |
$187K - $215K
|
8.74K
$3.66M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-621- 0.75% |
$187K - $215K
|
81.8K
$34.3M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-622- 47.3% |
$187K - $216K
|
693
$291K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-629- 13.98% |
$189K - $218K
|
3.87K
$1.62M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-635- 2.25% |
$191K - $220K
|
27.6K
$11.6M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-635- 1.29% |
$191K - $220K
|
48.4K
$20.3M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-637- 16.85% |
$192K - $221K
|
3.14K
$1.32M
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-638- 6.62% |
$192K - $221K
|
9K
$3.77M
|
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
SELL
|
- |
-639- 1.15% |
$192K - $221K
|
55K
$23.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-641- 1.45% |
$193K - $222K
|
43.6K
$18.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-645- 3.58% |
$194K - $224K
|
17.4K
$7.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
SELL
|
- |
-646- 5.1% |
$194K - $224K
|
12K
$5.05M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-655- 11.15% |
$197K - $227K
|
5.22K
$2.19M
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-662- 4.58% |
$199K - $229K
|
13.8K
$5.78M
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-667- 1.07% |
$201K - $231K
|
61.5K
$25.8M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-685- 1.62% |
$206K - $237K
|
41.5K
$17.4M
|
|
|
Apr 11, 2024
Q1 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-688- 11.88% |
$207K - $238K
|
5.11K
$2.14M
|
|
|
May 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-699- 0.95% |
$210K - $242K
|
72.9K
$30.6M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-701- 3.31% |
$211K - $243K
|
20.5K
$8.6M
|
|
|
May 15, 2024
Q1 2024
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-704- 16.61% |
$212K - $244K
|
3.53K
$1.48M
|
|
|
Apr 15, 2024
Q1 2024
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-706- 1.87% |
$213K - $245K
|
37K
$15.5M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-721- 25.8% |
$217K - $250K
|
2.07K
$870K
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-726- 12.22% |
$219K - $252K
|
5.22K
$2.19M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-733- 2.32% |
$221K - $254K
|
30.9K
$12.9M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-733- 11.52% |
$221K - $254K
|
5.63K
$2.36M
|
|
|
Apr 17, 2024
Q1 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-747- 1.81% |
$225K - $259K
|
40.5K
$17M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-747- 3.84% |
$225K - $259K
|
18.7K
$7.84M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-757- 18.81% |
$228K - $262K
|
3.27K
$1.37M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-774- 3.39% |
$233K - $268K
|
22.1K
$9.26M
|
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-788- 1.97% |
$237K - $273K
|
39.1K
$16.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-810- 5.34% |
$244K - $281K
|
14.4K
$6.02M
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-817- 22.97% |
$246K - $283K
|
2.74K
$1.15M
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
SELL
|
- |
-822- 3.92% |
$247K - $285K
|
20.2K
$8.45M
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-835- 0.09% |
$251K - $289K
|
945K
$396M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-848- 9.95% |
$255K - $294K
|
7.67K
$3.22M
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-862- 3.61% |
$260K - $299K
|
23K
$9.65M
|
|
|
May 03, 2024
Q1 2024
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-862- 6.42% |
$260K - $299K
|
12.6K
$5.27M
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-870- 10.2% |
$262K - $302K
|
7.66K
$3.21M
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-874- 30.18% |
$263K - $303K
|
2.02K
$848K
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-879- 36.46% |
$265K - $305K
|
1.53K
$642K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-886- 33.86% |
$267K - $307K
|
1.73K
$726K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-888- 24.32% |
$267K - $308K
|
2.76K
$1.16M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-890- 3.06% |
$268K - $308K
|
28.2K
$11.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-892- 5.31% |
$269K - $309K
|
15.9K
$6.67M
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-902- 5.54% |
$272K - $313K
|
15.4K
$6.45M
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-918- 0.74% |
$276K - $318K
|
123K
$51.7M
|