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 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
2.57K+ 5.55% |
$772K - $889K
|
48.8K
$20M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.56K+ 2.06% |
$772K - $888K
|
127K
$51.9M
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2.55K+ 8.75% |
$768K - $884K
|
31.7K
$13M
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
2.54K+ 266.28% |
$766K - $881K
|
3.5K
$1.43M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.51K+ 6.27% |
$757K - $871K
|
42.6K
$17.5M
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
2.48K+ 18.66% |
$746K - $859K
|
15.8K
$6.46M
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
BUY
|
- |
2.47K+ 4.35% |
$744K - $857K
|
59.3K
$24.3M
|
|
|
May 14, 2024
Q1 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
2.47KNew |
$742K - $854K
|
2.47K
$1.01M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.45K+ 25.59% |
$738K - $850K
|
12K
$4.93M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.42K+ 4.82% |
$727K - $837K
|
52.5K
$21.5M
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.39K+ 26.29% |
$720K - $829K
|
11.5K
$4.71M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
2.37K+ 2.05% |
$713K - $821K
|
118K
$48.3M
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
2.37K+ 6.66% |
$713K - $821K
|
37.9K
$15.5M
|
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
2.33K+ 0.62% |
$700K - $806K
|
375K
$154M
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
2.33K+ 46.42% |
$700K - $806K
|
7.33K
$3M
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.2K+ 134.89% |
$661K - $761K
|
3.82K
$1.57M
|
|
|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
2.18K+ 1.36% |
$656K - $756K
|
163K
$66.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.17K+ 8.84% |
$653K - $752K
|
26.7K
$10.9M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.17KNew |
$652K - $751K
|
2.17K
$888K
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
2.16K+ 24.62% |
$651K - $749K
|
10.9K
$4.48M
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2.16K+ 327.92% |
$651K - $749K
|
2.82K
$1.16M
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
BUY
|
- |
2.15K+ 14.75% |
$648K - $747K
|
16.8K
$6.86M
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2.09K+ 1.68% |
$630K - $725K
|
126K
$51.8M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.08K+ 3.15% |
$626K - $721K
|
68.1K
$27.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.08K+ 22.94% |
$626K - $720K
|
11.1K
$4.56M
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
2.07K+ 17.89% |
$622K - $716K
|
13.6K
$5.58M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.04K+ 96.91% |
$614K - $707K
|
4.15K
$1.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.02K+ 2.75% |
$608K - $700K
|
75.4K
$30.9M
|
|
|
May 14, 2024
Q1 2024
|
X Square Capital, LLC
|
BUY
|
- |
2.01K+ 211.25% |
$605K - $696K
|
2.96K
$1.21M
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.99K+ 68.19% |
$599K - $689K
|
4.91K
$2.01M
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
1.98K+ 6.79% |
$596K - $687K
|
31.2K
$12.8M
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.98K+ 10.81% |
$595K - $685K
|
20.3K
$8.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.98K+ 9.12% |
$595K - $685K
|
23.6K
$9.68M
|
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
1.97K+ 16.31% |
$593K - $683K
|
14K
$5.75M
|
|
|
Apr 12, 2024
Q1 2024
|
Baker Boyer National Bank
|
BUY
|
- |
1.96K+ 26.42% |
$589K - $678K
|
9.37K
$3.84M
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.96K+ 161.07% |
$589K - $678K
|
3.17K
$1.3M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.94K+ 5.14% |
$584K - $673K
|
39.7K
$16.3M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.94K+ 204.21% |
$584K - $672K
|
2.89K
$1.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.93K+ 36.68% |
$581K - $669K
|
7.19K
$2.95M
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.92K+ 8.68% |
$579K - $667K
|
24.1K
$9.87M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.92K+ 1.99% |
$577K - $664K
|
98.3K
$40.3M
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1.91KNew |
$574K - $661K
|
1.91K
$781K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.89K+ 38.51% |
$568K - $654K
|
6.78K
$2.78M
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.84K+ 6.37% |
$555K - $638K
|
30.7K
$12.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
1.84KNew |
$554K - $638K
|
1.84K
$754K
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1.84K+ 283.2% |
$553K - $637K
|
2.49K
$1.02M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.83K+ 4.55% |
$552K - $635K
|
42.1K
$17.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
1.83K+ 2.04% |
$551K - $634K
|
91.3K
$37.4M
|
|
|
May 15, 2024
Q1 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
1.83KNew |
$551K - $634K
|
1.83K
$749K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.82K+ 43.29% |
$548K - $630K
|
6.02K
$2.47M
|