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 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
943+ 2.38% |
$284K - $327K
|
40.6K
$16.6M
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
939New |
$283K - $325K
|
939
$385K
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
937New |
$282K - $325K
|
937
$384K
|
|
Apr 18, 2024
Q1 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
931+ 2.2% |
$280K - $323K
|
43.2K
$17.7M
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
929+ 8.43% |
$280K - $322K
|
12K
$4.9M
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
920+ 16.27% |
$277K - $319K
|
6.58K
$2.69M
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
919New |
$277K - $319K
|
919
$376K
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
895New |
$269K - $310K
|
895
$367K
|
|
May 06, 2024
Q1 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
888+ 10.12% |
$267K - $308K
|
9.67K
$3.96M
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
878+ 13.78% |
$264K - $304K
|
7.25K
$2.97M
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
877+ 2.44% |
$264K - $304K
|
36.9K
$15.1M
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
870+ 10.85% |
$262K - $302K
|
8.89K
$3.64M
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
861+ 5.61% |
$259K - $298K
|
16.2K
$6.64M
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
859New |
$259K - $298K
|
859
$352K
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
856+ 22.59% |
$258K - $297K
|
4.65K
$1.9M
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
851+ 12.37% |
$256K - $295K
|
7.73K
$3.17M
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
850New |
$256K - $295K
|
850
$348K
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
847+ 17.47% |
$255K - $294K
|
5.69K
$2.33M
|
|
May 01, 2024
Q1 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
842New |
$253K - $292K
|
842
$345K
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
836+ 0.5% |
$252K - $290K
|
167K
$68.4M
|
|
Apr 23, 2024
Q1 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
836New |
$252K - $290K
|
836
$342K
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
831New |
$250K - $288K
|
831
$340K
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
830+ 669.35% |
$250K - $288K
|
954
$391K
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
822+ 2.72% |
$247K - $285K
|
31K
$12.7M
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
819+ 84.69% |
$247K - $284K
|
1.79K
$732K
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
817+ 25.02% |
$246K - $283K
|
4.08K
$1.67M
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
809New |
$244K - $280K
|
809
$331K
|
|
Apr 10, 2024
Q1 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
808+ 6.97% |
$243K - $280K
|
12.4K
$5.08M
|
|
Apr 23, 2024
Q1 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
805+ 46.69% |
$242K - $279K
|
2.53K
$1.04M
|
|
May 02, 2024
Q1 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
805New |
$242K - $279K
|
805
$330K
|
|
Apr 29, 2024
Q1 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
804+ 6.45% |
$242K - $279K
|
13.3K
$5.44M
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
BUY
|
- |
802+ 61.6% |
$241K - $278K
|
2.1K
$862K
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
801+ 5.39% |
$241K - $278K
|
15.7K
$6.41M
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
787New |
$237K - $273K
|
787
$322K
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
785New |
$236K - $272K
|
785
$322K
|
|
Apr 19, 2024
Q1 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
776+ 31.04% |
$234K - $269K
|
3.28K
$1.34M
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
770New |
$232K - $267K
|
770
$315K
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
768+ 1.55% |
$231K - $266K
|
50.4K
$20.7M
|
|
Apr 24, 2024
Q1 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
764New |
$230K - $265K
|
764
$313K
|
|
Jul 24, 2024
Q1 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
764New |
$230K - $265K
|
764
$313K
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
758+ 12.2% |
$228K - $263K
|
6.97K
$2.85M
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
758+ 2.95% |
$228K - $263K
|
26.5K
$10.8M
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
755+ 408.11% |
$227K - $262K
|
940
$385K
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
749+ 1.4% |
$225K - $260K
|
54.4K
$22.3M
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
746+ 3.73% |
$225K - $259K
|
20.7K
$8.49M
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
725+ 9.49% |
$218K - $251K
|
8.37K
$3.43M
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
724+ 7.39% |
$218K - $251K
|
10.5K
$4.31M
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
721+ 1.37% |
$217K - $250K
|
53.4K
$21.9M
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
720+ 39.37% |
$217K - $250K
|
2.55K
$1.04M
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
718+ 20.35% |
$216K - $249K
|
4.25K
$1.74M
|