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
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.42K- 4.39% |
$427K - $491K
|
30.9K
$12.9M
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.42K- 28.25% |
$427K - $492K
|
3.61K
$1.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.43K- 1.43% |
$431K - $497K
|
99K
$41.2M
|
|
|
May 13, 2024
Q1 2024
|
Windham Capital Management, LLC
|
SELL
|
- |
-1.44K- 5.6% |
$435K - $501K
|
24.4K
$10.1M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.48K- 0.21% |
$444K - $512K
|
693K
$288M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.49K- 9.47% |
$447K - $515K
|
14.2K
$5.91M
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-1.49K- 3.98% |
$449K - $517K
|
36.1K
$15M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.52K- 4.7% |
$458K - $527K
|
30.9K
$12.8M
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.52K- 1.99% |
$458K - $527K
|
75K
$31.2M
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.52K- 4.95% |
$458K - $528K
|
29.2K
$12.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-1.54K- 66.65% |
$464K - $534K
|
771
$321K
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-1.55K- 7.39% |
$465K - $536K
|
19.4K
$8.06M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.55K- 3.04% |
$468K - $538K
|
49.5K
$20.6M
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.56K- 14.43% |
$470K - $541K
|
9.25K
$3.85M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.56K- 2.35% |
$470K - $541K
|
64.9K
$27M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.59K- 17.4% |
$477K - $550K
|
7.53K
$3.13M
|
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-1.59K- 21.46% |
$478K - $551K
|
5.82K
$2.42M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-1.6K- 2.8% |
$481K - $554K
|
55.4K
$23M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.63K- 75.31% |
$491K - $566K
|
535
$223K
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-1.68K- 7.28% |
$505K - $581K
|
21.4K
$8.89M
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.68K- 2.92% |
$505K - $582K
|
55.8K
$23.2M
|
|
|
May 06, 2024
Q1 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-1.68K- 16.75% |
$507K - $583K
|
8.36K
$3.48M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.7K- 86.46% |
$511K - $589K
|
266
$111K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.7K- 5.35% |
$512K - $589K
|
30.1K
$12.5M
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-1.7K- 25.2% |
$512K - $589K
|
5.05K
$2.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.72K- 3.29% |
$519K - $597K
|
50.7K
$21.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.73K- 2.82% |
$520K - $598K
|
59.5K
$24.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.75K- 5.95% |
$528K - $608K
|
27.7K
$11.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.77K- 9.35% |
$533K - $614K
|
17.2K
$7.14M
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-1.77K- 66.37% |
$533K - $614K
|
898
$373K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-1.8K- 52.48% |
$542K - $624K
|
1.63K
$678K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.8K- 17.43% |
$542K - $624K
|
8.53K
$3.55M
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.84K- 3.27% |
$553K - $636K
|
54.3K
$22.6M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.87K- 18.6% |
$562K - $647K
|
8.16K
$3.4M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-1.92K- 7.01% |
$578K - $665K
|
25.5K
$10.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.92K- 2.97% |
$579K - $667K
|
62.8K
$26.1M
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.92K- 3.16% |
$579K - $667K
|
59K
$24.5M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.93K- 10.17% |
$582K - $670K
|
17.1K
$7.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
SELL
|
- |
-1.97K- 37.47% |
$592K - $682K
|
3.28K
$1.37M
|
|
|
Apr 25, 2024
Q1 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-1.97K- 1.61% |
$592K - $682K
|
120K
$50M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.02K- 8.5% |
$608K - $700K
|
21.8K
$9.05M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.05K- 0.76% |
$616K - $709K
|
267K
$111M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-2.05K- 6.19% |
$617K - $711K
|
31.1K
$12.9M
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-2.06K- 18.29% |
$620K - $714K
|
9.2K
$3.83M
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-2.07K- 1.14% |
$623K - $717K
|
179K
$74.3M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2.07K- 32.35% |
$623K - $717K
|
4.33K
$1.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.1K- 4.8% |
$631K - $726K
|
41.6K
$17.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.1K- 3.32% |
$632K - $727K
|
61.1K
$25.4M
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-2.1K- 14.36% |
$632K - $728K
|
12.5K
$5.21M
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-2.1K- 1.3% |
$633K - $728K
|
159K
$66.3M
|